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Meet our Team
DUANE POTTER MANAGING DIRECTOR
Authorised Representative and Credit Representative of AMP Financial Planning
Adv. Dip. FS (FP)
Member of the Financial Planning Association
Member of “The Executive Connection”
Duane’s main focus is to grow the business sustainably and make sure their 3 main stakeholders win: their clients, team members and shareholders.
Duane believes we are only on this planet once and that we need to do the best with what we have…Finances, Health and Relationships.
Why financial advice?
Duane became a planner because he wanted to make a positive impact on clients lives.
What’s their goal?
Duane’s passion is to continue to grow the business. In an industry that is ever changing, he wants to ensure that Vine Wealth is always ahead of the game and able to offer their clients the best advice and the most innovative tools that are available.
DUANE POTTER
MANAGING DIRECTOR
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DUANE POTTER MANAGING DIRECTOR
Authorised Representative and Credit Representative of AMP Financial Planning
Adv. Dip. FS (FP)
Member of the Financial Planning Association
Member of “The Executive Connection”
Duane’s main focus is to grow the business sustainably and make sure their 3 main stakeholders win: their clients, team members and shareholders.
Duane believes we are only on this planet once and that we need to do the best with what we have…Finances, Health and Relationships.
Why financial advice?
Duane became a planner because he wanted to make a positive impact on clients lives.
What’s their goal?
Duane’s passion is to continue to grow the business. In an industry that is ever changing, he wants to ensure that Vine Wealth is always ahead of the game and able to offer their clients the best advice and the most innovative tools that are available.
CATHY IRWIN FINANCIAL PLANNER
Authorised Representative and Credit Representative of AMP Financial Planning
B.Comm (FinPlan)
Cathy has over 6 years’ experience in the financial services sector and many years of other industry exposure. With a wealth of knowledge gained via planning support roles, Cathy provides an in-depth understanding of each step that clients will be working through at any one time. Cathy is passionate about Vine clients finding financial freedom.
What’s their goal?
To help Vine clients work toward setting in place a solid foundation that they can build on to provide greater stability and security in their lives.
CATHY IRWIN
FINANCIAL PLANNER
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CATHY IRWIN FINANCIAL PLANNER
Authorised Representative and Credit Representative of AMP Financial Planning
B.Comm (FinPlan)
Cathy has over 6 years’ experience in the financial services sector and many years of other industry exposure. With a wealth of knowledge gained via planning support roles, Cathy provides an in-depth understanding of each step that clients will be working through at any one time. Cathy is passionate about Vine clients finding financial freedom.
What’s their goal?
To help Vine clients work toward setting in place a solid foundation that they can build on to provide greater stability and security in their lives.
ANTONIA GAPES FINANCIAL PLANNER
Antonia has been in the financial services industry since 2015 and joined the Vine team in mid 2019. Antonia has a business background, with experience in Franchise Ownership and self –employment. When not working, Antonia enjoys running, the beach lifestyle and enjoying time with her family.
Why the financial services industry?
Antonia wanted to provide the service and advice she wished she had received when she was starting a family and growing a business.
What’s their goal?
To work with her clients to minimise financial stress events and to ensure they are in the best possible financial position as they journey through life.
ANTONIA GAPES
FINANCIAL PLANNER
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ANTONIA GAPES FINANCIAL PLANNER
Antonia has been in the financial services industry since 2015 and joined the Vine team in mid 2019. Antonia has a business background, with experience in Franchise Ownership and self –employment. When not working, Antonia enjoys running, the beach lifestyle and enjoying time with her family.
Why the financial services industry?
Antonia wanted to provide the service and advice she wished she had received when she was starting a family and growing a business.
What’s their goal?
To work with her clients to minimise financial stress events and to ensure they are in the best possible financial position as they journey through life.
RICHARD ELMES FINANCIAL PLANNER
Authorised Representative and Credit Representative of AMP Financial Planning
BSc
Grad Cert FP
Richard has over 25 years’ experience in financial services including strategic management roles for top tier institutions including, Credit Suisse, Morgan Stanley and Macquarie Bank. Richard led part of the Future of Financial Advice program for CBA and has been engaged with AMP in strategic and planning roles since 2015. Richard has a Bachelor of Science degree and holds a Graduate Diploma equivalent in Financial Planning as part of the Masters program at Griffith University
Why financial advice?
