Our

TEAM

EPG is a financial advisory firm focused on providing transparent, clear and concise holistic tailored financial advice solutions to clients at different stages in life. We have a transparent fee for service advice model and rebate Investment and Insurance commissions to our clients.

We operate with the highest of fiduciary standards and consider long term relationships built on trust to assist our clients in achieving their financial goals. We need to offer value to our clients and we deliver on this every time.

At EPG Wealth we are different to most financial planning firms and believe in really getting to know your personal and financial situation before providing advice. Unfortunately we can’t help everyone but you will get an honest insight to where you are and how you are tracking.

EPG Wealth operates as a equity partnership with each Partner and Senior Adviser owning part of the practice. As each partner is personally invested in the success of the business it ensures each one continues to focus on supporting our clients long term goals.

AT EPG WEALTH WE STRICTLY ADHERE TO THE FOLLOWING

Core Values:

  • Clients best interest first and foremost.
  • Quality Advice is what you expect and get.
  • We focus on people.
  • Open and transparent communication.
  • Life is Short, enjoy it.
Partner and Senior Adviser
Mark Welch
T 02 8067 0590 | M 0439 737 706
E mark.welch@epgwealth.com.au

Mark was born in Sydney but raised in Santiago, Chile. After starting his Bachelor of Economics and Business Administration in Chile he received a scholarship to complete his studies at the prestigious UIC in Barcelona. Once he graduated he made the move to Australia and has never looked back.

Mark has been involved in the finance industry all his working life and so has his family with his Grandfather becoming one of the first Chief Managers of Exchange Control for the RBA.

Philosophy

Mark is committed to building a long term relationship with his clients by offering an honest and dynamic approach in how he delivers advice.

Mark understands everyone’s circumstances are different but ultimately we all have control of our financial future, the steps we take today will determine how good that future is.

“An investment in knowledge pays the best interest.” – Benjamin Franklin

Personal Life

  • Lives in Eastern Suburbs of Sydney.
  • Born in Sydney but grow up in South America.
  • Lived in Chile, Barcelona and Brisbane.
  • Speaks Spanish
  • Loves eating good food and spending time with family and friends.
Partner and Senior Adviser
Lachlan Carmody
T 02 8067 0590 | M 0401 387 545
E lachlan.carmody@epgwealth.com.au

Born in Canberra, Lachlan spent his childhood in Sydney’s north & is the eldest of four children. Joining Knowledgebank IQ in 2010, Lachlan worked in various roles within the Client Services Team progressing to an Associate Adviser in 2013 and then into his current Adviser role in 2014. Through his different roles Lachlan has gained an extensive knowledge of the business and industry, whilst building strong relationships with the clients & staff of Knowledgebank IQ.

Philosophy

Lachlan’s background in client services has given him a strong sense of customer service. His aim as an adviser is to ensure that his clients not only receive great service, but also to ensure that they receive advice in a clear & easy to understand manner.

Lachlan is a great believer in planning for your future, whether you start at age 30 or at age 60, it is never too early or too late to begin planning for your future.

 “If you fail to plan, you are planning to fail” – Benjamin Franklin

Personal Life

  • Sports Tragic – would love to one day go to all 5 Ashes test matches in the UK
  • Loves cooking for friends, his speciality dish is anything from the slow cooker
  • Enjoys travelling
  • Now he has retired from rugby, he loves supporting his local club
Client Service Manager
Jade Dawson
T 02 8067 0590
E jade.dawson@epgwealth.com.au

Born and raised in Wollongong, Jade began her career in Financial planning in 2005 and has not looked back since.

Jade holds a Diploma in Financial Planning and is currently working towards an Advanced Diploma in Financial Planning. Jade is also a Justice of The Peace.

Philosophy

Jade strongly believes in doing the best she can for clients and meeting their expectations.

Personal Life

  • Reading
  • Walking
  • Travelling
Senior Associate
Lucy Ferro
T 02 8067 0590
E lucy.ferrero@epgwealth.com.au

Lucy is of Italian background. Her family migrated to Australia in 1972 and have always lived in the Inner West of Sydney. After finishing high school, her very first job was as a nurse’s aid in a nursing home. She then started her banking career in 1986 and held various client service and administration roles.

