Philosophy


Every client is on their own investment journey.
We believe it is a shared journey with our clients, our role being to provide guidance and support across all areas of their financial life.

Our unique education process enables our clients to understand investing. With this understanding comes empowerment and the ability for our clients to provide informed consent to the advice we provide.

We respect your money and where that money has come from.

Eleanor Dartnall - Managing Director


Speaking


As a financial adviser, researcher, mentor, educator, business owner and mother; Eleanor experience allows her to bring a unique perspective to every presentation she does. Her focus is to pay it forward within the financial advice sector with a range of presentations and master classes to help advisers embrace her methodology and knowledge built from years of research and development and practical application.  By engaging Eleanor for your next event you not only invest and empower the participants for your event but you invest in the future of financial advice. For more information on presentations and masterclass topics as well as availability and fees please contact eleanor@focuswealthadvisers.com

Team

Eleanor Dartnall AFA, ADP, TEP, Managing Director


Eleanor is a senior financial adviser and the founder of Focus Wealth Advisers. Her whole career has been focused on understanding what a client wants to achieve and on change management. Firstly, as a cadet accountant with one of the four big banks, then through management roles leading to 20 years with Perpetual Trustees where she held a senior executive role in the Financial Planning and Trust and Estates Division.

Establishing Focus Wealth Advisers in 2006, Eleanor set out to create a financial advice business where her clients are educated about investing and take an active role in the management of their own portfolios. She also provides workshops across many topics including, ‘estate planning’, ‘understanding the Australian share market’ and ‘structuring a portfolio to meet individual needs.’

Over the coming months Eleanor will move to the role of ‘Coach’ in the Focus Wealth Advisers practice; coaching staff and clients and will take this opportunity to write articles and pursue her desire to be ‘the clients’ voice’ in the industry.

Justin Viney BBus, CA, AFA, FAICD, Financial Adviser


Justin is a degree qualified Chartered Accountant and Financial Adviser who has worked in the financial services sector for over 35 years. He has held senior management positions in some of Australia’s largest financial institutions including IOOF and Australian Unity, as well as having worked overseas in both London and Boston.

He has a passion for macro-economic and financial markets as well as investing to provide the results to achieve our clients’ goals and objectives.
Justin has been a part of the Focus Wealth journey since 2006 through various roles including as a member of the Advisory Board. He is a Senior Financial Adviser for Focus Wealth Advisers.

Catriona Sgouros, Financial Adviser


Catriona came to financial planning via a career in language teaching: while living abroad she taught French, as well as English as a Foreign Language, to students ranging in age from 5 to 25. This experience informs her approach to the provision of financial advice – assisting a client in identifying and achieving goals is not just about the numbers. As part of her role as Senior Adviser at Focus Wealth Advisers, Catriona assists clients with Aged Care needs.

Catriona holds an Advanced Diploma of Financial Planning and a Bachelor of Arts (Honours). She is a member of the Financial Planning Association (FPA) and the SMSF Association and is an Accredited Aged Care Professional™.

Steven Scarano, Director | Accountant


Steven comes to Focus Wealth Advisers as an experienced, qualified accountant and is currently furthering his education in view of becoming a Financial Adviser. His role provides assistance with the delivery of financial advice and day to day management of the business, while also leading the accounting and taxation services business, Focus Wealth Accountants.

Steven’s career in accounting came later in life after having run his own successful, local business for over 10 years. This has given him the knowledge and understanding to work with individuals and business clients and knows “what it takes” to help them achieve their goals.

Member of the Institute of Public Accountants

Registered Tax Agent

Linda Ford, Office Administrator


Linda has been an integral part of our team since 2017. As one of our two Office Administrators, she assists with, among other things, general client queries, the implementation of advice recommendations and the administration of corporate actions. She works with both advisers and clients to achieve the best outcome for our clients and is an adept problem-solver.

Linda has extensive experience in administration roles in various professional areas, including accounting and law.

Melinda Humphrey, Office Administrator


Melinda has a scientific background in natural resource management (B.Nat.Res(Hons)) and has extensive experience in administrative management roles in both government (National Parks & Wildlife Service) and private business.

Melinda assists with the onboarding of new client accounts, the implementation of advice recommendations and with everyday client enquiries.

Bella Dartnall, Concierge and client support


“WOOF WOOF” I have been the Concierge at Dartnall Advisers for 8 years, I provide a welcome to all clients and keep them company in the waiting room. With my winning ways I have encouraged several clients to own a dog just like me and they come to visit me at the office. The boss is strict around here so I need to know when I can be in her office at meeting time and when I need to make myself scarce, but I have a desk (my doggie bed) in the reception area as well as in the boss’s office.

My skills; I can win over the most taciturn client, I can get any staff member to open doors for me and if I hang out in the kitchen I know how to do the ‘head on one side cute dog thing’ so that I get fed treats.

My KPI’s – stay quiet, win over hesitant prospects and keep the boss company when she works late at night.