Our story
At Arrowstone Wealth we have created a company that is mutually beneficial for its clients and it’s staff. We have created an environment that values family and helping people to get the best from life. We respect and value our clients, our staff, our reputation and professionalism. Many of our clients have been with our Senior Adviser, Brian Lomas since the beginning.
Brian Lomas
Senior Adviser
Brian Lomas
Senior Adviser
Brian is the principal and Senior Financial Planner at Arrowstone Wealth Planning. Brian commenced in the financial planning industry in 1982, with a specific focus on individual financial planning, including the development of strategic advice for superannuation, retirement, insurance and estate planning. Since 1986 Brian has worked extensively in supporting trustees of Self-Managed Superannuation Funds in both the strategic planning and investment management of their funds. He also regularly assists clients with Estate Planning and Aged Care planning. He holds a SMSF Specialist Adviser qualification. As a founding member of our licensee, Madison Financial Group, Brian has experienced many changes to the industry over the past 30 years, which is invaluable in assisting clients build and protect their wealth. This experience gives him a unique perspective on client issues and needs that are forever impacted by our continually changing world. Brian holds the following qualifications: Certified Financial Planner, Member of FPA, Member of SMSF Professionals Association of Australia and SMSF Specialist Adviser. He is married with two children and enjoys boating with the family.
Kylie Woods
Practice Manager
Kylie Woods
Practice Manager
Kylie began in the financial services industry 18 years ago. Since that time, she has worked as a Paraplanner, Financial Adviser, Client Administrator and in Practice Management. Kylie liaises with clients, investment administrators and investment managers and oversees the planning and execution of client support and compliance management. Kylie has a Bachelor of Business Administration and Advanced Diploma Financial Services (Financial Planning). Kylie is married with two young girls who keep her very busy.
Cameron Alexander
Client Service & Administration
Cameron Alexander
Client Service & Administration
Cameron has over 7 years’ experience in the retail industry. Whilst undertaking a Bachelor of Commerce, majoring in Finance and Accounting, he worked in financial services. Upon completion of his degree, Cameron has decided to join Arrowstone Wealth to begin his Financial planning career. Cameron mostly spends his weekends rock climbing or hiking.
Nicholas Wong
Client Service & Administration
Nicholas Wong
Client Service & Administration
Nick worked as a corporate tax advisor for the past 20 years with specialisation in the property industry. He has recently transitioned into financial planning. Nick is a Chartered Accountant and completed the Advanced Diploma of Financial Planning with Kaplan in 2017. Nick is married and has 2 children in high school, so he spends his weekends driving them around to school sport.