Having 30 years of client service experience, Lucy’s main focus is client satisfaction, building rapport and relationships.

Philosophy

“We are all human and make mistakes and sometimes that is hard to take, but if you focus and aim to get it right first time, there is no better feeling than knowing you have committed too and taken full accountability in everything you do”.

Personal Life

  • Speaks fluent Italian
  • Enjoys ballroom dancing
  • Loves travelling and has frequent trips to onsite caravan on the Mid Nth Coast
  • Adores all fury animals especially dogs
Associate
Laudine Henry
T 02 8067 0590
E laudine.henry@epgwealth.com.au

Laudine was born and raised in France. After her Higher National Certificate in Tourism Management and Communication, she enrolled in a training for a year in the French Navy. Laudine worked for over 10 years in customer service in various industries and countries.

Laudine left France in 2014 and moved to Auckland, New Zealand and lived there for two years before moving to Sydney in 2016 where she currently lives, works and studies.

Laudine has been graded a Diploma in Business Management here in Sydney and is currently studying an Advanced Diploma of Leadership and Management. She started her career in Financial Planning sector recently and is enjoying it.

Philosophy

Laudine’s background in customer service in various sectors and countries has given her a genuine sense of customer service and a strong commitment to deliver the best to client and meet their expectations.

Personal Life

  • Born and raised in France
  • Lived in London, Auckland and Sydney
  • Speaks French and has basic notion in Spanish
  • Loves travelling, reading, cooking for family and friends, and hanging out with friends.
Senior Paraplanner
Leanne Dunn
T 02 8067 0590

Born and raised in Cairns, Leanne moved to South East Queensland in her late teens to commence her tertiary education. She has worked primarily as a paraplanner (advice developer and writer) in small to medium financial planning businesses throughout her career but also has worked in Compliance for a major Australian bank.

After taking two years off to complete further tertiary education, Leanne identified a need for a paraplanning service that would work in an ethical manner with several like-minded financial advice businesses, rather than just one. The independent company ‘LAMBDA Strategic’ was founded from this need and has been operating successfully for four years.

Leanne recently relocated the company back to Cairns to be closer to family.

Philosophy

Leanne believes that education in financial matters is of paramount importance to people of all ages and walks of life. Her view is that financial management strategies that are carefully constructed and most importantly, understandable, can benefit those seeking assistance to achieve their financial goals.

“If you do not change direction, you may end up where you were heading.” – Lao Tzu

Personal Life

  • Local history enthusiast, volunteering with the Cairns Historical Society and The Friends of McLeod Street Pioneer Cemetery
  • Travelling and SCUBA diving in the South Pacific
  • Long-distance supporter of the Brisbane Lions Football Club in the Australian Football League (AFL)
Senior Paraplanner
Iain Dunn
T 02 8067 0590

Born in Melbourne but raised in Brisbane, Iain began his career in supply and logistics for a major retail chain servicing communities all over Queensland and northern NSW. He then made the move into financial services, working in businesses ranging from small to medium privately owned firms to major banks and fund managers.

Iain has had a variety of roles within the financial services industry, including client management, advice delivery and compliance roles. His current role is as a paraplanner, developing strategic advice and personalised financial plans.

Iain recently relocated to Cairns for a sea change and to be closer to his extended family.

Philosophy

Iain’s philosophy is that people will make the best decisions regarding their financial welfare if they are well informed and clearly understand how the strategy will achieve their goals.

“Even though the future seems far away, it is actually beginning right now.” – Mattie Stepanek

Personal Life

  • Enjoys reading historical fiction, including the works of Bernard Cornwall, CS Forester and George Macdonald Fraser.
  • Military history buff, with a special interest in the Napoleonic Wars.
  • Travelling and SCUBA diving in the South Pacific
  • Follower of most forms of football, including local Rugby Union. Interstate member of the Hawthorn Football Club (AFL) and long-distance supporter of the South Sydney Rabbitohs (NRL).