Our Principals
With over 50 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
Principal Adviser -
Insurance Solutions & Strategic Financial Advice
Louisa is a founding member of Convergence Wealth, bringing close to three decades of experience in the financial services industry.
Louisa specialises in providing holistic financial planning and insurance advice, working closely with both individuals and business owners to develop tailored strategies that genuinely improve their financial position. Her approach is built on taking the time to understand each client’s unique circumstances, goals and concerns, ensuring the advice they receive is both practical and meaningful.
Known for her honest, upfront and considered style, Louisa is committed to delivering advice that she would be comfortable implementing for herself. She takes a meticulous approach to strategy development, ensuring all aspects of a client’s financial situation are carefully addressed—from wealth creation and superannuation through to retirement planning, debt structuring and both personal and business insurance solutions.
In addition to personal advice, Louisa also provides general insurance broking services for business clients, helping them identify key risks and implement appropriate protection strategies across their operations. She enjoys gaining a deep understanding of different industries and working with clients to develop practical, fit-for-purpose solutions that support long-term success.
Louisa holds a Bachelor of Business (Marketing & Business Law), a Diploma of Financial Services (Financial Planning), and is a superannuation specialist. She is passionate about raising the standard of financial advice and is dedicated to helping clients make confident, informed decisions that have a lasting positive impact on their lives.
Sub Authorised Representative Number: 344030
Bas Jammal
Principal Adviser
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Investment, Super, Structured Products, Mortgage Broking & Commercial Lending, Corporate Advisory
Bas has over 30 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
Katherine Vachon
Manager -
Client Services & Administration
Katherine joined Convergence Wealth in November 2021. She has over 10 years of experience across a variety of roles within the financial services industry, having worked for boutique financial planning organisations and larger direct investment fund managers.
She is passionate about providing exceptional service to clients and attending to their ongoing needs. Katherine is responsible for performing end to end tasks around the implementation and ongoing administration of clients’ financial strategies. She works closely with Louisa and Bas to ensure all client needs and requests are met in a seamless and professional manner.
Katherine also is responsible for ensuring Convergence Wealth maintains up to date and professional relationships with our industry peers across all arenas of the financial planning and insurance industry.
