• 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 5456 7999
Email: fp.sunshinecoast@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)
Margin Lending & Geared Investment Specialist
Justice of the Peace (Qualified)
Associate Financial Planner AFP®
Practitioner Member, Financial Planning Association
Certified Financial Planner (CFP)

Contact

guy.taylor@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

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.