• Contacts

    Your partner in financial success.

    CONTACT

Our advisers partner with you to ensure you achieve your lifestyle and financial goals

BDO Private Wealth Advisers Pty Ltd
Telephone: +61 7 3221 0205
Email: [email protected]

Andrew White – Partner, Private Wealth

Andrew has worked in the financial services industry since 1988 and has been with BDO Private Wealth Advisers Pty Ltd since 1999.

Andrew has extensive experience in dealing with professionals, owners of small to medium businesses and senior executives including Directors of public companies. He consults to and serves on the boards of private and family owned businesses on investment matters, and also sits on an Investment Advisory Committee for a large private school in Brisbane.

As Partner, Andrew’s role includes working with a small number of clients and being responsible for the overall advice and service provided by BDO Private Wealth Advisers.

Services

Not for profit, wealth creation, wealth protection, retirement planning, superannuation, estate planning, aged care.

Qualifications and memberships

  • Certified Financial Planner (FPA)
  • Bachelor of Business (Accounting)
  • Certified Practicing Accountant (CPA)

Contact

[email protected]

 

Guy Taylor - Partner, Private Wealth

Guy has worked in wealth management since 2006, gaining extensive experience working with young professionals, small business owners, executives and medical specialists. His focus is on assisting high net worth individuals and their families. His experience and personable nature enable him to work with his clients to achieve their desired financial objectives whilst incorporating their lifestyle goals, personal ambitions, and attitudes to risk.

Services

Wealth creation, debt management and retirement planning (including investment portfolios, tax minimisation, self-managed superannuation funds, insurance and estate planning).

Qualifications and memberships

  • Bachelor of Business (Management)
  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Justice of the Peace (Qualified)
  • Practitioner Member, Financial Planning Association
  • Certified Financial Planner (CFP)

Contact

[email protected]

 

Paul Rafton - Partner/Authorised Representative

Paul has worked in the financial services industry for more than 20 years and has been with BDO since 2006.

Paul supports the delivery of strategic superannuation services and advice and works with clients to advise on compliance issues and techniques to enhance and protect their retirement savings. He has worked across superannuation fund compliance and administration, and provides advice around the interpretation of related legislation.

Services

Self-managed superannuation fund administration, taxation advice, compliance & advisory.

Qualifications and memberships

  • Bachelor of Commerce (Accountancy)
  • SMSF Specialist Adviser
  • Foundation Member - Small Independent Superannuation Funds Australia
  • Member - SMSF Association

Contact

[email protected]

 

Sharon Houghton – Partner/Authorised Representative

Sharon has worked in the financial services industry for more than 30 years and has been with BDO since 1997.

Currently working in our Private Clients Division, a lot of Sharon’s time is spent assisting our high net worth clients in dealing with taxation and succession planning ramifications of their current business and superannuation structures. She provides advice in family business planning, the small business capital gains tax concessions, entity restructuring, financial management and improvement, and estate planning.

Having previously headed our Superannuation Division, her current role allows her to draw on her extensive business services and superannuation experience. She has worked with a diverse range of clients over her last 30 years in public practice, helping many small business operators, government agencies, and professional organisations achieve their financial obligations and objectives.

Services

Superannuation administration and compliance, Self-managed Superannuation Funds, Superannuation splitting in matrimonial matters, Taxation planning and advice, and business structuring, Strategic planning and succession planning, Family Businesses, Small Business Capital Gains Tax Concessions, Estate Matters.

Qualifications and memberships

  • Bachelor of Commerce, University of Queensland 1984-1986
  • Registered Tax Agent
  • BDO Accredited Family Business Adviser
  • Post graduate training through Tribecca and ASFA in subjects including Investment Planning, Retirement Planning & Risk Management
  • Fellow, Chartered Accountants Australia & New Zealand
  • Qld Regional Councillor, Institute of Chartered Accountants (2003 to 2007)
  • Adviser Member of FBA, Family Business Australia
  • Specialist Member, SPAA Self-Managed Superannuation Professionals Association of Australia

Contact

[email protected]

 

Denise Harrison – Wealth Adviser 

Denise is a Wealth Adviser in our Private Wealth team at BDO in Brisbane. She has 25 years’ experience in a range of financial services roles and uses her extensive knowledge to advise and assist her clients with their financial future.

