Meet Our Team
In addition to our own services, our licencing arrangement with Dover Financial Advisers gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
Team Leader
The Team
Mark Baldwin
Financial Adviser
I am passionate in my quest to help clients achieve their financial freedom.
To have choices is ultimately what drives us all and I can help clients visualize, quantify and set out on the road to achieve their personal lifestyle goals.
Originally qualified and experienced in corporate finance, I migrated as part of as US scientific multinational to Australia in 2003 where I led manufacturing operations and latterly assumed divisional site and regional leadership roles throughout the Asia Pacific region.
My own journey to financial freedom started in 2011 when my wife and I visited a planner for the first time and were surprised to understand the power of financial choices and I then spent a number of years studying culminating in a Masters Financial Planning qualification in 2015.
I joined the profession early in 2016 and love the feeling of making a positive impact to the lives of the people I meet on a daily basis.
Mark Baldwin is an authorised representative (1242066) of Dover Financial Advisers Pty Ltd (AFSL 307248).
Mina Andrawis
Lawyer
Mina Specialises in business legal structures, business succession planning, estate planning and superannuation. In addition, Mina provides general corporate and commercial advice on a wide range of legal matters including contract negotiations, shareholder related matters and key industry and regulatory compliance issues.
Mina graduated with a double degree in Bachelor of Commerce/Law with majors in Finance and Financial Planning. He started his career with the NAB legal team then worked his way through the property and banking and finance division of top 10 law firm Gadens Lawyers. Prior to his current role, Mina specialised in providing legal and financial services to high net worth medical and dental practitioners through the legal and financial planning division of McMasters solicitors, accountants and financial planners.
Commercially-minded and practical, Mina is highly valued for his technical knowledge and practical approach to commercial negotiations and is praised by clients for his ability to provide simple advice on complex matters.”
Mina Andrawis is an authorised representative (435219) of Dover Financial Advisers Pty Ltd (AFSL 307248).
Sarah Gao
Paraplanner
Sarah holds a Masters Degree in Applied Commerce, from the University of Melbourne. She graduated in 2008. Her specialization was in accounting and she is a CPA.
She has an encyclopaedic knowledge of risk insurance and oversees the delivery and implementation of all of our risk advice.
Sarah is bi-lingual, being fluent in English and Mandarin.
Wilbert Chhua
IT and Marketing
Wilbert holds dual degrees from Monash University - Commerce and Business Information Systems.
He commenced his professional career in business advisory at a mid-tier accounting and financial planning firm, where he worked successfully for several years.
He is now following his real passion for applying online marketing strategies and innovative technologies in financial services.
The accounting profession's loss is very much our gain.