Every advisor in the CODE Wealth Property Advisor team is fully accredited and certified by the

Property Investment Association of Australia (PIAA).

 

We adhere to PIAA’s professional code of conduct with transparency, disclosure and meticulous caution for avoiding any of conflicts of interest. We have Professional Indemnity insurance specific to property investment advice and follow a methodical results-driven process identified as our Wealth Builder Blueprint.

 

If you’re keen to invest in property but not sure where to start, already have a property but unsure of the best step forward OR maybe even have an established property portfolio but want to optimise your investment, the team at CODE Wealth can guide you with the right property advice, education and support.

MEET THE

 CODE WEALTH TEAM

PAUL GOMEZ

 

CEO - Head Property Investment Advisor

      0438 182 870

      paul.gomez@codewealth.com.au

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M

P

E

KRISTIE-LEE GOMEZ

 

Operations Manager

      1300 CODEWEALTH

      kristielee.gomez@codewealth.com.au

Kristie-Lee demonstrates a strong knowledge of business process improvement and has built a successful career leading people and service excellence through client-centricity. Her exposure to mortgage finance, credit assessments and of course property, quickly ignited a passion for property investment and the enormous potential of wealth creation. Kristie-lee has subsequently established a property investment portfolio of her own and enthusiastically encourages those around her to take the time to get educated and learn about the synergy between goal-setting, strategy and the art of leverage!    

 

Kristie-Lee’s dedication to people and drive to improve the end-to-end experience has earned her a strong reputation in the industry where she is recognised for always putting the client’s best interest first and delivering results. Kristie-Lee’s wealth of professional experience from start-up businesses right through to senior leadership roles for large retailers and the banking sector have resulted in outstanding organisational skills and an ingenuity that has positioned her well for managing day-to-day CODE Wealth operations.

 

Kristie-Lee’s widespread resourcefulness is supported by her academic achievements;

 

  • Bachelor of Fine Art

       - (National Art School)

  • Bachelor of Education

        (Australian Catholic College)

  • Mortgage Finance

       - (Cert IV Financial Services)

  • Lean Six Sigma

       - (Green belt)

  • Cert IV- Training & Assessment

       - (MRWED Training)

Paul has an extensive background in the areas of business, finance and property investment. He has a proven track record as a result of successfully building three companies, holding state and national management positions in finance and banking as well as currently holding the position of Chairman for the not-for-profit organisation, Australian Institute of Neuro-rehabilitation (AIN).

 

Paul is well-known for his philanthropic contributions and community involvement, including volunteering his time to be involved in mentoring programs such as the Ignition Mentoring Program run by the Cerebral Palsy Alliance and as corporate mentor for United Way Australia.      

 

Over the past 15+ years, Paul’s financial services experience and banking career has seen him manage portfolios in excess of $3bn and over 50 staff members from specialists to managers.

 

It’s his passion for strategic property investing that led him to his former position of Director with G & G Property Investments specialising in structured advice planning and targeted property acquisitions across Australia, before establishing CODE Wealth as the industry benchmark for property investment advice. Having applied the fundamental principles learned throughout this experience, Paul has also managed to build an extensive property portfolio of his own.

  

Three (3) key areas supporting each client in wealth creation through property include:

  1. Keeping their best interests at the forefront
  2. Following a methodical process and
  3. Maintaining a comprehensive focus on risk management.

 

These have provided a solid benchmark which today are firmly embedded in the  

CODE Wealth  client engagement and advice processes.  

 

Paul is a strong advocate of the Property Investment Association of Australia (PIAA) embracing the values of the Code of Conduct, the framework of the advice that supports client’s best interests leading through a customised strategy as well as the Professional Indemnity Insurance specific for the advice. These principles support due diligence, ethics and more importantly, tailored outcomes which inevitably benefit the client  and the collective long-term relationship.

