Managing Partner, Wealth Management
MEET THE TEAM
Andrew Akuoko
Andrew has more than 19 years of experience in wealth management. He relocated from the UK to Australia in 2006 and has had the opportunity to work with some of the most reputable financial services firms in both countries.
Witnessing the positive impact of a well-crafted financial plan on people’s lives has been a gratifying experience for Andrew. With extensive academic and practical knowledge, Andrew assists his clients in maintaining their current lifestyle and building wealth to achieve financial independence in the future. He holds a Master of Commerce in Financial Planning and possesses multiple industry-related qualifications. Andrew is an active member of the Financial Planning Association (FPA) and the prestigious MDRT, a global organization for top financial planning professionals. These memberships enable him to keep abreast of the latest industry practices and share his expertise with other professionals. Andrew enjoys hiking in and around Sydney and has a passion for travel and home cooking, although he rarely has time for these activities due to his busy schedule.
Charlie Warner
Financial Adviser, Wealth Peak
Charlie has over 6 years of experience in Wealth Management space. Throughout his career, he has built his skills in guiding clients through diverse life stages, from laying the foundation of a family to navigating the intricacies of retirement planning. Having served a diverse clientele across the Gold Coast, Sydney, and regional New South Wales, Charlie brings a wealth of expertise to the forefront.
Motivated by the profound impact of sound financial planning on his own family, Charlie transitioned into the financial planning industry in 2018 with a steadfast commitment to extending quality advice to more families. Rooted in his ethos of simplifying complex financial scenarios, Charlie excels in distilling intricate matters into easily digestible solutions, ensuring clients attain clarity and confidence in their financial decisions.
Beyond his professional endeavors, Charlie is an avid football fan and a passionate traveler. Whether on the field or exploring a new corner of the globe, he is consistently driven by a thirst for new experiences and cultural immersion.
David Rundle
Senior Partner, Wealth Peak Achieve
David’s extensive experience, including with an international accounting firm, as financial controller for a public company, and as founder of his own financial planning business, has made him something of a powerhouse in accounting and financial planning.
He’s an accredited Financial Planning Specialist (FPS) and certified Financial Planner (CFP), providing specialist advice across a wide range of areas, including financial planning and investment, superannuation and retirement planning, income taxation planning and research, and business planning and accounting.
Debra Blackah
Senior Partner, Wealth Peak Oxley
Debra has 25 years experience as a Chartered Accountant and Financial Planner.
She is passionate about Self Managed Super Funds and Estate Planning Advisory and enjoys assisting clients in this area of practice.
Jess Langham
Associate
Jess has a Bachelor of Business and Commerce (majoring in accounting) and a Master of Financial Planning. She joined the Wealth Peak team in 2019 and enjoys developing strategies to help clients achieve their financial goals. Outside of work, Jessica is an avid reader and loves thrill seeking activities. She plans on swimming with sharks and bungy jumping whilst travelling.
Fionn Geraghty
Associate
Fionn (Fin) joined Wealth Peak at the beginning of 2021. Over that time, he has shown a keen interest in financial services with an overall customer-centric focus. This drive to ensure a positive overall client experience has been developed through past employment in retail and customer service. Fionn has been heavily involved in multiple sporting clubs since his youth, with notable mentions being Randwick Rugby and UNSW Cricket Club in Sydney Grade Cricket competition. He has been fortunate enough to represent UNSW in their Poidevin-Gray Shield side as well as spend a season over in the UK playing in the West of England Premier League for Gloucester. These experiences have enabled Fionn to build strong relationships in the community and heavily influence the person he is today.
Qualifications:
– Bachelor of Business from the University of Technology Sydney (Majoring in Finance with sub-majors in Economics & Taxation Law)
