SIMON DE CARRO – Bbus, Dip FS, Adv Dip (FS)
Role at IWS: Founding Director and Senior Financial Advisor
Daily Tasks: Empowering clients with financial knowledge, literacy and competency to achieve their specific objectives
What you enjoy: Experiencing first-hand our members attaining their lifestyle objectives. Watching our members grow and evolve as we navigate with them though financial strategies tailored specifically to their needs.
Interests outside of work: Raising a family of girls and guiding their development. Spending quality time with family and friends. Being very competitive enjoyment is found in many sporting pursuits both actively and passively from golf, soccer, tennis, and motorsport.
Quote that resonates strongly with you: “Continuous effort, not strength or intelligence, is the key to unlocking our potential” – Winston Churchill
MARK PEARSON
Role at IWS: Senior Financial Advisor
Daily Tasks: Helping clients achieve control over their financial future and creating detailed financial plans that achieve that goal.
What you enjoy: Helping my clients understand how to be in control of their future and become happier healthier people. I enjoy being able to be part of my client’s financial success.
Interests outside of work: The connection with my family and friends are what matters to me the most. I spend as much time as possible with them as I can. I am a strong advocate for fitness of both mind and body and enjoy pursuing both. Watching live sport is a joy, there is something about the roar of a crowd that gets the blood running!
Quote that resonates strongly with you: “All the benefits in life come from compound interest — money, relationships, habits — anything of importance.” Naval Ravikant
NATASHA DE CARRO
Role at IWS: Practice Manager/Accounts Payable & SMSF Administrator
Daily Tasks: Managing business operations, scheduling appointments, accounts payable, assisting with Tax and Audits, establishments of SMSF, rollovers and supporting the Director with daily tasks.
What you enjoy: Working alongside my husband each day and supporting him where I can make his life easier. Since joining the business one of the perk’s has been that it’s allowed me to see more of my husband and learn the ropes of the industry.
Having a teaching background, it has been great to learn and develop my skills in another industry.
Interests outside of work: Spending quality time with my family, it can be as simple as taking the dog for a walk, picnics, day trips, holidays, or caring for my three nephews.
Outside of work my children keep me extremely busy, I can often be found running them to various activities which I like to be involved in.
Quote that resonates strongly with you: “A dream doesn’t become reality through magic; it takes sweat, determination and hard work” – Colin Powell
VENESA MONTALTO
Role at IWS: SMSF Tax and Audit Manager
Venesa assists our clients to keep on top of all administrative requirements that are needed to run a successful SMSF. She is efficient, warm and helpful in all areas of her job, with stakeholder’s satisfaction being her utmost priority.
Daily Tasks: SMSF Tax and Audits, Wide-ranging Administration Support, IT related issues and supporting the Director with daily tasks.
What you enjoy: Venesa enjoys building professional associations with our clients and stakeholders in order to achieve and meet all expectations for immediate results.
Interests outside of work: When Venesa is not at work she enjoys time with her family and friends.
Quote that resonates strongly with you: “It’s easy to stand in the crowd but it takes courage to stand alone.”
KATHERINE CATALAN
Role at IWS: Administrator
Daily Tasks: Provide support for SMSF establishments, perform administrative tasks and insurance applications.
What you enjoy: I enjoy this nature of work, I like that everybody in the organisation works together to assist each other. It gives me a positive approach for my everyday tasks.
Interests outside of work: I love going out with family. In my free time I also love building small houses using Lego or building blocks.
Quote that resonates strongly with you: “You are responsible for your own happiness.”
KOREN PIANO
Role at IWS: Senior Administrator
Daily Tasks: Provide support to financial advisers with the analysis of potential plans for clients and perform administrative duties involving research and background works.
What you enjoy: I enjoy the fact that I am learning a number of ways of how a person can be at a better position financially with the guidance of an adviser whose passion is to help them get where they want to be financially as safely as possible. Being a part of a team that carries that goal by heart gives me a sense of fulfilment in my duties and on my role.
Interests outside of work: I go on solo rides on my motorbike. Spending my time outdoors does my soul worlds of good. There is that freedom of anticipation it gives me - a zen-like quality in riding that lights my fire and makes me feel like I can take on the world.
Quote that resonates strongly with you: “We live the life we design, and our mind is the workshop of it. It is where it will all start. So, start your day full of hope and gratitude. Great things are about to happen.”
MELVIN PEDROSA
Role at IWS: Administrator
Daily Tasks: On a daily basis I do perform administrative duties involving research and background works.
What you enjoy: As a newbie in the team, I am beginning to love the enthusiasm of everyone and the kind of warm and welcoming attitude. I am enjoying the learning environment for me where ideas are openly welcomed, and queries are given prompt attention to. I find it very helpful that everyone is always in the loop ready to assist and I’d like to highlight the dynamism of the team to learn new ways of doing things.
Interests outside of work: It makes me feel a lot more productive engaging in some community extension works outside IWS. During my free time I do workshops and trainings for young people and children especially those in the grassroots. I am engaged in leadership training, care for ecology and peace building initiatives. I am a beach-lover and I love going out with family and friends and travel around.
Quote that resonates strongly with you: I am a believer of “Great things come from small beginnings,” and “It is not how much you do, but how much love you put into what you do that matters.”
GINECA FRANCE CANEDA
Role at IWS: Administrator
Daily Tasks: Actively facilitating between the advising team and paraplanning team.
What you enjoy: I enjoy playing Mobile Legends during my free time. I also enjoy learning new things through webinars, reading, etc.
Interests outside of work: Arts, Puzzles, Music, Movies
Quote that resonates strongly with you: “Life goes on.”