Our Team
Customer service is crucial to the team at Big Bear Wealth and we strive continuously and purposefully to find the best outcome for each client.
Louise Halyard
Director/Finance Broker
Louise Halyard has over 25 years experience in the mortgage broking and financial planning industry. She holds a Credit License through ASIC, has been a previous board member of the Finance Brokers Association of Australia and continues to provide credit training to financial planning dealer groups. She prides her herself on providing sound advice while also fostering long term relationships with clients that become multigenerational. Louise enjoys spending time with her husband, three sons and three fur babies. She is passionate about building business relationships, travel, skiing, good food & good wine.
Julian Halyard
Director/Financial Planner
Julian Halyard has been advising clients since 2009 in all areas of financial planning after a many years of key management roles in various industries. Julian’s key attributes are looking after his clients as though they were his own family as he genuinely cares about their long term outcomes. He maintains his ongoing education requirements keeping up to date with all the relevant codes and requirements. Outside the office Julian enjoys spending quality time with his family, snowboarding and travelling to weird and wonderful places.
Christian Phyllis
Client Services Manager
Christian has over 30 years experience in the accounting and financial planning industry, he brings a fountain of knowledge to the Big Bear team and is lots of fun to be around. Christian has a detailed orientated client centric approach and ensures that clients are provided with the support that they need to have a seamless experience. Christian is a keen Sydney FC and Manchester United fan and in his spare time Christian enjoys spending time with his family and three fur babies.
Sean Halyard
Administration
Sean has been with Big Bear Wealth for over a year now and is learning the ropes while also completing his Finance Broking course and studying Sport Science at the University of Technology. His key roles cover the full spectrum of administration duties and providing support to Christian. He has a passion for finance & health and is a keen snow boarder. In his spare time he enjoys keeping fit, socialising and travel.
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