Strategic Wealth has been providing private wealth management advice since 2004. Our award-winning team are industry qualified, curious and immerse themselves in your world to enhance your personal wealth. We continually challenge our knowledge levels, adapting to an ever-changing financial, economic and legislative landscape to ensure we are at the top of our game.
Peter Wilson
Peter sees the complex financial world through a wide lens creating opportunities for individuals to enhance their capacity to prosper and thrive.
As CEO and founder of Strategic Wealth, Peter is an accomplished financial planner and business manager with over 35 years of practical experience.
With a Diploma of Financial Planning and a Bachelor of Science, Peter is a Certified Financial Planner (CFP).
In his spare time, Peter enjoys relaxing with his wife and four children, touring the countryside on his Ducati and BMW motorcycles, boating and playing golf. A loyal St Kilda supporter, Peter waits patiently for the coveted flag.
Adrian Vidotto
Combining the right mix of expertise and know-how, Adrian is in tune with our clients' needs to ensure debt solutions represent the perfect fit.
A partner in Strategic Wealth, Adrian uses his 20 years of financial planning experience to help clients achieve their financial goals.
Adrian has completed a Bachelor of Business in Financial Planning and is a Certified Financial Planner.
Married with a young son and daughter, Adrian loves spending any spare moment with his family. He is also a passionate Collingwood supporter and enjoys watching and playing cricket and golf.
Mike Jeffs
Mike, also a Director of Strategic Wealth, has worked in the financial services industry since 2003.
He completed a Bachelor of Business (Economics and Finance) with distinction from RMIT University and has achieved CFP® certification from the Financial Planning Association of Australia (FPA).
In his spare time Mike enjoys spending time with his family, keeping active whether it is with cycling, swimming or water skiing and is a motorcar and boat enthusiast.
Nick Zvezdakoski
As a Partner and Financial Adviser with Strategic Wealth, Nick has a demonstrated history of empowering clients to achieve both their personal and financial goals. Nick has been working in the Financial Services industry since 2010 and has completed a Graduate Diploma in Financial Planning with Victoria University.
Outside of work, Nick loves spending time with his wife and two kids and enjoys all things sport, including supporting the Collingwood Football Club.
Daniel Wilson
Daniel’s forte is technical and financial modelling. He provides the team with expertise to help truly shape the futures of our clients.
As a Partner and Financial Adviser with Strategic Wealth, Daniel completed a Bachelor of Commerce majoring in Financial Planning, Finance and Accounting with Deakin university in 2015. Daniel completed further studies in 2020 to achieve Certified Financial Planner (CFP®) designation from the Financial Planning Association of Australia (FPA).
Outside of work, Daniel loves water-skiing, playing golf and watching AFL – particularly his beloved Bulldogs.
Andrew Dickinson
As a Partner and Financial Adviser with Strategic Wealth, Andrew enjoys working with clients to achieve their financial and lifestyle goals. Andrew has a Bachelor of Commerce majoring in Financial Planning and Accounting.
Andrew has completed further studies to achieve Certified Financial Planner (CFP®) designation from the Financial Planning Association of Australia (FPA).
Outside of work, Andrew is a Richmond supporter who also enjoys a round of golf as well as food and travel.
Kelly Wee
Offering over 18 years of experience in the financial planning industry, Kelly’s can-do attitude and high level of efficiency ensures the needs of our clients are looked after.
Outside of the office, Kelly enjoys an active lifestyle incorporating hiking and Pilates into her routine, and travelling when she can.
Tanya Evans
Tanya has over 15 years of experience in Financial Services, Business and Office Management. She holds an Advanced Diploma in Financial Services and a Diploma in Finance and Mortgage Broking.
Given Tanya’s past roles as an Associate Adviser, Mortgage Broker and Personal Assistant/Office Manager she comes with a remarkably high level of knowledge across all aspects of the finance industry. Provided the immense change in her role and responsibilities now as a Client Services and Practice Manager, Tanya enjoys a good challenge to keep her stimulated.
Christine Crisostomo
Christine’s professional track record revolves around insurance and accounting. She holds a bachelor’s degree in Financial Management. As Client Services Administrator at Strategic Wealth, Christine assists in verifying client data, filing client documents and a variety of administrative tasks to support the rest of team in the business.
Christine plays badminton as her fitness activity and often hits the beach to fulfill her wellness routine. Indoors, she indulges herself in her favorite webtoons and drama series.
Ergie Arceo
As a Client Services Administrator at Strategic Wealth, Ergie supports the team in a variety of administrative tasks especially handling client data verification and documentation filing.
Ergie loves good food thus, she finds the time to explore new restaurants and get a taste for their specialties. When at home you will find her watching back-to-back Netflix movies and series.
Ella Alterado
Ella holds a bachelor’s degree in Accountancy and brings her experience from the accounting and finance industry to the Strategic Wealth team as a Client Services Administrator.
Outside of work, Ella is an outdoor sports enthusiast and yoga lover. When she’s not breaking a sweat, you’ll find her binge-watching Netflix series or enjoying her latest book adventure.
Deb Magree
As Administration and Marketing Manager, Deb juggles a variety of tasks in the office. As well as completing behind the scenes administrative tasks, Deb is also a point of contact for our clients, ensuring a hospitable experience.
Outside of the office, Deb is passionate about keeping active by going to her regular gym classes. In her quiet time, she enjoys reading for her book club and catching up with friends.