Wealth Advisers

We are our client’s Principal Wealth Adviser.

We aim to gain a deep understanding of our clients and what they value and constantly strive to understand what is truly important to them.

This understanding sets the framework for the solutions we design to allow the best opportunity to achieve our client's goals and objectives.

Rory Mooney   

Principal Adviser, Partner

Rory has over 33 years experience in the financial services industry and has held a variety of positions serving the planning industry including the inaugural national and state chairman of Apogee Financial Planning's Board of Advice, a member of Wealth Management's National Advisory Board.

Apogee Financial Planning recognised Rory's commitment to "Professional Excellence" and his ability and willingness to interact with clients, peers and senior management within the industry by naming him National Planner of the year in 2002.

Rory is a certified financial planner^TM, a Fellow of the Association of Financial Advisers, a member of the Financial Planning Association and a Justice of the Peace.

Tim Rogers    

Principal Adviser, Partner

Tim has over 15 years experience in the financial services industry working in Adelaide, Sydney, Perth, and Darwin. Prior to launching Wealth By Design with Rory, Tim was State Manager SA/NT and a Senior Vice President with BT Financial Group.

During his career Tim has served as a trustee of a major Australian corporate superannuation fund, a member of an ASIC founded industry steering committee in SA and as Treasurer of the SA chapter of the Financial Planning Association (FPA). Tim holds a Bachelor of Economics from Flinders University, the Advanced Diploma in Financial Services (FP) and is a certified financial planner^TM

Tim is a member of the FPA and the national Apogee Financial Planning Advisory Board and is Chairman of Wealth Management’s State Advisory Board in SA and a Justice of the Peace.

Christie Rigg  

Adviser

Christie is a graduate of Flinders University with a Bachelor of Laws & Legal Practice and Bachelor of Science, a certified financial planner^TM and LIFE RISK SPECIALIST^TM. Christie is also accredited in salary packaging.

Very few in the financial planning industry hold such a combination of qualifications. This combined with her experience in the financial planning industry, specifically in the area of risk management, places her in a unique position to specialise in personal and business risk & estate and succession planning.

Associate Advisers

We manage client relationships and work with Rory, Tim and Christie to develop strategies to assist our clients in achieving their goals and objectives.  We design and prepare our written advice documents.

Stephanie Jones

Associate Adviser

Stephanie joined Wealth By Design in December 2008 and has over 10 years experience in the financial services industry and is a certified financial planner^TM. Nominated and accepted into the inaugural Wealth Management Scholarship program in 2005, Stephanie successfully completed the course in 2007. She also holds an Associate Diploma in Marketing.

Leanne Jones

Associate Adviser

Leanne joined Wealth By Design in April 2009 with over 7 years experience in the financial services industry. She holds a Bachelor of Business Management from the University of South Australia, Advanced Diploma of Financial Services (FP) and is studying to achieve certified financial planner^TM. Leanne has been accepted to participate in the Wealth Management Scholarship in 2011.

Craig Weatherill

Associate Adviser

Craig commenced working in the financial services industry in Sydney in 1999. He was the state finalist in the Australian Unity Paraplanner of the Year competition in 2008 and joined Wealth By Design in 2011. He has extensive experience in producing technically proficient advice with particular emphasis on Self Managed Superannuation Funds and plans to complete the Certified Financial Planner^TM qualification as soon as possible.

Client Service Team

We are responsible for ensuring that all administrative functions are completed efficiently and to Wealth By Design’s extremely high standards. We also assist clients with day to day enquiries, arranging appointments as well as providing support to other members of the Advice Team.

Hayley Wyatt

Client Service Administrator

Hayley has extensive experience in Client Services, having previously worked in Darwin. After entering the financial industry in 2007, Hayley now aspires to becoming a Financial Planner, and is enthusiastic about undertaking the training required.  Outside of work, Hayley travels back to Darwin when she can to see friends, loves the outdoors and camping and enjoys gym.

Sharyn Weger

Client Service Adminstrator

Sharyn has been in the Financial Services industry for the past 9 years. Sharyn prides herself on attention to detail to ensure that all administrative functions are completed to Wealth by Design’s high standards.

Sharyn is currently studying to achieve the Diploma of Financial Services (FP).

Sarah Heard

Client Service Administrator

Sarah returned to Wealth By Design in 2012 after five years away, which she spent working within the financial services and superannuation industry in both Western Australia and New South Wales.

Her experience interstate has allowed her to cultivate her relationship management skills, and has enabled her to develop a strong understanding of our industry from all angles; she brings back to Wealth By Design her strong administration skills and a focus on effective and efficient work practices.

Annisa Carstensen

Receptionist

Joining us in 2010 Annisa has an extensive retail, administration and client service background. Annisa was previously the Stock Administrator/Store Manager at Tynte Flowers for a number of years and brings to Wealth By Design a strong focus on client service built from an ability to use initiative, prioritise and problem solve.

Annisa has a Bachelor of Arts at University of Adelaide, and has recently completed a Post Graduate Certificate in Marketing at UniSA.

Peter McDonald

Business Manager

Peter has over 33 years experience in the banking and financial services industry in Canberra and Adelaide. As Business Manager, Peter is responsible for ensuring that the daily operations of Wealth By Design deliver agreed outcomes to our clients. By benchmarking ourselves against external Quality Management Systems, Peter ensures strict adherence throughout the business to documented business processes, enabling us to maintain high standards of client advice and service. Peter completed his Certificate IV in Financial Services and Diploma of Management in 2011.

Jan Frewin

Financial Administrator

Jan has over 22 years experience in the financial services industry and is responsible for managing our client invoicing systems. Jan also supports the Partners of the firm and the Business Manager through the ongoing management of all financial reporting for Wealth By Design. Jan completed her Certificate IV in Financial Services in 2011.