Meet the
Hewison Team

Andrew Hewison is Managing Director at Hewison Private Wealth and has future thinking in his blood, and it shows. He has led this independent wealth creation firm to award-winning status, year after year. Most recently to the ifa Excellence Awards Self-Licensed Firm of the Year in 2020 and was also personally awarded Practice Principal of the Year in 2019.

Andrew’s passion, purpose, and leadership are palpable from your first encounter. It’s his obsession with continuous improvement and commitment to growth that sets him apart. But not the kind of growth associated with financial wealth, true wealth for Andrew is personal growth in himself and his relationships. Andrew’s belief is firm, leave no stone unturned. The more he can grow, the more valuable he is to those around him, and that’s what truly matters; for his clients, and the team he leads at Hewison Private Wealth.

Andrew’s considerable experience over two decades in investment markets, superannuation, financial management, wealth creation, and designing bespoke investment strategies, for high-income earning individuals, business owners, and family groups, is one thing. But leaving a positive impression on the Hewison team by being the very best version of himself, every day, is what matters the most.

Andrew does everything within his ability to provide a working environment that is safe, fun, and powers performance. He’ll support everyone to be the very best versions of themselves, personally and professionally. Whatever it takes to leave a positive impression on those around him and striving to leave the business better than it was yesterday, every day.

For the future: show Andrew a hill and he’ll climb it. Quite literally. He loves a physical challenge: surfing, snowboarding, and cycling his way through the weekends. But Andrew also enjoys quieter moments, embracing the opportunity to recharge with family and friends. Life’s about balance, after all.

Glenn Fairbairn is a Director and Wealth Adviser at Hewison Private Wealth. Glenn has been with Hewison Private Wealth for 19 years and from 2020 – 2024 has been listed as one of Australia’s Top Financial Advisers by The Australian, in conjunction with Barrons. Glenn has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Business (Economics & Finance) RMIT
• Certified Financial Planner (postgraduate CFP® professional designation)
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Glenn has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Glenn knows that future thinking is derived from sound investments and is at the helm of Hewison‘s Investment Research team. Every investment is exciting for Glenn, regardless of whether his clients are investing for the first or 50th time.

For the future: Glenn is investing in the wellbeing of his family. Ensuring each moment spent with them is working towards overall health and happiness. And when he’s not doing this, Glenn enjoys combat sports, something worth asking him about when you meet face-to-face.

Simon Curtain is a Partner and Wealth Adviser at Hewison Private Wealth. Simon has been with Hewison Private Wealth for 15 years and from 2020 – 2024 has been listed as one of Australia’s Top Financial Advisers by The Australian, in conjunction with Barrons. Simon has achieved the highest level of accreditation as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Commerce, Deakin University
• Masters Applied Finance, Kaplan
• Graduate Diploma Financial Planning, Kaplan
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) — accredited by the SMSF Association of Australia

Simon has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Simon actively manages and advises an array of clients including Self-Managed Superannuation Funds (SMSF), family groups looking to create multi-generational wealth, high-income earning individuals, business owners, and those on a pathway to retirement.

Simon’s longevity with the one wealth creation firm speaks to his personal values around integrity and ethics, these align perfectly with those of Hewison Private Wealth. So much so that in 2011 Simon became an equity partner.

Chris Morcom has been a Wealth Adviser at Hewison Private Wealth since the year 2000. Therefore, he knows that future thinking comes from planning, perseverance, and patience. From 2020 – 2024 Chris has been listed as one of Australia’s Top Financial Advisers by The Australian, in conjunction with Barrons, and is a multi-award winner over many years. Chris has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Business — Swinburne University of Technology
• Diploma of Financial Planning — Deakin University
• Awarded the Certified Practicing Accountant, CPA FPS – Financial Planning Specialist
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) — accredited by the SMSF Association of Australia

Chris has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Chris actively manages and advises an array of clients including Self-Managed Superannuation Funds (SMSF), family groups, not-for-profit organisations, high-income earning individuals, business owners, and those on a pathway to retirement. It’s this comprehensive knowledge and expertise that Chris utilises to build his clients’ financial wealth not only as an Adviser but also as an equity partner at Hewison.

