Brent Coxon

Brent is the Managing Director of Symmetry Group.  He has been involved in the Financial Services industry since 1998 and has provided wealth management services to private clients since 2004.  He focuses primarily on working with individuals and families to protect and grow their wealth.

Commencing employment with Tower Trust in 1999, Brent’s first role was in funds management and administration.  It was here Brent formed sound relationships to further his career, moving to Perth based Plan B Financial Services where he spent three years in various advice based roles.  An opportunity with Godfrey Pembroke became available and after relevant roles he had developed and possessed the required skills to establish his own financial services firm, Symmetry Financial Group in 2006.

In July 2012, Symmetry Group was formed and an application for an Australian Financial Services Licence 426385 was submitted and granted.  Brent is the Responsible Manager of this Licence.

Brent holds a Diploma of Business Administration, and has completed both his Diploma of Financial Services and Advanced Diploma of Financial Services.  He constantly undertakes further studies within the industry to remain challenged and to ultimately enhance his skill-set.

Brent was a founding committee member of the Self Managed Fund Professionals Association (SPAA) in Western Australia and is still an active member of SPAA.  Brent is actively involved in the development of strategy, investment advice and management of new and existing Self Managed Funds for clients.

Cameron Mitchell

Cameron joined Symmetry in late 2020 as part of the firms strategic growth plans. He performs a hybrid role as practice manager and executive adviser to a small number high net worth clients.

Immigrating from South Africa in 2013, he holds a Bachelors degree (honours) in financial planning and investment management and has accelerated his career in the financial planning industry here in Australia in the last 8 years.

Cameron’s experience is broad – having a successful career as a private client adviser as well as being an integral part of the compliance and adviser capability management team for one of the big 4 banks.

His role as practice manager is to develop and grow the firm and work along side it’s current advice professionals as well as engaging, monitoring and supporting external AR’s and CAR’s that are licensed under Symmetry Group.

Cameron’s passion for advice and his client centric approach positions him well to assist a small group of clients with their ongoing advice needs. He believes that it’s important to stay relevant and in touch with client value perception in order to run a successful practice.

Outside of work, Cameron sits on a couple of not for profit sporting committees and mentors new entrants to our industry.

Lauren Moyle

Lauren is our Head of Legal and Compliance. She joined Symmetry Group in 2017 as Financial Planning Coordinator whilst completing her law degree.

Her key responsibilities include compliance monitoring and supervision as well as working closely with our Practice Manager and Business Director to oversee the provision of ongoing service by Symmetry’s AR’s and CAR’s, as well business decision making – both current and future.

Lauren’s strength lies in her ability to simplify processes for our AR’s, CAR’s and support staff, whilst still ensuring our firm is compliant but not cumbersome. The customer is always the primary focus for Lauren and she understands how the provision of advice needs to make sense to each individual.

Lauren graduated from UWA with a Bachelor of Commerce, majoring in Business Law, before undertaking a Bachelor of Laws at Murdoch, graduating with distinction. In her spare time, Lauren volunteers at a Community Legal Centre and is an avid listener of true crime podcasts.

Peter Davies

Peter has been working in the financial services industry for 30 years.

Whilst he has worked in diverse, senior roles in the industry, he has held the Certified Financial Planner designation for the past 12 years, operating private practice for his clients and their families.

Peter operates a boutique style of financial planning where he focuses on the specific circumstances of each client, providing financial solutions to meet their individual needs.

Peter is married and has two teenage daughters.  He enjoys family life, walking his dog, surfing, and fishing.

Todd Pallett

Todd is a financial adviser, Self-Managed Super Fund (SMSF) specialist, Small to Medium Enterprise (SME) adviser and author.

He focuses primarily on working with individuals and family businesses to protect, grow and successfully transfer their wealth to the next generation.

Todd has provided sophisticated private wealth management services to high net worth individuals and family offices since 1996. He has worked with a broad range of clients and has a wide and deep understanding of clients issues facing retirement and wanting to protect what they have.

He is a recognized leader in the industry and the author of “The Wealthy Aussie Expat”, “7 Experts on 7 Topics” and his new book “The Super Playbook” which features leading strategies for people wanting to control their financial independence utilizing self managed super.

In 1996 Todd was a founding member of the AMP LEADS Financial Planning program in Australia and was awarded best financial adviser in his inaugural year. Later headhunted to HSBC Australia, he was appointed as New South Wales (Sydney) State Manager of Financial Planning at the age of 26 and expanded their operation to Perth, Western Australia.

Outside of the financial services industry Todd is a former two times Australian Heavyweight Taekwondo Champion and represented Australia at the 1994 World Championships where he won bronze in his first international outing. Now retired from competition he enjoys mixed martial arts and recreational running for charity with his wife for the Child Welfare Scheme Charity in Nepal where previous funding efforts have built day care centers to house local children.

Born and raised in Perth, Western Australia he graduated from Curtin University with a Bachelor of Commerce, Property Major. He has been featured in publications for Benchmark, Prestige, South China Morning Post and Chambers of Commerce Magazines.

Tara Hughes

Tara joined Symmetry Group in 2010 as Financial Planning Coordinator.

She provides administrative support to Brent Coxon.

Tara has had over 10 years experience in Office Administration working in roles as a Personal Assistant and Office Manager for other corporate companies.

Tara’s administration experience in the workforce brings strong organisational and client relationship skills to the company.