About Us

Our Team

Samantha Rist I Director

Samantha has over 25 years’ experience in financial markets and investment leadership roles. She is qualified across investment, insurance and portfolio management, strategy, governance, risk and compliance, with deep experience working with investment committees and supporting strong stewardship and governance outcomes. Her approach is grounded in disciplined decision-making, long-term thinking and the careful management of risk in support of sustainable client outcomes. Sam’s extensive financial markets experience provides a unique perspective that helps clients navigate complex financial decisions with confidence.

Sam combines the discipline and professionalism developed over a career in corporate investment markets with a warm, down-to-earth approach to financial advice. She is passionate about making high-quality advice accessible, appropriate and personalised for retail clients.

Sam enjoys spending time with her husband, their two teenage children and three four-legged family members, socialising with family and friends, reading, and on the way to liking golf, she has a longstanding interest in financial markets, investing and macroeconomic trends.

Sam holds a Bachelor of Business in Economics & Finance, a Graduate Diploma in Financial Planning, is SDIA Accredited (RG146), a Graduate of the AICD and an experienced Responsible Manager, her AFS Authorised Representative Number is 1321020.

Andrew Lord I Senior Financial Adviser

Andrew has over 18 years’ experience providing strategic financial advice and helping clients navigate key financial decisions with confidence. He is highly experienced across wealth accumulation and management, superannuation, retirement planning, personal risk insurance and general financial advice, with a strong focus on building long-term client relationships and delivering sustainable financial outcomes.

Andrew’s approach is centred on understanding each client’s unique circumstances and helping them make confident financial decisions. Drawing on extensive experience in financial planning, business partnerships and investment committee roles, he works closely with individuals and families to develop personalised, tax-effective strategies to build, manage and protect their wealth.

Andrew combines technical expertise with a professional yet approachable style, providing clear, practical advice that supports long-term financial security, trust and peace of mind.

Andrew is married to Alison and together they have one son and three daughters. He enjoys spending time with his family, socialising with friends and supporting his children’s activities. He enjoys Australian Rules Football and cricket and maintains a keen interest in community sport.

Andrew holds a Bachelor of Business in Accounting and a Diploma of Financial Services in Financial Planning, his AFS Authorised Representative Number is 324798.

Sarah Rist I Associate Financial Adviser

Sarah brings more than 16 years of commercial experience and strategic insight to financial advice, with a background spanning business strategy, commercial planning, and financial management.

Having spent part of her career working in London, Sarah gained valuable international experience in dynamic and highly competitive global business environments. This exposure has given her a deep understanding of the financial decisions that influence long-term success, along with a strong appreciation for the importance of planning with purpose. Today, she draws on this commercial perspective to help individuals and families navigate their own financial journey with greater clarity, confidence, and direction.

Working alongside Wellth’s experienced advisers, Sarah supports clients through important financial decisions, helping them better understand their options and feel confident about the path ahead. She is passionate about the positive impact thoughtful financial planning can have on people’s lives, creating greater choice, financial security, and peace of mind over the long term.

Currently completing the qualifications required to become a financial adviser, Sarah combines a strong commercial foundation with a genuine commitment to developing deep technical expertise. She is dedicated to building meaningful client relationships and delivering a high standard of care and support at every stage of the advice process.

Sarah enjoys spending time with her family, playing golf, skiing, and catching up with friends.

Sarah holds Bachelor degrees in Commerce and Arts, is a qualified Chartered Accountant, and is currently completing a Graduate Diploma in Financial Planning.

Vanessa Jukes I Practice Manager

Vanessa is a seasoned banking and financial services executive with international experience across Australia, London, Hong Kong and Asia-Pacific, having held senior regional and global leadership roles spanning markets, securities and investments. Her expertise encompasses commercial, sales and revenue strategy and execution, with extensive experience in go-to-market, structuring strategic deals and client propositions that secure investor and institutional mandates. Thus, delivering market expansion, client acquisition, revenue and business growth. She has repeatably built, scaled and led high-performing regional onshore and offshore teams, functions and operations; including governance, outsourcing, global restructures and integration. Known for building trusted relationships and partnering with Executive Committees she has driven priorities, optimised performance and led transformations; delivering value for the business and clients.   

She enjoys developing future leaders having served on an APAC talent committee and has been recognised through APAC women’s leadership and high-potential talent programs. She enjoys travel, sport and quality time with family and friends. 

Vanessa holds a Bachelor of Business in International Business & Marketing, a Bachelor of Arts in Japanese, where she was awarded an international Japanese exchange scholarship, and holds the Investment Management Certificate.

Administration & Client Service Team

The team plays a critical role in delivering administrative and client service support across the practice. Working closely with clients and advisers, the team assists with client onboarding, ongoing service requests, communications and operational support; helping to ensure a seamless and positive client experience.  

Amy Johnson

Amy enjoying engaging with people and is committed to providing clients professional and friendly service as she develops her knowledge of financial planning. Amy enjoys reading and travel.  

She is currently completing a Bachelor of Commerce with a major in behavioural commerce and Law at Monash University.  

Ebony Joyce

Ebony is passionate about investment markets and financial literacy. During her secondary education, Ebony served as a school tour guide and was awarded the Cato Smith Commerce prize and the Head of Year 12 prize; reflecting her commitment to community involvement and education. She enjoys playing sport, such as netball and also reading.  

Ebony is currently completing a Commerce degree in Finance and Accounting at Melbourne University and is building a career in financial services.

Frank Bailey

Frank has a strong interest in business, banking and financial markets. He is keen to develop his knowledge within the financial services industry and help clients feel supported throughout their financial journey. He enjoys working in a collaborative environment and is committed to providing efficient, professional service at every stage of the client relationship. Frank enjoys keeping up with business and market trends, staying active and spending time with family and friends. 

Frank is currently completing a double degree in Business and Banking & Finance at Monash University and aspires to build a long-term career in wealth management, financial advice and investment strategy.