At Breakthrough Wealth Solutions, we have the expertise, experience and resources to help you achieve wealth, grow it and keep it safe.
Since we opened in 2019, Breakthrough Wealth Solutions has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Meet Our Team
William Ha
Practice Principal, Senior Financial Adviser
Liahne Ha
Practice Manager
Peter McCormick
Senior Financial Adviser
Alanah Joie Moneva
Financial Adviser Assistant
William Ha
Practice Principal, Senior Financial Adviser
I am the sole proprietor of RI Bankstown and Miranda and hold a Bachelor of Business Degree and Diploma of Financial Planning with over 25 years experience in the financial services industry having worked in various large financial institutions in Australia and globally.
I am an active member of the FPA (Financial Planning Association of Australia).
I am passionate about getting to know my clients and continuing this relationship to ensure your financial needs and goals align with changing requirements as you transition through life and your own personal financial journey.
I have the expertise, the experience and the resources to help you grow, protect and enjoy your wealth.
I pride myself on having a strong history of long-term adviser/client relationships and ensure my clients feel empowered to call on me at any time for updated financial advice.
Liahne Ha
Practice Manager
Liahne Ha is our Practice Manager – and the boss at home as well! Being the main caretaker of a young, active Primary School aged child, life is busy and full of multi-tasking.
Liahne worked for over 10 years in the Financial Advice industry with one of Australia’s big four Banks, supporting Executive Financial Advisers with their successful Practice. Her passion for such an important industry and the lifelong skills that are gained from financial literacy, especially if children can learn from a young age make her an advocate of an essential industry in our lives no matter what age.
Whilst Liahne’s role in the Practice will be mostly behind the scenes, you may have the pleasure of chatting to her on the phone when you call us for an appointment.
Peter McCormick
Senior Financial Adviser
I have over 38 years experience in the Financial Services industry and have been a Financial Adviser since 1994.
I have a Diploma in Financial Planning. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association of Australia.
I work first and foremost with my clients to engage in deep conversations to uncover their true goals and objectives. I use an Objective Based Advice process to establish long term relationships and apply strategies to deliver on their objectives that are in their best interest.
Adviser Profile - Peter McCormickAlanah Joie Moneva
Financial Adviser Assistant
Alanah has a degree in Management Accounting with experience working as a Business Administration Assistant. This provides a great foundation for her work as a Financial Adviser Assistant within our team. Her attention to detail, efficiency and great work ethic are among her strengths. She is proactive and enjoys providing administration support and values integrity, teamwork, and professionalism.
Alanah enjoys supporting our Financial Advisers in assisting them in providing sound Financial Advice to our clients for the long term.
In her spare time Alanah loves to travel, trying different cuisines, playing sports and spending her time with family and friends.
Whilst Alanah’s role in the Practice will be mostly behind the scenes, you may have the pleasure of chatting to her on the phone when making appointments and updates.