Chris also knows that future thinking is not just about personal development, but the improvement of society as a whole. So, Chris has spent years developing tailored investment strategies for not-for-profit boards including objective performance measures and implementation. Chris knows that overall wellbeing comes from a well-rounded lifestyle. So, on any given weekend, you’ll find him tending to his weekender farm, practicing martial arts, and spending time with his family.

Glenn Fairbairn is a Director and Wealth Adviser at Hewison Private Wealth. Glenn has been with Hewison Private Wealth for 19 years and from 2020 – 2024 has been listed as one of Australia’s Top Financial Advisers by The Australian, in conjunction with Barrons. Glenn has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Business (Economics & Finance) RMIT
• Certified Financial Planner (postgraduate CFP® professional designation)
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Glenn has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Glenn knows that future thinking is derived from sound investments and is at the helm of Hewison‘s Investment Research team. Every investment is exciting for Glenn, regardless of whether his clients are investing for the first or 50th time.

For the future: Glenn is investing in the wellbeing of his family. Ensuring each moment spent with them is working towards overall health and happiness. And when he’s not doing this, Glenn enjoys combat sports, something worth asking him about when you meet face-to-face.

Nathan has always been thinking about the future, ever since planting his feet firmly in the 2007 graduate mentoring programme at Hewison Private Wealth. Since then Nathan has not only taken steps forward towards Wealth Adviser but he is now an equity partner of Hewison Private Wealth. From 2020 – 2024 Nathan has been listed as one of Australia’s Top Financial Advisers by The Australian, in conjunction with Barrons. Nathan has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Masters Applied Finance (Kaplan University)
• Graduate Diploma Financial Planning (Kaplan University)
• Bachelor of Commerce [Finance] (Deakin University)
• Bachelor of Arts (Deakin University)
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Nathan has considerable experience across all facets of strategic financial planning, with a vast knowledge that spans from investment markets to superannuation, to financial management and wealth creation. It is seeing his clients achieve their financial goals that fuel Nathan’s work ethic.

Sport is something Nathan invests in for the future. Ask him which is his favourite sport, and he’ll rattle off half a dozen leagues. It’s not only how he likes to spend his spare time, but also how he stays fit and healthy. Some call it an obsession. But Nathan likes to refer to it as a keen interest.

Simon Curtain is a Partner and Wealth Adviser at Hewison Private Wealth. Simon has been with Hewison Private Wealth for 15 years and from 2020 – 2024 has been listed as one of Australia’s Top Financial Advisers by The Australian, in conjunction with Barrons. Simon has achieved the highest level of accreditation as a Certified Financial Planner (CFP®) and also holds the following qualifications:

• Bachelor of Commerce, Deakin University
• Masters Applied Finance, Kaplan
• Graduate Diploma Financial Planning, Kaplan
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) — accredited by the SMSF Association of Australia

Simon has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Simon actively manages and advises an array of clients including Self-Managed Superannuation Funds (SMSF), family groups looking to create multi-generational wealth, high-income earning individuals, business owners, and those on a pathway to retirement.

Simon’s longevity with the one wealth creation firm speaks to his personal values around integrity and ethics, these align perfectly with those of Hewison Private Wealth. So much so that in 2011 Simon became an equity partner.

Travis Schindler is a Partner & Wealth Adviser at Hewison Private Wealth and has been named one of the 50 most influential financial advisers in Australia in the Financial Standard FS Power50 guide in 2023 & 2024. Travis has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Travis invests time in getting to know his clients and their unique circumstances, he works hard to earn their trust and delivers outcomes for his clients specific to their needs.