 

Paul’s extensive knowledge is supported by his academic achievements;

 

  • Lean Six Sigma – Green Belt

        - (Australian Graduate School of Management)

  • Buyer’s Agent Licence

       -  (Real Estate Buyers Agent of Australia)

  • Cert IV Financial Services

       - (Financial Services Institute of Australasia)

  • Property Investment Advice

       - (Property Investment Association of Australia)

  • Managed Investments RG146

       - (AAMC Training Group) 

  • Masters in Business – MBA

       - (Australian Institute of Business)

 

 

Soham bhatt

 

Property Investment Advisor

      0406 480 418

      soham.bhatt@codewealth.com.au

P

E

Soham has over 10 years’ experience in banking, financial services and the property investment sector. He has a proven track record as a result of successfully applying his craft as a highly intellectual professional who has also led by example in leadership positions with ethical standards and client focused practices.

 

Operationally, Soham has benefited from having worked in various mortgage finance entities experiencing invaluable knowledge with online sales, credit assessing, processing, settlements, variations and retention methodologies. These entities included a publicly listed mortgage manager and reputable global bank.

 

Leadership has also been a credible attribute displayed by Soham having mentored specialist teams to deliver industry leading results whilst enhancing the due diligence required for compliance and sustainable risk management. He has also led effective integrations involving change management and developing a winning culture. In addition, his process improvement experience supported performance enhancements of up to three (3) fold along with an equal increase in client satisfaction levels. Soham’s sales and leadership skills are complemented by an advanced understanding of the legal aspects of finance and banking with a strong focus on the National Consumer Credit Protection (NCCP), Consumer Law, Privacy Law and Auditing.

 

It is in the field of property investment that Soham’s passion truly lies. Having formerly held the position of property investment consultant within the industry, he then went on to establish a growing property portfolio for himself. These personal experiences along with his finance expertise and added qualifications have solidified his knowledge to qualify as a certified property investment advisor with CODE Wealth Pty Ltd. Clients can expect nothing less than a friendly, well-informed and polished professional who will always have their best interests at front of mind.

 

Soham’s extensive knowledge is supported by his academic achievements:

 

  • Master of Business Administration
  •  Master of Applied Finance
  • Graduate Diploma in Accounting
  • Certificate IV – Financial Services
  • Property Investment Advice
  • Managed Investments RG146

 

P

E

Soham has over 10 years’ experience in banking, financial services and the property investment sector. He has a proven track record as a result of successfully applying his craft as a highly intellectual professional who has also led by example in leadership positions with ethical standards and client focused practices.

 

Operationally, Soham has benefited from having worked in various mortgage finance entities experiencing invaluable knowledge with online sales, credit assessing, processing, settlements, variations and retention methodologies. These entities included a publicly listed mortgage manager and reputable global bank.

 

Leadership has also been a credible attribute displayed by Soham having mentored specialist teams to deliver industry leading results whilst enhancing the due diligence required for compliance and sustainable risk management. He has also led effective integrations involving change management and developing a winning culture. In addition, his process improvement experience supported performance enhancements of up to three (3) fold along with an equal increase in client satisfaction levels. Soham’s sales and leadership skills are complemented by an advanced understanding of the legal aspects of finance and banking with a strong focus on the National Consumer Credit Protection (NCCP), Consumer Law, Privacy Law and Auditing.

 

It is in the field of property investment that Soham’s passion truly lies. Having formerly held the position of property investment consultant within the industry, he then went on to establish a growing property portfolio for himself. These personal experiences along with his finance expertise and added qualifications have solidified his knowledge to qualify as a certified property investment advisor with CODE Wealth Pty Ltd. Clients can expect nothing less than a friendly, well-informed and polished professional who will always have their best interests at front of mind.

 

Soham’s extensive knowledge is supported by his academic achievements:

 

  • Master of Business Administration

       - (Gujarat University, India)

  • Master of Applied Finance

       - (University of Western Sydney)

  • Graduate Diploma in Accounting

       - (University of Western Sydney)

  • Certificate IV – Financial Services

       - (Traineeship Management Australia)

  • Property Investment Advice

       - (Property Investment Association of Australia)

  • Managed Investments RG146

       - (AAMC Training Group)

 

Soham bhatt

 

Property Investment Advisor

      0406 480 418

      soham.bhatt@codewealth.com.au

P

E

Soham has over 10 years’ experience in banking, financial services and the property investment sector. He has a proven track record as a result of successfully applying his craft as a highly intellectual professional who has also led by example in leadership positions with ethical standards and client focused practices.

