Meet our Advisers

Learn more about our advisers by clicking on their profile below
A photo of adviser Bruce Dobell from Newcastle
Bruce Dobell
Newcastle
Bruce Dobell Newcastle, Financial Adviser

Bruce has been in the financial services industry since 1982. He has held various roles including Agency Management and running his own Risk Advice practice. Bruce has been specialising in wealth protection strategies since 2005. Bruce joined Aon in 2017.

Bruce is an Affiliate Member of the Association of Financial Advisers (AFA) Australia and abides by their code of ethics. He has a Diploma of Financial Planning and is a Chartered Life Practitioner (ChLP).

Personal and Business Insurance https://www.linkedin.com/in/bruce-dobell-944b6845/
A photo of adviser Catherine Shelvey from Sydney
Catherine Shelvey
Sydney
Catherine Shelvey Sydney, Financial Adviser

Catherine is focused on helping clients achieve their retirement goals and adequate lifestyle protection.

Catherine has worked in the financial services industry for over 15 years in a variety of insurance roles, mainly with Aon. She is keen to build new client relationships and to provide clients with advice on their superannuation, personal insurance and financial needs.

Personal Insurance, Retirement https://www.linkedin.com/in/catherine-shelvey-58a72a5/
A photo of adviser Ed Delacruz from Sydney
Ed Delacruz
Sydney
Ed Delacruz Sydney, Senior Financial Planner

Ed’s past training and experience means he is qualified to provide advice across the whole spectrum of wealth creation, insurance and retirement planning needs.

Ed joined the financial services industry in 1998. Since then he has developed a strong and broad knowledge base across all areas of financial planning. This experience has been built up working within big banks and financial institutions, as well as nine years in a large accounting practice.

Retirement, Personal Insurance, Wealth Creation https://www.linkedin.com/in/eddiedelacruz/
A photo of adviser Henriette Falkenberg from Sydney
Henriette Falkenberg
Sydney
Henriette Falkenberg Sydney, Financial Adviser

Henriette joined Aon in July 2015 after working as a Client Services Manager, Paraplanner and Associate Adviser – roles which gave her a good insight into the financial planning process.

Henriette has completed a Bachelor’s Degree in International Business, a Master’s Degree in Applied Finance and an Advanced Diploma of Financial Planning. She has a genuine passion for the provision of financial advice that helps clients meet their financial and lifestyle goals.

Wealth Creation, Retirement Planning https://www.linkedin.com/in/henriette-falkenberg-63528a78/
A photo of adviser Lily Mo from Sydney
Lily Mo
Sydney
Lily Mo Senior Financial Adviser

Getting your financial goals on track and staying there despite what life throws at you through prudent, proven strategies in the wealth creation , protection and retirement stages of life is where Lily specialises.

Lily is focused on working with her clients to put the necessary steps into action in order to meet their lifestyle and financial goals.

Lily has spent most of her financial planning career with HSBC before joining Aon in 2018. Lily holds a Bachelor of Social Sciences, Graduate Diploma in Accounting, Master of Commerce and a Diploma of Financial Planning. Lily is a Certified Financial Planner CFP and speaks fluent English, Mandarin and Cantonese.

A photo of adviser Rex Bell from Sydney
Rex Bell
Sydney
Rex Bell Newcastle, Financial Planner

Rex is passionate about forging long-term relationships with clients, predominantly with those who have already retired or are nearing retirement age. By maintaining a strong relationship with his client base, Rex is able to provide individual tailored advice that allows for their changing needs and objectives.

Rex has been providing comprehensive advice since 2000 and attained Certified Financial Planner status in 2002. Rex had previously been an authorised representative with Aon Hewitt Financial Advice, prior to joining the company in 2014.

