THE DIAMOND PARTNERS TEAM

Valuable Insight | Lasting legacy

Our team of qualified, licenced and experienced financial advisers and support team proudly work with clients across the Sunshine Coast, Brisbane and Maryborough. We provide holistic financial advice for wealth creation and protection and would love to support you with your financial goals.

Learn about our team members below, and then we’d love to get to know you!

Book a free 15-minute phone consultation to get started.

Bridget MacKenzie

Director, Senior Financial Adviser
B.Bus. FinPlan

Founding Diamond Partners in 2014, Bridget sought to deliver outstanding financial planning services with an unwavering commitment to customer service and communication. Described as passionate, loyal and caring, Bridget has attracted a wonderful team of qualified, experienced and dedicated financial advisors that has seen Diamond Partners grow from strength to strength.

As a self-confessed Type A personality who likes order, organisation and back-up plan upon back-up plan, Bridget is who you want on your team when it comes to meticulous financial planning. Renowned for her work with high net worth portfolios, Bridget manages the complex, large-scale and sensitive financial plans while also providing strategic guidance to the whole team to ensure every client’s success.

The way to Bridget’s heart is with a great cup of coffee, and her love language in return is cooking delicious meals for friends, family and guests.

On the weekend’s you’ll most likely find Bridget on the water, enjoying time with her family whether it’s at the beach, on the boat or in the pool; they’re all water lovers.

Kaine Frew

Senior Financial Adviser
B.Com. FinPlan

Since early 2020 Kaine has been an integral part of the Diamond Partners team, bringing with him vast experience in financial planning after working within financial services in the banking realm.

In an industry with continual change and challenges, Kaine was attracted to Diamond Partners for the teams’ view on providing honest and holistic advice for people of all walks of life.

With his honest, reliable and committed approach to financial planning, Kaine enjoys being able to provide his clients with clarity and peace of mind. He believes in the security of knowing everything is in order to enable clients to keep their focus on what they love.

Outside of work, Kaine enjoys playing football (known around here as Soccer) for Caloundra Football Club, grabbing a good coffee and spending as much time as possible at the beach.

Jodie Maguire

Senior Financial Advisor
B.Bus. (Acctg) Dip.FinPlan

Jodie has been welcomed by the Diamond Partners team with open arms. She has well over a decade of knowledge and experience in the financial planning industry. Jodie’s former background as a Chartered Practising Accountant (CPA) also compliments her proficiencies as an adviser and working well with your other engaged professionals to gain the overall best client outcomes.

Jodie loves the opportunity to build relationships and make a difference to client’s lives. She was attracted to Diamond Partners passion for holistic advice and client centric yet professional approach.

Jodie enjoys the Sunshine Coast environment and lifestyle, spending time with her two children, and importantly some of her own time and travel now they have grown up.

Emma Judd

Business Manager
Dip.FinPlan

With a great love of the sea and the sunshine, Emma relocated from Toowoomba and chose the Sunshine Coast to advance her career. She brings great passion and motivation to the Diamond Partners team that sees the business grow with purpose and pride.

Emma is driven to help more people be financially prepared to reduce stress when the unexpected happens, while also positively impacting on day to day life.

She is also deeply environmentaly conscious and loves being outside and amongst nature with her partner and puppies.

Melanie Kelly

Client Service Manager
Dip.Bus.

Incredibly organised and beautifully empathetic, Melanie is committed to ensuring every client has an exceptional experience with Diamond Partners. She understands the importance of a solid financial structure and plan to reach your goals, whether they be financial or lifestyle.

For Melanie, the ideal lifestyle is enjoying the worklife balance that Diamond Partners affords and sees her enjoy exercising in the outdoors with her young family, heading out for a good coffee and enjoying the stunning beaches and waterways.

Maree Watson

Client Liaison Officer

Maree believes that when you start to manage your finances, you then have more understanding of how you’re spending your money. This along with a good budget will help you increase your savings and assist you in living the life of your dreams.

In her spare time you can find Maree spending time with her family and having a good cup of coffee at the local cafe! She is passionate about delivering a high-quality experience to all of our clients and we hope you’ll enjoy interacting with her.

Sharon Smith

Client Service Manager

Sharon has worked in Client Services within financial planning for over 11 years. After a short break in the industry to try something different, she is excited to jump back into a local firm.

Sharon enjoys a challenge and learning new ways to best support the client/adviser experience. She enjoys building rapport with long-term clients and learning how we have improved their financial being and quality of life over a period.

Sharon, originally from New Zealand, enjoys time with her family, camping, and everything the Sunshine Coast lifestyle has to offer.

Diamond Partners

4.9

Based on 32 reviews

review us on

Ambre Perry

06:36 08 Jun 22

Bridget and her team have been excellent to deal with, my husband and I have been so happy with the communication and service and can highly recommend! Looking forward to working with the team moving forward. Thank you!

Ann Kane

10:23 31 Mar 22

Noel and I are thankful to Bridget and her team for their ongoing support and advice. We are impressed by their focus on our particular needs and we feel very confident working with them.

Craig Carr

08:00 16 Mar 22

Awesome experience dealing with Diamond Partners. Happy to recommend their services, without hesitation.

Will Van den Dungen

22:16 15 Mar 22

I have been working with Kaine for some time and he is my go to for advice. He is professional, knowledgeable and honest.

John Hall

00:57 25 Jan 22

Financial Planning is not an exact science...Diamond Partners have looked after our 2 portfolios with competence & understanding of our needs...I certainly recommend Bridget & her capable team & happily continue to trust their judgement

The professional team of Bridget and her colleagues at Diamond Partners have guided us in attaining financial security by facilitating and championing our goals with solid knowledge, expertise, transparent communication, and constant due diligence in overseeing our finances. We are very appreciative of the direction we have been taken, and as content as can be in the service given.

We started working with Kaine from Diamond Partners in 2020 to get our family finances in place ready for retirement. The information and advice was clear and there was no sales pitch at all. I totally trust my future in the hands of this friendly and helpful team of people. I would highly recommend their services to any age, who want to get their future to align with their plans.

My husband and I have been dealing with Bridget for some time and have found her to be a very capable and knowledgeable Financial Planner. She has been helpful with ideas to save money so that we can grow our superannuation, and has other hints that we have found valuable. We trust her implicitly! She is a pleasure to do business with, always pleasant and cheerful, can’t recommend her enough!

As someone who is nearing retirement, I needed a good plan for my financial future. Bridget has been able to set out comprehensive and manageable goals for me with her wealth of knowledge and expertise in her chosen field in a most professional and caring manner. I would happily recommend this business to my friends and colleagues.

We were referred to Bridget by a mutual business associate several years ago, as we required sound financial planning advice, originally as small business owners looking to grow our superannuation, then for the sale of our business and transition to retirement. Regular reviews with Bridget enabled us to maximise our investments and income during these various stages, based on her industry knowledge and recommendations. Bridget and the staff at Diamond Partners are very professional and approachable. We value their guidance and have no hesitation in recommending their services.

From our first interview we both knew that Bridget of DIamond Partners had our best interests at heart. What has impressed us the most is that Bridget has always taken the time to clearly explain our options and give sound advice in an easy-to-understand manner, while giving full consideration to our financial circumstances. Along with her business team, Bridget continues to make us feel valued and we feel confident that her advice is keeping us on track to reach financial security!

DIAMOND PARTNERS WEALTH MANAGEMENT PTY LTD (ABN 52 604 866 711 | CAR 1233086) IS AN AUTHORISED REPRESENTATIVE OF DPWM FINANCIAL ADVICE PTY LTD (ABN 89 660 952 956) AFSL 544155