Who We Are

Our team draws upon the combined talents of over 20 individuals. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate framework that is highly focused on the needs of you and your family.

Being privately owned and having been operating since 1991, our company is here for the long haul and through our own succession planning, we will be here helping our next generation.

Boutique is the proud holder of the “Professional Practice” designation with-in the Financial Planning Association (FPA). This designation within the FPA is based around their code of conduct and ethics and the Certified Financial Planner designation qualifications.

Who We Are

Our team draws upon the combined talents of over 20 individuals. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate framework that is highly focused on the needs of you and your family.

Being privately owned and having been operating since 1991, our company is here for the long haul and through our own succession planning, we will be here helping our next generation.

Boutique is the proud holder of the “Professional Practice” designation with-in the Financial Planning Association (FPA). This designation within the FPA is based around their code of conduct and ethics and the Certified Financial Planner designation qualifications.

Who We Are

Our team draws upon the combined talents of over 20 individuals. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate framework that is highly focused on the needs of you and your family.

Being privately owned and having been operating since 1991, our company is here for the long haul and through our own succession planning, we will be here helping our next generation.

Boutique is the proud holder of the “Professional Practice” designation with-in the Financial Planning Association (FPA). This designation within the FPA is based around their code of conduct and ethics and the Certified Financial Planner designation qualifications.

Watch our company video

“The breadth of our group enables us to provide clients with in-depth knowledge within an intimate framework that is highly focused on the needs of you and your family.”

Our Philosophy

At Boutique we believe life is for living, and your personal goals give you the direction in which you wish to live your life. Managing your Wealth goes beyond just managing your money and our discussion around your goals and aspirations is the foundation to our planning process.

 

Our Approach

Boutique Advisers will help you and your family achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach.

Our role is to understand, support and help advise you and your family how best to live the life you want to live through careful wealth planning and decision making.
This is done with a consultative approach to your unique situation and real conversations around how we can get you there.

Understanding where you are and what you need to do to reach your financial aspirations is about planning and making sure you keep on track. Our Advisers will take you through our unique Wealth Plan Modelling process to create your own road map, and with you, monitor your progress.

Our business is not about picking the next winner as we all know this cannot be done consistently and without taking undue risk. Our process draws on evidence-based investing and a focus on asset class weightings in line with your needs and goals.
Our Investment committee uses the latest independent research, accesses the best investment teams on our changing world and draws on the immense experience in our own advice team to manage your investment portfolio with dedication and patience.

 

Thought Leadership/Latest Thinking

At Boutique Advisers we believe in leading through actions and not words. Core to our philosophy is the continued sharing of information.

 

Advice & Advice Support Team

Gary Hasler
Managing Director/Private Client Adviser
Providing strategic financial advice to Private and Family Office clients, Gary works globally with clients helping them navigate their...
Andrew Bolingbroke
Director/Private Client Adviser
Providing strategic advice to his individual clients to help them simplify and understand their financial position. Andrew loves...
Kim Bailey
Private Client Adviser
Personal interaction is a big part of Kim’s relationship with his clients. While providing strategic advice to help clients manage their...
Neil Cocker
Retirement Planning Adviser
Specialising in Retirement advice for his clients, Neil enjoys working with pre retirees to set themselves up for retirement...
Katie McDonald
Private Client Adviser
Katie provides personal strategic advice to executive families, whose lives are busy juggling family, work, mortgages and holidays...
Thomas Potter
Retirement Planning Adviser
Thomas provides clients with strategies involving investment, retirement and Centrelink related issues. He is an accredited Age Care...
Marie Watts
Advice/Compliance Support
Since 1999, I have worked in a number of financial planning advisory roles, in particular within accounting firms as part of a strategic...
Shane Will
Finance Adviser
Shane believes there is no more important time than right now, to work with a trusted adviser when arranging loans...
Aaron Wain
Associate
Aaron is responsible for assisting advisers get a comprehensive understanding of client’s dreams, beliefs, values and the challenges...
Denys Orobchenko
Associate
Denys supports Kim Bailey and Katie McDonald in developing a strategic advice for their clients and makes sure they are in the best...

 

Support Team

Belinda Good
Operations Manager
With a high level of Operational experience, Belinda splits her time in the business between policies & processes, human resources...
Monica Matteucci
Client Manager / Office Manager
Monica began her career in the financial services industry in 1997 at Prudential Bache Securities (now Macquarie Equities) as a Dealer's...
Gabrielle Said Conway
Client Manager
As Client Manager, Gabrielle works alongside Kim Bailey, his clients, and their financial institutions to ensure that all requests are...
Jasmin Mack
Client Manager
As a Client Manager, Jasmin provides administrative support to clients and advisers, working to ensure all client requests are processed...
Ally Perry
Client Manager
Experienced Client Manager with a demonstrated history of working in the financial services industry. Ally understands the need to find...
Mimika Xanthis
Client Manager
As client manager, Mimika is responsible for liaising with clients and financial institutions to ensure that client requests are handled...
Yvonne Stoddart
Lending Client Manager
Yvonne believes success lies in helping others succeed and her role in the Finance Department has seen her achieve that, assisting...

Boutique Client Dashboard

Your Boutique Client Dashboard gives you the visual comfort that you are on target, the tool to make and analysis any life changes that happen, and the outcome of these changes to you and your family.

Having a plan puts you in control, enabling you to have a good balance at all stages and planning to allocate your resources into the important areas of your life as and when they are needed.

Service Enquiry



PRIVACY PROMISE

Your privacy is important to Boutique Advisers, Hillross and AMP. You may request access at any time to your personal information held by Boutique Advisers by contacting us on the information above. Information provided will be subject to AMP's Privacy Policy. See the AMP Privacy Policy.