To never stop learning, a unique and humbling opportunity to make a difference to peoples lives
What’s their goal?
To utilise his experience and knowledge to form partnerships with his clients and empower people to make decisions to get the most from life’s opportunities.
RICHARD ELMES
FINANCIAL PLANNER
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RICHARD ELMES FINANCIAL PLANNER
Authorised Representative and Credit Representative of AMP Financial Planning
BSc
Grad Cert FP
Richard has over 25 years’ experience in financial services including strategic management roles for top tier institutions including, Credit Suisse, Morgan Stanley and Macquarie Bank. Richard led part of the Future of Financial Advice program for CBA and has been engaged with AMP in strategic and planning roles since 2015. Richard has a Bachelor of Science degree and holds a Graduate Diploma equivalent in Financial Planning as part of the Masters program at Griffith University
Why financial advice?
To never stop learning, a unique and humbling opportunity to make a difference to peoples lives
What’s their goal?
To utilise his experience and knowledge to form partnerships with his clients and empower people to make decisions to get the most from life’s opportunities.
JOHN CHAPMAN LENDING SPECIALIST
Credit Representative of AMP Financial Planning
Certificate IV in Finance and Mortgage Broking FNS 40811
B.E. (Chemical) Hons IIA
M.Eng Sci.
Accredited Mortgage Consultant AMP Financial Planning Pty Limited
Member of FBAA and FOS
John has been in the financial and business services industry since 2004 working as a mortgage consultant and business advisor. John joined Vine in August 2014, and works with a wide range of clients providing finance for homes, investment properties, SMSF, vehicles and business.
The most fulfilling part of his job is seeing a smile on his clients’ face when we get a ‘yes’ from the bank.
John enjoys spending time with his wife and four children, playing soccer and jamming on the bass guitar. He is looking forward to holidaying in Europe with all the families of the exchange students they have hosted over the years.
Why financial advice?
John became a mortgage consultant because of his personal interest in property and his strong problem solving background.
What’s their goal?
John has a passion for helping people achieve financial breakthroughs in life and he loves seeing people achieve their property dreams. It is very satisfying to see people purchase their first home or investment property.
JOHN CHAPMAN
LENDING SPECIALIST
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JOHN CHAPMAN LENDING SPECIALIST
Credit Representative of AMP Financial Planning
Certificate IV in Finance and Mortgage Broking FNS 40811
B.E. (Chemical) Hons IIA
M.Eng Sci.
Accredited Mortgage Consultant AMP Financial Planning Pty Limited
Member of FBAA and FOS
John has been in the financial and business services industry since 2004 working as a mortgage consultant and business advisor. John joined Vine in August 2014, and works with a wide range of clients providing finance for homes, investment properties, SMSF, vehicles and business.
The most fulfilling part of his job is seeing a smile on his clients’ face when we get a ‘yes’ from the bank.
John enjoys spending time with his wife and four children, playing soccer and jamming on the bass guitar. He is looking forward to holidaying in Europe with all the families of the exchange students they have hosted over the years.
Why financial advice?
John became a mortgage consultant because of his personal interest in property and his strong problem solving background.
What’s their goal?
John has a passion for helping people achieve financial breakthroughs in life and he loves seeing people achieve their property dreams. It is very satisfying to see people purchase their first home or investment property.
ISABELLA SCARCELLA PLANNER ASSOCIATE
Isabella joined Vine Wealth after several years working in support and senior administration roles. When not working, Isabella enjoys spending time at the beach, playing Netball and catching up with friends.
Why the financial services industry?
Isabella understands the importance of reaching financial goals and thoroughly enjoys working in an environment and with a team of caring individuals whose common goal is to help their clients reach those financial goals!
What’s their goal?
Ensuring all clients receive the best experience possible & assisting them so they can discover and reach their dreams.
