At Personal Wealth Solutions, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.

Since we opened for business in 2006, and progressing to become Personal Wealth Solutions, we have become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

 
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Andrew Ghea

Proprietor & Senior Financial Adviser
GradDipFinPlan, AFP®

Andrew Ghea

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Andrew Ghea

Proprietor & Senior Financial Adviser
GradDipFinPlan, AFP®

Andrew has worked in financial services since 1995, being initially employed as a Financial Adviser with some of Australian’s leading financial institutions. He then started to operate his own Financial Planning business in 2006 going on to build Personal Wealth Solutions to the successful and respected business that is today.

He has attained the Graduate Diploma of Financial Planning and has been an Associate Practitioner Member (AFP®) of the Financial Planning Association of Australia (“FPA”) since 2000. Andrew also continues to diligently keep his knowledge and skills up to date to ensure that he is able to provide the very best advice to our clients on an ongoing basis.

Away from the business, Andrew loves to spend time with family and friends, travel with his wife Raechelle, as well as getting out fishing and exploring the local coast and waterways in his boat.

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Jen Swan

Practice Manager

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Jen Swan

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Jen Swan

Practice Manager

Jen works at our Bundaberg office but looks after us all keeping things running smoothly in both our Bundaberg and Gladstone locations. Jen has gained extensive experience in Financial Planning offices over the years having previously worked in a range of roles as a Financial Planner, Paraplanner, Office Manager and Planners Assistant. 

Outside of work you can find Jen on the beach, she is an active member of the Bundaberg Surf Life Saving Club and enjoys her spare time volunteering and running the local Silver Salties program.

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Melanie Hennessey

Senior Client Service Officer

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Melanie Hennessey

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Melanie Hennessey

Senior Client Service Officer

Melanie is the equivalent of a good cup of coffee in the morning, the proverbial time extension, the reason you leave work on time. With 15+ years in the financial industry, a diploma and a few certificates under her belt, Melanie has found her niche is in helping clients and colleagues with the menial, time consuming, micro, fiddly bits of work you’d rather not do, freeing you up to concentrate on things you do. Melanie has your back.

Outside of work it’s all about spending time outdoors with the family. Nothing like an adventure in the wild or a fishing trip to re-energise the batteries.

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Raechelle Ghea

Operations Administrator

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Raechelle Ghea

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Raechelle Ghea

Operations Administrator

Needing a change in career and lifestyle in 2016 I chose to do the one thing that I said that I would never do…..work with my husband. Oddly enough though, we barely see each other throughout the working day! My role within the business is to basically support everyone else in their roles, plus the nitty gritty work behind the scenes that makes every business run efficiently.

My favourite part of my role here is talking to our gorgeous clients when I call them to book their reviews. Andrew has such a great rapport with his clients that they store Personal Wealth Solutions’ phone number as just Andrew - so when I call I am instantly greeted with a bright cheery Hello Andrew. My response is generally….“Close it’s his boss Raechelle!”

It's true, I love to travel and spend my time with family and friends and quite often all together at the same time. While Andrew is out on his boat, you will quite often find me in the garden as I love a manicured lawn.

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Craig Coughlan

Client Service Officer

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Craig Coughlan

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Craig Coughlan

Client Service Officer

Hello, I'm Craig Coughlan I am currently completing my Financial Planning degree with minors in Applied Economics and Finance at Queensland University of Technology.

About Me:

I'm passionate about deciphering financial complexities and am eager to contribute my knowledge to help clients achieve their financial goals.

Beyond Finance:

Away from numbers, I cherish family time, walking the dogs at Canoe Point, and playing golf. These moments fuel me for the challenges of financial planning.

Excited to bring my academic insights to real-world financial strategies, I look forward to contributing to our clients achieve their goals.