Archives: Profiles

James established Oak Advisory to provide independent retirement guidance for people who felt underserved by conventional advice firms. With a background that combines accounting and financial planning, he is particularly drawn to helping clients navigate the complex transition from work to long-term financial independence.

Pippa launched Momentum Planning with a clear belief that financial advice should be holistic and free from commissions. Her long career in the profession reflects a deep enthusiasm for structured planning and the satisfaction that comes when a carefully designed plan finally delivers results.

Philip works closely with clients who are balancing demanding careers with growing financial complexity. He enjoys helping people move from the accumulation phase of their working lives toward the next stage, where protecting and structuring wealth becomes just as important as building it.

David approaches financial planning from the perspective that knowledge is central to long-term success. As a co-founder of Blueprint Wealth, he has built a team-based advice structure that ensures clients have consistent support while their strategies are carefully implemented and monitored.

James has long been interested in how investing decisions affect the wider world. His time working with a European ethical ratings agency shaped his belief that financial strategies can reflect both personal values and long-term financial goals.

Nicholas brings an international perspective shaped by years working with UK pension systems before moving to Australia. His experience advising expatriates and government employees gives him a detailed understanding of complex cross-border retirement arrangements.

Simon has spent more than two decades guiding clients through the full financial journey, from building wealth to managing retirement. Over that time he has developed long-standing relationships with both private and corporate clients who value steady guidance through changing markets and life stages.

Zacary is known for combining professional advice with a strong commitment to community involvement. Outside his advisory work he has spent years mentoring at-risk teenagers through a Perth charity, an experience that shapes his patient, education-focused approach with clients.

Troy founded The Wealth Designers after becoming frustrated with traditional advice models that prioritised products over client experience. His solution was to build a structure where advisers focus solely on understanding clients’ goals while a dedicated investment team and committee handle portfolio research and strategy.