Whether salty sea air allures you to seaside property or a thirst for adventure compels you to hit the open road, ‘picture-perfect’ retirement looks different for everyone. What unites us all is our pursuit for financial security and the freedom to decide our destination, but also to enjoy the journey along the way.
At Collective Wealth Advisers, we’re bound by one unwavering commitment; to be there for our clients every step of the way on their journey to retirement, and beyond. We get to know you, understand your objectives and invest in delivering you personalised financial advice that supports you in turning your objectives into realities. We tackle today and tomorrow, together.
Retirement Planning Specialists
We’re experts in retirement planning. From establishing the foundations of wealth and plotting retirement pathways, to sustaining wealth beyond the milestone, we’ve got breadth and depth of knowledge for every life stage.
Proven wealth creation methodology
We listen and analyse, craft and deploy intelligent financial strategies, designed with only you in mind. Personalised wealth planning today, makes all the difference for our clients tomorrow.
Committed to financial literacy
Knowledge is power and with a partner like us you won’t be in short supply. We ensure our clients are clear on their circumstances, understand the path for growth, and feel confident in their financial future.
Director & Principal Financial Planner
Aaron leads our Collective Wealth Advisers team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify what is important to them, create solutions to...// Read More
Senior Financial Planner
Ryan is an experienced financial planner having worked with some of Australia’s largest and most highly regarded financial services and banking groups. He has completed a Bachelor of International Business. Ryan has extensive knowledge of...// Read More
Senior Financial Planner
Desley began her Financial Planning career in 2003 and has built an enviable reputation as a caring and knowledgeable practitioner. She is a Certified Financial Planner (CFP) – one of the highest designations in the...// Read More
Paul is a skilled Advice Consultant and holds a Diploma in Financial Planning. He has a broad range of experience in financial planning, accounting and financing areas. Paul provides valuable support to our Principal and...// Read More
Scott has a diverse financial services background, having worked in major financial organisations in both the US and Europe. He holds a Masters of Financial Planning. Scott is a young professional dedicated to improving our...// Read More
Christine has a deep understanding of client requirements within the financial planning profession, having worked within various roles over the last 20 years. She is our ‘go-to’ person to ensure our data and information processing...// Read More
Debby is generally our first point of contact for our clients and is known for her infectious, positive personality and loud laugh. She is our appointment scheduling ‘superhero’ and assists the wider admin team in...// Read More
Sam manages our administration team and oversees the day-to-day operations of Collective Wealth Advisers across our office locations. She is our process ‘superstar’ who has oversight over all facets of the business and proudly confesses...// Read More
Jack assists the advice team to prepare and document vital strategies for our clients. He is a technically proficient paraplanner holding a Bachelor of Business degree as well as a Diploma in Financial Planning.// Read More