We do what we do best so you can relax and do what you do best.

Arrive Wealth Management (Vic) supports:

Opportunity International

Our Team

Peter Leggett

Peter Leggett

Managing Director and Private Client Adviser
Authorised Representative

Qualifications

  • Certified Financial Planner ™
  • Master of Financial Planning
  • Bachelor of Business (Accounting)
  • Advanced Diploma of Financial Services
  • Diploma of Insurance

Biography

Peter Leggett is the Managing Director and Private Client Manager of Arrive Wealth Management. He has been involved in financial services for over 25 years, as a self-employed adviser with a large financial institution, a partner in a large independent financial services practice, and for the last 15 years operating and growing a ‘holistic’ wealth management business.

Peter provides highly specialised strategic, advanced planning and investment advice focusing on the specific needs of each client. He has been recognised as one of only three advisers to be Highly Commended in the Money Management Australian Financial Planner of the Year awards in 2002 and 2003.

Professional Achievements

  • Holds a position on the Advisory Board of a major specialist investment management company
  • Present Chairman of a medium Business Enterprise (non Financial Services) and board member of another new start business
  • Held a regular segment on a main Melbourne talk back radio station
  • FPA Conference Speaker and regular Dealer Group Conference Speaker

Judy SchmidtJudy Schmidt

Director and Private Client Adviser
Authorised Representative

Qualifications

  • Certified Financial Planner ™
  • Master of Financial Planning
  • Bachelor of Business (Personnel)
  • Advanced Diploma of Financial Services
  • Associate of the Financial Planning Association of Australia
  • Finsia Associate

Biography

Judy Schmidt is the Managing Partner and Private Client Manager of Arrive Wealth Management and has been involved in the financial services industry for over 12 years. She ensures that the business delivers outstanding and consistent service to clients and that clients' needs, both immediate and long term, are met. To achieve your goals, as a client you need a lifetime relationship with a business that can deliver exceptional strategic advice, advanced planning and investment management, coupled with a strong ongoing relationship.

Joan Berkery-ColemanJoan Berkery-Coleman

Private Client Adviser
Authorised Representative

Qualifications

  • Advanced Diploma of Financial Services
  • Bachelor of Commerce
  • Master of Applied Finance
  • Finsia Fellow
  • Affiliate of the Financial Planning Association of Australia

Biography

Joan Berkery-Coleman is a Private Client Manager with Arrive Wealth Management and has been involved in the financial services industry for over 25 years, working at ANZ, Colonial and Commonwealth Bank prior to joining Arrive.

Joan works with clients to ensure their long-term financial goals support their life plans. She is committed to a deep, ongoing relationship with clients to educate, encourage and assist them with the implementation of the strategies developed to achieve short, medium and long term goals. Her focus is on the protection and creation of wealth through the provision of strategic advice, investment management and the regular review of financial plans.

Philip Morleyalt

Private Client Adviser
Authorised Representative

Qualifications

  • Certified Financial Planner TM
  • Bachelor of Commerce (Hons)
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia

Biography

Philip Morley is a Private Client Manager with Arrive Wealth Management and has been involved in the financial services industry since 1998, initially operating his own Hillross practice. Prior to becoming a financial adviser, Philip had extensive commercial and management experience in the resources industry.

Philip brings a highly skilled and mature approach to strategic advice for private and business clients on all aspects of wealth management tailored to individual needs, including tax-effective wealth creation, personal risk protection, superannuation and retirement planning and estate planning.

Mathew AshtonMathew Ashton

Investment and Research Manager
Authorised Representative

Qualifications

Certified Financial Planner CFP™

  • Chartered Financial Analyst CFA (CFA)
  • Bachelor of Business (Financial Planning)

Biography

Mathew is a Research Manager with Arrive Wealth Management and has specialised in strategic advice and wealth management roles since 1999. Mathew has successfully obtained the CFA® charter, a globally recognised professional designation for investment professionals seeking to promote the highest levels of competence and integrity. He is a firm believer in the role of continuing education and professional development to provide clients with relevant and sound advice in a rapidly changing investment environment.

Mathew's experience has led to his belief that successful management of client portfolios can be achieved only when attention is focused on clients' after tax outcomes in light of their personal goals and objectives. Mathew has worked in the financial services industry for nearly 10 years, at Equity Trustees and RetireInvest prior to joining Arrive in 2003.

 

 

Helen Floyd

Helen Floyd

Business / Client Services Manager

Helen is the Business and Client Services Manager at Arrive Wealth Management. Her major focus is on client services, relationship development, functions and communication, as well as her role as Business Manager. Helen has worked with Senior Management in the corporate sector for over 20 years, with Mobil Oil, WMC Resources, UBS and most recently API Ltd (Australian Pharmaceutical Industries). She joined Arrive Wealth Management in 2008, with extensive administrative, communications and project management skills.

 

Craig Parkins

Craig Parkins

Finance Professional
Accreditated Member of Professional Lenders Association Network (PLAN Australia)

Authorised Credit Representative of BLSSA Pty Ltd No.396993

Qualifications

  • Diploma Financial Services (FMBM)
  • Cert IV Financial Services (Mortgage Broking)

Biography

Over the past 24 years Craig has been involved in the finance and banking industry.  Over 15 years with a major banking firm within business banking then ultimately relationship managing a portfolio of several high net worth individuals with borrowings in excess of $1m.

 

Craig established an award winning business, Mortgage First in 2001 which incorporated an unsurpassed client experience, with strong focus on professionalism, dedication and respect which he brings to Arrive Finance Solutions.

 

Experience.....the difference

 

Career Achievements

  • Finalist, 2005, 2006 & 2007 Brokerage of the Year, PLAN Australia
  • Winner, Brokerage Firm of the Year, Vic/Tas, PLAN Australia 2004
  • Nominated MFAA Excellence Awards (Nationally) 2004
  • Broker Of The Year, Vic/Tas, PLAN Australia 2003
  • Gold Level Client Services Manager, Westpac 1995

 

Team of Professionals

We have a team of professionals and support staff to assist with your sophisticated and tailored financial solutions. We will introduce you to the relevant staff pertinent to your financial portfolio requirements during the initial stages of our relationship development.