The People Behind the Business
Founded over 20 years ago Maximum Wealth Strategies consists of Wayne Barber, Wes & Rosalyn Curnow and Darren Allsop. Wayne, Wes, Rosalyn and Darren are authorised representatives of the Securitor Financial Group Ltd, a licensed dealer in securities (AFSL 240687).
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Wayne Barber, a Certified Financial Planner (CFP), Self Managed Super Fund Specialist Adviser (SSA) with Maximum Wealth Strategies has over 25 years experience as a Financial Planner. Wayne has a Diploma in Financial Planning (RMIT University), a Practitioner Member of the Financial Planning Association of Australia and currently Chairman of the Albury/Wodonga Chapter of the Financial Planning Association. |
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Rosalyn Curnow is a Certified Financial Planner (CFP) and has 9 years experience within the Financial Planning industry. She holds an Advanced Diploma of Financial Services (Financial Planning) and is a member of the Financial Planning Association of Australia. |
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Wes Curnow holds a Diploma of Financial Services (Financial Planning) and has 16 years experience within the Financial Planning industry, specialising in insurance. Wes prepares risk plans and identifies insurance solutions - Life Insurance, Trauma Insurance, Total and Permanent Disablement Insurance (TPD), Income Protection and Business Expenses cover. He has a deep commitment to clearly understanding our client's needs and providing quality solutions that meet their budget. |
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Darren Allsop joined Maximum Wealth Strategies in July 2000 after a 15 year career with National Australia Bank. Darren holds a Diploma in Financial Planning and provides advice in the areas of Superannuation, including Self Managed Super Funds, direct Australian share investing, investing for retirement income and Centrelink entitlements. |
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Our Committment to Our Clients
- To provide a professional financial planning service with a view to the best outcome for the client.
- To develop Strategies to Assist our clients achieve their Maximum Wealth potential
Maximum Wealth Strategies employ life planning techniques for our clients. After the client’s lifestyle objectives and goals become clear we formulate strategies and investment recommendations to achieve the desired outcome. We discuss the client’s expectations and risk profile; we then assist with the selection of a spread of investments. We, in effect become partners in a relationship with the client. We want our clients to understand what drives their investments. Client comfort is most important, as we tailor a specific portfolio for the client to achieve the ’best outcome’.