 

Operationally, Soham has benefited from having worked in various mortgage finance entities experiencing invaluable knowledge with online sales, credit assessing, processing, settlements, variations and retention methodologies. These entities included a publicly listed mortgage manager and reputable global bank.

 

Leadership has also been a credible attribute displayed by Soham having mentored specialist teams to deliver industry leading results whilst enhancing the due diligence required for compliance and sustainable risk management. He has also led effective integrations involving change management and developing a winning culture. In addition, his process improvement experience supported performance enhancements of up to three (3) fold along with an equal increase in client satisfaction levels. Soham’s sales and leadership skills are complemented by an advanced understanding of the legal aspects of finance and banking with a strong focus on the National Consumer Credit Protection (NCCP), Consumer Law, Privacy Law and Auditing.

 

It is in the field of property investment that Soham’s passion truly lies. Having formerly held the position of property investment consultant within the industry, he then went on to establish a growing property portfolio for himself. These personal experiences along with his finance expertise and added qualifications have solidified his knowledge to qualify as a certified property investment advisor with CODE Wealth Pty Ltd. Clients can expect nothing less than a friendly, well-informed and polished professional who will always have their best interests at front of mind.

 

Soham’s extensive knowledge is supported by his academic achievements;

Kristie-Lee demonstrates a strong knowledge of business process improvement and has

built a successful career leading people and service excellence through client-centricity.

Her exposure to mortgage finance, credit assessments and of course property, quickly

ignited a passion for property investment and the enormous potential of wealth creation.

Kristie-lee has subsequently established a property investment portfolio of her own and

enthusiastically encourages those around her to take the time to get educated and learn

about the synergy between goal-setting, strategy and the art of leverage!    

 

Kristie-Lee’s dedication to people and drive to improve the end-to-end experience has

earned her a strong reputation in the industry where she is recognised for always putting

the client’s best interest first and delivering results. Kristie-Lee’s wealth of professional

experience from start-up businesses right through to senior leadership roles for large

retailers and the banking sector have resulted in outstanding organisational skills and

an ingenuity that has positioned her well for managing day-to-day CODE Wealth operations.

 

Kristie-Lee’s widespread resourcefulness is supported by her academic achievements;

Paul has an extensive background in the areas of business, finance and property investment. He has a proven track record as a result of successfully building three companies, holding state and national management positions in finance and banking as well as currently holding the position of Chairman for the not-for-profit organisation, Australian Institute of Neuro-rehabilitation (AIN).

 

Paul is well-known for his philanthropic contributions and community involvement, including volunteering his time to be involved in mentoring programs such as the Ignition Mentoring Program run by the Cerebral Palsy Alliance and as corporate mentor for United Way Australia.      

 

Over the past 15+ years, Paul’s financial services experience and banking career has seen him manage portfolios in excess of $3bn and over 50 staff members from specialists to managers.

 

It’s his passion for strategic property investing that led him to his former position of Director with G & G Property Investments specialising in structured advice planning and targeted property acquisitions across Australia, before establishing CODE Wealth as the industry benchmark for property investment advice. Having applied the fundamental principles learned throughout this experience, Paul has also managed to build an extensive property portfolio of his own.

  

Three (3) key areas supporting each client in wealth creation through property include:

  1. Keeping their best interests at the forefront
  2. Following a methodical process and
  3. Maintaining a comprehensive focus on risk management.

 

These have provided a solid benchmark which today are firmly embedded in the  

CODE Wealth  client engagement and advice processes.  

 

Paul is a strong advocate of the Property Investment Association of Australia (PIAA) embracing the values of the Code of Conduct, the framework of the advice that supports client’s best interests leading through a customised strategy as well as the Professional Indemnity Insurance specific for the advice. These principles support due diligence, ethics and more importantly, tailored outcomes which inevitably benefit the client  and the collective long-term relationship.

 

Paul’s extensive knowledge is supported by his academic achievements; 

Paul has an extensive background in the areas of business, finance and property investment. He has a proven track record as a result of successfully building three companies, holding state and national management positions in finance and banking as well as currently holding the position of Chairman for the not-for-profit organisation, Australian Institute of Neuro-rehabilitation (AIN).

