Our team

Our team includes seeven wealth advisers who are authorised representatives with a combined expertise of 75 years in the industry. They are supported by six full-time staff and a General Manager.

Malcolm Davis
Kim Hunter
Alan Thomas
James McCowan
Tracy Wan
Stephanie Tang-Bowman
Conrad Allmark
Carol McRae-Pitt
Jessie Ray
Nathan Torre
Sally Davis

 

Malcolm Davis
MBA FPA (AFF) F Fin
Managing Director
malcolm@aspire2wealth.com.au

Malcolm has been involved in the financial services industry and advising clients since 1998. After completing his MBA he took on the role as an Adviser with another dealer group prior to transferring to his own practice with Genesys Wealth Advisers in May 2006. His major role is assisting clients in developing strategies that will assist them achieve their goals. A strategic plan is essential as it is something the client can always refer to, and provides a reference point. He specializes in Superannuation and investment management, and assisting develop portfolio’s that meet clients needs.

Outside his work life is family, sport and travel. He has been married for over 20 years, and enjoys activities from attending concerts and other events, dining out and travel. Daughter Emily is studying economics & commerce at UWA and son Ben is completing his secondary studies. He has been involved with basketball since 1970, having played at state level both in juniors and seniors in Victoria and currently coaches juniors at Perry Lakes. He enjoys coaching basketball and is a Wildcats members.

His Authorised Representative Number is 241948.

 

Kim Hunter
Dip FP
Director
kim@aspire2wealth.com.au

Kim has been involved in the financial services industry since 1975. He spent 28 years working for Westpac including roles as Branch Manager and Business Banking Manager. In 1997 Kim’s financial planning career began within Westpac advising clients in the business banking and agribusiness markets. Kim left Westpac in 2003 to join Genesys.

He is a member of the Financial Planning Association of Australia and holds a Certificate of Attainment for The Strategist Group Self Managed Superannuation Funds Advisor Course.

Kim is married with two adult daughters. He is a member of the West Coast Eagles & West Perth Football clubs and enjoys watching most sports. His interests include squash and travel.

His Authorised Representative Number is 237790.

 

Alan Thomas
CFP, B Bus, Dip FP
Director
alan@aspire2wealth.com.au

Alan has been working in Fiancial Planning and Business Advising for 25 years. He Studied a Bachalor of Business at Edith Cowan and then worked in Accounting and Finance for 5yrs proir to joining Colonial in the Funds Management Division as Business Development Manager.

With the takeover of Colonial by  CBA, he moved into a Personal Financial Planning with Statewest Financial Planning in 1996. He gained the Certified Fiancial Planner Status, following further study  in 1998.

Alan joined Aspire2 as a Director as part of the sale of Statewest Financial Planning to Aspire2.

 

He is married with 3 children still living at home and enjoys sailing, swiming and running to keep fit.

 

His Authorised Representative Number is 253456.

 

James McCowan
DFS (FP) A Fin
General Manager
james@aspire2wealth.com.au

James has over 27 years experience in the Financial Services Industry in senior management positions in both corporate and small business. James has a Diploma of Financial Services (Financial Planning) and is an Associate of the Financial Services Institute of Australia.

His role is to ensure the business is managed efficiently and ensuring the senior planners spend as much time assisting clients as possible.
 
James is married to Rachel, has 3 children is a passionate Carlton supporter and loves riding motorcycles.

 

Tracy Wan
BEc, BSc, GDip AppFin (FP)
Paraplanning Manager
tracy@aspire2wealth.com.au

Tracy joined the team in March 2010 from Western Pacific Financial Group. She has over 4 years in the Financial Planning Industry.
 
Tracy has a Graduate Diploma in Applied Finance majoring in Financial Planning, and is progressing through her CFP studies. Tracy has also completed Kaplan's Self Managed Superannuation Fund course.
 
Tracy's role is to work with all our planners in the formulation of strategy and advice documents for clients. Tracy is also our key focus for compliance and research within the Practice.
 
Tracy enjoys moves and travelling overseas.

