Our Team

Experience

Donna is the Owner and Director of Hunter Wealth Management. With over 25 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 (FPA)
• Association of Financial Advisers (AFA)
• 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 is always busy running around watching her kids play sports. Donna also loves to travel with her family.

Experience

With over 15 years’ experience in the finance industry.  Kim has vast technical knowledge in the industry which is suited to this ever changing financial landscape as well as extensive experience in all aspects of managing the practice and team.

Role

Kim is the Practice Manager and ensures our office is running smoothly. Kim is responsible for the preparation of Statement of Advice documents, modelling and research and can support clients in their financial planning journey. Kim works closely with Donna to implement the strategies that are unique to each client.

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 15 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 the Client Review Manager and will prepare the client portfolios to ensure that the strategies and investments continue to be aligned with their ongoing requirements.

Lauren is ready to support the client experience through reporting  and administrative needs over the life of your portfolios.

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

Kristy is part of our Client Services Team. She comes with 15 years of experience and is passionate about producing the best results for our clients.

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.   

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 is the newest member of our team, she 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.