OUR TEAM
At Bolder Wealth, we've curated a small but pretty remarkable team.
Brimming with passion and expertise, our team is here to lead you towards money nirvana. We believe life is great with money and even better with purpose. Find out a little more about who we are and what we do.
GARRY MILLBURN
Principle Financial Advisor
Garry Millburn is the principal financial adviser at Bolder Wealth, bringing over 12 years of experience in the financial services industry. Since starting in 2012, he has been passionate about providing holistic advice and empowering people to take control of their finances. Garry is dedicated to helping individuals, couples, and families realise their dreams and understand the power and potential of money.
With a strong commitment to delivering personalised and comprehensive financial advice, Garry strives to assist his clients in making informed decisions that align with their long-term goals. Garry's mission is to boldly inspire and transform the financial well-being of his clients.
Outside of helping clients, Garry embraces an adventurous and active lifestyle as an elite cyclist and lover of all things outdoors. He also has quite the penchant for getting his hands dirty and can often be found in the workshop building or fixing something. Garry loves to travel, drink great coffee, and explore new restaurants with his wife, Fiona.
MERRIAM BONGO
Client Services Manager
As the Client Services Manager, Merriam provides crucial support to clients and the Bolder Wealth team to ensure smooth operation. Merriam takes pride in being part of a team that ensures client satisfaction. Providing this support is more than just part of the job - it's an opportunity to make a measurable impact on their financial well-being.
In her free time, Merriam loves cooking and experimenting with new recipes, whether local or from other cuisines. She enjoys travelling and discovering new destinations with her family. If she's not out and about, you'll often find her cozied up at home, watching a Netflix show.
TRINA SABERON
Paraplanner
Trina has worked in the financial services industry for eight years and joined Bolder Wealth as a Paraplanner in 2022. Drawing on her years of experience in banking, Trina is your girl when it comes to numbers and data. She is instrumental in ensuring the Bolder Wealth team has accurate and considered projections that align with clients' needs and goals.
When Trina is not analysing numbers, she enjoys exploring, whether heading to a new travel destination, finding the best-hidden restaurants, or spending a day at the beach with family and friends. Plus, she doesn't mind binge-watching her favourite movies or series.