ISABELLA SCARCELLA
PLANNER ASSOCIATE
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ISABELLA SCARCELLA PLANNER ASSOCIATE
Isabella joined Vine Wealth after several years working in support and senior administration roles. When not working, Isabella enjoys spending time at the beach, playing Netball and catching up with friends.
Why the financial services industry?
Isabella understands the importance of reaching financial goals and thoroughly enjoys working in an environment and with a team of caring individuals whose common goal is to help their clients reach those financial goals!
What’s their goal?
Ensuring all clients receive the best experience possible & assisting them so they can discover and reach their dreams.
ALI ROLLESTON PLANNER ASSOCIATE
Ali comes from a back ground in Real Estate, where she worked as a Buyer’s Agent selecting and negotiating investment properties for clients throughout Australia.
Ali joined the Vine Team in May 2019 as a Planner Associate, making the transition from Real Estate to Finance in order to be a part of an industry that takes a more holistic approach to wealth creation. At Vine, Ali enjoys contributing to making a difference to the financial future of our clients.
When not working, Ali can be found enjoying the Noosa outdoors with her husband and their dog. They enjoy spending time at home and each year make regular trips to Sydney to visit family and friends.
Why the financial services industry?
Ali is passionate about Financial Independence and feels privileged to be support a team that assist clients every day on their financial journey.
What’s their goal?
To make support our advisers in making a positive and memorable difference to each client’s life, helping them discover and reach their financial goals.
ALI ROLLESTON
PLANNER ASSOCIATE
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ALI ROLLESTON PLANNER ASSOCIATE
Ali comes from a back ground in Real Estate, where she worked as a Buyer’s Agent selecting and negotiating investment properties for clients throughout Australia.
Ali joined the Vine Team in May 2019 as a Planner Associate, making the transition from Real Estate to Finance in order to be a part of an industry that takes a more holistic approach to wealth creation. At Vine, Ali enjoys contributing to making a difference to the financial future of our clients.
When not working, Ali can be found enjoying the Noosa outdoors with her husband and their dog. They enjoy spending time at home and each year make regular trips to Sydney to visit family and friends.
Why the financial services industry?
Ali is passionate about Financial Independence and feels privileged to be support a team that assist clients every day on their financial journey.
What’s their goal?
To make support our advisers in making a positive and memorable difference to each client’s life, helping them discover and reach their financial goals.
JENNA HICKS ADVICE DOCUMENTS
Adv. Dip. AccB.Com (Acc)
Jenna has been working in the financial services industry since 2009. She joined the Vine team in 2010 as a Planner Associate and in 2012 relocated to Melbourne to work in Financial Planning and later the Corporate Accounting Sector. She returned to the Sunshine Coast and the Vine team in 2017.
When not working, Jenna enjoys spending time with her partner and dog down the beach.
Why the financial services industry?
Jenna understands the importance of reaching financial goals and thoroughly enjoys working in an environment and with a team of caring individuals whose common goal is to help their clients reach those financial goals!
What’s their goal?
Ensuring all clients receive the best experience possible & assisting them so they can discover and reach their dreams.
JENNA HICKS
ADVICE DOCUMENTS
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JENNA HICKS ADVICE DOCUMENTS
Adv. Dip. AccB.Com (Acc)
Jenna has been working in the financial services industry since 2009. She joined the Vine team in 2010 as a Planner Associate and in 2012 relocated to Melbourne to work in Financial Planning and later the Corporate Accounting Sector. She returned to the Sunshine Coast and the Vine team in 2017.
When not working, Jenna enjoys spending time with her partner and dog down the beach.
Why the financial services industry?
Jenna understands the importance of reaching financial goals and thoroughly enjoys working in an environment and with a team of caring individuals whose common goal is to help their clients reach those financial goals!
What’s their goal?
Ensuring all clients receive the best experience possible & assisting them so they can discover and reach their dreams.
LAUREN SAWERS PRACTICE OPERATIONS
Lauren is a qualified Financial Planner and has been in the finance industry for over 10 years. After taking time out from planning to care for her growing family, Lauren has since returned to Vine on a part time basis, assisting with Practice Operations.
