FPA Professional Practice of the Year 2018
We’re a family business that provides highly personalised wealth advice and portfolio management to our Adelaide clients.
We are proudly focused on providing excellent advice, client service and developing our strong culture of respect and trust.
Our team is at the top of their area of expertise and focused on delivering great outcomes. We work with your other advisers to integrate the multi-disciplinary skills of financial planners, tax and legal professionals to create comprehensive advice in investing, superannuation, self managed super (SMSF), life insurance and estate planning.
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.
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.
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.
CERTIFIED FINANCIAL PLANNER® professional, ACCREDITED ESTATE PLANNING STRATEGIST®, B.Bus (Comm Law), G Dip Fin Planning, MAppFin
Educator, partner; cyclist; proud dad
I pride myself on helping my clients achieve a good level of understanding of their financial situations, simplifying and explaining strategies and investment concepts and providing holistic advice to help them make informed decisions.
I enjoy the relationship I have with each of my clients and I respect the trust placed in me to help manage their financial affairs.
I’d been fortunate to conclude during my secondary schooling I wanted to become a financial adviser. I began my career at age 19; balancing completing a university qualification whilst gaining practical full-time experience in financial services, helping administer employer-sponsored superannuation funds. I gained the opportunity to work with Prescott Securities, a highly respected advisory firm and part of the then ASX-listed company, Crowe Horwath, where I developed my skills and knowledge, ultimately being promoted to Financial Adviser in 2009. I’ve been working within financial services for 18 years and feel as enthusiastic and energetic as the day I began at Mercer in 2001.
Since leaving Prescott Securities I gained further experience as a financial adviser in both small and large practice, most recently at Macquarie Private Wealth, before pursuing the opportunity to work at Wotherspoon Wealth
As a husband and father of one young son, life feels busier than ever but I love every moment of it. If I can put aside a couple hours I may be cycling in the Adelaide Hills, watching a TV series on Netflix or planning our next holiday adventure.
Master of Financial Planning, Adv Dip FP
Avid market observer; Risk Specialist; World traveller; Sports enthusiast
From my first taste of financial planning, I quickly realised it was a good career fit for me. Of course, knowing what best to do with our money matters to us all – and Simon and John assure me my strengths lie in analysis and communication with good time management, organisation and a natural team building style.
Over the last decade I’ve found these skills do suit financial and investment advice – but above all, I find it highly satisfying to see people achieve their financial and lifestyle goals. I also rather enjoy the background analysis that ensures their money can work harder and smarter while also protecting it against unforeseen occurrences.
There is always more to learn and continually improving my knowledge is important to me. I’ve nearly finished my Masters of Financial Planning and avidly read finance and market-related news. Keeping up with ever-changing global markets is another interest, to be able to take advantage of opportunities and manage risk.
Outside of work and finance, I enjoy playing cricket and Aussie rules football and also watching as much sport as I can. Travel is another interest and I’m eager to see as much of the world as possible. So far, I’ve been through North America and Europe as well as Brazil for the 2014 FIFA World Cup – watch this space…
Grad Dip FP B Translation
Strategist; writer; sporty spice; active mum
I meet with our advisers to help build a picture in my mind about the client’s circumstances – together we pave the road from where they are now to where they want to go. My job is to convert this ‘road to financial freedom’ into strategies and advice documents.
It’s up to me to make sure we explain things in a way that makes sense, so it’s easy for our clients to comprehend and take clear action. I enjoy combining problem solving with writing to create our advice documents, and there’s nothing like the feeling when you see clients achieving their goals over time.
Although I started my career as a translator and can speak fluent French and Dutch, I’ve worked in banking and financial planning in Australia for over 15 years. I was born in Belgium and moved to Australia when I met my husband, and now love living near the beach.
I love exercise – especially running and bushwalking. But you will also regularly find me on the soccer field, football field, the pool or the beach with my husband and three boys. We all love the great outdoors and spend much of our holidays camping and toasting marshmallows by the campfire.
