The Integrated Wealth Solutions Team



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

Neil Galletly

Senior Financial Planner

Neil began his working life as a naval officer and did his small part in keeping Australia safe for over 24 years, all the while growing an interest in investing and personal finance. Neil utilised the services of a qualified financial planner in the 90′ s and as he learned from that financial planner he decided to retire from sailing the seven seas to take on such a role himself by completing a lengthy course of study and on the job training in two major banks. As experience grew Neil specialised in helping pre-retirees and retirees with the discipline and and necessary strategies to achieve their goals in the way of wealth and lifestyle. The ever changing landscape for superannuation and social security keeps Neil very busy.

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.

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.

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.

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.

Sarah Richardson
Administration

As a member of our team in the Toukley Administration and Service Centre, Sarah has a wealth of knowledge and experience in Administration. In her role, Sarah provides assistance to the Financial Planner’s in their day-to-day management of clients portfolio’s and is generally the friendly voice you will hear when it’s time to arrange a review of your situation. She has 3 young boys that keep her very busy at home.

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.

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.