 

Paul is well-known for his philanthropic contributions and community involvement, including volunteering his time to be involved in mentoring programs such as the Ignition Mentoring Program run by the Cerebral Palsy Alliance and as corporate mentor for United Way Australia.      

 

Over the past 15+ years, Paul’s financial services experience and banking career has seen him manage portfolios in excess of $3bn and over 50 staff members from specialists to managers.

 

It’s his passion for strategic property investing that led him to his former position of Director with G & G Property Investments specialising in structured advice planning and targeted property acquisitions across Australia, before establishing CODE Wealth as the industry benchmark for property investment advice. Having applied the fundamental principles learned throughout this experience, Paul has also managed to build an extensive property portfolio of his own.

  

Three (3) key areas supporting each client in wealth creation through property include:

  1. Keeping their best interests at the forefront
  2. Following a methodical process and
  3. Maintaining a comprehensive focus on risk management.

 

These have provided a solid benchmark which today are firmly embedded in the  

CODE Wealth  client engagement and advice processes.  

 

Paul is a strong advocate of the Property Investment Association of Australia (PIAA) embracing the values of the Code of Conduct, the framework of the advice that supports client’s best interests leading through a customised strategy as well as the Professional Indemnity Insurance specific for the advice. These principles support due diligence, ethics and more importantly, tailored outcomes which inevitably benefit the client  and the collective long-term relationship.

 

Paul’s extensive knowledge is supported by his academic achievements;           

 

 

 

(Australian Graduate School of Management)

(Real Estate Buyers Agent of Australia)

(Financial Services Institute of Australasia)

(Property Investment Association of Australia) 

(AAMC Training Group) 

(Australian Institute of Business)

  • Lean Six Sigma – Green Belt
  • Buyer’s Agent Licence
  • Cert IV Financial Services
  • Property Investment Advice            
  • Managed Investments RG146          
  • Masters in Business – MBA  ​

Soham has over 10 years’ experience in banking, financial services and the property investment sector. He has a proven track record as a result of successfully applying his craft as a highly intellectual professional who has also led by example in leadership positions with ethical standards and client focused practices.

 

Operationally, Soham has benefited from having worked in various mortgage finance entities experiencing invaluable knowledge with online sales, credit assessing, processing, settlements, variations and retention methodologies. These entities included a publicly listed mortgage manager and reputable global bank.

 

Leadership has also been a credible attribute displayed by Soham having mentored specialist teams to deliver industry leading results whilst enhancing the due diligence required for compliance and sustainable risk management. He has also led effective integrations involving change management and developing a winning culture. In addition, his process improvement experience supported performance enhancements of up to three (3) fold along with an equal increase in client satisfaction levels. Soham’s sales and leadership skills are complemented by an advanced understanding of the legal aspects of finance and banking with a strong focus on the National Consumer Credit Protection (NCCP), Consumer Law, Privacy Law and Auditing.

 

It is in the field of property investment that Soham’s passion truly lies. Having formerly held the position of property investment consultant within the industry, he then went on to establish a growing property portfolio for himself. These personal experiences along with his finance expertise and added qualifications have solidified his knowledge to qualify as a certified property investment advisor with CODE Wealth Pty Ltd. Clients can expect nothing less than a friendly, well-informed and polished professional who will always have their best interests at front of mind.

 

Soham’s extensive knowledge is supported by his academic achievements;

 

Kristie-Lee demonstrates a strong knowledge of business process improvement and has built a successful career leading people and service excellence through client-centricity. Her exposure to mortgage finance, credit assessments and of course property, quickly ignited a passion for property investment and the enormous potential of wealth creation. Kristie-lee has subsequently established a property investment portfolio of her own and enthusiastically encourages those around her to take the time to get educated and learn about the synergy between goal-setting, strategy and the art of leverage!    

 

Kristie-Lee’s dedication to people and drive to improve the end-to-end experience has earned her a strong reputation in the industry where she is recognised for always putting the client’s best interest first and delivering results. Kristie-Lee’s wealth of professional experience from start-up businesses right through to senior leadership roles for large retailers and the banking sector have resulted in outstanding organisational skills and an ingenuity that has positioned her well for managing day-to-day CODE Wealth operations.