Implementer; process-driven; client focused; super mum
As the Operations Manager, I am the link between the Wotherspoon Wealth team and our clients. 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 work with the team to ensure we maintain and improve our skills, have a solid understanding of our systems and processes and are always client focused.
I assist in implementing strategies our advisers have devised, helping to ensure a smooth transition and managing the ongoing relationship/service. I also assist clients with any questions they have and help develop strategies to improve the service we deliver.
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 I 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 or a good thriller. As a Power supporter, I enjoy the 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… that’s when the best stories are shared and there’s plenty of laughs (and cuddles) to go round.
B Applied Science Cert IV Financial Services Dip FP – current student
Friendly; calm; creative; fluent in Vietnamese
I am often the first person that clients speak to when they call or visit, and with Stacey, I point them in the right direction to answer any questions they may have. I prepare the paperwork and reporting to implement our clients’ financial plans and monitor their investments.
Whatever I’m doing, it always revolves around trying to produce the best outcomes for our clients and their Ongoing Care.
I get a kick out of helping people, so I’ve built my career around customer service, working most recently for the Commonwealth Bank for over 8 years as a Customer Service Specialist and occasional Assistant Branch Manager.
I’m calm and easy-going, and particularly enjoy the communication side of my role. I strongly believe that a helpful attitude gets you further than a forceful one. I find this to be so when at work and also in my role as Youth Settlement Worker in the Vietnamese Community.
I also have a creative streak, and enjoy landscape photography and painting. On my weekends, I love creating chocolate and baby clothing bouquets and gift boxes, which I sell on my website – ArtsyBlooms.com.au.
Dip. Financial Planning
‘Can do’ all-rounder; sociable; an outdoorsy mum
I enjoy interacting with clients and the many different situations I come across in my daily work – it’s always stimulating and I thrive on the challenges. My role is to successfully implement clients’ strategies and plans, ensuring they feel relaxed and comfortable when dealing with me. Often this involves seeking more efficient ways of doing things – sometimes it’s as simple as a phone call to explain something or clarify a small point.
People compliment me on my interpersonal skills and for my part, I really enjoy working with a wide variety of people. Colleagues characterise me as friendly, co-operative, systems-oriented, careful and a multi-tasker. Being keen to please, I use my 10 years of financial services experience to ‘go the extra mile’ in helping people.
I love sport – when it comes to football, I’m a big Crows fan and I’m also keen on the cricket. I enjoy camping and fishing, so it’s likely my young daughter will experience plenty of that too! She already loves our visits to the park and playground – maybe she’s becoming an outdoor girl like her mum?
Advanced Dip Financial Planning
Vivacious; positive; experienced & adaptable; outdoorsy mum
I love having a good chat with clients and helping them achieve the outcomes they seek. Over 15 years, I’ve worked in the administrative side of financial planning and also in technical, behind the scenes para-planning support.
Because I thrive on client contact, I do plenty of this while also supporting our financial planners on the strategic and investment design side. It’s a good blend that stretches my intellectual boundaries while nurturing my natural flair for people contact. I help to create a strategic and investment path for clients and then ensure its successful implementation.
Colleagues say I like attention to detail (dotting i’s and crossing t’s) and I‘m happiest understanding the strategy and updating our systems to generally make life easy for our clients. You may have noticed I do enjoy working in the office environment with our harmonious team as we help each other to meet client needs.
Away from work it’s the beach, water skiing, netball, walking and most outdoor activities. My husband and our three kids are a big part of my life and they do make me laugh! Also, spending time with my friends – long afternoon lunches with all the kids in tow are the best.
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.
We take care of your money with the same level of attention we do our own. And when it comes to investing, we follow some simple guiding principles:
- Client Satisfaction and best-in-class advice
It's always about you, the client. Your success is our success.
- Teamwork and Mutual respect
We work as a collaborative team, with a 'can do' attitude. We treat everyone with respect and dignity.
- Continuous Improvement
We strive for excellence and we're never entirely satisfied.
- Integrity and Transparency
We operate with honesty and integrity. As trusted advisers, transparency is paramount. This is reinforced by delivering the promise... time after time.