Meet our Support Team
At Wealth Fundamentals, having a financial adviser also incorporates an ongoing relationship with our support team. Our clients will have regular interactions with members of our team to help implement advice including completion of forms and at times, answer administrative queries that are non-advice related.
We firmly believe that a strong support team is the ‘backbone’ of any business and we take pride on having a great team dedicated to helping our clients achieve their goals and respond to their queries.
THERESA MCDONALD
PRACTICE & client services MANAGER
Theresa has over 18 years experience working in the financial services industry and has been with Wealth Fundamentals since 2013. She holds a Diploma of Financial Planning. She is passionate about delivering our clients high level of service and being a strong support for our advisers. She enjoys finding ways to ‘better’ the client experience by establishing new processes and implementing use of technology to improve our services.
Theresa loves to spend her weekends with her 3 sons and husband, usually watching them all play basketball. Her and her husband volunteer for their local Springfield Brumbies Basketball Club as part of the Management Committee. She loves dancing and dining out with family and friends.
MELISSA RYAN
ADVISER SUPPORT & client services
Melissa ‘Mel’ has been with Wealth Fundamentals since 2004. She holds a Diploma of Business and is our resident insurance guru looking after our insurance queries. What she likes most about working in this industry is seeing our clients benefit from our advice, especially in the event of a successful insurance claim.
Mel loves to spend her weekends with her 3 kids and likes to take the family camping with her husband. She enjoys dressing up to go to the races, which is how she met her husband. Mel is known for her warm and vibrant phone etiquette, as many clients will attest to.
krystin jacobs
ADVISER SUPPORT & client services
Krystin has been with Wealth Fundamentals since 2017, having been a stay-at-home mum for a few years prior. She has had a steep learning curve in the financial services industry, a journey she has really enjoyed (except for the long Centrelink phone calls).
She loves spending time with her family and taking her kids outdoors. She also volunteers at her daughter’s basketball club as their Treasurer. Her favourite cuisine is Mexican food. Krystin is a friendly, easy-going and dedicated individual who enjoys helping our clients and advisers.
If there is an event, you can bet Krystin will be the first to arrive as she is very punctual.
Richard Flack
advice implementation & client services
Richard joined Wealth Fundamentals in 2018, having worked in the banking industry since the mid 80’s and the financial services sector since 2015. He enjoys helping people achieve their financials goals.
Richard is a family man and loves to spend his weekends with his wife and daughters staying active and healthy, often cycling or running. He is a firm believer that actions speak louder than words and the importance of working hard and doing your best.
His guilty pleasure food is shortbread and ice-cream.
KIETH TAGALOG
ADMINistration SUPPORT
Kieth is the newest member of Wealth Fundamentals, having previously worked in customer services since 2016. He enjoys helping our team provide administration support to our advisers and clients.
Kieth enjoys being outdoors and loves to go the beach on the weekends with his friends and family. He also loves dining out and his favourite food is ‘lechon’ - a signature dish of Philippines cuisine.
In his short time with Wealth Fundamentals, he has proven to be a reliable team member.