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.

Donna has also just won the prestigious award, GPS Wealth Adviser of the Year for 2025.

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

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 supports Donna by assisting with client consultations, preparing financial plans, conducting research, and ensuring the smooth implementation of 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 over 4 years of experience in the finance industry, Rachel possesses a strong background in all aspects of compliance. She is able to create compliant documents, delivering the best outcomes for our clients.

Role

Rachel 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 keeping the entire team up to date in all aspects of compliance.

Qualifications

• Certificate IV Business Administration
• Currently studying to complete a Bachelor of Business (Financial Planning)

Rachel enjoys spending time at the beach with her fiancé and crocheting.

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 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

• Diploma of Financial Services (Financial Planning)

Karen enjoys bushwalking and spending time with her family. 

Experience

With eight years of experience in the finance and banking sectors, Wendy previously supported local mortgage broker businesses.

Role

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

Qualifications 

Certificate IV in Business Administration, Bookkeeping and IT.

In her spare time, Wendy is passionate about the lifelong pursuit of self-sustainability. She keeps busy on weekends caring for her Australian native beehive and chickens, and enjoys outdoor adventures such as kayaking and hiking.

Experience

Austin is currently in his second year of a Bachelor of Business, majoring in Human Resource Management and Marketing at the University of Newcastle.  Austin has been working in various roles since a young age and has gained a wealth of experience and is always looking to learn and improve.

Role

Austin’s role is to develop and execute a range of marketing strategies for the business while managing digital content to help grow our client base and enhance engagement.

Austin enjoys spending time with his girlfriend and puppy whether that be going to the beach, going for walks or to wind down and watch a movie or two. Austin is an avid Newcastle Jets and Tottenham Hotspur supporter and loves all things sport.