Meet our Team
Company Founder, Authorised Adviser
CFP®, SMSF Specialist Advisor™
Since 2004, Rohan has been owning and operating Wealth Assist and is an Authorised Representative of Count Financial Ltd. He worked as a Chartered Accountant prior to moving into Financial Planning, of which he is a Certified Financial Planner and Member of the SMSF Association and Financial Planning Association. Rohan’s areas of expertise include Wealth Building & Protection, Tax Minimisation Strategies, Aged Care, Estate Planning and Self-Managed Superannuation Fund Investment Advice.
Outside of work Rohan enjoys playing sports with his three sons, family holidays and is an avid Richmond Tigers Supporter.
CPA BCom DFP
Catherine has been a Financial Adviser since 2014 and a Corporate Accountant since 1990, and thoroughly enjoys bringing her expertise in forecasting and strategy to Clients. Catherine joined the Wealth Assist Financial Team in October 2019. Catherine is an Authorised Representative of Count Financial Limited.
Outside of work, Catherine is married to Wayne. They have two children, two dogs and two cats. Catherine enjoys curling up with a good book when she gets the chance. Terry Pratchett is her favourite Author.
Thomas has completed a Bachelor of Business (Accounting) and a Diploma of Financial Planning. He has worked in the Banking & Finance Sector for seven years specialising in retail Clients. Thomas joined the Wealth Assist Team in 2017 and assists the planning team with daily duties and helps to manage the team. Thomas will be going back to school in 2020 to further his education before applying to become an Authorised Representative.
Outside of work, Thomas loves to participate in sports such as cricket, basketball and squash.
Client Services Officer
Regina has been with Wealth Assist Financial on and off for the past 14 years. As well as her regular Receptionist duties, Regina handles all things Centrelink related for our Clients.
Outside of work, Regina is a Mum to three boys, enjoys gardening, travelling and looking after their new little dog.
Client Services Officer
Sonia has just recently joined the Wealth Assist Financial Team in November 2019, after over 20 years’ experience in both the Banking and Finance Industry as well as some time in Mortgage Broking. Sonia is quite focused on attention to detail as well as Compliance.
Outside of work, Sonia loves creative writing and is in the middle of writing a children’s picture book with the hope it gets published and aims to turn it into a complete series.