The team at Collective Wealth Advisers are 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.
Our People
Aaron Steer
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 MoreRyan McCormac
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 MoreNathan Bosman
Financial Planner
Nathan is an exceptional financial planner having worked with some of Australia’s most highly regarded financial services groups. He is currently studying his ‘Masters of Financial Planning’, showing his dedication to continuing education and maintaining...
// Read MoreScott Oudendyk
Financial Adviser
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 MorePaul Gibb
Advice Consultant
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 strategic support to our Principal...
// Read MoreLeesa Clayton
Client Consultant
Leesa is our dedicated client manager and looks after our clients like her own beloved miniature dachshunds. A whiz with our secure client portal, Leesa is an energetic and much-loved member of our admin team.
// Read MoreSam Hollywood-Jones
Business Manager
Sam is our incredible Business Manager. She 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...
// Read MoreLea Hayman
Client Consultant
Lea is our brilliant Implementation Manager, overseeing the establishment of our clients strategic advice recommendations. She is an experienced financial services professional with over 20 years of knowledge and expertise.
// Read MoreTianna Rasmussen
Client Consultant
Tianna brings a vibrant and technical edge to our administration team. She is our Business Managers ‘go-to’ person and oversees many of the daily admin functions. Tianna ensures our overall business processes are totally focused...
// Read MoreElla Gleeson
Client Consultant
Ella is our dynamic in-house paraplanning assistant. Currently studying both Law and Finance, Ella is responsible for documenting advice strategies for clients and assists our advice team in establishing amazing strategic pathways for our clients.
// Read MoreDebby Steer
Client Consultant
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
Contact Us
PHONE
OPEN HOURS
8:30am — 4:30pm