 

Kristie-Lee’s widespread resourcefulness is supported by her academic achievements; 

(National Art School)

(Australian Catholic College)

(Cert IV Financial Services)

(Green Belt)

(MRWED Training)

  • Bachelor of Fine Art
  • Bachelor of Education

  • Mortgage Finance

  • Lean Six Sigma

  • Cert IV - Training & Assessment

(Gujarat University, India)

(University of Western Sydney)

(University of Western Sydney)

(Traineeship Management Australia)

(Property Investment Association of Australia)

(AAMC Training Group)

  • Master of Business Administration
  • Master of Applied Finance

  • Graduate Diploma in Accounting

  • Certificate IV – Financial Services

  • Property Investment Advice

  • Managed Investments RG146

(National Art School)

(Australian Catholic College)

(Cert IV Financial Services)

(Green belt)

(MRWED Training)

Kristie-Lee demonstrates a strong knowledge of business process improvement and has built a successful career leading people and service excellence through client-centricity. Her exposure to mortgage finance, credit assessments and of course property, quickly ignited a passion for property investment and the enormous potential of wealth creation. Kristie-lee has subsequently established a property investment portfolio of her own and enthusiastically encourages those around her to take the time to get educated and learn about the synergy between goal-setting, strategy and the art of leverage!    

 

Kristie-Lee’s dedication to people and drive to improve the end-to-end experience has earned her a strong reputation in the industry where she is recognised for always putting the client’s best interest first and delivering results. Kristie-Lee’s wealth of professional experience from start-up businesses right through to senior leadership roles for large retailers and the banking sector have resulted in outstanding organisational skills and an ingenuity that has positioned her well for managing day-to-day CODE Wealth operations.

 

Kristie-Lee’s widespread resourcefulness is supported by her academic achievements;

 

  • Bachelor of Fine Art
  • Bachelor of Education
  • Mortgage Finance
  • Lean Six Sigma
  • Cert IV- Training & Assessment

 

KRISTIE-LEE GOMEZ

 

Operations Manager

      1300 CODEWEALTH

      kristielee.gomez@codewealth.com.au

P

E

(Australian Graduate School of Management)

(Real Estate Buyers Agent of Australia)

(Financial Services Institute of Australasia)

(Property Investment Association of Australia) 

(AAMC Training Group) 

(Australian Institute of Business)

Paul has an extensive background in the areas of business, finance and property investment. He has a proven track record as a result of successfully building three companies, holding state and national management positions in finance and banking as well as currently holding the position of Chairman for the not-for-profit organisation, Australian Institute of Neuro-rehabilitation (AIN).

 

Paul is well-known for his philanthropic contributions and community involvement, including volunteering his time to be involved in mentoring programs such as the Ignition Mentoring Program run by the Cerebral Palsy Alliance and as corporate mentor for United Way Australia.      

 

Over the past 15+ years, Paul’s financial services experience and banking career has seen him manage portfolios in excess of $3bn and over 50 staff members from specialists to managers.

 

It’s his passion for strategic property investing that led him to his former position of Director with G & G Property Investments specialising in structured advice planning and targeted property acquisitions across Australia, before establishing CODE Wealth as the industry benchmark for property investment advice. Having applied the fundamental principles learned throughout this experience, Paul has also managed to build an extensive property portfolio of his own.

  

Three (3) key areas supporting each client in wealth creation through property include:

  1. Keeping their best interests at the forefront
  2. Following a methodical process and
  3. Maintaining a comprehensive focus on risk management.

 

These have provided a solid benchmark which today are firmly embedded in the  

CODE Wealth  client engagement and advice processes.  

 

Paul is a strong advocate of the Property Investment Association of Australia (PIAA) embracing the values of the Code of Conduct, the framework of the advice that supports client’s best interests leading through a customised strategy as well as the Professional Indemnity Insurance specific for the advice. These principles support due diligence, ethics and more importantly, tailored outcomes which inevitably benefit the client  and the collective long-term relationship.

 

Paul’s extensive knowledge is supported by his academic achievements;

 

  • Lean Six Sigma – Green Belt
  • Buyer’s Agent Licence
  • Cert IV Financial Services
  • Property Investment Advice
  • Managed Investments RG146 
  • Masters in Business – MBA

 

 

 

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