• Contacts

    Your partner in financial success

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: fp.brisbane@bdo.com.au

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

andrew.white@bdo.com.au

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

guy.taylor@bdo.com.au

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

paul.rafton@bdo.com.au

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

sharon.houghton@bdo.com.au

Denise Harrison – Wealth Adviser 

Denise has more than 20 years’ experience in the financial services industry, including senior roles with a global superannuation, pension and insurance provider; and national financial planning firm.

Denise works closely with her clients to find the best fit for their personal circumstances and views; helping them understand how to secure control of their finances and achieve the freedom and peace of mind to enjoy what they have worked for. This approached earned Denise nominations for an Aviva Rising Star and AFA Female Excellence in Advice.

Services

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

Qualifications and memberships

Diploma of Financial Planning
Independent Centre of Investment & Financial Planning

Contact
denise.harrison@bdo.com.au

David Woolley – Wealth Adviser 

With close to 20 years of experience in financial services, David provides tailored advice to clients across wealth creation, retirement planning, portfolio design, structuring, risk protection and estate planning.  David is passionate about gaining a deep understanding of his clients’ goals and helping them to stay on track to meet them.

Prior to joining BDO, David owned and operated a financial planning practice providing advice to medical specialists, senior executives and business owners. David has also worked in senior wealth management roles with various financial institutions and in superannuation consulting for a global accounting firm.

Services

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

Qualifications and memberships

  • Bachelor of Commerce (UQ)
  • Graduate Diploma of Applied Finance and Investment
  • Diploma of Financial Services (Financial Planning)
  • Certified Practising Accountant (CPA)
  • Member, CPA Australia
  • Member, Financial Planning Association

Contact
david.woolley@bdo.com.au

Michael Ryan – Wealth Adviser

Michael completed a Bachelor of Business (Finance) in 2010 and has worked in the Financial Planning Industry since then. He has since completed a Diploma and an Advanced Diploma of Financial Planning and the Certified Financial Planner (CFP) certification - the highest qualification available in the industry. Michael is equipped with the technical and personal skills to ensure his clients are on the path to success. He is dedicated to ensuring clients are on track to meet their goals and strives to achieve the best possible outcome.

Michael works closely with his clients to provide advice on a range of issues from cash flow management, tax minimisation, wealth accumulation, investments inside and outside of superannuation, personal insurance, Centrelink benefits and estate planning. Michael is particularly skilled in the area of risk protection which involves identifying gaps in a client’s risk protection plan and offering advice to help fill those gaps via insurances or other means.

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)
  • Certified Financial Planner (CFP)
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Member of the Financial Planning Association (FPA)

Contact

michael.ryan@bdo.com.au

Shaun Haden – Wealth Adviser 

Shaun commenced work in the Financial Services Industry in 2007 whilst undertaking his Bachelor of Business in Economics and Financial Management. His study continued with the completion of his Advanced Diploma of Financial Planning and currently he is working towards his certification (CFP) – the internationally recognised highest level of certification a financial adviser can achieve.

Shaun understands that the most valuable service he can provide his clients is an understanding of the things that matter most to them. He knows this is much more than just money. He understands the importance of focusing on the bigger picture and long term goals, while still tailoring advice to meet their short term plans. His ethos is all about working with clients in long-term strategic partnership to unlock the potential of the lives they want to lead.

Services

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

Qualifications and memberships

  • Bachelor of Business (Economics & Financial Management)
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Member of the Financial Planning Association (FPA)

Contact 

shaun.haden@bdo.com.au.

Natasha Johnson – Wealth Adviser

Natasha has worked in the financial planning industry since 2011, joining BDO Private Wealth Advisers in 2013 after completing a Bachelor of Accounting/Bachelor of Financial Planning. She has completed her Certified Financial Planner (CFP) certification, the highest level of certification that a financial planner can achieve internationally.

Natasha emphasises getting to know her clients on a personal level as a way of developing a deeper understanding of their situation and goals. She provides holistic advice that is tailored to her clients’ individual circumstances and objectives, helping them achieve their financial and lifestyle goals and improving their financial position.

Services

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

Qualifications and memberships

  • Bachelor of Accounting/Bachelor of Financial Planning
  • Member of the Financial Planning Association (FPA)
  • Certified Financial Planner (CFP)

Contact 

natasha.johnson@bdo.com.au.

Morgan Papi – Associate Wealth Adviser 

After completing his Bachelor of Business at QUT in 2013, Morgan moved into a financial services role with one of the major Australian banks, before joining BDO Private Wealth Advisers in 2015. Morgan thrives on building new relationships and the learning opportunities that arise from them. His collaborative, communicative and personable approach leads to a deeper understanding of his clients’ needs and objectives allowing him to deliver highly tailored advice that puts his clients in the best financial situation possible. Morgan is also a member of the BDO Private Wealth’s Research Committee which meets regularly to review investments and market conditions.

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
  • Currently studying for his certification - Certified Financial Planner (CFP)
  • Member of the Financial Planning Association (FPA)

Contact

morgan.papi@bdo.com.au

 

Jessica Olsen – Associate 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. She is now undertaking 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
  • Currently studying for his certification - Certified Financial Planner (CFP)
  • Member of the Financial Planning Association (FPA)

Contact

jessica.olsen@bdo.com.au

 

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 (other than for the acts or omissions of financial services licensees) in each State or Territory other than Tasmania.

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.