Travis enjoys developing long-term, purposeful and successful relationships with the individuals and families he works with, and has a passion for investments and financial markets driving him to play a key role as a member of the Hewison Private Wealth Investment Committee. Travis is also an active member of our Compliance Committee and contributes towards overseeing Hewison Private Wealth’s compliance with the general obligations of its Australian Financial Services License.

Travis understands the intricate and multi-faceted nature of high-net-worth individuals and families financial affairs, and through his advisory work, which includes Self-Managed Superannuation Funds (SMSF), Travis works with family groups looking to create and transfer multi-generational wealth. Travis’s expertise extends to advising and working with high-income earning individuals, business owners, and those on a pathway to retirement.

Travis has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®), in addition to the following qualifications:

• Bachelor of Business (Banking & Finance), Monash University
• Master of Financial Planning, Kaplan Professional
• Graduate Certificate in Applied Finance, Kaplan Professional
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Marcus English is an Adviser dedicated to providing risk and insurance advice at Hewison Private Wealth. Marcus knows that risk is an inherent part of life. And that’s why Marcus has accumulated considerable experience in designing insurance & wealth protection strategies for both individuals and businesses.

By utilising life insurance, total and permanent disablement, income protection, and trauma insurance strategies, Marcus provides clients with income and wealth protection security. Marcus holds the following qualifications:

• Bachelor of Commerce: Deakin University
• Diploma Financial Planning: AMP Financial Planning
• LRS® Life Risk Specialist: Financial Planning Association (FPA)
• Australia Certified Financial Planner (postgraduate CFP® professional program from Financial Planning Association of Australia Ltd.).

In order to effectively provide insurance for others, Marcus has an in-depth understanding of it. He takes the time to really get to know people. For him, it’s an essential step in developing the right solution and strategies, and one that can never be underestimated. Hewison Private Wealth offers insurance advice for a fee, with all insurance commissions rebated directly back to the client. This level of transparency provides clients with the confidence and knowledge that only the most appropriate policies and products are recommended to them.

Pierce Hanlen is a Partner and Wealth Adviser at Hewison Private Wealth and has always felt compelled to think about the future of others. Pierce is committed to ensuring his client’s future is as bright as it can be, day in, day out. Pierce joined Hewison Private Wealth seven years ago, where he has continued to expand his breadth of knowledge, taking impressive steps forward to become a Wealth Adviser, and now an equity partner. Pierce is also one of four members of our internal Investment Committee.

In 2021 Pierce was awarded Young Adviser of the Year at the ifa Excellence Awards, and in 2022 joined the Hewison Private Wealth Investment Committee. Both of these achievements are examples of how Pierce has an inside edge on your future, his passion for providing unbiased, independent, financial advice is infectious.

Pierce has achieved the highest level of accreditation, as a Certified Financial Planner and holds the following qualifications:

• Certified Financial Planner (CFP®)
• Bachelor of Commerce (Accounting & Financial Planning): Deakin University
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Pierce has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies.

For the future: Pierce is investing in his beloved Western Bulldogs AFL team. And when it’s not footy season, Pierce can be found in the kitchen whipping up a feast for his family and friends. That is if they’re happy to listen to the current status of his golf handicap.

Chris Colman knows that thinking about your future starts with knowledge from the experts. From St Kilda Rd, to Silicon Valley and back to St Kilda Rd again as a Wealth Adviser at Hewison Private Wealth, Chris has learned from the very best and takes his life experience and CFP® qualifications to strategise wealthier lifestyles for his clients.

Prior to returning to hometown Melbourne, Chris’ commitment to learning from the best in the business took him to San Francisco where he worked with high net worth individuals for UBS in the Bay Area of California. These skills, coupled with his passion for developing long-term relationships, will ensure your objectives are met – every time.

Chris has achieved the highest level of accreditation, as a Certified Financial Planner CFP® and holds the following additional qualifications:

• CFP®
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)
• Bachelor of Commerce (Finance & Financial Planning)

For the future: Chris knows that teamwork also lives outside the walls of the office. With that in mind, he continues to work on reducing his golf handicap, hitting the slopes in the winter, being the best Dad to his young son, and supporting the Melbourne Demons – in both good times and the not so good times.