Denise works with her clients to map out their journey and ensure they understand the options and possibilities available. By providing clarity around their choices, they are able to make financial decisions that best fit their needs. Denise works with her clients to chart progress and stay on track to reach their goals. 

Services

Wealth creation, wealth protection, retirement planning, superannuation needs, Centrelink benefits, estate planning, salary packaging and aged care.

Qualifications and memberships

  • Diploma of Financial Planning
  • ACIP - Independent Centre of Investment & Financial Planning
  • Member (AFP), Financial Planning Association

Contact
[email protected]

 

David Woolley – Wealth Adviser 

David is a Wealth Adviser in the Private Wealth team at BDO in Brisbane. David assists his clients to grow and protect their wealth.  His focus is on gaining a deep understanding of each client’s unique situation and applying evidence-based strategies to achieve their desired investment outcomes.

With over 20 years’ in different wealth management roles, David can offer his clients well-rounded insights from his broad range of experience. David is passionate about building long lasting relationships with his clients and providing excellence in all aspects of advice and service.

Services

Wealth creation strategies, superannuation and retirement planning, portfolio design, investment structuring, risk protection and estate planning.

Qualifications and memberships

  • CPA Program
  • Bachelor of Commerce (University of Queensland)
  • Graduate Diploma of Applied Finance and Investment (Securities Institute)
  • Graduate Certificate of Property Studies
  • Member (AFP), Financial Planning Association

Contact
[email protected]

 

Michael Ryan – Wealth Adviser

Michael is an experienced Wealth Adviser in BDO Brisbane’s Private Wealth team. He provides extensive advice and financial planning services to his clients and has a special interest in advising on personal insurance.

Michael works closely with his clients to ensure they feel comfortable in their financial position and provides guidance to help them live their best life.

Services

Debt reduction, cash flow management, tax minimisation, investments inside and outside of superannuation, personal insurance and estate planning.

Qualifications & memberships

  • Bachelor of Business (Finance and Accounting)
  • Diploma of Financial Planning – Kaplan Professional
  • Advanced Diploma of Financial Planning – Kaplan Professional
  • Certified Financial Planner – Financial Planning Association of Australia

Contact

[email protected]

 

Shaun Haden – Wealth Adviser 

Shaun is a Wealth Adviser at BDO in Brisbane. He works with his clients to understand their financial situation so they can make informed decisions about their future to maximise their lifestyle through all stages of life.

Shaun works with his clients to develop wealth creation strategies and assist them in understanding if they are on track to achieve their goals. Shaun is also a member of BDO Private Wealth Advisers’ internal research committee and assesses the approach, strategy and benefits of investments for clients.

Services

Wealth creation, wealth protection, retirement planning, superannuation needs, Centrelink benefits, estate planning, salary packaging and aged care.

Qualifications and memberships

  • Bachelor of Business (Economics and Financial Management)
  • Diploma of Financial Planning – Kaplan Professional
  • Advanced Diploma of Financial Planning – Kaplan Professional
  • Certified Financial Planner (CFP®) – Financial Planning Association of Australia
  • Member of the Financial Planning Association of Australia (FPA)

Contact 

[email protected]

 

Natasha Johnson – Wealth Adviser

Natasha is an experienced Wealth at BDO in Brisbane and Sunshine Coast. She provides advice to clients in all stages of life and has a special interest in working with families with complex financial situations and providing strategic aged care advice.

Natasha prioritises building long-lasting relationships with her clients. She has a deep understanding of their unique situation and ensures the advice she provides will allow her clients to maximise their lifestyle.

Services

Wealth creation and protection, retirement planning, investment advice, Centrelink benefits, estate planning, salary packaging and aged care.

Qualifications and memberships

  • Certified Financial Planner (CFP®)
  • Bachelor of Accounting/Bachelor of Financial Planning.
  • Committee member of the Brisbane Chapter of Financial Planning Association of Australia (FPA)
  • Professional member of the Financial Planning Association of Australia (FPA)

Contact 

[email protected]

 

Jessica Olsen – Wealth Adviser

Jessica began working in the financial services industry in 2014, before joining BDO Private Wealth Advisers in 2016. She completed her Bachelor of Business at QUT in 2015 and holds a Diploma of Financial Planning and her Certified Financial Planner (CFP) certification, the highest level of certification that a financial planner can achieve internationally.

