About us

Who we are

We are based in Noosaville on the Sunshine Coast. We service clients from all over the state, and are dedicated to helping each of them achieve their goals.

 

In fact, you’ve probably noticed we talk a lot about goals. We’ve been passionately helping our clients explore, plan, track and ultimately realise their goals but, we cannot do any of that without a focus on building strong relationships with our clients. It’s our main priority.

So we ensure we listen to your needs and take time to understand your unique set of circumstances. We’re transparent about how we work and how we charge, which puts us in good stead to be able to deliver you with advice and solutions best fit to your life, needs and ambitions.

Our team of experts are well equipped to help you reach your goals. We have specialists with experience across a range of areas like tax, insurance, superannuation, cash flow, and the list goes on. So whether you’re 18 or 80, and need help with your goals, we have your needs covered.

Our financial planning expertise

The better the plan, the better the outcome. Therefore, we ensure we provide you with a comprehensive strategy starting with your goals, and following through with how to best structure your finances to help you reach those goals. Some of the areas we will investigate include:

  • How you are spending and saving your money
  • How you can simplify your finances to easily keep on top of them
  • How you can make your money work harder for you

Meet our team

Our team stands out for their commitment to walk the journey with you.

We won’t set you off on a journey alone or with unrealistic or unclear goals. Once your priorities are set, we’ll make sure everything is in place for you to meet your goals, and we’ll be there to help as your situation and needs evolve.

Our team consists of experienced and qualified advisers, coaches and support staff. Find out more about our team below.

Principal

Chief Executive

Authorised Representative and Credit Representative of AMP Financial Planning

Duane Potter

Chief Executive

Authorised Representative and Credit Representative of AMP Financial Planning

Adv. Dip. FS (FP)
Member of the Financial Planning Association
Member of “The Executive Connection”

Duane’s main focus is to grow the business sustainably and make sure their 3 main stakeholders win: their clients, team members and shareholders.

Duane believes we are only on this planet once and that we need to do the best with what we have...Finances, Health and Relationships.

Why financial advice?

Duane became a planner because he wanted to make a positive impact on clients lives.

What's their goal?

Duane’s passion is to continue to grow the business.  In an industry that is ever changing, he wants to ensure that Vine Wealth is always ahead of the game and able to offer their clients the best advice and the most innovative tools that are available.


Our advice team

Financial Planner and Practice Operations Manager

Authorised Representative and Credit Representative of AMP Financial Planning

Financial Planner

Authorised Representative and Credit Representative of AMP Financial Planning

Lauren Sawers

Financial Planner and Practice Operations Manager

Authorised Representative and Credit Representative of AMP Financial Planning

Dip. FS (FP)

Lauren has been in the financial services industry since 2006. She joined the Vine team in late 2009 and started on my journey towards being a Financial Planner. Lauren loves getting to know clients and uncovering their dreams so that we can help plan for their future and protect their loved ones. She also enjoys working amongst a great team of people. When Lauren is not working, she loves spending time with her husband and little girl exploring this beautiful place they call home.  

Why financial advice?

Lauren became a Planner because she has a passion for finance and helping people achieve their goals. It is a very rewarding job. Lauren enjoys making plans as she believe it helps to achieve your aspirations, not just with finance but with life in general.

What's their goal?

Lauren’s goal is to help as many people as she can achieve their goals and dreams and to continue improving herself within business, as she is a firm believer that you never stop learning... 


Katerina Saunders

Financial Planner

Authorised Representative and Credit Representative of AMP Financial Planning

DFP (FP)
ADFP
Self Managed Super Funds (SMSF)
Certificate IV Finance and Mortgage Broking

Katerina feels blessed that she can work in a role that allows her to make great friends, work along side them and see them achieve their dreams.  Her past experiences are vast, some of her key roles include financial planning, sales, project management, bookkeeping and payroll.   These roles have helped shape her as the person she is today and develop the holistic approach she has when dealing with her clients.  

Katerina enjoys being any where near the water and visiting new places and its surroundings.  She enjoys new experiences with family and friends, days filled with lots of laughter and great memories.

Why financial advice?

