Gabriela Rocha

With over 20 years of experience across client services, administration, and commercial operations—including key roles in leading multinational companies in the banking and automotive industries—Gabriela brings a strong focus on operational efficiency. She specialises in streamlining workflows, improving internal communication, and strengthening administrative systems to support business success. Her commitment to exceptional service and long-term […]

Kasey Wells

Kasey has been working in the Wealth Management industry since 2016, including at a global stockbroking firm and one of WA’s best-known brokers, gaining extensive experience in various operational roles. This background has given her a strong understanding of the critical functions that support daily operations. With a refined skill set, Kasey is focused on helping […]

Jakeb Shine

Jakeb began his career in financial advice in 2020, starting in portfolio administration before progressing to an Associate Adviser role. Under the guidance of experienced industry professionals, he developed his skills and began advising clients in 2024, providing tailored financial strategies. Raised on a farm near Bunbury, he initially pursued a professional sporting career. When […]

Charli Grayson

Charli is currently completing her Bachelor of Commerce at the University of Western Australia, majoring in Accounting and Finance. With a keen interest in financial markets and global affairs, she is eager to apply her studies in a practical setting. Alongside her studies, Charli coaches tennis, refining her leadership and communication skills. She enjoys traveling […]

Michelle Hergenrader

Team member at Leeuwin Wealth.

10Michelle is a seasoned professional with a diverse background in sales, marketing, and public relations. She holds a Bachelor of Arts in communication management and marketing from the University of Denver. After relocating to Australia, she built a successful career in public relations and media sales, where she spent nearly a decade at a major […]

Aaron Jones

Team member at Leeuwin Wealth.

Aaron has been supporting Wealth Advisers for over 20 years. Following 12 years with one of the big four banks, and 10 years with a global stockbroking and investment firm, Aaron brings his experience and industry knowledge to Leeuwin Wealth. During his career, Aaron has developed the skills to move and change with the ever-evolving […]

Jackline Malongo

Team member at Leeuwin Wealth.

Jackline Malongo is a seasoned Client Services Officer with over five years of experience in the financial planning sector. She excels in supporting paraplanners and financial planners, aiding clients in achieving their financial objectives. Jackline earned a Bachelor of Communications degree in Journalism from the University of Notre Dame, which has enhanced her communication skills […]

Neve Gribble

Team member at Leeuwin Wealth.

Neve recently graduated from the University of Western Australia with a Bachelor of Commerce, majoring in Accounting, and will be continuing her studies this year with a Master’s in International Relations. She’s gained valuable experience through internships across different industries, giving her a strong foundation in commerce. Neve is excited to bring her accounting understanding […]

Luke Connor

Team member at Leeuwin Wealth.

Luke graduated from the University of Western Australia with a Bachelor of Commerce, majoring in Finance and Business Law. With a solid foundation in banking and customer service, Luke is excited to embark on his career in Wealth Management. Driven by a passion for financial services and problem-solving, he is dedicated to helping clients reach […]

Liam Stocklinger

Team member at Leeuwin Wealth.

Liam started his professional career at a boutique corporate finance firm, before joining a global investment bank in its Legal, Risk and Compliance Team. Throughout his career he has developed a breadth of experience across various facets, including transaction execution, regulatory matters, and has led firm wide software implementations. Liam works across our entire business, […]