Jessica understands the importance of taking a holistic approach to financial planning in order to gain the best results for her clients. She gets to know her clients on a personal level to ensure the outcomes obtained are deeply in line with the needs and objectives of each client.

Services

Wealth creation, debt and cash flow management, superannuation including self-managed super funds, investment structures, wealth protection and retirement planning.

Qualifications and memberships

  • Bachelor of Business - Finance (QUT)
  • Diploma of Financial Planning
  • Certified Financial Planner (CFP)
  • Member of the Financial Planning Association (FPA)

Contact

[email protected]

 

Terrie Wendland – Associate Wealth Adviser

Terrie holds a Bachelor of Business (Economics) and post-graduate qualifications in finance and investments and financial planning. She started in the financial services industry more than 20 years ago working at various Queensland stockbroking firms and financial planners. After time out of the industry to look after her young children, Terrie returned to the industry to work with BDO in the salary packaging team before moving to private wealth.

She brings a wealth of experience in all facets of investment to the team. Throughout her career, Terrie has provided solutions to a diverse client base with varying lifestyle and financial objectives.

Services

Wealth protection / risk; Superannuation and pre-retirement planning; Investment portfolio construction; Professional Investment Portfolio Management; Strategic investment strategy advice; Retirement and Income stream planning; Litigation support; Salary Packaging; Centrelink Pension support; Estate planning / Succession Planning and;  Aged care.

Qualifications and memberships

  • Bachelor of Business – Economics
  • Graduate Diploma of Finance and Investment
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia (FPA)

Contact

[email protected]

 

Oliver Straker – Associate Wealth Adviser

Oli completed his Bachelor of Business, majoring in Accountancy at the Queensland University of Technology in 2015. Before transitioning into the BDO Private Wealth Adviser team in 2017, Oli worked in the BDO Audit division with a focus on financial statement audits of ASX listed companies. During his time in Audit, Oli also gained certification as a Chartered Accountant (CA).

Upon moving to the Private Wealth Division, Oli completed his diploma of financial planning (DFP) and with a passion for financial analysis, now leads the Corporate Actions process. His prior experience in the Audit team, and exposure to different functions of accounting throughout his CA certification, means he has a deep understanding of accounting and finance, and is well-rounded as a wealth adviser with a knowledge base that goes beyond just financial planning.

Oli is focused on helping his clients achieve their long-term lifestyle objectives and enjoys building strong, lasting relationships.

Services

Wealth creation and protection, investment structures, retirement planning, investment advice, Superannuation including self-managed super funds.

Qualifications and memberships

  • Bachelor of Business – Accounting (QUT)
  • Chartered Accountant (CA)
  • Diploma of Financial Planning (DFP)

Contact
[email protected]

 

Beanca Monks – Privisional Wealth Adviser

Beanca is a dedicated and empathetic adviser who is committed to providing exceptional client service.

Beanca began working in the financial services industry in 2016, before joining BDO Private Wealth Advisers in 2017.

She is highly motivated to assist clients in achieving what is important to them, and believes in tailored financial advice, not a one-size-fits-all approach.

Beanca is also focussed on enhancing the advice experience of all BDO Private Wealth clients. Through her involvement with strategic groups she provides leadership, planning and coordination of new initiatives that deliver continuously improved outcomes for clients.

Services

Wealth creation, debt and cash flow management, superannuation including self-managed super funds, investment structures, wealth protection and retirement planning.

Qualifications

  • Bachelor of Commerce (Financial Planning)
  • Bachelor of Business (International Management)

Affiliations

  • The Financial Planning Association of Australia (FPA)

 

Disclaimer

BDO Private Wealth Advisers Pty Ltd ABN 62 805 149 677 AFS Licence No. 238280 is a member of a national association of independent entities which are all members of BDO Australia Ltd ABN 77 050 110 275, an Australian company limited by guarantee. BDO Private Wealth Advisers Pty Ltd and BDO Australia Ltd are members of BDO International Ltd, a UK company limited by guarantee, and form part of the international BDO network of independent member firms. Liability limited by a scheme approved under Professional Standards Legislation.
 
Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product. Past performance is not a reliable guide to future returns. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.