The Integrated Wealth Solutions Team



Financial Planner Nowra, Financial Planner NSW, Financial Adviser, Financial Planner,

Erika Wright

Financial Planner

Erika started her career in Financial Services in 1993 with an Insurance Brokerage in Sydney, and has since developed strong skills in insurance, customer service, accounting and compliance.  To pursue her passion for Financial Planning, Erika commenced study at the University of Wollongong in 2013 and attained her Bachelor of Commerce (Financial Planning & Accountancy) in 2017. Erika moved to Jervis Bay in 2009 with her husband and five children and enjoys playing for the local ladies soccer team.

Joanne Matthews

Senior Financial Planner

Joanne comes to Lucrum Financial Solutions with over 18 years experience in the financial planning industry with various roles including Client Service Officer, Senior Paraplanner and Senior Financial Adviser.  Her experience and technical knowledge will enable her to provide her clients with a high standard of advice specialising in Retirement Planning.

Joanne’s interest include spending time with her family and friends on weekends and has a keen interest in travelling.

Katie Cerff

Administration

Katie is the face of the Lucrum front desk. She works closely with the whole team to ensure the smooth sailing of the business, providing support and excellent customer service to our clients.


Gary Chapman
Managing Director

Senior Financial Planner

Toukley Office

Gary is the Managing Director of Integrated Wealth Solutions. Prior to this, he was a Senior Financial Planner with St George Bank where he won Financial Planner of the year several years running. In 2007, Gary established his own practice, providing Financial Services in conjunction with the team to clients all over Australia.

Tim Condon
Director

Senior Financial Planner

Tim is a Director of Integrated Wealth Solutions and commenced his career in the Financial Services Industry over 10 years ago and has a very strong understanding of the Banking and Customer Service Industries.

Fiona Castle
Financial Planner

Fiona has been in a Paraplanning role for the last 7 years. Bringing with her a wealth of knowledge and experience, her recent addition to the team has benefited our clients greatly.

Fiona has 2 children who keep her busy during her time off, although she always finds time for bootcamp.

Arwen Williams
Financial Planning Assistant

A member of our Toukley Administration and Service Centre, Arwen runs several critical areas of the support team. She is our longest serving team member, her son Jack keeps her on her toes with his active, boisterous nature.

Carol-Ann Noctor
Financial Planning Assistant

Part of our Toukley Administration and Service Centre, Carol-Ann is our Senior Administrator who heads up the back office of Partners in Wealth and Integrated Wealth Solutions, “Irish” moved here from Ireland 18 months ago where she worked for Allied Irish Banks.

Stephanie Stafford
Paraplanning

Utilising her mathematical mind, Stephanie has been working in a paraplanning roll for Integrated Wealth Solutions whilst she undertakes her studies in Financial Planning.

In her spare time, Steph spends her weekends painting and drawing.

Sophie Doyle
Paraplanning

With client service experience in small business, corporate and government, Sophie is passionate about assisting clients achieve their goals. She has completed the Advanced Diploma of Financial Services. Outside of work she enjoys reading, gardening, catching up with friends and family.

Terry Paris
Financial Planner

Tamworth Office

Terry joined the team in 2016. Bringing with him a wealth of knowledge, Terry is a welcome addition to our specialist family.

Matthew Marsh
Director/Financial Planner

Tamworth Office

Matthew is a Senior Financial Planner with PlanPlus and has worked in the financial services industry since 2004, moving into Financial Planning in March 2008. He is currently completing a Masters in Financial Services through the University of New England and is a member of the Financial Planning Association of Australia. Matthew enjoys giving professional advice to all his clients and may be seen spectating at the local rugby fields in Tamworth.

Melissa Bush
Administration

Melissa is one of our administration officers. Her primary role is to assist in the preparation of reviews, maintenance of our records and generally helping around the office. Melissa has two boys, both avid football fans, who keep her busy on weekends.

Courtney Hawkins
Administration

Courtney is our wonderful receptionist at our Toukley office, manning the front desk and phone. When not at work, Courtney enjoys creating music as a budding singer/pianist.

Tanya Kay
Administration

Tanya’s primary role is the support of the Financial Planner’s in the preparation of client files, processing applications and also greeting clients when they arrive for meetings. When not at work, Tanya enjoys working with horses.

Marie Wright
Administration

Marie is based in our Tamworth office, and provides administrative support to the planners she works with. Along with answering the phones, she helps to prepare planners for their appointments and processing any requests from clients.