Our Planners



Meet your financial planners!

Our Beyond Bank Wealth Management financial planners are a highly qualified team with a wealth of experience in financial and investment management. They work together to ensure that your needs and expectations are always met.

We have attracted and retained an outstanding base of high-quality professionals. Their presence is testament to the success of our financial planning and investment models. Sound financial planning is key to wealth management, something our team know all about.

We believe in prosperity for the many, not the few. That’s why we offer financial planning & financial advice services to ensure our customers prosper over the long term.

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Our Planners

Andrew Woodrow >

SA
Andrew Woodrow’s work ethic is written throughout his successful career. Holding both a Bachelor ...
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Brad Benes >

SA
Brad has been a part of the Banking and Financial services industry since 2005 and is a member ...
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Jan Liddell >

ACT & NSW
Jan Liddell has worked as a risk adviser since 2006, and played a valuable role in securing ...
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Jean Bahr >

SA
Jean has been a part of our Wealth Management team for over 8 years, is a member of the ...
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Lee-Anne Whitson >

NSW
Lee-Anne has lived in the Hunter for over 40 years. She holds the Advanced Diploma of Financial ...
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Livio Tramontin >

SA
Livio Tramontin is a Certified Financial Planner® (CFP®) with over 30 years in the banking and ...
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Michelle Brandell >

SA
Michelle Brandell is a Certified Financial Planner® (CFP®) holds a Graduate Diploma in Global ...
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Phil Burt >

SA
Phil Burt holds a Diploma of Financial Services (Financial Planning) and is a member of both the ...
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Rick Del Fante >

WA
Rick Del Fante holds a Bachelor of Economics, a Diploma of Financial Services and is a member of ...
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Yee Wah Hooi-Duran >

SA
Yee Wah is a Certified Financial Planner® (CFP®) and holds not only an Advanced Diploma ...
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Optional Add-ons


Looking for a secure way to invest and plan ahead?

We have a range of investment tools and services to keep your portfolio up to date.

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Looking for more security and wellbeing?

Our personal insurance policies offer comprehensive protection in case of unfortunate events.

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Financial Planning Health Check

Answer a few simple questions using our Financial Planning Tool and you’ll see how you’re doing and whether you need help in any areas.

Find Out More

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.

Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.


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As you may know, Microsoft recently made the decision to discontinue its support of Internet Explorer 8 (IE8). This leaves users exposed to potential security risks. As a result, Beyond Bank's Internet Banking will no longer support Internet Explorer 8 or earlier versions. Going forward, Beyond Bank will support Internet Explorer 9 or later to ensure the security of your accounts.

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