Andrew is obviously one of the 'Webb's' behind Webb Financial.
A Chartered Accountant with over 25 years experience, Andrew has been the force behind the growth of this business since it began in August 2013.
Having set out on 1 August 2013 with no clients, no income and no significant local profile, Andrew backed himself and did not come up short. Within two years, the business was growing at a rate of 1 new client per day and to this day, continues to grow at that rate.
Our clients overwhelmingly say Andrew's intellect and calm, friendly approach to delivering advice is what ultimately solidifies their loyalty to the business. Andrew speaks to clients in clear terms and ensures they understand their financial situation and are comfortable with the information they have. He and his team are always a phone call away, and we never charge our clients for ad hoc contact throughout the year.
The other 'Webb' behind the business, Jade has been responsible for creating, building and maintaining the brand, building and managing our web presence, and managing our social media profiles.
All written material which leaves our office is original and has been written by Jade and Andrew, and edited and distributed by Jade.
Jade is incredibly proud of the Webb Financial brand, and the team we employ. She is passionate about ensuring its continued success, and being an employer which invests in the professional growth of its team.
Read about Jade here.
Director/Senior Financial Planner (CFP)
We were very excited to welcome James to the team in September 2018.
James is exactly what we believe the future of financial planning looks like, which is why we sought him out!
Tertiary qualified with a degree in Commerce (Economics), qualified in Financial Planning to the highest attainable level (CFP), highly intelligent and absolutely focused on assisting clients to reach their goals using strategies and tools which are tailored to our clients' needs.
He's also a really good guy, which is another one of our non-negotiables.
With 11 years experience as a Financial Planner across both private firms and bank teams, James has developed finely tuned skills in his roles, and has been consistently rated 'A' for compliance.
James embodies our key business goal, which is to elevate the role of the professional Financial Planner, and to bring to our clients a Financial Planning service which is entirely about them. Client first, client focused, always.
James is a South Coast local, married to Julia, with three beautiful little children.
He is very excited to be stepping into a position in which his own morals, ethics and business principles are entirely on par with our own. We are accountable to our clients, we value our clients, and above all, we care about our clients and their futures.
Contact James to make an appointment, by phone or email.
During late 2014, we welcomed Yingying to our practice. Yingying and Andrew had worked together previously, and we were thrilled when she decided to join us.
Originally from China, Yingying relocated to Wollongong in 2010 and has worked at other Illawarra accounting firms.
Yingying holds a Bachelor of Finance from Beijing Foreign Language University, a Master of Professional Accounting and Master of Commerce both from the University of Wollongong. In 2016, she attained the hard earned designation of Certified Practising Accountant (CPA). Yingying is also fluent in Mandarin.
Yingying, husband David, and big sister Alice, welcomed baby Shaun to their family in July 2017.
Yingying compliments our team beautifully with her gentle and warm nature. We love having her on board Team Webb, and our clients love her too.
Zoie joined our firm in June 2015, a time when we were rapidly expanding and needed another great Accountant on board, who could hit the ground running!
With an extensive background in the accounting industry, Zoie's experience includes time spent as an internal auditor with government departments, a research assistant and teaching academic with universities, and as an Accountant with local firms.
As well as being a highly skilled accounting professional, Zoie is also a Level 1 Yoga instructor, and a busy mum of two young girls.
Zoie holds a Bachelor of Commerce (Accountancy and Business Law) with Second Class Honours from the University of Wollongong, and is a Certified Practicing Accountant (CPA).
Zoie has an incredible knack for being on the receiving end of some of our most complex jobs. Her brilliant sense of humour gets her through though, and we suspect a lot of yoga and meditation!
Senior Accountant (Chartered Accountant)
Quickbooks (Advanced) Certified
Receipt Bank Certified
With over 10 years professional experience with local accounting firms, Jackie complements our team beautifully.
Jackie has extensive experience working together with both business and personal clients, across multiple industries. She also brings with her, a working knowledge of Self Managed Superannuation Funds, and solid auditing experience.
Jackie has a Postgraduate Diploma of Accounting from Macquarie University, a Master of Commerce (major in Finance) from the University of Sydney, and is a Chartered Accountant.
Jackie is married to David, is a Mum of two, and is also fluent in Mandarin. She is yet another bright and friendly personality on board Team Webb. We feel very lucky to have her on the team.
Reckon One Certified
Quickbooks (Advanced) Certified
Receipt Bank Certified
Originally from China, Sarah relocated to sunny Wollongong in 2007 as a qualified chef, and has worked in local Illawarra restaurants for around 10 years.
As we've come to know with Sarah, her dedication to her work and study has been incredible. She holds an Advanced Diploma of Accounting awarded with Distinction through Wollongong TAFE, and a Bachelor of Commerce with Accountancy major, also awarded with Distinction through UOW. Sarah is now preparing to begin post graduate studies via the Chartered Accountant or Certified Practicing Accountant programs.
Sarah joined Webb Financial in July 2017 in a part time capacity as she continued her tertiary studies.
Sarah is a beautiful addition to our team, her fierce intellect is complimented by such a gentle and kind personality.
Melissa joined our team in February 2019.
With a very solid background working with local superannuation and investment administration companies, and financial planning firms, Mel was everything we needed to support our rapidly growing financial planning business. Stepping into the role of Reception and Administration Assistant, Mel hit the ground running and has been an incredible support to our Senior Financial Planner.
Mel is married to Lee, and has two gorgeous young children. She loves a bit of kickboxing for exercise, and unwinds happily with a glass of wine and a social occasion!
With her happy disposition, she was a perfect fit to greet our awesome clients on arrival.
Leo relocated to Australia from the UK in 2018, initially moving to Sydney to complete his Master of Professional Accounting.
Attracted to the amazing lifestyle we enjoy here in sunny Wollongong, Leo made the move South, and joined us here at Webb Financial in 2020, immediately showing his determination to drive his own growth in his chosen career.
Leo has some incredible experience behind him, including being selected to participate in a vocational training programme with Morgan Stanley in New York, teaching Chinese as a volunteer in Mexico, being Vice President of the Model United Nations Association at the University of Nottingham (UK), is a translator for a Chinese video website, translating from Japanese to Mandarin..there is more, though we only have so much space to work with here!
Leo is enrolled in the Chartered Accountants programme, and will gain much practical experienced working with our amazing team here at Webb Financial.
We see a big future for him, and feel really lucky he chose to join us.
Lending & Finance Specialist
Chris has built a career over 20 years working with multiple banks and credit unions, as a branch manager and lending specialist.
Chris' commitment to, and relentless pursuit of the best possible results for his clients has attracted our attention for some years, resulting in our approach to him to join our team in 2020.
Married with 3 young children, and always active, Chris shares Andrew's love of playing Rugby, and over 30 years has mostly played Hooker (Ed's note: No idea what that means, and thus am completely unsure as to whether that sentence is grammatically correct.).
Chris hails from the UK and is a passionate supporter of Newcastle United in the English Premier Legue (Ed: Soccer?).
Chris says, 'Communication is important to me, which involves being available and responsive, plus operating with the highest levels of integrity at all times. I'm excited to work for a trusted and value based team which provides an holistic approach to financial growth and wellbeing.'.
We're equally excited to have you on board Chris. Welcome!