 

Stephanie Tang-Bowman
BEc BA (A.S.) G DipFP
Authorised Representative
stephanie@aspire2wealth.com.au

Stephanie has recently moved into an advising role within Aspire2 after joining the team in July 2008 as Senior Paraplanner. Previously, Stephanie worked as a Paraplanner and Servicing Adviser at the Commonwealth Bank for 3 years.

She enjoys seeing clients face to face and helping them to achieve their financial goals and aspirations.  She also enjoys working closely with the Aspire2 team to provide excellent customer service.  Stephanie was awarded 2007 Regional Dux of her Graduate Diploma of Financial Planning through FINSIA and is currently undertaking her Certified Financial Planner (CFP) studies.

Stephanie enjoys going to the beach, football, watching movies, travelling overseas with her husband and spending time with family and friends.

Her Authorised Representative number is 328369.

 

Conrad Allmark
F Fin, BSc (Hons), DFS (FP)
Authorised Representative
conrad@aspire2wealth.com.au

Conrad has a Graduate Diploma in Applied Finance and Investment from FINSIA. He also has a Diploma of Financial Services (Financial Planning) from Kaplan and a Bachelor of Science (Honours) from UWA. In addition, he has so far successfully completed 3 units of the Financial Planning Association’s Certified Financial Planner (CFP) course.

He has worked in the financial services sector for 10 years, including roles as an Investment Research Officer with the Investments Research Team at Asgard and as a Senior Investment Officer with GESB. He has been providing financial planning advice since 2006, with most of that time spent as a Financial Adviser with a combined accountancy, financial planning and mortgage broking firm based in Joondalup.

Conrad is an Associate Practitioner Member of the FPA and is a Fellow of FINSIA. In addition, he is a FINSIA/Kaplan Practitioner, having lectured and provided email Help Line support for several FINSIA/Kaplan Graduate Diploma units.

In his spare time, Conrad enjoys cycling, golf (badly), television documentaries animation, and computing.
His Authorised Representative Number is 291535.

 

Carol McRae-Pitt
CFP, DipFP, BBus
Authorised Representative
carol.mcrae-pitt@genesyswealth.com.au

Carol has been involved in the financial services industry since 1998 and has been providing financial advice to clients since 2001.

She is our Authorised UK Pension Fund Adviser and has a sound knowledge of both the United Kingdom and Australian regulations. She is a Certified Financial Planner and is a member of the Financial Planning Association.

Her interests include scuba diving, snow skiing, time at the beach, but her happiest moments are spending time with her family, friends and Floyd, her black Labrador!

Her Authorised Representative Number is 239317.

 

Jessie Ray
ADFS (FP)
Planning Assistant
jessie@aspire2wealth.com.au

Jessie joins our team with 3 years experience in the financial planning industry in various roles.

She has completed her Certificate III in Business, Diploma of Financial Services in Planning and is currently completing the Advanced Diploma of Financial Planning.

 

She provides support for Malcolm Davis.

 

She has a country background, enjoys outdoor activities and socialising!

 

Nathan Torre
B Comm, DFS (FP)
Planning Assistant
nathan@aspire2wealth.com.au

Nathan has recently joined our firm and comes with 15 months experience in the financial planning industry.   

He has a Bachelor of Commerec degree and has completed his Diploma of Financial services in Financial Planning. He is looking to complete his Advanced Diploma in the near future.
 
He provides support for Alan Thomas.
 
Nathan enjoys playing sports socially including AFL, cricket, soccer and golf.  Nathan also enjoys going to the beach and spending time with his friends.

 

Sally Davis
Management Assistant
sally.davis@genesyswealth.com.au

Sally has been involved in the Human Resources and Training environment within the retail sector for over 20 years. She has hands on management experience and her primary role includes providing assistance to the General Manager in HR matters, special projects and account keeping duties.
 
Sally has been married to Malcolm for over 20 years and has two children. Her daughter Emily is studying Economics and Commerce and her son Ben is studying Law and Commerce at UWA. 
 
In her spare time she volunteers at Princess Margaret Hospital for Children and enjoys watching her son Ben play basketball as well learning to speak French.
 
 
 
 
 
 
 
 
 

 

Genesys wealth advisers you can rely on