Katerina became a Planner because it’s a challenging and rewarding career where she can meet new people and empower them with the knowledge and skills to achieve their goals.

What's their goal?

To be a trusted ally that people can turn to in times of trouble as well as in the good times in their lives.


Our goals coaches

Coach

Jenna Goldsworthy

Coach

DFS (FP)

Jenna has been in the financial services industry since 2005 and joined the Vine team in 2009. She loves helping clients and other staff members and also increasing her knowledge.  

Jenna enjoys being outside and taking her dogs for a walk along the beach with her husband.

Why financial advice?

Jenna started working in the financial planning industry because she loves to plan for the future and have a genuine interest in helping people realise their dreams.

What's their goal?

Jenna's goal is to get clients talking about what is important to them and to help them put a plan in place to achieve it.


Our support team

Financial Planner

Accredited Mortgage Consultant

Credit Representative of AMP Financial Planning

Paraplanner

Concierge

Wedzi Garwe

Financial Planner

Dip. FS (FP)

Wedzi has worked in financial services for over 9 years, working for some of Australia’s leading financial institutions in various roles. The wealth of experience that he has gained over the years, has made him realise that there is a great need for families, and individuals to understand their finances as finances have a significant impact on other aspects of life. Also having come from a low socio-economic background where people have limited understanding of finances, and limited opportunities is what has fueled his passion for financial planning to educate people and help them set themselves up for success and realise their goals for themselves and provide for their loved ones.

Why financial advice?

Wedzi enjoys meeting new people, hearing their stories, and he loves helping others.

What's their goal?

To help the people he encounters achieve their lifestyle goals through their finances.


John Chapman

Accredited Mortgage Consultant

Credit Representative of AMP Financial Planning

Certificate IV in Finance and Mortgage Broking FNS 40811
B.E. (Chemical) Hons IIA
M.Eng Sci.
Accredited Mortgage Consultant AMP Financial Planning Pty Limited
Member of FBAA and FOS

John has been in the financial and business services industry since 2004 working as a mortgage broker and business advisor. John joined Vine in August 2014, and works with a wide range of clients providing finance for homes, investment properties, SMSF, vehicles and business.

The most fulfilling part of his job is seeing a smile on his clients’ face when we get a ‘yes’ from the bank. 

John enjoys spending time with his wife and four children, playing soccer and jamming on the bass guitar. He is looking forward to holidaying in Europe with all the families of the exchange students they have hosted over the years.

Why financial advice?

John became a Mortgage Broker because of his personal interest in property and his strong problem solving background. 

What's their goal?

John has a passion for helping people achieve financial breakthroughs in life and he loves seeing people achieve their property dreams. It is very satisfying to see people purchase their first home or investment property.


Jo Beasley

Paraplanner

Dip. FS (FP)

Jo has been in the financial services industry since 1986 and has had a wide and varied career. She commenced with Vine at the foundation level in 2000 and have enjoyed the journey as the business has grown and evolved. Jo counts it a privilege to help people achieve their dreams, goals and aspirations and enjoy developing strategies that will help them plan for their future and protect their loved ones. 

Why financial advice?

Jo is passionate about helping people define and quantify their goals so they can have a clear picture of their present situation, have a strategy about where they are going, and peace of mind about their future so they can achieve their best life possible.

What's their goal?

Jo's goal is to help people identify and articulate their dreams and aspirations and then implement a strategy to help them achieve their goals with a well thought out plan.


Stacey Jopson

Concierge

Dip. FS (FP)

Stacey has been in the financial service industry since 2009. She joined the Vine team in late 2012 as a client service manager and then as a Planner Associate. Stacey feels blessed and privileged to work in a role that has such a huge impact in their clients’ lives.

When She is not working, Stacey enjoys spending her time outdoors, adventuring new places and spending quality time with family and friends.

Why financial advice?

Stacey’s great passion in life is helping people and to support them when times are tough.

What’s their goal

Building a close and trusted relationship with our clients & assisting them so they can discover and reach their dreams.


Accreditations

AMP Advice Vine Wealth in Noosaville is accredited with the highest standards of professionalism and advice. Click on the logos below for more information.