As Adelaide’s first truly independent financial advice firm, we’re free to focus on you.
When it comes to choosing a trusted financial adviser, we believe transparency, honesty, and accountability are the cornerstones of a successful relationship. At Wotherspoon Wealth, we work with you in an ongoing way to help you achieve what’s most important to you. Our mission is to deliver the best financial advice, free from conflicts of interest and relevant to your situation.
Tailored, Independent Advice
We take the time to understand your needs and goals so that we can individually tailor our advice to match. And because we’re completely independent of any financial institution, we’re able to put your best interests at the centre of our advice.
Collaborative and Holistic Approach
Great advice outcomes require a team approach. We work closely with other key professionals, including accountants, brokers, and lawyers for a collaborative, holistic approach designed to improve certainty in your financial life.
The Complex Made Simple
Our role is to guide you through the challenges and opportunities of the modern financial world, presenting complex information in easy-to-understand ways so you feel confident in your decisions. No spin, no jargon. Just honest, straightforward advice based on years of experience.
Your investments are a part of a bigger picture. All aspects of your financial life are considered within our comprehensive financial planning and collaborative advice service.
We are greater than any one individual and proud of our collective team.
It’s no secret that we have access to world-class tools and services, but our first strength lies in our people. Our advisers are highly qualified, accredited professionals with diverse skill sets and a passion for lifelong learning and development.
We know that your time is valuable, which is why we’re proudly focused on providing excellent financial advice and client service that helps make your financial decisions easier and that much more effective.
If you want to work with passionate professionals who can help you take control of your entire financial house, we’d love to hear from you.
SMSF Specialist, B. Civil Engineering
Problem solver; innovator; former civil engineer; musician
Each day I talk to people about how they want their lives to be. I help them make better choices with their money to make that a reality.
When you make better decisions, you’re able to achieve much more – from both your money and your life.
I have a very strong desire to help people; to make the complex simple; and to solve problems. It’s what I truly enjoy doing, and also what I’m good at, so for 28 years now I’ve applied my early civil engineering skills to financial knowledge.
Having moved to the financial advice profession in the mid 80’s, I founded and grew a boutique financial advice firm, Accumulus Ltd. It was one of Adelaide’s most respected and successful advisory firms – after several acquisitions is now part of the ASX listed company, Crowe Horwath. Along the way, it was encouraging to be voted Australian Financial Planner of the Year by my peers some years ago.
After flirting with early retirement lasting just three years, I started Astute Investing (now Wotherspoon Wealth) with my son, Simon. Together, we’re focused on providing the highest level of independent advice to the Adelaide community.
When not working on the business, I enjoy adventurous travel – like walking the Inca trail, tramping in Southern NZ, bike riding through Lithuania and touring Iran. And when I’m relaxing, you’ll likely find me listening to a wide variety of music or exploring a bit of my Scottish heritage, kilts included. I also enjoy voluntary community work, often through my Rotary involvement and walking with man’s best friend.
Organiser; listener; leader; traveller
I have a passion for developing solutions for clients. My previous experience in business management, client management, quality assessing and aged care has provided ample opportunity for me to do that. Listening to clients’ is key and I’ve engaged with many people in diverse environments when working for large corporates, start-up, small business and the not-for-profit sector. I also enjoy working with numbers so financial services was an obvious choice for me – it has everything!
It’s great to be part of the Wotherspoon Wealth team and working with clients to develop outcomes tailored to their individual circumstances. Give me a challenge and I will work with you to find the best resolution.
Working and volunteering in the not-for-profit and events management sector taught me to be resourceful, stay calm and to steadily work through most issues. I’m an active member of the South Australian Road Runners club (board member and race director at times) and volunteered at the Feast Festival before taking on the role of General Manager there for a number of years
I was born in the UK, then travelled extensively, trekking the Overland Track, the Himalayas, Kilimanjaro and Mount Toubkal, before settling in Adelaide. I then drove all the way round Australia. I’m lucky enough to have travelled to every State and worked in many parts of Australia.
I enjoy the Arts and love to paint. I am a keen supporter of Port Power and often wear the silver, teal and black and white!
I live happily with my partner and our two cats.
CERTIFIED FINANCIAL PLANNER ® professional, SMSF Specialist, Grad Dip Applied Finance
Investments specialist; client-focused; world traveller; family man
I help clients achieve their goals, by developing strategies and structures that inform intelligent investment decisions.
Our rigorous process and detailed research ensures everything happens for a reason… but building close relationships with clients, is what gives me the most satisfaction. Ultimately, I provide greater certainty to clients. Certainty that they will achieve the things they want and focus on what’s important to them. Being able to offer individual attention to each client so their needs are met fuels my energy, and underscores the technical framework of financial advice.
My career started in corporate sales and marketing but a strong desire to work in a people-oriented profession led me to financial planning. After a number of years building my new career in Melbourne, I returned to Adelaide to establish Astute Investing (now Wotherspoon Wealth) with my father, John.
Family is important to me, and with a beautiful wife and young family, life is pretty busy. I love sport and have been lucky enough to be a spectator at the Cricket World Cup in the Caribbean, and I am an Adelaide Crows supporter as a season ticket holder.
