Our People / Careers

Our People
Careers

Our People

At Eden, we have an extreme passion for generational wealth planning, and working with our clients to become better investors and mangers of wealth.

Our Wealth Strategists are all successful investors in their own right, with expertise in effective tax structures, self managed super, shares, and property investing.

Eden was established by its two co-founders who feel that to be successful people need to treat the creation and management of wealth like "a million dollar business", with effective tax structures, solid cashflow planning, careful asset selection, and robust decision making frameworks.

Our clients' significant financial achievements are testament to this proven approach.

Robert Palma CFP®, Wealth Strategist

Robert is a Certified Financial Planner™ with over 15 years experience in financial services.

During his successful career, Robert has worked with a number of leading institutions as a senior wealth adviser and has successfully transformed the lives of many clients who continue to enjoy his proven approach to wealth management.

In 2003 Robert co-founded Eden Wealth Management.

Robert has had much personal success as an investor, and leads an enriched life with his wife and two children.

Robert is a member of the Financial Planning Association of Australia.

Mark La Bozzetta CFP®, Wealth Strategist

Mark is a Certified Financial Planner™ with over 10 years experience in financial services.

With a background in strategic planning and financial analysis, Mark has been instrumental in the development of effective wealth management programs that enable clients to achieve, protect, and manage significant wealth.

In 2003 Mark co-founded Eden Wealth Management.

Mark is passionate about investing, and is blessed with a beautiful wife and three children.

Mark is a member of the Financial Planning Association of Australia.

Terry Crowe CPA, Wealth Strategist

Terry is a successful investor and Certified Practicing Accountant (CPA) with over 25 years experience working with people in Manufacturing, Property and Business services.

During his career Terry has been extensively trained in Accounting, Financial Planning and Property Investing ensuring that he adds value to the businesses and people he works with.

Four years ago Terry became a Client of Eden Wealth Management when he was introduced to Robert Palma & Mark La Bozzetta. Terry was so impressed by their business acumen and the financial results that his family achieved that he joined the business in 2006.

Terry is married with three children and is passionate about helping people create wealth in their lives. Terry has twice represented Australia successfully at the World Triathlon Championships overseas.

Terry is a member of Australian Society of CPAs, Financial Planning Association, Chartered Secretaries Australia and the Real Estate Institute of Victoria.

Aaron Johnstone CPA, Wealth Strategist

Aaron is a Certified Practicing Accountant (CPA) with over 15 years experience spanning insurance, financial services, manufacturing and technology.

Aaron has held senior roles as an Investment Accountant, Financial Accountant and Financial Analyst. His high level of service and attention to detail has enabled Aaron to develop great trust and rapport with his clients. This compliments his technical skills in accounting and financial planning.

Aside from his passion for investing and drive for helping others achieve their goals, Aaron loves nothing more than spending time with his lovely wife and two young daughters.

Aaron is a member of the Australian Society of CPAs, the Financial Planning Association of Australia and the Financial Services Accounting Association.

Simon Lucas CA, Wealth Analyst/Accountant

Simon is a Chartered Accountant (CA) with significant experience in self managed super funds, tax structures, and income streams.

With a depth of knowledge spanning tax and wealth planning, Simon is instrumental in the development of strategies and personalised financial models to support our client's important financial goals.

Simon is an avid investor, and keen cricketer.

Simon is a member of the Financial Planning Association of Australia.

Stuart Blackwood, Wealth Accountant

Stuart is a qualified accountant with experience in personal, trust, company, and Self Managed Super Fund tax accounting for high net worth individuals.

As well as a thorough knowledge of tax, Stuart possesses advanced computer skills that are instrumental in the design of detailed client financial models.

Stuart's focus outside of his career is his young and growing family.

Angelo Covelli CPA, Wealth Accountant

Angelo is a Certified Practicing Accountant (CPA) with over 20 years experience in accounting and wealth structuring advice.

Angelo's career includes roles in corporate accounting, the Australian Tax Office, and public practice.

Angelo specializes in accounting for investors, with significant knowledge in the areas of effective tax structures, self managed superannuation, private trusts, and property investment.

Careers

What amazing things could you do at Eden Wealth Management?

Would you be energized working with a dynamic team of Wealth Strategists that deliver real results for clients?

Would you feel better about providing advice that is not tied to selling an investment product for a commission?

Whatever role you would enjoy, if you have a passion for delivering service that makes a difference, you will find an appreciation of your talents, qualities and qualifications at Eden Wealth Management.

We have developed a different approach to wealth management. We help clients focus on what wealth means to them and then help them achieve it through a consultative approach employing comprehensive wealth structures, wealth coaching systems, and a direct investment approach.

Eden adopts the latest investment research, technology, and global best practice to ensure its service is a market leader.

We offer services to high net worth clients, professionals, and families.

If you have experience in professional services, or are highly numerate, contact us for information about current and future opportunities.

Call us on 03 9572 0524 or fill in the form below for more information.