Clarity Wealth provides proactive strategies that consider all aspects of your financial life, opening up possibilities to help you, your family and business achieve the best financial outcome across all stages of your life.
Clarity Wealth focuses on providing holistic, personalised advice to help you achieve your business, personal finance, retirement and estate planning goals.
We know every business and person requires a tailored service.
We want you to be 100% happy with what you receive.
Matthew has specialised in the Financial Planning industry for over 10 years. Following the completion of his Bachelor of Business degree at the University of Technology Sydney, he decided that financial planning was his best opportunity to pair his passion for both finance and helping people achieve their financial goals.
After university, Matthew worked for five years at Westpac Financial Planning, where he gained exposure to a vast range of clients and situations; from individuals, pre and post retirees to business owners.
Following his departure from Westpac, Matthew broadened his knowledge further by commencing his career with RI Advice. Here he was able to help establish and grow the business of Clarity Wealth, culminating in him becoming a proprietor of the business in 2020.
Matthew holds a Bachelor of Business (Accounting and Financial Planning) and a Diploma of Financial Planning.
Prior to entering into the financial advice domain, Rebecca made a start in nutrition and marketing for well-known grocery and franchise brands. This has provided her with an in-depth view into the importance of a customer journey and experience.
Rebecca honed her skills within her family business for 10 years before moving through to Client Services and Advice roles. After her father sold the business, she then took a leap into the larger side of the industry working with financial juggernauts like Commonwealth Financial Planning and AIA Financial Wellbeing to look after clients across Western Sydney.
Twenty years on, with a Diploma, Advanced Diploma and a Masters of Financial Planning, Rebecca’s extensive experience has given her the knowledge, skill and dedication to enhancing the lives of her clients who come to her for seasoned financial advice.
On a personal note, she is a mother to a 9-year-old and an animal lover with a large flock of D’Uccle Belgium Bantam chickens who love pottering around in her property.
Rebecca’s goal is simple: to help her clients live the life they’ve always dreamed of, with the financial confidence and independence they deserve.
Sunny has been working in financial services since 2018, bringing seven years of experience across private wealth and advisory. She began her career at Westpac Private Wealth, supporting ultra-high net worth individuals as a Partnership Adviser Assistant, before moving to Viridian Advisory in 2019.
Before transitioning into financial services, Sunny spent over a decade as a professional golfer, competing on the WPGA Tour of Australasia. This unique background shaped her strong discipline, focus, and ability to guide people through long-term goal setting — qualities she now brings to her financial planning approach.
She holds a Bachelor of Business (Financial Planning) from Swinburne University of Technology and a Diploma of Financial Planning from Monarch Institute.
Sunny is passionate about empowering clients to retire with confidence. She specialises in retirement planning, superannuation, SMSF, geared strategies, investment structures, financial goal setting, wealth protection, and wealth creation.
Outside of work, she is a proud mum to her one-year-old son and enjoys spending time with family and friends. She also loves hiking, playing piano, and keeping her connection to the game of golf alive.
With over 16 years of experience in the financial planning industry, Kaushal is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. His career began overseas, working across multiple geographies, where he developed a strong foundation in managing diverse client portfolios and crafting strategic business plans with global wealth managers. This international exposure has been instrumental in shaping his approach to financial planning, fostering a keen interest in capital markets, and enhancing my ability to build meaningful client relationships.
Upon moving to Sydney, he joined Westpac Bank as a Personal Banker, later transitioning to BT Financial Group as a Financial Planner. These positions provided him the opportunity to work with a broad spectrum of clients, including individuals, retirees, and business owners, offering invaluable insights into various financial scenarios.
Kaushal holds a Master of Financial Planning and an MBA degree, which equips him with the knowledge and expertise to guide clients effectively.
Beyond his financial planning expertise, his passion for sports is evident in his commitment to coaching a junior cricket team and volunteering at major sporting events, underscoring his dedication to community engagement and development.
Raising three children, two pooches, and one snake whilst coaching an over 35’s football team, and a background in HR, Dean knows something about managing life’s (and people’s) expectations, and navigating its ups and downs.
With a career spanning more than 20 years in compliance, human resources, and complex business operations, Dean’s diverse experience means that he brings a unique perspective to the financial planning industry. His internal passion to drive and support others led him to the financial advice path and he is excited to complete his Professional Year at Clarity Wealth and make a positive impact as a Financial Advisor.
Dean holds a Bachelor of Business (HR Management), a Credential of Readiness from Harvard Business School Online, and a Graduate Diploma of Financial Planning.
Out of the office, Dean is an avid reader and loves watching history documentaries with his wife and spending time with his three children.
He is dedicated to making a real difference by helping clients achieve greater financial freedom and security, so they can enjoy more confidence and peace of mind in their lives.
Judge Accountants was established in the 1980’s and offers a full range of services, including tax and business advice, financial advice, lending, accounting and business services.
We provide proactive strategies that consider all aspects of your financial life, opening up possibilities to help you, your family and business achieve the best financial outcome.
We don’t just give great advice; we provide solutions that make a real difference to you and your business.
Directors Barclay Judge and Gabrielle Benkovich are qualified Chartered Accountants, who are passionate and enthusiastic about helping their clients on their path to success, and creating a firm that sets the benchmark for accounting, tax and business advice.