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 meet their goals and partner with them to guard their financial situation moving forward.  Aaron’s ability to explain complex financial situations in easy-to-understand language helps build the trust that is so important in a professional relationship. 

Aaron has a strong focus on pre-retirement planning, investment management and direct equity portfolio management.  He is an SMSF Specialist Adviser.  Aaron holds a Fellow Chartered Financial Planner designation.

Aaron has recently been awarded the National Adviser of the Year (FPW) and has been admitted to the highly regarded Most Trusted Adviser register, celebrating financial planners who have shown excellence in the profession.

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 the superannuation, personal insurance and retirement landscape.

Ryan has exceptional interpersonal skills which allows him to focus on developing productive relationships with his clients through meaningful dialogue, achieving a comprehensive understanding of their financial and lifestyle needs and goals.

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 the highest standards possible. 

Nathan prides himself on the relationships he builds and maintain with his clients over many years of being the trusted adviser for them and their families.

Nathan brings an amazing enthusiasm to the Collective Wealth Advisers team along with a deep technical knowledge of the retirement planning and wealth creation landscapes.

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 clients’ financial positions.  He holds a specialist SMSF designation and has a keen interest in establishing and maintaining wealth and risk strategies for young professionals.

Scott has been admitted to the Financial Advisers Register (FAR) with ASIC.

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 and Senior Advisers and assists in developing and implementing strategies for a wide range of clients. 

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. 

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 of the business and proudly confesses to being the unofficial ‘boss’.

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. 

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 on the well-being of our clients.  

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.