Our Difference
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.
Our Financial Planning Services
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.
Independent
Investment Advice
Our investment process starts with you. We individually tailor a portfolio to suit your unique goals & objectives.
SMSF Advice
& Administration
We work with you to optimise your super, using an SMSF to help you take control.
Retirement
Planning
We work with you to tailor a retirement strategy that removes complexity & provides certainty.
Commission-Free
Insurance
Things don’t always go to plan. We work with you to assess the risks unique to your situation & then build a plan to protect what’s most important to you.
Your Financial Planning Team
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.
John Wotherspoon
Director & Principal Adviser
Simon Wotherspoon
Director & Principal Adviser
Samantha Harrison
Advisor
Samuel Garreffa
Advisor
Scott Dawson
Associate Adviser
Lin Carey
Senior Paraplanner
Stacey Leddra
Operations Manager
Oanh Pham
Client Services Manager
Amanda Jeanes
Client Services Manager
Sally Barton
Client Services Paraplanner
Erin Farinola
SMSF Administrator
