LBW Wealth Management has three highly credentialed principals sharing over 100 years of experience between them.
Mark Willock is an associate of Chartered Accountants Australia & New Zealand and is an authorised representative of Wealthsure Financial Services Pty Limited AFSL 326450. Mark is a member of The SMSF Association (formerly SPAA). Mark is also a registered Justice of the Peace.
Mark was a founding member of LBW Wealth Management, beginning his professional career with us in 1987. Mark has gained over twenty years of experience working in both LBW's Taxation and Financial Services.
Mark is married, has two children and his interests include four-wheel driving, camping, gardening and keeping fit.
Alan Perrott is a Fellow of Chartered Accountants Australia & New Zealand (CAANZ) and has more than 28 years experience in Chartered Accountancy. Not only is Alan a Chartered Accountant but is a Self Managed Superannuation Fund Specialist (SMSF) with Chartered Accountants Australia & New Zealand. He also holds a Financial Planning Specialist qualification with CAANZ, is an authorised representative of Wealthsure Financial Services Pty Limited AFSL 326450 and is a Certified Financial Planner. Alan is a past specialist member of The SMSF Association (formerly SPAA).
Alan began his accounting career in Armidale, NSW, with one of the town's largest accounting practices. He moved to Sydney in 1990 after gaining seven years experience in a wide range of small business matters. Later he became a founding member of LBW Wealth Management.
At LBW Wealth Management, Alan specialises in superannuation, SMSFs, and portfolio construction advice. Alan believes that "Superannuation is probably the most creative area in business, taxation and wealth planning. When correctly setup, superannuation allows you to take control of your affairs both when accumulating assets and into retirement."
Alan enjoys time with his two boys, Connor (17) and Ryan (13). He has a keen interest in all aspects of property and has been personally involved in some property renovation, building projects and operating holiday apartments. He also enjoys camping, community service as a volunteer member of the State Emergency Service, playing Over 45s soccer, soccer refereeing, photography, and participating in a quiet red wine with friends.