Wahlstrom Financial Services

Established in 1989, Wahlstrom Financial Services is a financial planning practice located in Bundall on the Gold Coast.

What originally started as a business with no employees in a small, rented petition. Wahlstrom Financial Services has now been operating for over 20 years and has grown to have seven full-time staff members with various roles and experiences. Over the years we have earned a reputation for providing honest and upfront information to a broad range of people with many differing circumstances.

The Wahlstrom Financial Services team strives to provide our clients with the peace of mind that they will have money when they need it the most. Our Financial Planners can provide advice on Wealth Creation, Super & Retirement, Wealth Protection, Corporate Super and Centrelink.

For more information about us and our services or to speak to someone about an initial appointment please contact our office on (07) 5574 0667.

The Team

Leigh Wahlstrom Dip DFP

Director & Financial Planner

ASIC Authorised Representative No: 263504

Leigh has been working in the financial services industry for over 20 years. Before working for WFS, Leigh served for 9 years in the New Zealand Police with an accounting background before he relocated to Australia.

Leigh established Wahlstrom Financial Services in 1989 as a small business. His first years’ taxable income with the company was a mere $7,000 which then doubled to $14,000 in the second. Only with the financial support from his wife Marlene working, he has since been able to grow the company into the successful business it is today.

Leigh enjoys showing/explaining to our clients how easy it is to make money. To do this you need time, patience and discipline.

He is authorised to provide advice and deal in the following specific products: Retirement Planning, Superannuation, Allocated Pensions, Annuities, Rollovers, Wealth Creation, Investments, Margin Loans, Life Insurance, Accident/Sickness/Disability Insurance, Trauma Insurance, Permanent & Total Disability Insurance, Income Protection Insurance and Business Expenses Insurance.

Outside of the office Leigh enjoys spending time with his family, enjoys rugby, racing, beer and also has ownership interest in some race horses.

Find out more about Leigh on LinkedIn

Chris Gunther Dip FS

General Manager & Financial Planner

ASIC Authorised Representative No: 410237

Chris has extensive experience spanning 18 years in the Financial Services industry in both a corporate and small business. Chris has worked with thousands of advisers throughout Australia through the ANZ, ING and Oasis to develop and enhance adviser businesses to the benefit of both clients and owners. During his time with Oasis/ANZ, Chris developed and managed a business with $6 billion under management and $1 billion in annual sales.

Chris commenced his role with WFS in July 2012 and as the General Manager Chris is focussed on using his in-depth knowledge in assisting our clients to achieve their financial goals.

Chris holds a number of qualifications and is licenced to provide you with advice on Retirement Planning, Superannuation, Allocation Pensions, Annuities, Rollovers, Wealth Creation, Investments, Life Insurance, Trauma Insurance, Permanent & Total Disability Insurance, Income Protection and Business Expense Insurance.

In Chris’s spare time he enjoys restoring classic cars and trucks, competing on race/track days and rally’s, following all kinds of motor sport and loves spending time with family and eating at great restaurants with friends.

Find out more about Chris on Linkedin

Anita Hofer CFP® Dip FP

Certified Financial Planner & Servicing Adviser

ASIC Authorised Representative No: 263503.

Anita is a Certified Financial Planner (CFP®) and has a Diploma of Financial Planning issued by the Financial Planning Association in co-operation with Deakin University.

Anita joined the company in June 2003 and has been an integral part of our growth and stability for over 10 years. Anita has now progressed to be our Key Servicing Financial Adviser looking after many of our valued clients on a daily basis.

Anita has been involved in the Financial Services industry for over 22 years and is authorised to provide advice and deal in the following specific products:

Retirement Planning, Superannuation, Allocated Pensions, Annuities, Rollovers, Wealth Creation, Investments, Margin Loans, Life Insurance, Accident/Sickness/Disability Insurance, Trauma Insurance, Permanent & Total Disability Insurance, Income Protection Insurance and Business Expenses Insurance.

On the weekend Anita enjoys relaxing and riding her Harley Davidson.

Find out more about Anita on LinkedIn

Ruth Hardy Dip FS (FP)

Paraplanner

Ruth commenced her role as Paraplanner with Wahlstrom Financial Services in July 2014. The role of Paraplanner is to work with the Adviser when writing the Statement of Advice. Ruth has been working in the financial services industry for well over 7 years starting with Industry Superannuation and then moving into the private sector.

During this time, Ruth has completed a Diploma of Financial Services (Financial Planning).

Outside of the office, Ruth loves photography and has joined a photography club to learn how to take a better picture. This coupled with her teenage boys playing sport fills her spare time.

Find out more about Ruth on LinkedIn

Vicki Armstrong

Administration Assistant

Vicki started working for Wahlstrom Financial Services in May 2014 as the Administration Assistant. Vicki’s role is vital to the organisation and is there to assist our Advisers with a wide range of administrative functions ranging from insurance claims and application processing right through to client queries.

Vicki has come to WFS with over 20 years’ experience working in the financial services industry in varying roles. This background has equipped her with the ability to achieve desired outcomes for the firm and its clients.

Cassandra Balo

Client Care Specialist

Cassandra started working for WFS in February 2014 and has more than 9 years’ experience in Financial Services. Having worked for both the Licensee and the Adviser, Cassandra feels she has a diverse skillset to better the client outcome. With roles ranging from Executive Assistant to the CEO right through to positions in Compliance and Education, Cassandra is still learning every single day. Cassandra has a Certificate IV in Business Administration and is Tier 1 RG146 qualified with hopes to complete her Diploma of Financial Services within the next 12 months.

As the Client Care Specialist, Cassandra is responsible for being a positive conduit between client and adviser assisting in a range of situations including insurance claims.

Outside from work hours, Cassandra loves spending time with her husband Roland and their son Rocky. She also loves baking delicious European food, kicking the football in the park (a keen Gold Coast Titans supporter!) and researching high end fashion and interior design ideas.

Find out more about Cassandra on LinkedIn

Samantha Corcoran

Receptionist & Personal Assistant to Chris Gunther

Samantha started working for Wahlstrom Financial Services in October 2013 after recently moving to the Gold Coast. She has been working within the Financial Services industry for 4 years at accounting firms both in Adelaide and in Lismore Northern New South Wales. Samantha has recently completed a Certificate IV in Frontline Management and hopes to further her studies in a Business Management diploma.

Samantha has a passion for excellent client service and her role within WFS is to provide general administrative assistance to our staff and clients and to ensure smooth day-to-day operations of the front office.

On the weekend Samantha enjoys reading, shopping, catching up with friends and spending time with her husband and two dogs.

Find out more about Samantha on LinkedIn

Mission Statement

We strive to provide you with the peace of mind that you will have money when you need it most.

Our Reputation

At Wahlstrom Financial Services we have earned a reputation for providing honest, upfront information to a broad range of people with many differing circumstances.

The way we like to measure our success is that you ultimately have the funds you need to be free to enjoy life and do whatever it is you want to do.

We strive to provide you with the peace of mind that you will have money when you need it most.

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