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 -
Risk & General Insurance, Mortgage Broking
Louisa Jammal is a founding member of Convergence Wealth. With over 25 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
Principal Adviser
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Investments, 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
Vicko Lu
Senior Associate -
Client Services & Administration
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.
Katherine Vachon
Senior Associate -
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 all of our industry peers across all arenas of the financial planning and insurance industry.
