13 July 2012

Autumn 2012

New Faces Recently, we have had several additions to our Wealth Experience team.

Louise Bonsey is based in our Roma office, working as an administration officer and receptionist.

Boh Burima commenced employment on the 23rd January in the Toowoomba RBS Morgans branch as a Financial Planner.

The Toowoomba Power Tynan department welcomes Petra Kliese. Petra comes to us as an administration officer and receptionist.

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

Also, we welcome back both Toni Jackson & Chloe Morello of our Stanthorpe office from maternity leave. Toni will be in the office on Tuesdays and Wednesdays, with Chloe working on Thursdays and Fridays.

Scholarship Recipients The Wealth Experience Scholarship Program offers high school leavers the opportunity to study a business degree (part-time) at any University while working for our company on a full time basis. We pay the individual’s HECS fees for all successfully completed subjects. The obvious advantage to the scholarship winners is that they have their course fees paid and are in a position where they can apply their knowledge practically and receive valuable on-the-job mentoring and training.

We had a fantastic response for the 2012 Scholarship Program, and have been lucky enough to offer four scholarships this year. Our recipients are as follows:

  • Jackson Stark – Jackson graduated from Harristown State High School, and has commenced work in the Toowoomba office for both RBS Morgans and Wealth Experience Superannuation Solutions;
  • Stacie Petersen – Stacie comes to us from St Josephs College in Toowoomba, and will be working at Power Tynan in Megan Lipp’s team;
  • Ben Tansky – Ben attended Assumption College in Warwick, and will work in the Power Tynan Toowoomba office in both Sharon Baldwin and Patrick Wilson’s teams;
  • Daniel Stranger – Daniel comes to us from Centenary Heights State High School, and will work underneath Elizabeth O’Shea in the Power Tynan Toowoomba office.

This is the fifth year we have conducted the program and we will soon begin speaking at high schools across the region regarding the 2013 program. Should you have any questions regarding our scholarship program, or know anyone who wishes to apply for the 2013 scholarship, please do not hesitate to contact our office.

Wedding Bells Congratulations to Brad Hancock of our Toowoomba office, who married his partner of nine years Megan Snelling on 24 February 2012. Both the ceremony and the reception were held at Victoria Park in Brisbane, with the newlyweds honeymooning in Hawaii. We wish Brad & Megan all the very best for their future together.

Apple & Grape Harvest Festival Young Ambassador As you may be aware, our Apple & Grape Harvest Festival Young Ambassador is Mackenzie Elliott, who is an Undergraduate Accountant in our Stanthorpe Office.

The Apple & Grape Harvest Festival is a bi-annual event in the Stanthorpe region which took place between 2 and 4 March 2012.

Mackenzie has been fundraising for the event for the past eight months. We would like to thank everyone who has helped support her during this time, especially those who donated their time or goods, which helped to raise over $12 000.

Thanks also to those who helped with the parade float.

We would like to congratulate Mackenzie who was crowned 2012 Festival Ambassador. Mackenzie also took out the prize for Best Local Knowledge. We are extremely proud of her and all she has achieved during this time.

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Toowoomba

Suite 6, 618 Ruthven StPO Box 421Toowoomba, Queensland, 4350

07 4688 8400

Stanthorpe

142 High St PO Box 321Stanthorpe, Queensland, 4380

07 4681 6700

Roma

39 Hawthorne Street Roma, Queensland, 4455

07 4622 4345

Brisbane

Level 2, 13/22 Baildon Street Kangaroo Point, Queensland, 4169

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