Be inspired about your future

Team

Jaime Donaldson

Financial Adviser
Launceston
Living my best life is about having the freedom to do more of the things I enjoy and less of the things I don’t. I enjoy being stimulated and challenged and seeing people become financially engaged with their future and achieving their life goals, it gives me a strong sense of purpose knowing that I have helped people make plans and be resilient to setbacks. It’s also about spending quality time with my family and being able to support my son to become a humble and strong person, having fun and spending time in the garden growing our own veggies and travelling especially in our caravan where we can explore the outdoors and be able to relax and rejuvenate. Jaime has more than 20 years’ experience in the financial planning industry. Holding a Masters in Financial Planning and successfully passed the FASEA Exam.

Adam Coles

Financial Adviser
Burnie and Launceston
Adam gets his inspiration directly from the clients he works with on a daily basis, including people from a vast array of backgrounds and financial positions. Placing people in a better position each year is a key motivation, as he is constantly studying points of view from a multitude of sources globally, hoping to bring that perspective back to clients to help them make good decisions with their finances. Outside of work, Adam enjoys a multitude of sports with his children and camping with family and friends. Adam has more than 20 years’ experience in the financial planning industry. Holding a Masters in Financial Planning and successfully passed the FASEA Exam.

Garyth Middap

General Manager
Burnie and Launceston
As the General Manager of The Wealth Studio, I monitor the day to day running of the business. I have over two decades of experience in the financial planning industry. My background education involves completion of both the Adv Dip of Accounting and Adv Dip of Financial Planning. I do love sports. All sports (but have a soft spot for Basketball). I am a very proud Mum and Nanna who loves spending time with my family and friends. I love to have a laugh and am passionate about travelling. My goal is for my husband and I to eventually visit every continent. (Antarctica could be a stretch but we all need goals right!)

Carol Pittman

Client Services Manager
Launceston
In 2000, I completed a Bachelor of Business (Accounting) and spent the next 15 years working as a tax accountant with much of my time dedicated to Self Managed Super Funds. The compliance obligations of a SMSF have in part assisted with the compliance required for working in financial planning.


The big difference working in financial planning is the interaction with clients and the relationships that are formed and I particularly like that given we work as a team my conversations with clients are meaningful.

Monique Maynard

Client Services Manager
Launceston
I am very new to the Financial Planning Industry and so far I am really enjoying the change. I feel very privileged and proud to be apart of the team at the Wealth Studio and that I play some part in helping our clients with their financial freedom and well-being.
I am very family orientated and love being a mum to my young son and my German Shepherd “Junior” (They are the light of my life alongside my husband).
Outside of work you will find me at a footy game, spending time with family and friends, or in the summer I’ll be on my deck with a nice glass of wine!
I love travelling and I hope that one day I can get back to Europe and take my husband and son to experience the different cultures.

Sherry Chow

Client Services Manager
Launceston

Sophie Jones

Client Services Manager
Burnie
I have been working in the financial planning industry for 8 years, completing my Graduate Diploma in financial planning in 2019. I enjoy interacting with clients and being a joyous and happy personality for them to see around the office. Seeing a client that is happy, with financial freedom is a wonderful work experience. Outside of work my greatest joy would have to be spending time with my husband and young son going to the shack and 4wheel driving.

Mandi Ferguson

Client Services Manager
Burnie
My name is Amanda, but people call me Mandi. I love to meet new people and have a chat, laugh and get to know them better. I love learning new things but my most favorite would be seeing clients leave happy knowing all their financials are set up for them. I love to get the best out of life and strive to have an exciting future ahead filled with loads of travel, family time and making lots of happy memories on the way that I can treasure forever. I just want to get the most out of life with the people around me.