Jeffrey Wrightson
Managing Partner &
Principal Adviser

Jeffrey's a Certified Financial Planner, holds a Bachelor of Business, a Graduate Diploma of Applied Finance, a Diploma of Financial Planning and is accredited at Level 1 for derivatives trading. Jeffrey is member of the Financial Planning Association of Australia, Fellow of CPA Australia (FCPA) and Fellow of Finsia (FFin) and has over 30 years’ experience in working in financial services.

Christopher Forrest
Senior Partner &
Principal Adviser

Christopher is a Certified Financial Planner, holds a Bachelor of Economics, a Diploma of Financial Planning and is accredited at Level 1 for derivatives trading. Christopher is a member of the Financial Planning Association of Australia and has over 17 years’ experience in working in financial services.

Stephen Thaxter
Senior Partner & 
Principal Adviser

Stephen holds a Bachelor of Science (Hons) in Economics and Business Economics, a Diploma of Financial Planning and is accredited at Level 2 for derivatives trading. Stephen is a member of the Financial Planning Association of Australia and has over 24 years’ experience in working in financial services.

Nina Kazmierczak 
Partner &
Principal Adviser

Nina holds a Bachelor of Business, a Diploma of Financial Services and is accredited at Level 1 for derivatives trading. Nina is a member of the Financial Planning Association of Australia and has over 8 years’ experience in working in financial services.

Sovereign Wealth Partners Pty Ltd

ABN 18 607 071 367

Corporate Authorised Representative (No. 001233909)

of Sovereign Capital Pty Ltd

ABN 44 164 127 833, AFSL 456235


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Level 26, 20 Bond St

Sydney NSW 2000

Call Us

+61 2 8216 1777

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