Our People

Leigh is a founding partner and Co-Managing Director of Sovereign. He specialises in Self Managed Super Funds, Strategic tax planning and Estate planning. More than 20 years of experience has taught him the value of listening closely to the needs of his clients and then passionately delivering on those needs with genuine care.

Jerome has extensive experience in the financial planning industry and is a founding partner and Co-Managing Director of Sovereign. He has a Bachelor of Arts, and holds the Certified Financial Planner certification. His expertise lies in investment and portfolio management, retirement preparation and planning strategies, estate planning and superannuation.

Andrew has provided personalised and holistic advice to clients for the last 2 decades. Andrew is relationship driven and a firm believer in having a combination of honesty, loyalty and technical knowledge at the foundation of every client relationship. His expertise lies in superannuation, investment and portfolio management, wealth accumulation and retirement planning, as well as estate planning and asset protection. Andrew is the Head of Sovereign’s Investment Committee, a member of the Financial Advice Association Australia (FAAA), holds a Bachelor of Business, and holds the Certified Financial Planner certification.

Sarah has been working in the financial planning industry since 2002. She has a Bachelor of Applied Science, majoring in Medical Science, a Masters in Financial Planning, and holds the Certified Financial Planner certification. She has built strong relationships with her clients based on mutual trust, empathy and respect. Sarah is the Head of Sovereign Wealth, as well as a member of Sovereign’s Investment Committee. She is a member of the Financial Advice Association Australia (FAAA). Her expertise lies in Self-Managed Super Funds, investment and portfolio management, wealth accumulation and retirement planning, as well as state planning and asset protection.

Nathan is one of Sovereign’s Senior advisers based in our Ballarat office, and a member of Sovereign’s Investment Committee. He has a Bachelor of Business, majoring in Accounting, and holds the Certified Financial Planner certification. Nathan loves the strategy of advice, particularly in exploring and forging new ways of thinking throughout the business such as in the investment and SMSF space. This passion and energy for his work is more than matched by his dedication to his young family. Nathan is also a member of the Financial Advice Association Australia (FAAA).

Chris has been working in the financial planning industry since 2008 and has focussed his career on building strong, trusted relationships with private wealth clients. He is always working to exceed client expectations to ensure our clients can achieve their goals. Chris is a senior adviser and member of Sovereign’s Investment Committee. Chris is also a member of the Financial Advice Association Australia (FAAA).