About Maximum Wealth Strategies
The People Behind the Business
Maximum Wealth Strategies was started in 1990 by Max Reid who was joined soon after by Wayne Barber then later Sharon and Darren Allsop. In 2001 Max retired. The firm consists of Wayne Barber, Sharon & Darren Allsop, Wes & Rosalyn Curnow and Kim Geddes. Wayne, Sharon, Wes, Rosalyn and Darren are authorised representatives of the Securitor Financial Group Ltd, a licensed dealer in securities (AFSL 240687).
Wayne Barber is a Certified Financial Planner (CFP) with Maximum Wealth Strategies and has over 18 years experience as a Financial Planner. Wayne has a Diploma in Financial Planning, is a member of the Financial Planning Association of Australia, a member of the Securitor Forum on SMSF’s and a board member of the local chapter of the Financial Planning Association.
Sharon Allsop joined the firm in July 1997, after 12 years with the National Australia Bank. Sharon is a Certified Financial Planner (CFP) and member of the Financial Planning Association of Australia; she has a Diploma in Financial Planning and a Bachelor of Business (Accounting) Degree.
Rosalyn Curnow is a Certified Financial Planner (CFP) and has 9 years experience within the Financial Planning industry. She holds an Advanced Diploma of Financial Services (Financial Planning) and is a member of the Financial Planning Association of Australia.
Wes Curnow holds a Diploma of Financial Services (Financial Planning) and has 16 years experience within the Financial Planning industry, specialising in insurance. Wes prepares risk plans and identifies insurance solutions - Life Insurance, Trauma Insurance, Total and Permanent Disablement Insurance (TPD), Income Protection and Business Expenses cover. He has a deep commitment to clearly understanding our client's needs and providing quality solutions that meet their budget.
Darren Allsop joined Maximum Wealth Strategies in July 2000 after a career spanning over 15 years with the National Australia Bank. Darren holds a Diploma in Financial Planning and heads the Mortgage Broking division of Maximum Wealth Strategies.
Kim Geddes joined Maximum Wealth Strategies in January 2007 and is a client accounts & administrative assistant. Kim holds a degree in Marketing & Business Management.
Our Committment to Our Clients
- To provide a professional financial planning service with a view to the best outcome for the client.
- To develop Strategies to Assist our clients achieve their Maximum Wealth potential
Maximum Wealth Strategies employ life planning techniques for our clients. After the client’s lifestyle objectives and goals become clear we formulate strategies and investment recommendations to achieve the desired outcome. We discuss the client’s expectations and risk profile; we then assist with the selection of a spread of investments. We, in effect become partners in a relationship with the client. We want our clients to understand what drives their investments. Client comfort is most important, as we tailor a specific portfolio for the client to achieve the ’best outcome’.
