Our Team

We at Bridgewood Private Wealth operate under an open architecture that encourages personal development in our staff and excellence in our service delivery. While every client enjoys a close personal relationship with a senior financial advisor our team works closely with clients so, over time, you are likely to have interaction with all of our staff.

Jake Mounsey CFP®
Director and Private Client Adviser
Bachelor of Business (Banking & Finance)
Diploma of Financial Planning
Certified Financial Planner (CFP) Program
Certificate IV and Diploma of Mortgage Broking

Jake was a founding member of Bridgewood, having over 20 years experience, and is now a director and a responsible manager of the Australian Financial Services License held with the Australian Securities and Investment Commission (ASIC). Jake jointly owns Bridgewood with fellow shareholder, Nicholas McKay.

Jake is a CFP member of the Financial Planning Association.

Within the business Jake’s key roles involve research, including being co-chair of the investment committee, investment management, and strategic advice to a varied client base.

Nicholas McKay
Director and Private Client Adviser
Bachelor of Business (Marketing)
Diploma of Financial Planning
Graduate Diploma of Property
Member of the Association of Financial Advisers

Nick is a Director and Responsible Manager of Bridgewood. Nick has worked at Bridgewood for over 20 years and jointly owns Bridgewood with fellow shareholder, Jake Mounsey.

Within the business Nick’s key roles involve advising a varied client base on things such as investments, including being a senior member of the investment committee, insurance, superannuation and retirement planning.

William McGee CFP(r) SSA
Diploma of Financial Planning
Certified Financial Planner (CFP) Program
Diploma of Business (Banking & Finance)
SMSF Specialist Adviser Accreditation Program

William (Bill) has 20 years' experience in the financial advice industry previously as shareholder and director of Woodland McGee Financial Services Pty Ltd (self-licenced financial planning practice). More recently Bill was senior financial planner for Meritum Financial Planning Pty Ltd and joined Bridgewood in early 2018.

Bill is a CFP member of the FPA, is an accredited Self-Managed Super specialist advisor and completed studies in listed products and aged care.

Bill's roles within the business revolve around pre-retirement and retirement planning as well as social security, aged care and investment management advice including being a member of our investment committee.

Anthony Lucarelli
Financial Planner
Bachelor of Business (international business)
Graduate Diploma in Financial Planning
Certified Financial Planner Program

Anthony joined our team in 2019 and is a CFP member of the Financial Planning Association. Anthony is a member of our investment committee and provides advice across all spectrums of the advice continuum, including: superannuation, retirement planning, aged care, risk management, social security, investments, and estate planning.

Vanesha Arini
Paraplanner
Bachelor of Commerce (Banking & Finance)
Diploma of Financial Planning
Masters of Business Administration
Vanesha joined our team in 2017 in a paraplanning role and is responsible for the writing of strategy documents including superannuation, investment, retirement planning, Risk/ Insurance, and Aged Care. Vanesha plays a leading role in managing our clients risk management needs.

Joshua Mason
Snr Paraplanner
Bachelor of Commerce (Finance and Financial Planning)
Diploma of Commerce

Joshua (Josh) joined the Bridgewood team in 2023 and is an experienced paraplanner having had roles in larger organisations previously. Josh’s core responsibility within the business is to assist our advisers with advice strategies and documentation and brings a wealth of experience with various software applications to our team. Josh is working towards a career goal of becoming a financial adviser in his own right and also works closely with our client service team.

Jackson O’Keeffe
Client Services Manager
Diploma of Finance Management & Mortgage Broking
Diploma of Financial Planning

Jackson joined our team in 2023 having come from a larger organisation where he assisted clients implement and manage all aspects of their financial affairs. Jackson heads up our client services team.