Our Team
We look to partner with you in a relationship where we provide you with significant tangible and continuing benefits.
Paul Broeren
Managing Director
Certified Financial Planner
Paul is the Managing Director and proprietor of Strategic Wealth Partners.
He is a Certified Financial Planner (CFP)) with an Advanced Diploma of Financial Planning. Paul also is a SMSF Specialist Adviser (SSA). Paul has been a practicing Financial Planner since 1995.
Paul worked as a Senior Financial Planner for Westpac for nine years before purchasing a Financial
Planning business in Warragul in 2004. In October 2011, he also purchased BHA Financial Planning (formerly Brian Handley & Associates) in Moe.
Paul also holds additional qualifications in the specialist areas of derivatives, shares and Self-Managed Superannuation Funds (SMSF Specialist Adviser) and has a special interest in providing structural advice in relation to Estate Planning issues for both individual clients as well as small businesses.
Paul is a member of the FAAA and SMSFA industry bodies.
Paul is married to Bernadette and they have four adult children.
Mark Furlong
Financial Planner
GradDFP
Mark is a Financial Planner with a Graduate Diploma of Financial Planning.
He joined Strategic Wealth Partners in 2016, after successfully managing a financial planning practice in the Latrobe Valley region for the previous four years.
Mark’s previous employment has included around 20 years within the Financial Services sector in key Sales, Relationship and Management roles.
Mark has specialist accreditation in both SMSF and Aged Care.
He is a member of the SMSFA industry body.
Mark is married with two children and is involved in several local social and sporting clubs.
Natalie Isaacs
Practice Manager
Natalie is our Practice Manager. She is responsible for the oversight of all work performed by staff at Strategic Wealth Partners as well as ensuring Technical compliance of advice and management of staff workflow including Paraplanning. Natalie holds a Diploma of Financial Planning.
Natalie joined us in 2010, with a change of career from the HR specialist positions she held in Dubai & Bangalore since obtaining her MBA (Human Resource Management). Over her time in working for our organisation, Natalie has held a number of roles and this has given her an intimate understanding of both our operational requires as well as detailed knowledge on all our individual clients.
Originally, from Cochin in India, Natalie, her husband Anton & their children immigrated to Australia.
Rachael Blashki
Administration
Rachael joined our team as Administration & Client Services in 2024.
Rachael has a strong background in Administration and Customer Service and has 4 years’ experience working within the Financial Planning industry.
In 2012, Rachael completed her Certificate 3 in Financial Services and holds an Advanced Diploma in Hospitality Management. Rachael is excited to continue learning, grow her professional skills, and gain more experience within the Financial Planning industry.
Rachael is a dedicated mother to two young children, loves reading and spending time with her family.
Jessica Chippindall
Administration
Jessica has joined our team in the role of Reception and Administration, bringing with her extensive experience in customer service. She is known for her warm, approachable manner and delivering excellent support – making her a great first point of contact for clients and visitors and a valuable addition to our team.
Outside of work, Jessica enjoys spending time outdoors and catching up with friends. Jessica has 3 teenage children keeping life full and lively and is married to Marc.
