Summer 2012

Christmas Spirit! The staff of Wealth Experience have been full of Christmas spirit over the last few months. The Warwick branch of Bank of Queensland was a collection point for the Smith Family Christmas Toy and Book Appeal for the month of November. Many of the staff at Wealth Experience got behind this great cause and donated gifts for children who are less fortunate.

Members of the Toowoomba office volunteered at the Christmas Wonderland held in Queens Park, an event which raises much needed funds for three major local charities - Lifeline Darling Downs & South West Qld Ltd, Toowoomba Hospital Foundation and Toowoomba Hospice.

Our office also participated in the Adopt a Family Campaign run by The Chronicle, where the staff donate gifts and non-perishable food items for a family who would otherwise be struggling this Christmas.

New Faces Since our last edition of WE Inform, there have been several additions to our Wealth Experience team.

The Toowoomba office welcomes Kayla Black, who will play the role of technical support and paraplanner at RBS Morgans.

Racheal Hendry has commenced employment in the Wealth Experience Leasing & Finance department as a Finance Assistant, and will be based in our Stanthorpe Office.

We extend a warm welcome to all of our new staff members.

Congratulations Graduates! Many of our Wealth Experience staff members undertake studies as well as working full time. Well done to all those who have passed their most recent subjects, and a special mention must go to those who have now graduated. Nicole Rametta of our Stanthorpe office recently completed her final university subjects, and will graduate early next year with a Bachelor of Commerce majoring in Accounting. Shanna Tosh and Tanya Toohey of our Toowoomba office and Brett McEvoy of our Stanthorpe office recently completed both the education and practical experience components of the CPA Program and have advanced to CPA status.

Finally, Dan Cuthbert of our Leasing & Finance department has obtained his Diploma of Financial Services (Finance/Mortgage Broking Management) from The National Finance Institute. Congratulations to our graduates!

BRW Top 100 BRW has announced the Top 100 Accounting Firms for 2012, where Wealth Experience features at number 63.

Wealth Experience is also included with the Walker Wayland Group at number 27. In addition, the Walker Wayland Group was the fastest growing group in Australia, growing some 73.7%.

Thank you to all the staff for their efforts this year, contributing to our firm making the Top 100 once again.

Baby News! Congratulations to Chloe Morello of our Stanthorpe office and her husband Ross, as they welcomed a beautiful baby girl, Ella Anita Morello, into the world on September 26.