Discovery Wealth Advisers

When was the last time you sat down and reviewed all your finances? Do you find the project too daunting? We are here to help!

Discovery Wealth is a boutique financial planning company in the Hills District, who prides itself in the relationships they build with their customers.

Our team at Discovery Wealth comprises of two Financial Advisers, our Practice Manager and two client service officers. Together we have combined experience of over 50 years in the financial services industry.

Our Principal Adviser, Louella Jorge, has had over 20 years’ experience in the Financial Services industry. During that time, Louella has built strong long-term relationships with clients throughout Sydney, mostly in the Hills Area.

Louella has extensive experience in providing advice in investments, retirement planning, retail superannuation, Self Managed Superannuation Funds, Insurance, Centrelink and Estate Planning.

Louella is a Certified Financial Planner, the highest certification in the industry. Lou also holds a Bachelor's Degree in Economics from the University of Sydney. She is also a member of the Financial Advice Association of Australia, the peak industry body.

Our Financial Adviser Selwyn Kishore has worked in the Financial Services Industry for close to 10 years. He was drawn to the industry as it allowed him to make a real difference in people’s lives.

“Providing advice is so much more than a document. It is understanding people, knowing their goals, putting them in a position to reach them, and most importantly the long-term relationship you build as a trusted adviser.”

Whether it be young professionals planning their financial future or retirees putting their final tweaks to their retirement plan – Selwyn has assisted all types of clients during his prior roles at ANZ and CBA.

Selwyn has experience in superannuation, personal investments, personal insurance, Centrelink and Estate Planning. He holds a Bachelor’s Degree in Business and Commerce and an Advanced Diploma in Financial Planning.

Mark Williams is our Practice Manager who is tasked with the running of the day to day business functions. Mark holds a Bachelor in Commerce and an Advanced Diploma in Financial Planning.

Previous to joining the company, Mark was a Financial Adviser as well as holding positions in various back office functions across compliance and Administration. Mark has over been in the financial services industry for over 20 years.

We specialise in:

- Wealth Management
- Superannuation
- Retirement Planning
- Investment Advice
- Personal Insurance

We understand that Financial Planning can be a daunting subject for many. Your financial needs change continually throughout your working life and into retirement. We pride ourselves on building long lasting relationships with our clients - assisting you at every milestone. Although Financial Planning can be complex at times, we spend the time with you to make sure you are fully educated and comfortable with every step.

Take the first step and book a no obligation Discovery Chat with us.

• Personal Insurance
• Investment Advice
• Superannuation & Retirement Planning
• Wealth Calculators
• Contact Us

• Ms. Louella Jorge
  Principal Adviser
  Send an Email