Our Team

Patrick Maloney – director & Executive PRIVATE WEALTH ADVISER

Patrick is an Authorised Representative of Maloney's Financial Planning Pty Ltd, an Australian Financial Services Licensee, License No. 487886, ASIC Authorised Representative Number 242689.

Patrick has over 40 years experience in the financial services industry with comprehensive experience in the development of successful wealth building and retirement strategies designed to meet the client’s overall objectives. Patrick has an Advanced Diploma of Financial Services (ADFS) and Chartered Institute of Agency Management.

Aimee Steel – PRACTICE Manager & PRIVATE WEALTH ADVISER

Aimee is an Authorised Representative of Maloney's Financial Planning Pty Ltd, an Australian Financial Services Licensee, License No. 487886, ASIC Authorised Representative Number 1242277.

Aimee has over 8 years experience in the financial services industry and holds a Dipolma in Financial Planning & a Bachelor of Psychology from Macquarie University.

Aimee’s focus is centred around the management of client service and administration. She also leads the advisers and client service team in both practice management, client needs and financial planning.

dean kimpton – SENIOR PRIVATE WEALTH ADVISER

Dean is a Senior Private Wealth Adviser of Maloney's Financial Planning Pty Ltd, an Australian Financial Services Licensee, License No. 487886, ASIC Representative Number 1254815

Dean graduated from the University of New South Wales and has been working in the financial services industry for 20 years across the Asia-Pacific region in countries such as Japan, Singapore and Hong Kong and holds an Advanced Diploma in Financial Planning (ADFS). Over this period he has worked at Wall Street firms such as Goldman Sachs, Morgan Stanley and co-founded a Japan-focused long/short Hedge Fund in Singapore.

He is married with a young family and enjoys listening to, and assisting clients with their risk and investment needs. Dean is also a Justice of the Peace in and for the State of NSW.

Brendan temple-smith – PRIVATE WEALTH ADVISER

Brendan is a Private Wealth Adviser of Maloney's Financial Planning Pty Ltd, an Australian Financial Services Licensee, License No. 487886, ASIC Representative Number 001270629.

Brendan has worked in the financial industry for several years and has developed a passion for servicing the long-term needs of his clients. His experiences have shaped him into a motivated young man with a well-rounded understanding of the industry. He holds a Diploma of Financial Planning and applies his knowledge to assist his client to achieve their goals whilst working in a firm that matches his outlook on the economy.

His role involves providing client service and administration support, as well as working closely with the advisers in developing and implementing advice.