Our Team

Our Team

Our Advisers

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Christopher Hale

Director, Financial Adviser, JP,
AFPA Dip FS (FP)

Mark Profile Photo

Mark Fisher

Financial Adviser

Our Support Team

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Martine Shaw

Investment Analyst

Cheryl - Profile Picture

Cheryl Welling

Paraplanning Partner

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Sue Hale

Accounts Manager

Leticia

Leticia Cocco

Administration Support

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Estelle Lopez

Client Services Officer

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Cielo Sanchez

Administration Support

Christopher Hale

Director, Financial Adviser, JP, AFPA Dip FS (FP)

Over 40 years’ experience.

For over 40 years Chris has been advising and managing a variety of clients with diverse needs, including business owners, busy professionals and family groups. Chris has built up a wealth of knowledge over the years and relays this information in plain English to “keep it simple” and enjoys developing strategies to assist clients build and protect their wealth.

Dedicated to professionalism.

Chris is an associate member of the Financial Planning Association, dedicated to providing professionalism within the industry.
Chris and his wife Sue love to travel, and also spend quality time with family and three wonderful grandchildren.

Below is a copy of our Combined Financial Services and Credit Guide, our Schedule of Fees and Christopher Hale’s Adviser Profile for your information.

Phone: 02 4984 1988 Email: chale@aspirewp.com.au

Mark Fisher AFP® MFinPlan

Financial Adviser

Mark has been in the finance industry for 32 years and as a financial adviser for the last 16 years, in 2016 he achieved the highest level of education for advisers when completing his Master of Financial Planning accreditation. Mark prides himself on assisting retirees, families, professionals, and business owners to create, grow and protect their wealth with tailored financial solutions to meet their financial goals and objectives whilst making smart financial decisions.

Mark has been an Associate Financial Planner member of the Financial Planning Association (FPA) since commencing his career in financial planning and was a committee member of the local Albury/Wodonga FPA chapter.

Mark and his family relocated from Albury/Wodonga to Port Stephens in December 2021 to be closer to family and experience a sea change for the next exciting chapter in their lives.

In his free time, Mark loves camping, water sports and AFL (go Pies!!), he also enjoys playing the guitar and has recently taken up golf again after 20 years.

Phone: 02 4984 1988, email: mfisher@aspirewp.com.au

Martine Shaw

Investment Analyst

Martine has 24 years’ experience in global wealth management and international private banking, having previously worked at Ord Minnett, JP Morgan and Investec Bank in Sydney, London and Switzerland.

Martine started as a Paraplanner, Analyst and Account Manager at Ord Minnett and JP Morgan, before joining the Private Advisers team at Investec Bank in Sydney as Private Client Manager. She then worked in European Wealth Management in London and Switzerland, as an Investment Adviser and Senior International Private Banker as well as Co-Chairperson of Investec`s European Investment Committee for 10 years. Martine returned to Australia in 2011 and re-joined Ord Minnett as an Associate Adviser and Account Manager advising large wholesale charitable/not-for-profit and religious organisations for the past 8 years.

 

Cheryl Welling

Paraplanning Partner

Cheryl is our dedicated external paraplanner that we go to in order to prepare our Financial Plans (Statement of Advice) ensuring that each plan is compliant and is tailored to our clients’ goals and objectives.

Cheryl has many years’ experience working with the Aspire financial advisers and has the knowledge and technical ability to understanding the complexity of each client’s individual needs.

Sue Hale

Accounts Manager

Supporting clients since 1985.

Sue began working in the family business with Chris in 1985 and has worked together through different administrative roles within the business.

Sue is now currently responsible for Accounts and payroll
throughout Aspire Group. 

 

Leticia Cocco

Administration Support

Leticia completed her Certificate III in Business at Aspire and has been with us for nearly 3 years now.

Leticia manages the day-to-day operations of the office and offers administration support to our clients and financial advisers.

Returning to Nelson Bay in 2017 from Abu Dhabi where Leticia lived and studied for 6 years, she is happy to be home and enjoys going to the gym, beach, travelling and spending time with friends and family.

Leticia not only brings her happy, smiling face to Aspire Wealth & Protection as well as a can-do attitude, great attention to detail and a desire for exceptional customer service.

“Let your smile change the world, don’t let the world change your smile”

Estelle Lopez

Client Services Officer

Excellence in customer service.

Estelle has been a part of the Aspire family for several years; assisting financial advisors with administering all aspects of client accounts.
She is originally from sunny California and moved to beautiful Australia just over 13 years ago.

Estelle handles back-office operations for the business allowing our advisers to do what they do best and that is spend more time with our client’s.
Estelle has a great positive attitude, striving for professionalism, accuracy and exceptional service.

“It is a pleasure to work with a friendly team to help our clients achieve their financial goals.”

 

Cielo Sanchez

Cielo Sanchez

Cielo’s current role involves assisting our advisers with processing and maintenance of our day-to-day administration tasks, preparing client reviews and detailed research to support our advisers.

Cielo also lodges new investment and insurance applications ensuring that our clients receive the best possible service from Aspire.

When she is not at work, Cielo enjoys reading a good book, watching beautiful sunsets, and eating her favourite ice cream.