Experience
Established in 1977, Westmount is one of a handful of privately owned financial planning / advisory practices in Australia that has stood the test of time.
Rick Maggi (CFP), Managing Director
Rick Maggi
Born in Canada, Rick Maggi, owner of Westmount Financial (Est 1977), is an active Financial Advisor and Certified Financial Planner (CFP) with 40 years experience. Having personally guided clients through numerous market and economic cycles, and an ever-changing landscape, Rick has witnessed firsthand, the very real benefits, both emotional and financial, of having access to thoughtful, well considered financial advice and support.
As a private consultant, Rick’s aim is a simple one - to provide effective problem-solving solutions, while minimising unnecessary complexities and jargon. Looking to the future, his broader aspiration is to see ‘financial advice’ evolve into a more approachable, people-centric profession, that the majority of Australians can easily access with confidence. Email Rick
Jenny Halberg
With over 17 years experience in the financial services sector and as a member of the FPA, Jenny assists clients to implement their strategies and ensures the smooth day-to-day running of their financial affairs. Jenny is a Client Service Officer and is particularly strong in the areas of superannuation advice, insurance and social security. Email Jenny
Jamie Kelly
Jamie is an independent member of our Compliance Committee and is responsible for overseeing all of the compliance functions. Jamie's practical approach to compliance ensures that Westmount Financial meets its compliance obligations and provides clients with a practical advice framework.
Jamie has extensive industry experience and has consulted extensively to the financial services industry, mainly concentrating on small to medium size businesses. Jamie is also involved with the industry through the FPA where he has been the Treasurer for Sydney Chapter for nearly ten years (1993-2003) and prior to that was the Secretary of the IAFP and then the FPA in Perth for four years 1989-1992. Jamie is currently a Fellow of the FPA.
