Andrew Wallis
Managing Director and Financial Advisor

Andrew is passionate about financial markets and has been helping private clients grow their wealth for over 30 years with his disciplined approach to portfolio management.  Prior to joining Wallis Payne & Co in 2017, Andrew held senior positions with Credit Suisse First Boston, Potter Warburg, Intersuisse and Morgans.

Andrew has a Bachelor of Engineering (Chemistry) from the University of Melbourne and a Diploma of Applied Finance from FINSIA. He is also a practitioner member of the Stockbrokers Association of Australia and a registered tax (financial) adviser.

 

E: andrew@wallispayne.com.au

M: 0409 991 640

Ben Payne
Director and Financial Advisor

Ben is a Certified Financial Planner and has gained over 20 years of experience in financial services with a range of respected firms including Dixon Advisory, Morgans and Shadforth Financial Group. Over this time Ben has enjoyed assisting a variety of clients including senior executives, public servants, retirees and young families.

 

Ben has a Bachelor of Business from RMIT University and a Graduate Diploma of Applied Finance and Investment from FINSIA. He is also a CFP Professional member of the Financial Planning Association of Australia and a registered tax (financial) adviser.

 

E: ben@wallispayne.com.au

M: 0432 876 067

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Nathan Sadeghi
Financial Advisor

Nathan joined Wallis Payne & Co in 2019 having previously worked at Dixon Advisory as a Graduate and Associate Advisor.  Nathan is committed to maintaining a client first attitude and sees his strength in working closely with a wide variety of clients and understanding their unique situations.

Nathan has a Bachelor of Commerce (Accounting and Finance) from Monash University and achieved First Class Honours in Finance through his post-graduate studies. He has also completed a Diploma of Financial Planning and is an AFP member of the Financial Planning Association of Australia.

 

E: nathan@wallispayne.com.au

M: 0402 638 277

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Gloria Li
Associate Advisor

Gloria joined Wallis Payne & Co in 2021 as an Associate Advisor to assist with managing our growing business. Gloria is client focused and has a great passion for the financial planning industry. 

 

Gloria has a Master of Business (Financial and Risk Management) from Monash University and a Bachelor of Economics (Finance) from Hebei GEO University. She has also completed the Level 1 exam of the Chartered Financial Analyst program.

 

E: gloria@wallispayne.com.au

M: 0401 612 508