Meet Our Team
Haven Wealth has an experienced Team and Advisory Board who possess significant subject-matter expertise and are passionate about investments to create a better tomorrow.
The Haven Wealth Team has been thoughtfully comprised of industry experts from diverse backgrounds and ethnicities. This ensures all communities have a voice at board level and all customers, investors and stakeholders are considered in decision-making processes.
-
Nick Heuzenroeder, BA (PoliSci), AdDip FS, MAICD
After a lengthy career working for major banks and super funds, Nick decided that it was time to do something audacious to make a real difference. Driven by the increasing consumer and organisational demand for ethical and responsible investment products and frustrated by the absence of products with strong conviction, competitive fees and designed with the investor in mind, Haven Wealth Partners was born.
Along with his high energy, Nick brings a depth and breadth of knowledge and experience in investments, product engineering and customer centric design as well as many other areas relating to business. Having been employed in some way, shape or form since the age of 12, Nick has developed a strong work ethic and is adaptable without ego. This is something he seeks to instil in his two young sons.
He is dedicated to helping others whenever and wherever possible. Throughout his life he has been an avid fundraiser for cancer related charities and believes that philanthropy should play a key part in everyone’s life. Never short of a saying an analogy, he seeks to break down complex issues into easy-to-understand concepts to encourage others to take meaningful action.
-
Josephine Otimi
Josephine, with her impressive background as an entrepreneur, educator, public speaker, and strategic business consultant, carries years of worldwide experience in business strategy and innovation. Recognised for her pivotal roles across various boards and her role as General Manager for Strategy and Planning at HSFE, she leverages her vast knowledge to spearhead sustainable and profitable capital and operational expenditure projects focusing on business value, benefits, and high return on investment.
Josephine is a fervent advocate for environmental sustainability and social responsibility, leading transformative strategies in numerous sectors and providing guidance to CEOs and executives throughout Australia. Additionally, she has a varied personal investment portfolio, including business and real estate ventures.
-
Robert Burchell MBA(Adv) GAICD ANZIIF(Snr Assoc)
Robert Burchell, MBA(Adv), GAICD, ANZIIF(Snr Assoc), is a seasoned business and product development professional with over 30 years of experience in the financial services industry. He currently serves as a Consultant at Burchell Realty, Business Development Consultant at Haven Wealth Partners, and Business Development Advisor at Context Capital Consulting. His recent roles include Business Development Consultant at Hostplus and National Distribution Manager at Shartru Wealth. Robert's extensive career includes leadership positions at Statewide Super, Russell Investments, Bridges Financial Services, Elders, Norwich Union, and AMP. His expertise spans relationship management, product distribution, and strategic business growth. With advanced degrees and certifications, Robert is highly regarded for his deep industry knowledge and strategic insights, contributing significantly to each organization he partners with. Based in Adelaide, South Australia, Robert is committed to driving innovation and excellence in the financial services sector.
-
Shabir Moosa
Shabir Moosa is a distinguished expert in Islamic finance and equities, holding a Master’s Degree in Islamic Studies from The Zakariyya Seminary in Johannesburg, South Africa, and a B.A. Honours in Islamic Studies from the University of Johannesburg. He has furthered his expertise with a CDIF – Diploma in Islamic Finance from CIMA and an ACIFE – Advanced Financial Analysis certification from the Ethica Institute. Currently, Shabir is completing his final dissertation for an MIFP – Masters in Islamic Finance Practice at INCEIF University, Malaysia.
In addition to his academic achievements, Shabir is a Certified Shariah Advisor and Auditor (CSAA), licensed by AAOIFI. He possesses extensive knowledge in equity markets and research, making him a valuable asset in the analysis and development of Shariah-compliant investment products. His profound expertise in equities has enabled him to provide insightful research and strategic guidance to financial institutions.
Shabir’s contributions to the field extend beyond academia. As the founder of the Centre for Islamic Economics Australia (CIEA), he has established a leading global consultancy, advisory, and educational platform dedicated to advancing Islamic economics and finance. Through CIEA, he continues to educate and advise on the intricacies of Islamic finance, particularly in the realm of equities, ensuring that financial solutions are both ethically sound and financially robust. His work in equity research and Islamic finance has positioned him as a trusted advisor to financial institutions worldwide, driving innovation and adherence to Shariah principles in various financial markets.
-
Fahad Ahmed
Fahad Ahmed is an accomplished consultant and researcher specializing in strategy and planning, deal advisory, business project delivery, and management consulting. With over a decade of experience, Fahad has held pivotal roles in various esteemed organizations. Since January 2023, he has been serving as the Senior Advisor for Strategy and Business Development at NoBnk Pty Ltd, where he has been instrumental in transforming the company into a leading alternative finance brand through his expertise in international markets, off-balance sheet business models, and digital footprint enhancement.
As the Founder of A.G.I.M., Fahad has dedicated his time to providing pro bono advisory services, coaching, and mentoring individuals and groups lacking resources to support their creativity and ideation. His previous role as an Associate at Assetinsure Pty Ltd involved supporting management in evaluating companies, discussing valuations, and reviewing target business plans, leveraging his deal advisory and venture development experience.
Fahad's tenure as Project Manager at Tocomwall Pty Ltd showcased his ability to manage complex portfolios and streamline operations within the Indigenous and Aboriginal Heritage Assessments space. His role as Managing Consultant at Fastlane Solutions allowed him to blend his management consulting expertise with his interest in venture development, working with startups and early-stage companies in fields such as Medtech, Biotech, digital banking, and more.
Throughout his career, Fahad has demonstrated a keen ability to align strategic vision with actionable plans, driving growth and innovation. His commitment to trust, transparency, and ethical standards has earned him recognition as a trusted advisor and leader in the consulting and research domains.
-
Robert Olney
Robert Olney is a seasoned finance professional with a passion for empowering businesses to achieve their full growth potential. With a keen eye for detail and a strategic mindset, Robert specializes in analyzing financial data, identifying opportunities for improvement, and implementing effective strategies to drive sustainable growth.
Throughout his career, Robert has amassed a wealth of experience working with a diverse range of businesses, from startups to established corporations, across various industries. His ability to navigate complex financial landscapes and his commitment to delivering results have earned him a reputation as a trusted advisor among his peers and clients alike.
Ready to invest?
Design, build and launch a customised managed fund with ease.