FPA Professional Practice of the Year 2018
As part of the Perks Private Wealth team, we provide 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
Retired problem solver; innovator; former civil engineer; musician
From the time my son, Simon, and I started Wotherspoon Wealth in 2010, I saw my role as an Adviser as more of a listener. Each day I talked to people about how they wanted their lives to be and then I helped 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.
My son Simon and his team carry the same strong desire to help people as I did as an Adviser – to make the complex simple and to solve problems.
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, which lasted just three years, I started Astute Investing (now Wotherspoon Wealth) with my son, Simon. In 2020, after 10 years of building Wotherspoon Wealth to be the preeminent independent wealth advisory firm in Adelaide, I felt it was time to finally give retirement a real shot!
With my suits carefully hung in the closet, I look forward to this next exciting chapter of exploring my other passions, like enjoying adventurous travel (I’ve walked the Inca trail, tramped through Southern NZ, rode a bike through Lithuania and toured Iran!). I predict that retirement will all give me ample time to reconnect and relax – for those that know me, I enjoy a vast variety of past times…like listening to a wide variety of music; or exploring a bit of my Scottish heritage (kilts included); 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.
Implementer; process-driven; client focused; super mum
As the Client Services 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.
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.
Diploma of Financial Planning
Bright; organised; fast learning rapport-builder
I’m methodical and organized with high attention to detail. I seem to readily build rapport and trust with clients and colleagues alike. People say I’m bright, personable and a good communicator, which is obviously nice to hear. I consider myself friendly, articulate and able to explain complex technical matters in simple language.
I do enjoy getting to the bottom of things – an important factor in providing technically reliable support for clients towards achieving their goals. Being team-oriented, I love a chat and can normally convey information succinctly. However, I also thrive on some quiet time to fully digest more complex matters. For me, learning new skills and refining old ones is a source of great satisfaction.
I’m quite adaptable, which is often needed in researching optimal solutions and fortunately I don’t get too stressed under time pressures. Perhaps I’m a bit like the duck that looks serene above the water line!
When I’m not at work, I am spending time with my family and friends and spoiling my Golden Retriever. My partner and I love travelling and have explored much of Europe, New Zealand, and Indonesia with a trip to Sri Lanka just around the corner. Morocco, Turkey and Jordan are next on the bucket list so watch this space!
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.