Retirement https://www.linkedin.com/in/bellrex/
A photo of adviser Robert Jason from Sydney
Robert Jason
Sydney
Robert Jason Newcastle, Senior Financial Adviser

Rob has concentrated on providing both corporate superannuation and risk insurance solutions to his varied client base since 1987, providing a personal service to many local and national business entities. Attention to detail and understanding the clients’ circumstances are integral qualities that help Rob ensure his clients are free to look after their lives, businesses and families.

Rob has over 40 years of experience in the insurance and financial services industry and has a strong belief in the policies and coverage that Aon Hewitt Financial Advice are able to arrange for his clients. It gives Rob great satisfaction to know that he is able to provide his clients with financial security when it is most needed.

Business Insurance, Business Wellbeing Solutions, Retirement https://www.linkedin.com/in/robert-jason-944643123/
A photo of adviser Brian Rafton from Melbourne
Brian Rafton
Melbourne
Brian Rafton Melbourne, Senior Financial Adviser

Brian is passionate about forming strong, long-term relationships with his clients. This allows him to provide quality advice that is tailored to their needs. Through an ongoing relationship, Brian works in partnership with his clients to cater for their changing needs and objectives.

Brian has been in the financial services industry since 1997, providing comprehensive advice since 2003. Brian joined Aon in 2010, utilising his extensive knowledge to provide value to his clients.

Retirement, Business Insurance, Personal Insurance https://www.linkedin.com/in/brian-rafton-47a43044/
A photo of adviser Eujoon Lim from Melbourne
Eujoon Lim
Melbourne
Eujoon Lim Melbourne, Financial Adviser

Eujoon has helped clients in both metro and regional areas such as Geelong, Albury and Mansfield, as he is passionate in providing financial guidance and educating everyday-hardworking people in securing their financial futures. Eujoon has accumulated extensive knowledge in utilising clients’ existing banking platforms and wealth management capabilities to deliver a broad range of world-class investment solutions. Eujoon's skills are demonstrated via various wealth building strategies such as transition-to-retirement, investment education within risk tolerance, and optimising the appropriate taxation structures for retirement and superannuation.

Eujoon's investment philosophy: It is not about WHAT or HOW you invest; it is about WHY you invest.

Transition-To-Retirement, Retirement and Life-Style Planning, Goal-Based Investment Education. https://www.linkedin.com/in/eujoon-lim-ba976530/
A photo of adviser Jez Azzopardi from Melbourne
Jez Azzopardi
Melbourne
Jez Azzopardi Melbourne, Advice Manager

Jez is passionate about forming strong long-term relationships and providing his clients with comprehensive financial planning advice in superannuation, retirement planning, investments and risk management.

Jez is a Certified Financial Planner (CFP) through the Financial Planners Association of Australia (FPA), and has been in the financial services industry since 1984. Jez joined Aon in April 2016.

Retirement, Wealth Creation, Personal Insurance https://www.linkedin.com/in/jesmondazzopardi/
A photo of adviser Sandra Lau from Melbourne
Sandra Lau
Melbourne
Sandra Lau Melbourne, Adviser Manager

Sandra has been in the financial services industry since 1997. She has over 20 years’ experience in financial services, predominately as a Senior Financial Planner with HSBC Bank Australia before moving to Aon in 2018. Sandra has been specialising in wealth creation and protection strategies since 2005.

Wealth Creation, Insurance, Retirement https://www.linkedin.com/in/sandra-lau-bb5841154/
A photo of adviser Sharon Chuah from Melbourne
Sharon Chuah
Melbourne
Sharon Chuah Melbourne, Associate Adviser

Sharon has over 15 years’ experience in the financial services industry, starting out as an assistant and growing into an Associate Adviser. She specialises in financial protection and wealth accumulation strategies.

She is passionate about understanding her clients’ lifestyle and financial goals and guiding them to implement the right strategies to suit their needs.

Personal Insurance
A photo of adviser Grant Liddell from Mackay
Grant Liddell
Mackay
Grant Liddell Mackay, Senior Financial Adviser

Grant provides solutions to his clients’ financial problems by providing simple and easy-to-understand advice to suit their present and future circumstances.

