Our Staff.
The WS team is comprised of highly qualified individuals with extensive financial services and related experience, gained at a variety of leading financial institutions and other professional service firms. All team members are experienced, energetic and have strong academic backgrounds. This enables us to provide fresh and innovative solutions to our clients, supported by a responsive client service ethos.
RICK MAGGI
Rick is the Managing Director of Westmount Securities Pty Ltd and a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA) and is also a member of Finsia (formerly the Securities Institute of Australia). Rick has over 27 years experience advising individuals and business owners and continues to oversee and direct the investment and superannuation advice strategies provided by Westmount Securities.
Rick prefers to work closely with other advisers to ensure consistent outcomes for clients. Westmount Securities continues to grow and evolve and Rick’s key role is to keep the company focused on delivering relevant, meaningful services to current and future clients. rickm@westmount.com.au
JENNY HALBERG
With over ten years experience in the financial services sector and as a member of the FPA, Jenny assists clients to implement their strategies and ensures the smooth day-to-day running of their financial affairs. Jenny is a Client Service Officer (CSO) and is particularly strong in the areas of superannuation advice, insurance and social security. Having worked with us for many years, Jenny’s knowledge and experience makes her an invaluable resource for our clients. jenny@westmount.com.au
MAIRE GOMES
Maire is a ‘problem solver’ and an integral part of our team. Maire possesses strong academic and organizational skills and currently spearheads the administrative, client support aspect of our business. Maire is a Client Service Officer (CSO) and is particularly strong in the areas of reporting, technology and compliance. maire@westmount.com.au
JAMIE KELLY
Jamie is an independent member of our Compliance Committee and is responsible for overseeing all of the compliance functions. Jamie's practical approach to compliance ensures that Westmount Securities meets its compliance obligations and provides clients with a practical advice framework.
Jamie has extensive industry experience and has consulted extensively to the financial services industry, mainly concentrating on small to medium size businesses.
Jamie is also involved with the industry through the FPA where he has been the Treasurer for Sydney Chapter for nearly ten years (1993-2003) and prior to that was the Secretary of the IAFP and then the FPA in Perth for four years 1989-1992. Jamie is currently a Fellow of the FPA.
