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 our game.
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. He is also the CEO of Your Personal CFO and Your Personal Mortgage specialising in the provision of financial planning advice and debt solutions respectively to aspirational professionals, young executives and emerging small business owners.
With a Diploma of Financial Planning and a Bachelor of Science, Peter is a Certified Financial Planner (CFP), a member of the Financial Planning Association and a qualified SMSF Specialist Adviser.
In his spare time, Peter enjoys relaxing with his wife and four children, touring the countryside on his Ducati and BMW motorcycles, water skiing and playing golf. A loyal St Kilda supporter, Peter waits patiently for the coveted flag.
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 the financial planning businesses Strategic Wealth and Your Personal CFO, and the mortgage broking business, Your Personal Mortgage, Adrian uses his 18 years of financial planning experience to co-create futures with his clients.
Adrian has completed a Bachelor of Business in Financial Planning, is a Certified Financial Planner and a member of the Financial Planning Association. He has also recently gained his SMSF Specialist Adviser qualification through the SPAA.
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.
Tristan gains a thorough understanding of each client's needs through open and relaxed conversations. These insights assist in providing a highly effective, personalised solution. With over 18 years experience in the financial services industry, Tristan is a partner in the financial planning businesses Strategic Wealth and Your Personal CFO, and the mortgage broking business, Your Personal Mortgage.
His qualifications include a Bachelor of Business in Financial Planning and he is also a Certified Financial Planner and a member of the Financial Planning Association.
Tristan dotes on his wife and three young children and relishes time with family and friends. He enjoys being outdoors and especially loves Melbourne’s food culture, eating out any chance he can get. Like Peter, Tristan is a St Kilda devotee and patiently awaits that next premiership win.
Nicole has a reputation for going the extra mile – she works closely with our clients to gain a deep understanding of their goals and concerns.
As Client Services Manager at Strategic Wealth, Nicole brings 15 years’ industry experience and assists in ensuring our clients' experience meets expectations.
With a Postgraduate Certification in Financial Planning, a Diploma of Financial Services and a Certificate IV in Mortgage Broking, Nicole embraces a true partnership approach with everyone she works with.
Outside of work, Nicole loves to travel, downhill skiing and giving her time to local charities and the community. Nicole also enjoys taking her young daughter and son to watch their beloved Collingwood.
Nick is an experienced Associate Adviser with a demonstrated history of empowering clients to achieve both their personal and financial goals. Nick has been working in the financial services industry since 2011. The combination of deep technical knowledge and an outgoing nature allows Nick to turn complex situations into practical, easy to understand solutions.
Outside of work, Nick enjoys all things sport, including supporting the Collingwood Football Club and coaching at his local soccer club.
Daniel’s forte is technical and financial modelling. He provides the team with expertise to help truly shape the futures of our clients.
An Associate Adviser with Strategic Wealth, Daniel has a Bachelor of Commerce majoring in Financial Planning, Finance and Accounting. Daniel is currently undertaking further studies to achieve Certified Financial Planner (CFP) designation.
When he’s not studying, Daniel loves water-skiing, playing golf and watching AFL – particularly his beloved Bulldogs.
As a Paraplanner with Strategic Wealth, Andrew prides himself on his attention to detail and eagerness to learn. Andrew has a Bachelor of Commerce majoring in Financial Planning and Accounting.
Outside of work, Andrew enjoys most sports inparticular AFL and golf. In our office, he is a lone supporter of the Richmond Tigers.
As Strategic Wealth’s Client Services Administrator, Elly works closely with Nicole to ensure our client’s goals are achieved. Having worked as a Client Service Manager for 5 years within the industry, always with a smile Elly is committed to delivering excellent client service while maintaining a helpful and friendly attitude towards her work.
Outside of work Elly loves spending time with her family and friends, camping, playing sport (tennis, soccer), cooking and eating any chance she can get. In our office she is a lone supporter of Carlton.
Highly engaged and energised, Simone is the perfect touchpoint at Strategic Wealth.
As Office Manager and with 10 years’ experience, Simone provides vital support to the rest of the team so that the business is able to build successful and sustainable relationships.
Another proud (and patient) St Kilda supporter, Simone loves to get away on weekends any chance she gets.
Energetic and eager to learn, Liam works closely with the Client Services Team as Strategic Wealth’s part-time Client Services Undergraduate.
When not with us, Liam is at Monash University, completing his Bachelor of Commerce/Bachelor of Economics, majoring in Accounting, Finance, and Economics.
Like Daniel, Liam is a proud Bulldogs supporter, and enjoys surfing, reading, and hiking in his spare time.
An important part of the Client Services Team, Dandy provides key administrative support using his extensive knowledge in banking and customer service. With a degree in Business Administration, Dandy’s warm and engaging demeanour endears him to everyone inside and outside of the business. Another keen motorbike rider, he also rides it very slowly on the weekends.