Business Insurance, Risk Management https://www.linkedin.com/in/grant-liddell-24390521/
A photo of adviser Jess Schaper from Mackay
Jess Schaper
Mackay
Jess Schaper Mackay, Financial Adviser

Jess has been in the Financial Services Industry for 20 years and received her Diploma of Financial Planning in 2006. For the past 12 years she has been advising clients on their Risk Insurance and Superannuation Portfolios.

Jess loves building relationships with her clients and has helped many of them through the claims process and the tough times.

Jess also help clients protect their income in retirement through superannuation and investment advice.

Insurance, Superannuation, Retirement https://www.linkedin.com/in/jessica-schaper-a0a69355/
A photo of adviser Pam Nicholson from Brisbane
Pam Nicholson
Brisbane
Pam Nicholson Brisbane, Advice Manager

Pam has over 20 years of experience in financial services, commencing her career as a Life Insurance and Superannuation Adviser. For more than 10 years Pam operated a successful financial planning practice, including three years in a joint venture with a Brisbane based accounting practice. Pam joined Aon in 2004, utilising her extensive knowledge to provide value to her clients.

She believes in developing and maintaining long-term relationships, knowing that this allows her to better understand the changing needs of her clients.

Retirement, Wealth Creation https://www.linkedin.com/in/pamnicholson/
A photo of adviser Sallyanne Cook from Brisbane
Sallyanne Cook
Brisbane
Sallyanne Cook Brisbane, Financial Adviser

Sallyanne Cook has over 25 years experience in the finance industry, with a background in investment consulting, managed funds research and institutional portfolio management. She moved into financial advising 6 years ago so she could apply her expertise to help everyday people achieve a brighter financial future. She joined the Aon Hewitt team in May 2018.

Personalised investment portfolios, insurance solutions and retirement planning https://www.linkedin.com/in/sallyanne-cook-008333a/
A photo of adviser Geoffrey Blackmore from Adelaide
Geoffrey Blackmore
Adelaide
Geoffrey Blackmore Adelaide, Senior Financial Adviser

Geoff’s primary aim is to provide his valued clients with quality advice and assistance in assessing their current and future financial needs. He provides advice and solutions in financial planning, retirement, succession planning (business insurance), family and lifestyle protection, Centrelink and DVA benefits, gearing strategies and debt management, investment advice, estate planning, taxation planning, redundancy and estate equalisation.

Geoff has been in the financial services industry since 1973, commencing as a life insurance agent with T&G Mutual Life Society. In 1983 he became a Licensed Representative in the financial services industry and has been licensed ever since. Over the past 30 years, Geoff has studied extensively and completed both industry and non-industry based studies.

Retirement, Personal and Business Insurance, Estate Planning, Wealth Creation https://www.linkedin.com/in/geoff-blackmore-31a42720/
A photo of adviser Wendy Barnham from Adelaide
Wendy Barnham
Adelaide
Wendy Barnham Adelaide, Advice Manager

Wendy has been working in the financial planning industry since 1998, becoming an authorised representative in 2006. Since then she has continued her industry and non-industry studies and has experience in personal and corporate superannuation, investments and insurance.

Wendy not only helps new clients, but also works in partnership with ongoing service clients to keep them on track and achieve their financial goals.

Retirement and Superannuation, Personal Insurance, Estate Planning, Wealth Creation https://www.linkedin.com/in/wendy-barnham-64551625/

Rex Bell

Financial Planner

Rex is passionate about forging long-term relationships with clients, predominantly with those who have already retired or are nearing retirement age. By maintaining a strong relationship with his client base, Rex is able to provide individual tailored advice that allows for their changing needs and objectives.

Rex has been providing comprehensive advice since 2000 and attained Certified Financial Planner status in 2002. Rex had previously been an authorised representative with Aon Hewitt, prior to joining the company in 2014.

Specialities: Retirement

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General advice warning
This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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