Our Team
At Kaizen Wealth Solutions, a ‘people before profits’ philosophy guides everything we do. We operate with respect, compassion, and a commitment to delivering timely, tailored solutions that always serve our clients’ best interests.
We value our team, our referral partners, and the individuality of every client we support. Our workplace is a collaborative, positive, and inclusive space where people can be themselves and thrive doing what they do best.
We believe that by understanding the moments that matter most to you, we can design a financial plan that helps you focus on enjoying life. We take the time to get to know your needs and financial goals, to develop the solution that’s right for you — now, and for the future ahead.
-
Amanda Freeman
FOUNDER, MANAGING DIRECTOR
After more than a decade at the helm of Kaizen Wealth Solutions, Amanda oversaw the 2013 merger with the McLardy McShane Group as Managing Director. Under her leadership, the division grew into a trusted, integral service. As this year marks a return to Kaizen’s original name and identity, Amanda’s passion for financial planning is stronger than ever; a fact her clients greatly value.
-
Deb Dunstall
CLIENT SERVICES MANAGER
Deb's career in client service brings outstanding operational efficiency to the team. Her technical prowess and organisational experience keeps the back-office running smoothly, while a laser-like attention to productivity enables the Kaizen team to get on with what they do best: providing accessible wealth protection and financial planning advice.
-
John Adas
SENIOR FINANCIAL ADVISER
Driven by an ethos of exemplary service and empathy, John brings an impressive track record in Personal Risk Insurance and Business Succession Planning to the team. With over 17 years in the industry, John has experience both inside the big banks — including St George, ANZ and CBA — as well as having founded and operated a successful financial services consultancy.
-
Rob Coulson
FINANCIAL PLANNER
With over 35 years of experience in the financial services profession, Rob brings a wealth of knowledge and insight to every client relationship. Rob is highly regarded for his expertise in Superannuation and Retirement Planning, including self-managed superannuation funds (SMSFs), Investment and Wealth Creation Strategies, and the establishment of tailored pension solutions.
To assist our clients with their overall financial needs, we have partnered with Sherpa Financial Group Pty Ltd (Corporate Authorised Representative Number 1236433 of Integrity Financial Planners Pty Ltd AFSL 225051) to provide Wealth and Retirement advice. To find out more about Sherpa and how they can help you, please click here: Sherpa Financial Group
Nik Lal
Senior Financial Planner and Director
Sapan Verma
Senior Financial Planner