When not working, Lauren enjoys spending time with her partner and girls Sienna and Frankie fishing on the boat or enjoying the Noosa Lifestyle down on Gympie Terrace.
Why the financial services industry?
Lauren understands the importance of helping clients to achieve their financial aspirations and see their lives change for the better.
What’s their goal?
Ensuring all clients receive the best experience possible.
LAUREN SAWERS
PRACTICE OPERATIONS
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LAUREN SAWERS PRACTICE OPERATIONS
Lauren is a qualified Financial Planner and has been in the finance industry for over 10 years. After taking time out from planning to care for her growing family, Lauren has since returned to Vine on a part time basis, assisting with Practice Operations.
When not working, Lauren enjoys spending time with her partner and girls Sienna and Frankie fishing on the boat or enjoying the Noosa Lifestyle down on Gympie Terrace.
Why the financial services industry?
Lauren understands the importance of helping clients to achieve their financial aspirations and see their lives change for the better.
What’s their goal?
Ensuring all clients receive the best experience possible.
SIMONA TIDY-MAN PLANNER ASSOCIATE
SIMONA TIDY-MAN
PLANNER ASSOCIATE
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SIMONA TIDY-MAN PLANNER ASSOCIATE
JENNA GOLDSWORTHY ADVICE DOCUMENTS
DFP (FP)Stacey is currently on Maternity Leave returning in 2020.
Jenna has been in the financial planning industry since 2006. She joined the team in 2010, working predominantly in paraplanning and then Operations Management. Jenna recently returned from maternity leave and now provides both planner and practice support on a part time basis.
When not working, Jenna enjoys spending time at the beach with her family and enjoying life as a new mum.
Why financial advice?
Finance can have a really big impact on people’s lives. Assisting our planners in helping clients work out their goals and put a plan in place to achieve them is extremely rewarding.
What’s their goal?
Assisting planners in ensuring our clients reach their financial goals and have peace of mind in the event of the unexpected.
JENNA GOLDSWORTHY
ADVICE DOCUMENTS
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JENNA GOLDSWORTHY ADVICE DOCUMENTS
DFP (FP)Stacey is currently on Maternity Leave returning in 2020.
Jenna has been in the financial planning industry since 2006. She joined the team in 2010, working predominantly in paraplanning and then Operations Management. Jenna recently returned from maternity leave and now provides both planner and practice support on a part time basis.
When not working, Jenna enjoys spending time at the beach with her family and enjoying life as a new mum.
Why financial advice?
Finance can have a really big impact on people’s lives. Assisting our planners in helping clients work out their goals and put a plan in place to achieve them is extremely rewarding.
What’s their goal?
Assisting planners in ensuring our clients reach their financial goals and have peace of mind in the event of the unexpected.
STACEY JOPSON PLANNER ASSOCIATE
Stacey is currently on Maternity Leave returning in 2020.
Stacey has been in the financial services industry since 2009. She joined the Vine team in late 2012 as a Client Service Manager and then as a Planner Associate. Stacey feels blessed and privileged to work in a role that has such a huge impact in their clients’ lives.
When not working, Stacey enjoys spending her time outdoors, adventuring new places and spending quality time with family and friends.
Why the financial services industry?
Stacey’s great passion in life is helping people and to support them when times are tough.
What’s their goal?
Building a close and trusted relationship with our clients & assisting them so they can discover and reach their dreams.
STACEY JOPSON
PLANNER ASSOCIATE
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STACEY JOPSON PLANNER ASSOCIATE
Stacey is currently on Maternity Leave returning in 2020.
Stacey has been in the financial services industry since 2009. She joined the Vine team in late 2012 as a Client Service Manager and then as a Planner Associate. Stacey feels blessed and privileged to work in a role that has such a huge impact in their clients’ lives.
When not working, Stacey enjoys spending her time outdoors, adventuring new places and spending quality time with family and friends.
Why the financial services industry?
Stacey’s great passion in life is helping people and to support them when times are tough.
What’s their goal?
Building a close and trusted relationship with our clients & assisting them so they can discover and reach their dreams.