Meet Our Financial Planner Team

Forrest Private Wealth is proudly owned and run by a highly experienced and motivated financial planner team.
Peter Stevens

Peter Stevens

Director & Financial Planner

Bachelor of Commerce, Graduate Diploma of Financial Planning, Fellow of the Financial Services Institute of Australia, Master Practitioner Member of the Stockbrokers and Financial Advisers Association.

With a background in financial services dating back to 1999, Peter’s passion is simple, to help clients make smarter financial decisions.

Through thousands of hours of conversations and working closely with clients, Peter has advised, developed and observed various strategies and techniques to help clients attain their financial aspirations.

Peter specialises in pre and post retirement planning, getting clients there with enough, and then making sure it lasts! Over time Peter’s clients have evolved to the children of his clients, providing them with financial planning advice to protect their young families. Having worked with many business owners, professionals, skilled tradesman, individuals and families over the years, Peter understands we can all be too busy with our own day to day lives that we don’t take the time to plan. His strength is helping clients focus on what’s important, establish priorities, and then hold each other accountable.

A father of two, when he’s not in the office, potting around the house or attending junior sport, Peter can be seen on the beach where he is an active member of Scarboro SLSC.

Mark Waller

Mark Waller

Director 

Mark’s experience is largely in the technology and financial services sector. He has experience in listing a company, M&A and capital raisings. He has a degree in commerce majoring in Law and Accounting and is a CPA.

Mark’s core skills are in strategy setting and driving businesses towards achieving that strategy. Mark has very strong financial and analytical skills which have aided him in his successes.

Mark worked for a small firm in public practice before moving to Ernst & Young in 2002. After a period of time in Ernst & Young, Mark moved overseas establishing his own business in the construction industry which he ran for eighteen months before selling the business and moving back to Perth.

From 2005 to 2016 Mark was the Chief Financial Officer and Company Secretary of listed company Empired Ltd (ASX:EPD). Major achievements at Empired were:

  • Growing the business from 20 people to 1,000 people.
  • Expanding from WA to every state in Australia as well as Singapore, New Zealand and North America.
  • Growing revenue from $2m to $160m. Maintaining an average 10% profit margin throughout the growth.
  • Listing Empired on ASX in 2007.
  • Divestment of noncore assets.
  • Acquisition of six companies to assist in accelerating the company’s strategy.
  • Consolidation of core operating systems and reporting across the business.

From 2006 to 2010 Mark was also a Director of public unlisted company BigRedSky Limited. After divesting this asset from Empired and raising a small amount of money, an online candidate management system was built and commercialised growing from one customer to over a hundred in a small period of time, surpassing the breakeven point at which time Thomson Reuters acquired the business.

In 2017 Mark and his business partner started Forrest Private Wealth via the acquisition of three businesses. Forrest Private Wealth is a growing wealth management business with over $150m in funds under management and over 500 clients Australia wide.

In 2018 Mark and his business partners launched SOT Corporate and SOT Business Brokers. The SOT team provide expert support no matter where a business falls within its life cycle. Key areas of specialty include business growth, M&As, IPOs and buying/selling small businesses.

Michael Bower

Michael Bower

Financial Planner

Michael studied and completed a Bachelor of Business at Edith Cowan University before completing a Diploma and Advanced Diploma of Financial Planning.

Michael’s aim is to make his clients lives better through the provision of financial advice and counsel. He is a specialist in both pre and post retirement planning. Michael is dedicated to knowing every aspect of wealth creation and wealth management, ensuring wealth conservation and protection strategies are in place. He spends the time researching on behalf of his clients to ensure they receive the best outcome for his advice.

Michael commenced working in the Financial Planning industry in 2002 where he has worked for various financial planners as well as running his own business for over three years which now forms part of Forrest Private Wealth. Michael has presented at industry forums and been quoted in publications.

Michael can be seen on the weekends supporting Claremont in the WAFL and Fremantle in the AFL. A keen outdoors man, his weekend barbecues can be smelt from three suburbs away.

Jerry Lin

Jerry Lin

Senior Financial Planner

Jerry has a Bachelor of Science from Edith Cowan University, an Advance Diploma of Financial Planning and a Diploma of Management.

Jerry works mostly with pre and post retirement clients, helping them navigate the changes and difficulties they may face and providing them with peace of mind. He is passionate about getting to know his clients to understand what they looking for and what strategies are needed to help, whether that be wealth creation and management or protection strategies.

Jerry started working in Financial Planning in 2013 and he has worked with a vast range of clients. Prior to that he worked with listed and unlisted companies.

Jerry loves to spend time with his family, especially taking his two young children on holidays to experience new things.

Daana Reilly

Daana Reilly

Planner Support

Daana joined the Forrest Private Wealth team in 2018 as a Financial Planning Assistant. She is currently completing a Commerce Degree majoring in Finance at Curtin University and also have her CERT IV in Business Management.

Prior to joining Forrest Private Wealth Daana has worked in guest services manager in the hotel industry and as a Property Manager.

Daana is an ongoing participating member at the Pak Mei Kung Fu Association and participates in festive activities associated with Chinese New Year including Lion and Dragon dancing.

Tammy Hart

Tammy Hart

Planning Assistant

Tammy joined Forrest Private Wealth in 2017 as a Financial Planning Assistant. She has completed her Advanced Diploma of Financial Services (FP).

Prior to joining Forrest Private Wealth Tammy worked at RetireInvest and Infocus Nedlands in a client service capacity and then moved into para planning, before taking time off to start a family.

In her spare time, Tammy enjoys stand up paddle boarding and spending time with family and friends.

Aaron Smith

Aaron Smith

Associate Planner

Aaron Joined Taylor Financial Planners in 2010 after completing his Commerce Degree at Curtin University with majors in Accounting and Financial Planning. He has recently begun his CFP qualification through the FPA in 2016.

Aaron has had a passion for shares and investing since an early age and made his first share based investment soon after starting with TFP.

Aaron is an avid basketball fan, being a big supporter of the Perth Wildcats and also plays in a domestic Basketball league at Ray Owen Recreation Centre in Kalamunda.

“…to be his or her own compliance officer. After they first obey all rules, I then want employees to ask themselves whether they are willing to have any contemplated act appear the next day on the front page of their local paper, to be read by their spouses, children, and friends, with the reporting done by an informed and critical reporter. If they follow this test, they need not fear my other message to them: Lose money for the firm, and I will be understanding; lose a shred of reputation for the firm, and I will be ruthless.”

– Warren Buffet

OUR COMPANY

Forrest Private Wealth is proudly a privately owned financial advice and wealth management business.

LEGAL

Forrest Private Wealth Pty Ltd
ABN 12 615 181 881 | Corporate Authorised Representative of Forrest Private Wealth Management Pty Ltd | ABN 18 615 339 485 | AFSL No. 492712

CONTACT DETAILS

Email

enquire@forrestprivatewealth.com

Phone

(08) 9382 1866

Address

57 Forrest St, Subiaco WA 6008

HEAD OFFICE

Get financial freedom and security.
It all starts with a coffee...
BOOK A FREE VIRTUAL COFFEE