Authorised Representative 242190
Accredited Aged Care Professional TM
Werner Watzdorf is a Certified Financial Planner with 34 years’ experience in the profession. He entered the life insurance industry in 1989 and became a licensed Financial Planner in 1994. His commitment to further education saw the completion of the Diploma in Financial Planning and Certified Financial Planner (CFP) accreditation in 2002, the Graduate Diploma in Financial Planning in 2020 and Masters of Financial Planning in 2022. He sat and passed the first rollout of the Government’s newly introduced mandatory Financial Planner exam (FASEA) in 2019. Werner and his wife and business partner Manuela have been operating under their own Financial Services License since 2018.
Due to an ever-increasing demand for advice on Aged Care, Werner has recently re-accredited on Strategic Advice for Aged Care in 2021. He has also completed the Masters Level for Self-Managed Superannuation (SMSF).
Werner is a highly energetic person with a drive to deliver exceptional client service and quality financial planning advice. His aim is to help clients build long term financial success. He attends regular professional development training sessions, seminars and conferences to stay abreast of industry changes.
He enjoys spending time with his family, reading, heavy metal music, bushwalking, good food and Australian and American classic cars.
Director, Grad Dip FP
Authorised Representative 1243784
Manuela co-founded WA & MK Watzdorf Pty Ltd in 1994. She established administration and accounting practices supporting the growing business, drawing on expertise gained in more than 11 years’ management and customer service. Manuela successfully managed a division of Ansett Australia responsible for providing local and multi-national companies with corporate, group and incentive travel.
In 2016 Manuela undertook further studies and completed the Diploma in Financial Planning and the Advanced Diploma of Financial Planning. She is an Associate Member of the FPA. In 2019 she successfully passed the mandatory Financial Planner exam (FASEA) and completed the Graduate Diploma Financial Planning in 2021.
Manuela’s compassionate and caring nature is well suited to supporting women that have a desire or need to take charge of their finances. Her aspiration is to help women understand investing and the financial planning process in order to help them feel secure on their path to financial success.
She enjoys spending time with family and friends, reading, yoga, gardening and bushwalking.
Client Service and Compliance Manager
Darren joined Watzdorf Financial Planning in January 2008, having previously worked in the industry since 2005. In 2014, Darren was promoted to Client Service and Compliance Manager to oversee the day-to-day running of the practice. With a vast knowledge of the industry, its rules and practices, Darren is responsible for the supervision of our client service experience, ongoing client administration and all client needs, as well as the production of advice documentation, settlement of New Business, compliance management and leading and mentoring the administration team. Darren holds a Diploma in Financial Planning, as well as a Certificate III in Business Administration.
Client Service Officer
Lily joined Watzdorf Financial Planning as a Client Service Officer in May 2010 and has worked in the Financial Planning industry since 2005. A vital part of the Watzdorf Financial Planning team, Lily has a vast knowledge of the industry, its rules and practices and is responsible for handling client enquiries, ongoing client administration and support and also prepares a broad range of client documentation and correspondence. She ensures that the settlement of a client’s business is implemented as smoothly and trouble-free as possible. Lily holds a Diploma in Financial Planning, as well as a Certificate III in Business Administration.
Client Service Officer
Marcus joined Watzdorf Financial Planning as a Client Services Officer in March 2022, having previously worked at Westpac as a Customer Assist Consultant specialising in Financial Hardship. Marcus is responsible for welcoming clients with a friendly smile, assists with client enquiries, ongoing client administration and support, and prepares a broad range of client documentation and correspondence. Marcus holds a Bachelor of Accounting and Finance, a Diploma in Financial Planning, Advanced Diploma of Financial Services, and is currently studying towards the Graduate Diploma of Financial Planning.
Aaron joined Watzdorf Financial Planning in 2020 as an Administration Assistant to oversee a project of organising electronic storage, establishing a digital workspace, and digitising client records. He now operates as Adviser Support on a permanent full-time basis, providing financial advisers with ongoing support in client meetings and building financial strategies. Aaron is currently in his final year of studying the Graduate Diploma of Financial planning and holds a Bachelor of Science Honours degree in Computer Game Development from the University of East London.
Angela joined Watzdorf Financial Planning as an Administrative Assistant in 2018. Angela’s duties include providing quality and accurate administration support and applying her academic knowledge to investment and market research. In 2021, Angela commenced a part-time programme as understudy of practice management with Manuela and continues to do so while undertaking a graduate position as an economist. Angela holds a Bachelor of Economics (Advanced) and a Bachelor of Finance from The University of Adelaide.
With the aim of providing additional finance related services to our clients we have established referral arrangements with other professionals. The planning process is designed to take into account all your finance related needs. During this process it may become apparent that you need access to expertise outside Watzdorf Financial Planning, at that point your adviser will be able to refer you to trusted individuals within other organisations..
Werner Watzdorf and Manuela Watzdorf are authorised representatives of Watzdorf Nominees Pty. Ltd. and provide financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice.
Although one of our Advisers may refer you to other professionals, each business is solely and separately responsible for the advice they each provide. In particular, Watzdorf Nominees Pty. Ltd. is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by Werner Watzdorf or Manuela Watzdorf.