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about us > our team > divisional directors
 

Ian Otto CA

  • Divisional director of WMS Litigation.
  • Four years experience in London Serious Fraud office.
  • Skills include economic loss reports, business valuations, fraud investigations and review of ‘other side’s’ reports.
       
 
 

Julie Dolan CPA SSA

  • Divisional director of WMS Planning.
  • Julie has 15 years experience in the Financial Planning and Self Managed Superannuation Fund Industry with a strong focus on wealth accumulation and protection, retirement planning and effective estate planning.
  • Julie was a finalist for the 2007 International Women’s Day Leadership Award and the 2007 AFA Rising Star Award.
  • Julie is a licensed financial adviser & authorised representative with Professional Investment Services
       
 
 

David Rivers CA

  • Divisional director of WMS Corporate Finance.
  • Over 10 years experience in the chartered accounting environment with 5 years Corporate Finance experience with ‘Big 4’ and leading ‘Second tier’ firms.
  • David’s experience includes a broad range of areas such as, acquisition due diligence, business and company valuations and pricing advice, strategic reviews and feasibility studies as well as assisting with capital and debt fund raising.

 
       
 
 

Travis LeCornu SIA (Aff)

  • Divisional director of WMS Risk.
  • Travis is a licensed financial adviser with a strong focus on wealth protection and a passion for business succession strategies. Travis has extensive experience both in Australia and overseas advising clients on these areas.
  • In managing WMS Risk, Travis applies his knowledge to research the latest market initiatives to ensure clients have access to the most comprehensive strategies, services and products available.
  • Travis is a licensed financial adviser & authorised representative with Professional Investment Services.

 
     
       
 
 

Jason Stammer

  • Divisional director of WMS Finance.
  • Jason has over 13 years experience in commercial and personal banking with one of Australia’s largest banks.
  • Jason’s experience includes all areas of banking and finance with a strong focus on commercial transactions.
  • In managing WMS Finance Jason applies his skills to obtain the most competitive finance structure to suit your individual requirements.
       
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