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Wayne Lear

CFP® SSA®
Chief Wealth Strategist

There is an optimal path for you and
there is also an optimal path for your money
It’s connecting the two that is
the challenge…and that’s my passion.

Wayne Lear

CFP® SSA®
Chief Wealth Strategist

There is an optimal path for you and
there is also an optimal path for your money
It’s connecting the two that is
the challenge…and that’s my passion.

Early in my career I realised there was more to money than just the money.

Too often emotions drive innocent, naïve and uninformed financial decisions. The consequences can be devastating.

My focus is to inform and educate, removing the anxiety around money, so you can make confident financial decisions.

What motivates me?

I watched my father fill with anguish and regret when he retired after 30 years of service and realised his pension was half of what it could have been if he had made an informed decision at the start.

His choice had devastating consequences and cost him dearly – not only financially but emotionally as well.

I was helpless. I swore from that moment that this would not happen to anyone who sought my advice. That was 34 years ago.

Committed to making a difference

I am passionate about making a difference through understanding your values before making any suggestions.

By providing insights, education and personalised guidance, I’ve helped countless people realise their visions for the future.

Qualifications

Having worked in financial services since 1982, I am currently a:

  • Certified Financial Planner (CFP®)
  • Self Managed Superannuation Fund Specialist Adviser (SSA®)
  • Expert in public sector superannuation defined benefit schemes
  • Expert on Public Ancillary Funds (PAFs)
  • Authorised Representative of Madison Financial Group
  • Certified MoneyMax® Counsellor – Financial Psychology Corporation
  • Certified “Seven Stages of Money Maturity” Facilitator. The Kinder Institute of Life Planning.
  • Diploma of Hotel and Catering Management. University of Victoria
  • Certificate of Japanese Cooking. Ikusei Chorishi Gako, Osaka Japan

Affiliations

  • SMSF Association of Australia (SMSFA)
  • Financial Planning Association of Australia (FPA)
  • Society of Trustee and Executor Professionals (STEP)

Quick Links

The Conscious Team

Money is weird stuff. Most folks need help relating to it. Most especially, they need someone who understands money, what it is and how it works.

Richard Wagner

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

CORPORATE AUTHORISED

REPRESENTATIVE OF

Madison Financial Group Pty Ltd

AFSL No. 246679 ABN 36 002 459 001

Information contained within this website is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Conscious Money strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission.