Partners Wealth Group

We're delighted to welcome Jo Dawson as our newest Non-Executive Director within the Partners Wealth Group. Jo brings a wealth of experience in highly regulated, service-based businesses and corporate transactions, as well as having previously been a financial advisor for more than 15 years.

A Chartered Accountant and Fellow of the Australian Institute of Company Directors, Jo held senior roles at Deloitte and NAB, and was formerly Chair of EL&C Baillieu Ltd. She currently serves as a Non-Executive Director of Centuria Capital Group, AMA Group Ltd, Pacific Current Group and PetSure (Australia), and was formerly an Independent Trustee Director and Investment Committee Chair at Vision Super.

Jo's governance experience and commercial acumen will be an asset as PWG continues to grow.

Learn more at pwg.com.au

Around 53,000 medical specialists in Australia face one of the longest waits to peak income of any profession, often missing close to a decade of compounding their finances compared to peers in other industries (CoreData, 2026).

Our Non-Executive Director Rebecca Comac, who recently spoke at Wealth Strategies for Medical Specialists, explains why becoming a consultant means becoming CEO of your own finances too. She shares insights on the financial pressures of a medical career, from building a career and running a practice, to planning for the future and how coordinated advice helps.

Read the full article: https://www.pwg.com.au/news-stories/2026/the-job-medical-school-never-trained-you-for?utm_source=linkedin&utm_medium=organic_social&utm_campaign=medico_wa&utm_content=article_wealth

We loved connecting with our Joint Ventures and Accounting Partners at the recent JV Community Conference.

From advanced technology as a non-negotiable to talent acquisition, competing in a global wealth arena, partnerships for success and scaling without losing the client experience, no stone was left unturned.

We appreciate the energy brought to the room and thank all those who came along from Anseres Capital, EQ8, Ipsum Advisors, Ipsum Wealth, Karaco Accountants, Karaco Wealth, KK Partners Group, KKP Wealth, Moore Australia, Obelisk TWB, TWB Chartered Accountants, Proctor Major & Co, Proctor Major Wealth, and SLS Advisory.

And finally, a big thank you to those who shared their insights with us, Mick Carney from HeartBeat Digital Marketing, David Hanus from Adapt2AI Consulting, and Eddy Moussa from KordaMentha.

Did you know new financial advisors in Australia must complete 1,600 hours of supervised training before qualifying? At PWG, we build on that foundation with our own Professional Year program, mentored by advisors ranked among Australia's best.

Cathleen Armstrong has not only completed her Professional Year but has also become PWG's newest Financial Advisor and Shareholder. Please join us in congratulating Cathleen Armstrong on this milestone achievement.

Read more about our Professional Year program, featuring insights from Cathleen Armstrong, Stephen Hearn, and Mathew Cassidy, here: https://www.pwg.com.au/news-stories/2026/the-advice-quality-challenge-in-australia-in-2026-and-how-were-meeting-it?utm_source=linkedin&utm_medium=organic_social&utm_campaign=&utm_content=article_other

Are you a medical specialist navigating the unique financial pressures of your career? We're hosting an exclusive event in Perth on 11 August 2026, hosted by Mathew Cassidy, Barron's #1 Financial Advisor in Australia, alongside leading industry experts, for candid conversation and practical wealth insights.

Send us a message for more information. Spaces are limited and by invite only.

We have six new faces across three states in the Partners Wealth Group review team!

Welcome Alex Davies, Eoghan Stokes, Elisha Cox, Oliver Dunn (VIC), Brian Donovan (WA) and Joshua Banfield (NSW).

Plus, Manith Weerasinghe’s move from Melbourne to Perth shows just how far 'Stronger Together' can travel.

Want to know more about why you should work with us? Visit https://www.pwg.com.au/careers?utm_source=facebook&utm_medium=organic_social&utm_campaign=&utm_content=text_link

According to The Australian Financial Review (2025), the next generation of women may be responsible for an unprecedented share of Australia’s wealth, and the financial decisions they make today will compound across their lifetimes. Money conversations with adult daughters matter more than ever - are your daughters prepared to manage and grow the wealth you've built?

Read the full article here: https://www.pwg.com.au/news-stories/2026/why-money-conversations-with-adult-daughters-matter-more-than-ever %20?utm_source=linkedin&utm_medium=organic_social&utm_campaign=&utm_content=article_wealth

The 2026-27 Federal Budget introduces significant changes from a wealth-building perspective, with some measures starting as early as 1 July 2026.

Read our detailed overview outlining what these changes could mean for you.

https://cms.pwg.com.au/media/evcfq0pt/v14-2026-27-federal-budget-pwg.html