Stephanie (Steph) Patrick has joined Hewison Private Wealth as a passionate Wealth Adviser with a strong track record of helping clients achieve financial independence. Steph will work closely with you to make the most of your financial resources, developing financial strategies and investment advice designed specifically with your individual needs and aspirations firmly in mind, always.

With over 12 years of experience across advice and relationship management and having acquired a broad and unique depth of knowledge whilst working at large, well-respected financial services organisations, the commitment to helping clients gain and maintain a sound understanding of their financial potential, is what drives Steph’s work.

Steph loves to see her clients grow, prosper, and become reassured and more satisfied with their financial and lifestyle circumstances as a result of her strategic advice and guidance.

Steph has achieved the highest level of accreditation, as a Certified Financial Planner CFP® and holds the following additional qualifications:

• Bachelor of Commerce (Finance)
• Bachelor of Arts (Journalism)
• Diploma of Financial Services (Financial Planning)
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Wellbeing (financial and non-financial) is important to Steph – having been active in educating people about personal finance and financial literacy, speaking on a number of occasions at large corporations in Australia, including the Country Road Group, David Jones, and MECCA Brands. This focus on wellbeing also flows through to Steph’s personal life – Steph loves to travel, practice and teach yoga, spend time outdoors with friends, family and her Cavalier King Charles, Rosie, and let’s not forget enjoying delicious food.

Caleb joined Hewison in 2023, bringing with him a wealth of experience from previous roles in the financial services industry. Caleb’s experience spans many aspects of financial planning, including the development and execution of investment strategies, wealth management, and managing client relationships. This experience coupled with Caleb’s deep understanding of investment markets and the needs of clients has delivered two well-deserved promotions inside 12 months culminating in Caleb’s advancement to Wealth Adviser.

Caleb’s education is extensive and has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and holds the following qualifications:

• Bachelor of Commerce (Financial Planning)
• Bachelor of Property & Real Estate
• Master of Financial Planning
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Caleb’s dedication to helping clients achieve their financial goals through tailored solutions and insightful guidance has made him a valuable and trusted asset to the entire Hewison team and his clients.

Growing up, Caleb’s passion was soccer, even taking him to Europe, however, he always had a fascination with investment markets and recognised the critical role money plays in the world. This led Caleb to the advice industry, allowing him to fulfil a purpose greater than himself. Assisting clients to reach their financial goals has given Caleb a deep sense of satisfaction and passion and purpose for his work. Knowing that his efforts make a meaningful difference reinforces his commitment and drive as a Wealth Adviser.

Caleb enjoys spending quality time with friends and family, is a passionate sports enthusiast, playing Futsal and Golf regularly and avidly supports Essendon and Arsenal in equal measure. One of Caleb’s favourite travel experiences was being in Buenos Aires when Argentina won the World Cup final.

Tess McIntosh began her journey with Hewison as a Client Service Officer in 2020, bringing a keen eye for detail and a passion for investing with her. As Tess continued to advance in her career, staying abreast of new investment opportunities emerged as a passion, propelling Tess further into the advice industry and her progression to Wealth Adviser. Tess now leverages her comprehensive experience and knowledge to construct financial strategies that are unique to her client’s individual needs and goals to an exacting standard.

Tess has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and holds the following qualifications:

• Bachelor of Commerce (Accounting and Accounting Information Systems)
• Master of Financial Planning

Tess naturally excels at building lasting relationships with her clients. Her personalised approach to Wealth Management is centred around understanding each client’s unique circumstances and aspirations, ensuring their financial plans are both practical and forward-thinking.

In her spare time, Tess enjoys connecting with and spending time with family and friends. An avid traveller, Tess has explored many diverse destinations throughout Europe and recently took her Grandma to Antarctica. For the future, Tess is excited to embark on an adventure to Africa next year, with South America firmly on her bucket list.