Our Principals

With over 40 years of combined experience in the Australian financial services industry, the principals of Convergence Wealth, Bas Jammal and Louisa Jammal, deliver expertise in a comprehensive range of investment, debt and insurance solutions. We pride ourselves on developing long term partnerships with our clients who predominantly consist of financially successful individuals, their families, and businesses.

 

Louisa Jammal

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Principal Adviser -

Risk & General Insurance, Mortgage Broking

LinkedIn profile

Louisa Jammal is a founding member of Convergence Wealth. With over 16 years experience in the financial services industry, her extensive background includes para-planning, client management, and financial planning. She has also been engaged in the education and promotion of insurance, investment, superannuation, platform, and debt solutions to financial planners, accountants and stock brokers.

Louisa enjoys developing personalised wealth creation, wealth protection and debt management solutions for her clients. Her caring and sensitive approach puts clients at ease and secure in the knowledge that their best interests are of paramount importance.

Sub Authorised Representative Number:  344030

 

Bas Jammal

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Principal Adviser

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Investments, Super, Structured Products, Corporate Advisory

 

 

LinkedIn profile

Bas has over 28 years of investment banking and wealth management experience. He is the co-founder of, and Principal Adviser at Convergence Wealth.

Prior to establishing Convergence Wealth, Bas held senior Executive Management positions spanning over 16 years at the Australian arm of global Investment Banks, including National Westminster Bank plc, Salomon Brothers, Smith Barney, and Citigroup. He was also a member of a variety of bank committees including Risk Management, Credit & Counterparty Management, new Product Development, and Strategy & Sales.

During his investment banking career, Bas was responsible for the credit & risk management of multi-billion-dollar equity & capital markets transactions, worked on over $1.5 billion debt origination mandates, steered a team of over 150 investment advisers & stockbrokers nationwide, and originated & lead a leveraged equity division with over $2 billion of funds under management.

After leaving Citigroup in 2004, Bas served as the Managing Director of a boutique financial services company for over 5 years, which placed top 50 in the prestigious AFR FAST Starters in 2006.

At Convergence Wealth, Bas is a strategic financial adviser to key clients in a variety of industries. He brings a unique approach to private wealth management and is passionate about the financial markets. His diverse industry experience combined with a positive attitude, empower him to structure and personalise lifestyle plans for clients.

Sub Authorised Representative Number:  344031

 

Vicko Lu

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Senior Associate -

Client Services & Administration

LinkedIn profile

Vicko joined Convergence Wealth in October 2014. She is passionate about financial advice and thrives on helping clients.

Vicko is primarily responsible for performing the tasks that comprise the implementation and ongoing administration of clients’ financial strategies. These tasks include managing the implementations of new investments and insurance policies, maintaining accurate data and records, producing correspondence and reports, and providing non-advice related customer service. Her focus is to provide quality service and maximize customer retention and referral.

 

 

amanda zammit

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Consultant -

Financial planning & Paraplanning

Amanda has been our para-planner for over 6 years.

Amanda has over 15 years experience in the finance industry, and over 7 years para-planning in Sydney and Brisbane. She is well known in the industry for producing high quality, accurate plans on an extensive range of strategies.

Amanda has experience using a number of financial planning software including Xplan, Coin, Visiplan and Midwinter and she has completed her Advanced Diploma of Financial Services.