Money and meaning are both important
Some believe that money leads to happiness; others that only spirituality is important. Both will have a crisis at some point. Money is necessary but not important.
Our Vision
SentinelWealth is the culmination of many years of life and financial experience. The founders have many years of experience dealing with clients through a number of extreme market conditions and under both small privately owned firms and large institutions.
As the changes have occurred in the financial planning industry, so the founders evolved their own way of thinking about the way in which financial planning should be done.
“We set out to create a service that would surprise and empower our clients – a service that is wonderful value-for-money and would be competitive to anything in the world. Simply, we set out to create a service that one day would revolutionise the standard of personal financial advice and ultimately be a legacy for the team that created it.”
Our Journey
In December 2004, with his partner Bob White, Justin Hooper founded SentinelWealth, the culmination of a long held dream. Together they bring a wealth of expertise and experience to the new company and an impressive background working for major institutions from AMP to reputable financial planning companies such as ipac Securities. They are joined by a dynamic team who work with robust diagnostic processes and sound industry knowledge, to create a compelling financial planning and management service.
SentinelWealth is privately owned, completely free of any conflicts of interest, and has a wealth strategy team whose entire existence is based on its ability to help clients optimise their wealth.
SentinelWealth plays an active role in study groups both in Australia and internationally. We frequently attend conferences and training in the USA and have established relationships with some of the most reputable planning and wealth management firms in the USA, New Zealand, the UK and South Africa.
This provides us with access to a significant number of other thinkers and allows us to quickly gauge the best and most appropriate strategies at any time. Highest on our list of concerns is the management of risk.
As a result, we do not take discretionary mandates and at no time accept client investment funds into our bank account.
The Advisory Team
What you will find in the Team at SentinelWealth is not only a detailed technical background and understanding, not only a strong service culture, but also an intense desire to make the world a better place by transforming the role of money.
Justin Hooper
Managing Director, Senior Financial Adviser
Over the past 30 years, Justin has advised over 2000 clients most of whom are financially successful. Through his non-judgmental, caring approach, he has been able to make a significant difference to most regardless of their situation.
Justin specialises in dealing with intelligent, successful people, usually between 40 and 55 years old who want to live a meaningful, congruent life and know it’s possible.
Justin holds a Bachelor of Business Science (Hons), an Advanced Diploma in Financial Planning and is a Certified Financial Planner (CFP).
Juliet Archer
Senior Financial Adviser
Juliet brings significant experience over her 23 years as a Financial Adviser. Juliet’s refined skills and knowledge have enabled her to become proficient at solving problems and helping clients achieve what is most important to them. Her extensive career has enabled her to assist the clients of major banks, a large super fund and a boutique practice.
She is qualified as a Certified Financial Planner (CFP) with a Masters in Financial Planning and FASEA certification. She was recently nominated Planner of the Year ahead of 200 peers, attesting to her passion in providing exceptional advice. In particular Juliet is a specialist in helping women who have become single later in life, complex retirement strategies, government pensions, and helping clients navigate life through marital settlements.
Warren Dunne
Senior Financial Adviser
Warren joined SW having spent 25 years in the banking and wealth management sectors. His expertise in implementing highly complex technical solutions for business is matched by his determination to truly understand the nature and needs of his individual clients.
Warren holds a Bachelor of Business (majoring in Accounting and Computing), an Advanced Diploma of Financial Planning, specialist qualifications in SMSF Advice and is a Certified Financial Planner (CFP).
Suzanne Johnston
Senior Financial Adviser
Suzanne has more than 25 years’ experience in the financial services industry which started working for companies such as Macquarie Bank, Citibank and JP Morgan. After the birth of her children, she moved into Financial Planning. It felt like a natural progression of her career where she married up her skills and knowledge of financial concepts with a desire to work with people. Suzanne enjoys exploring a client’s deep motivators and understanding what makes them tick.
Suzanne holds a Bachelor of Commerce degree majoring in Economics and Finance, has achieved the Certified Financial Planner (CFP) designation, has an Advanced Diploma in Financial Planning and is FASEA qualified.
Oliver Lawton
Financial Adviser
Oliver is a dynamic individual, seamlessly merging his passion for new life experiences with an expertise in financial advising. Outside work, Oliver’s life is a relentless pursuit of challenges, from marathon running to mountain biking to Latin dancing. Oliver specializes in strategy, complex structuring, and compliance within financial planning. He believes in empowering individuals through ethical financial planning and allowing them to focus on creating a lasting legacy.
Oliver holds a Bachelor of Commerce (Liberal Studies) from the University of Sydney, Grad. Dip. in Financial Planning and specialist qualifications in SMSF Regulation and Taxation.