After many years in the financial services industry, we formed Discovery Wealth Advisers to provide our clients with a tailored, independent and simple alternative for financial planning.
We believe in personal, client-focused service that always puts the interest of you, the client, first.
No matter your life stage, we can assist. Whether it be saving for education, financially protecting yourself and your loved ones or ultimately the stress-free retirement.
Our Principal, Louella Jorge, has had over 20 years’ experience in the Financial Services Industry. During that time, Louella has built strong long-term relationships with clients throughout Sydney, mostly in the Hills Area.
Louella has extensive experience in providing advice in investments, retirement planning, retail superannuation, Self Managed Superannuation Funds, Insurance, Centrelink and Estate Planning.
Louella is a Certified Financial Planner and holds a Bachelors Degree in Economics from the University of Sydney. She is also a member of the Financial Planning Association.
Selwyn has worked in the Financial Services Industry for close to 10 years. He was drawn to the industry as it allowed him to make a real difference in people’s lives.
“Providing advice is so much more than a document. It is understanding people, knowing their goals, putting them in a position to reach them, and most importantly the long-term relationship you build as a trusted adviser.”
Whether it be young professionals planning their financial future or retirees putting their final tweaks to their retirement plan – Selwyn has assisted all types of clients during his prior roles at ANZ and CBA.
Selwyn has experience in superannuation, personal investments, personal insurance, Centrelink and Estate Planning. He holds a Bachelor’s Degree in Business and Commerce and an Advanced Diploma in Financial Planning.
Christine believes great financial advice starts with listening. She takes the time to understand her clients—what matters to them, what keeps them up at night, and what they ultimately want their life to look like. Her goal is simple: to deliver advice that feels personal, achievable and genuinely supportive.
With experience across superannuation, investments, insurance and strategic retirement planning, she has worked with a wide range of clients, from professionals building their foundation to retirees refining the final stage of their financial plan. Christine prides herself on creating clarity, reducing financial overwhelm, and being the person clients can lean on for direction and reassurance.
Christine holds a Bachelor of Business and has completed a Graduate Diploma in Financial Planning.
Mark has been in Financial Services since 2001. He began his career as an accountant, working in Business Services.
He has held both back office and front office positions in financial planning, gaining experience in both boutique firms and large institutions. As Operations Manager, Mark looks after the day to day running of Discovery Wealth. He oversees everything from compliance to accounting and making sure the lights stay on.
Mark holds a Bachelor of Commerce from Sydney University and also his Advanced Diploma in Financial Planning.
As our Client Services Manager, Hazelyn overlooks all our back office administration.
Hazelyn’s job description is to doing anything that makes sure our advisers spend as much of their time with our clients.
Her past project management experience is invaluable in making the business as efficient as possible.
Hazelyn holds a Bachelor of Science majoring in computer engineering.
Jasmin joins us as a part of our back office administration team. Jasmin has completed her Bachelors of Science in Business Administration.
Jasmin has held administration roles in the Immigration and Education sectors.
She is an avid artist and enjoys all things KPop.
Sheila joins our back office team with experience at Office Partners360 and Mamites Accounting. Studying a Bachelors majoring in Management Accounting, Sheila also has experience in customer service and data analytics.
She spends her spare time reading and watching Netflix and hanging out with her dog.
Anelyn's experience in Customer Service makes her an important addition to the administration team. She has held roles in BP Waterworks and other Financial Institutions.
Anelyn loves to spend time with her young family while also enjoying the occasional karaoke session with friends.
Anelyn holds a degree in Business Administration majoring in Marketing Management.
As a part of our Administration Team, Yna draws on her experience in past admin roles in manufacturing and metalcraft. Yna has completed her tertiary study, attaining a Bachelor of Science in Management Accounting.
In her downtime, Yna enjoys reading, calligraphy and journaling. Also a self proclaimed Swiftie.
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