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.
Michael Duffy
Certified Financial Planner
Michael Duffy is a highly experienced financial advisor with a strong track record of over 20 years in the industry. As a Certified Financial Planner® (CFP®), he possesses extensive knowledge in all areas of financial planning. His primary focus is helping individuals and families secure their financial futures.
One of Michael’s core beliefs is providing exceptional service and guidance to his clients, always prioritising their needs. Recognising that each client has unique circumstances, he invests time in personally getting to know them. This approach allows him to gain a deeper understanding of their financial goals and objectives.
Michael’s attention to detail and dedication to his clients have earned him a reputation as a trusted advisor within the industry. He is committed to providing unwavering support and guidance to his clients, ensuring that they feel confident in their financial decisions.
Michael is a member of the FAAA and SMSFA industry bodies.
Outside of his professional life, Michael is married and has two teenage 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.
Darcy Smith
Administration
Darcy joined our team in a Client Services and Adviser Support position in 2021, managing our Finance & Payroll and assisting in client services. Darcy will also be involved in our technology enhancements to ensure that we have systems to enhance our ongoing engagement with clients.
With a working background in retail, Darcy prides herself in genuine service and helping others discover what they need and finding the solution.
In 2016, Darcy graduated university with a Bachelor in Fine Arts (Honours) and holds a passion in contemporary art glass and sculpture. Darcy has been involved in glass conferences and residencies both nationally and abroad in the US and Canada – and continues to practice and exhibit in local and interstate galleries.
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.
Kira Durnford
Administration
Kira Durnford has joined our team as Reception & Client Services. Known for greeting everyone with a warm smile and friendly welcome, Kira has extensive administrative experience and is passionate about delivering excellent customer service and efficient administrative support to the SWP team and clients.
Having travelled around Australia with her dog, Kira has now settled in Gippsland. Outside of work, she enjoys camping, being creative, and spending time with family and friends.
