Independent, purpose driven advice
A grounded approach to wealth management,
bringing your future into the present.
Our Team
Luke Axton
Advisor & Partner
BBus(Acc, Ec, Fin), CA, RTA
Member of Chartered Accountants
Registered Tax Agent
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Luke is a Partner and Chartered Accountant that heads up our Accounting and Tax Team. Family man, that loves teaching his kids how to drive a tractor on the weekend, whilst during the week helps business owners solve their key problems whilst ensuring their tax obligations are in check.
Chris Haggart
Advisor & Partner
MAppFin, BSc. BtCB, Dip FP
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Driven by purpose – his own and others. Aligns wealth with genuine happiness. Helps clients create clarity amongst complexities of life. Penchant for fitness, family, and the arts. Lateral thinker, family man, crossword addict.
Cameron Howlett
CEO & Partner
DipFP, BBus/BComp, CFP, SSA,
Registered Tax Agent
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Founder of Independent Wealth Partners and now working as the IWP CEO - Cameron is a family man, local cricket coach and loves working with our team to help their clients to use their money to fulfil their life's purpose.
Shane Nicholas
Advisor & Partner
BBus(FP), CFP, SSA
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Steady calmness and eternal optimist. Helps you make sensible life decisions. Independent thinker, active father, community member. Broadens your horizon to instil pride and awareness in your achievements.
Williza Demirel
Provisional Financial Advisor
Accredited Aged Care Professional
GradDipFinPlg, BBus
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Reassuring presence. Simplifies advice. Values trust and transparency. Loves raising her daughter with strong values. Emerging talent that ensures peace of mind for clients' financial future.
Lynn Zhao
Advisor
CFP®, CPA, SSA, B.Comm, GradDipFinPlg, MAcc
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Technical knowledge runs deep. Analytical, curious and open minded. Authentic perspective in the world of finance. Enjoys learning, music, and nature. Empowers clients with confidence and knowledge.
Andrew Brown
Advisor
BBus (Acc), CPA, GradDipFinPlg, MFinPlg
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Natural born instinct to help others. Business-savvy financial specialist. Sports fanatic, confident risk taker, commercially adept. Family man with broad perspective.
Cheryl Credaro
Administration Manager
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The binding force behind our team. Client go-to for information and exceptional support. Professional with a sunny disposition. A natural problem solver. Warm, wise, and wonderfully reliable. At home by the water.
Brigitta Nadya
Provisional Financial Advisor
BComm, GradDipFinPlg
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Strategic thinker. Delivers focused and compassionate guidance. Positive, warm, and passionate about the arts.
Sarah Guvi
Client Service Manager
BA (Eng & Amer Stud)
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Transforming roadmaps into reality. Dedicated to client relationships. Originally from Canada, now calls Melbourne home. Always exploring, and knows exactly where to find the best food.
Yuji Loo
Junior Accountant
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Thoughtful. Executes financial solutions with integrity. Prioritises exercise, health, and wellbeing. Creates genuine connections through a purposeful approach.
David Wu
Intermediate Accountant
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Trusted advisor with strong ethics. Proactive approach to accounting. Calm, approachable, and loyal. Man of his word who loves sports. Consistently instils confidence in clients' present and future selves.
Brett Jackson
Financial Advisor
BComm, Adv DipFP
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Focuses on building trust and connecting with clients beyond finances. Makes your goals come to life. Raised in the US, calls Melbourne home. Passionate basketballer with deep interest in small business. Sincere, reliable, and open minded.
