Experience.

Established in 1977, Westmount is one of a handful of privately owned financial planning practices in Australia that has stood the test of time.  And like any business with a solid track record, our success essentially comes down to people...

Rick Maggi, Certified Financial Planner (CFP)

Rick Maggi, Certified Financial Planner (CFP)

Rick Maggi

Rick is the Managing Director of Westmount Financial and a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA). Rick has over 30 years experience advising individuals and business owners.

Westmount Financial 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.  Email Rick

Jenny Halberg

With over 13 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 and is particularly strong in the areas of superannuation advice, insurance and social security.  Email Jenny

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.  Email Maire

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 Financial 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.