Risk juggler; client oriented; busy/sporty mum
I help our clients manage risk and opportunity with advice about loans and personal risk insurance where it is needed. My passion is finding tailored solutions for you, with peace of mind from an insurance portfolio or a loan tailored to your needs from one of the many providers.
In doing this, I draw upon 15 years in the financial services industry, initially with superannuation, then personal insurance advice and finance lending. For life insurance, I am authorised to advise on Life, Total and Permanent Disablement, Trauma and Income Protection cover for personal and business needs. The idea of contemplating your eventual death or possible disablement can be confronting, but in my experience having the right cover in place with trusted advice is essential at these difficult times. My job satisfaction comes from knowing that if you need to make a claim, we’ve arranged the best cover for you and we’ll be there to help you and your loved ones smoothly through the claims process.
Similarly with loans, I enjoy ensuring you have enough flexibility while enjoying attractive rates. As financial planners and investment advisers, we advise and arrange mortgages from a ‘big picture’ overview. It is satisfying to see clients experiencing this clear difference, as they build wealth ownership, staying in control with prudently managed debt and costs minimised.
For me, spare time involves travel, running at the beach and watching football and cricket. Though I’d like to run more regularly, my young son and two ‘tween’ step-daughters mean my runs are slowing up now. As a Carlton supporter, satisfaction from my football watching has been slowing up over recent years too!
CERTIFIED FINANCIAL PLANNER ® professional, Chartered Accountant, B. Fin
Communicator; quick learner; professional; happy mum
I love working with people tailoring timely solutions ensuring their life is the way they want. Doing this with interesting people, harnesses my accounting and financial planning skills to quickly grasp each new situation. I really enjoy communicating technical issues to make the complex, simple for my clients.
Analysing options to find suitable ways of achieving desired client outcomes is mutually satisfying. My strong client-first philosophy has attracted a rapidly growing group of private clients as we work together on strategies and portfolios to meet their needs.
Over 13 years as a chartered accountant and financial planner brings well founded knowledge about investment matters, self managed super, retirement, aged care/estates and non-for profit portfolio advice. In doing this, it’s great to be in a truly independent investment advice team covering direct equities, managed funds, superannuation and risk management.
While I love my work, I’m mindful of the critical role within our community as Australians adapt to this Asian Century and individuals manage their wealth over the years. In promoting ethics and professionalism among my peers, I’m an active member of several professional groups – SMSF Association, Institute of Chartered Accountants and a Board role with the Financial Planning Association’s South Australian Local Chapter.
Apart from work and the satisfaction it brings, I enjoy renovating houses with my partner and for down time we are just discovering the joys of camping with our six year old son.
Implementer; process-driven; client focused; super mum
I’m the link between the advisers and clients. I look after paperwork and applications, and implement strategies our advisers have devised. I also help clients with any questions they have.
Every day is a bit different from the last, and I really like that. There are always changing priorities, but I’m driven by ensuring our clients’ needs come first. I’m fascinated by human nature, and love hearing the stories and journeys clients readily share with us.
I’ve been working in client services for many years, and also spent almost 10 years in the Army Reserve. That’s probably where I get my “get on with it” attitude and adaptability.
As a country girl, I’ve dabbled with line dancing and love being outdoors, especially in the garden. I enjoy a good read, usually an inspirational autobiography, and as a Power supporter, I encourage office banter when it comes to footy talk/tipping. Like most people, I also enjoy travelling, whether it is the regular family road trip to the outback “lake house” or discovering somewhere new. When I go home at the end of the day I enjoy nothing more than sitting around the dinner table with my family… there’s plenty of laughs (and cuddles) to go around.
CERTIFIED FINANCIAL PLANNER ® professional, B. Comm., Grad Dip FP
Number cruncher; team player; sports nut; new dad
My priority is to get a broad understanding of each client’s financial position and objectives, thereby allowing me to tailor a well-planned solution to deliver the best outcomes for clients. I then ensure strategies are presented in a way that is logical and easy to understand, so our clients can be certain about the path forward.
I’m really motivated by helping people achieve positive results. I understand that every client’s financial situation is different, there’s no one size fits all solution. This is why I believe a tailored investment approach is important in providing in the best possible outcome for clients.
I’ve been interested in investing since I was a youngster and started my career in the banking industry following the completion of my degree. After taking a 12 month working holiday in Europe, I made the move into financial advice and haven’t looked back.
I’m a big sports fan and over the years have spent a lot of time on the football field, golf course and tennis court. As a new dad, I love spending time with my family. And if I get an opportunity to sneak in a round of golf, I’m a happy man.
Skilful administrator; adaptable; dry sense of humour; crows fan
I look after the data and details that come with administering Self-Managed Super Funds (SMSF). I also make sure our portfolio valuations are updated and accurate, so clients can understand how their investments are tracking..
I have a friendly, caring nature and love having a laugh. I’m also a hard worker and have a strong attention to detail.
I’ve got many years’ experience working in the client services side of the business, and helping to implement financial plans.
I love spending time with family and friends, and with two boys I’m kept pretty busy. I play korfball, which is a cross between netball and basketball, and am an Adelaide Crows fan. My five year old however, is a determined Essendon supporter.