Our Team

Kim Stewart

Partner and Principal Financial Consultant

B Bus (Agric), Grad Dip Bus, Dip FP, CFP®, GAICD

Kim is a Certified Financial Planner with over 20 years experience within the industry. Kim commenced Stewart Symonds & Partners in Kalgoorlie in 1993. The business has now expanded to have offices based in Perth and Esperance. Kim continues to provide high quality Strategic Financial Advice to local, interstate and overseas clients.

In addition, Kim has won the following individual and business awards:
Godfrey Pembroke Top 10 Adviser Award:
2000 to 2012
Godfrey Pembroke Practice Principal Award: 2001
Kalgoorlie/Boulder Chamber of Commerce: 2000 Goldfields Business Person of the Year

Garry Symonds

Partner and General Manager

MBA, Grad Dip Mgmt, DFP, GAICD, AFP®

Garry joined the team as General Manager of the business in March 2006 and became a partner in July 2007. Garry has over 30 years experience in the Financial Services industry and has held senior management positions with institutions such as Colonial, ING and MLC.

Garry is also currently an Executive Committee Member of the Kalgoorlie Boulder Chamber of Commerce, an Adviser Member of Family Business Australia, a former Director of WAFL Club Swan Districts and is a former Lecturer in Financial Planning with FINSIA.

Sharon Greber

Senior Financial Consultant

B Comm, Dip FP, CFP®

Sharon joined Stewart Symonds & Partners Financial Consultants upon the successful completion of her Bachelor of Commerce degree in July 1995.

She is an integral member of the team and has been instrumental in the growth, expansion and development of the business. Sharon’s success can be attributed to her dedication to excellence in client service, the strength of her technical financial planning skills and her passion to achieve the best outcome for her clients.

Sharon has also won the 2008 Godfrey Pembroke national award for Best New Adviser.

Trish Prince

Senior Financial Consultant

B Ec, G.Dip.Fin.Planning, AFP®

Trish joined our business in 2009 as a Financial Consultant and Personal Protection Insurance Specialist. Trish is based in our Perth office and also provides service to new and existing clients in Kalgoorlie and Esperance.

Trish studied a Bachelor of Economics at the University of New England (N.S.W.) before completing a Graduate Diploma in Financial Planning thru the Securities Institute of Australia (now FINSIA). She is a member of the Financial Planning Association of Australia (FPA) and was one of the first financial advisors who graduated from the MLC Advisor Scholarship Program in 2007. She is also currently studying towards the Certified Financial Planner (CFP) designation.

David Counsel

Financial Consultant

BEcon, BCom, CFP®

David joined Stewart Symonds & Partners Financial Consultants as a Financial Consultant in May 2014. He has worked in the financial services industry for the past 6 years and comes from a technical background working with SME’s and their directors/owners. David holds a Bachelor of Commerce and a Bachelor of Economics from the University of Western Australia and is a Certified Financial Planner (CFP®).

David works closely with Kim Stewart to provide financial services to sophisticated and high net wealth individuals, families and businesses. David is based in our Perth office, but regularly travels to Kalgoorlie.

Chris White

Finance Manager

Cert IV Finance and Mortgage Broking

Chris White joined Stewart Symonds Finance in February 2016, as Finance Manager. Prior to joining the business he had held a number of roles within the banking industry spanning over 20 years.

He was most recently a Senior Business Banking Manager with nabs Business Bank in Perth and has held roles such as Regional Manager and Branch Manager in nabs Retail Bank, Senior Relationship Manager in St George Private Bank, and lending and operational roles within St George Banks commercial finance business.

Chris holds a Certificate IV Finance and Mortgage Broking and is a full member of the Mortgage and Finance Association of Australia.

Chris has strong sense for customer needs and is passionate about making sure his clients receive the highest level of support and advice necessary to help them achieve their longer term goals.   Having extensive experience with all aspects of lending, from ‘simple’ home lending to complex multi-million dollar commercial transactions, Chris’ clients can be confident in the advice they receive.

Chris is a Credit Representative (484287) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237) and Full Member of the Mortgage and Finance Association of Australia.

Chloe Pegdon

Para-Planner

Dip FP, Ad Dip FP

Chloe joined Stewart Symonds & Partners Financial Consultants as a Para-Planner in October 2015 and is based in our Perth office.  Chloe has completed the Advance Diploma in Financial Planning and is currently studying towards the Masters in Financial Planning qualification.

Elise Zylstra

Client Services Manager – Para-Planning

Adv. Dip. FP (FS)

Elise joined our team in 2004 and is based in our Kalgoorlie office and is responsible for client para-planning and administration duties within the Client Service Team on a part-time basis.  Elise has also completed the Advanced Diploma in Financial Planning.

Alisha Bonomi

Senior Client Service Manager

B Comm (Acc & FP.)

Alisha joined our team in 2016 and is based in our Perth office and is responsible for the administration duties within the client service team.  Alisha is a graduate of Curtin University and holds a Bachelor of Commerce, with a double major in Accounting and Financial Planning.  She has had 8 years experience in the financial industry since graduating from university and is currently studying towards the Certified Financial Planner (CFP) designation.

Denis Risteski

Senior Client Service Manager

B Comm (Econs & FP.)

Denis joined our team in 2012 and is based in our Perth office.  Denis is responsible for administration and management duties within the Client Service Team. Denis has completed a Bachelor of Commerce degree at Curtin University and is currently studying towards the Certified Financial Planner (CFP) designation.

James Liew

Senior Client Service Manager

B Comm 

James joined our team in 2014 and is based in our Perth office.  James is responsible for administration duties within the client service team. James has recently completed a Bachelor of Commerce degree at University of WA and is currently studying towards the Diploma in Financial Planning.

Shayna Moses

Client Service Officer

Shayna joined out team in 2016 and is based in our Kalgoorlie office.  Shayna is responsible for administration duties within the client service team.

Gail Parsons

Operations Manager

Gail joined our team in 2013 and is based in our Perth office.  Gail is responsible for the financial management of the business and administrative duties.

Alison Radbone

Client Service Assistant

Alison joined our team in 2014 and is based in our Perth office.  Alison is responsible for reception and administrative duties and assists our client service team.

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