Our Team

Experience

Donna is the Owner and Director of Hunter Wealth Management. With over 28 years’ experience in financial planning, Donna provides strategic advice to grow, and protect your wealth. Committed to helping you achieve your financial goals, Donna has the knowledge, experience and technical skills to support you in this journey.

Donna’s specialty is retirement planning and is well versed in Centrelink and believes in long term client relationships to effectively manage your evolving goals.

Qualifications

• 2021 Masters of Financial Planning
• 2018 Post Graduate Diploma of Financial Planning
• 2004 Advanced Diploma of Financial Planning
• 2003 Diploma of Financial Planning

Professional Memberships

• Practicing member of the Financial Planning Association (FAAA)
• Justice of the Peace
• Tax Agent Services Association (TASA) member

Areas of Advice 

• Superannuation (Incl. SMSF’s)
• Retirement Planning
• Managed Investments
• Personal Insurance
• Debt Management
• Margin Lending

Value

Donna will explore your needs and cut through the technical jargon to ensure that you leave your appointments with knowledge and understanding of your current position and the path forward that will be unique to you. Ultimately, guiding you to financial freedom.

Donna enjoys spending time with her family and friends and travelling to new destinations. 

Experience

Karen has over 24 years’ experience and has a strong background in Client Services, where she consistently provides exceptional support and guidance to the client. Additionally, Karen, is highly experienced in drafting comprehensive Statement of Advice documents that detail tailored financial recommendations.

Role

Karen supports Donna by assisting with client consultations, preparing financial plans, conducting research, and ensuring the smooth implementation of financial strategies.

Qualifications

• Diploma of Financial Services (Financial Planning)

Karen enjoys bushwalking and spending time with her family. 

Experience

With over 17 years of experience in the finance industry, Kim possesses deep technical expertise well-suited to navigating the constantly evolving financial landscape.

Role

Kim assists in the creation of tailored strategies, conducts research and prepares comprehensive financial plans unique to each client, as well as ensuring all documentation is accurate and compliant for the entire team.

Qualifications

• Bachelor of Legal and Justice Studies (Majoring in Licensed Conveyancing)
• Diploma of Financial Services (Financial Planning)

Kim likes travelling in her caravan on the weekends with her family.

Experience

With over 17 years’ experience in the finance industry, Lauren has a background in Paraplanning preparing Statement of Advice documents. Lauren has the knowledge to support clients in their ongoing financial planning journey.

Role

Lauren, is responsible for the client review process, ensuring that financial documents are regularly reviewed and updated, and providing support to Donna in assessing and adjusting clients’ financial strategies.

Qualifications

• Bachelor of Criminology
• Diploma of Financial Services (Financial Planning)

Lauren enjoys spending time with her young family as well as making home made crafts.

Experience

With two years of experience, Kristy is passionate about creating a welcoming environment and ensuring every client feels valued.

Role

Kristy is the point of contact for all our clients. Kristy supports the rest of our team and handles the administrative aspects of the Hunter Wealth office to ensure a positive and efficient office experience.

Kristy has a vibrant and cheerful nature and always brightens up our day. 

In her spare time, Kristy enjoys going to the gym and maintaining a fit and healthy lifestyle. Kristy is married and has two daughters and likes to socialise on the weekends with family and friends. 

Experience

Olivia has been a part of our team for 12 months and is currently studying a Bachelor of Education at Newcastle University.

Role

Olivia works closely with our existing clients preparing review advice documents and processes administration paperwork.

Olivia enjoys spending time with her family and socializing with her friends in her spare time. To wind down, Olivia likes to keep up to date with the latest movies.