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.
“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.
Advisers
Gary Hasler
Providing strategic financial advice to Private and Family Office clients, Gary works globally with clients helping them navigate their financial life.
Working with the Boutique team on the most complex of client issues and with clients of significant wealth, Gary is passionate abount helping people make smart decisions with their money. Having been a Certified Financial Planner for over 20 years, this experience as well as understanding our ever changing environment sets Gary and the Boutique team apart.
On the weekends, Gary is kept busy with kids sports, activities and family life. He supports the Fremantle Dockers in the AFL and to relax enjoys Mountain Biking, Cooking and spending time in the garden with the family.
E: gh@boutiqueadvisers.com.au
T: 08 9381 8779
– Dip FP, CFP
Andrew Bolingbroke
Providing strategic advice to his individual clients to help them simplify and understand their financial position. Andrew loves working with clients to help them cut through seemingly complex problems to bring them simplicity and calmness.
Andrew enjoys building long-term relationships with clients and working alongside them as their life plans develop and change over time. This gives his clients confidence that, through Boutique Advisers, they have clarity and structure around their finances. Andrew enjoys working collaboratively with clients’ other trusted advisers to ensure that they have a truly holistic financial journey.
When not working Andrew enjoys watching his two daughters play soccer and basketball. Andrew is a keen cyclist and will try and fit in a few kilometres on the road or mountain biking whenever possible. Andrew loves catching up with family and friends, keeping active and enjoying the outdoors as much as he can.
E: ab@boutiqueadvisers.com.au
T: 08 9381 8779
– Dip FP, CFP
Kim Bailey
Personal interaction is a big part of Kim’s relationship with his clients. While providing strategic advice to help clients manage their financial lives is crucial, ensuring this advice helps meet with clients lifestyle and personal goals is the real aim.
Kim has an extensive range of technical expertise built up since commencing as a planner in 1984. This gives him the ability to explain technical and jargon ridden areas of planning in a simplified manner for clients at all stages of their lives. This includes dealing with the complexities associated with superannuation and retirement, taxation, Centrelink, use of structures in investment management, and portfolio construction.
Outside work hours, Kim and his wife Kathy enjoy spending time socialising with family (particularly their two boys Jake and Alexander) and friends, going boating and motorbike riding.
E: kb@boutiqueadvisers.com.au
T: 08 9381 8779
– CFP, Dip.FP, B.Bus
Neil Cocker
Specialising in Retirement advice for his clients, Neil enjoys working with pre retirees to set themselves up for retirement and, assisting retirees to guide them through their retirement years without having to worry about their financial situation.
He enjoys formulating investment and retirement strategies around setting up retirement incomes for his clients for the long term. Neil is also familiar with Centrelink rules and can help retirees maximise their eligibility to achieve their income goals. Neil has been an adviser with Boutique since December 2006 having worked in the financial services industry from March 1993.
Neil is an avid follower of AFL and cricket. He also enjoys getting out to walk in the bush and seek out native orchids to photograph.
E: nc@boutiqueadvisers.com.au
T: 08 9381 8779
– Dip FP, CFP
Katie McDonald
Katie provides personal strategic advice to executive families, whose lives are busy juggling family, work, mortgages and holidays. With over 15 years educating women in financial literacy Katie also enjoys improving women financial outcome and security.
Katie brings a unique experience to the financial planning profession with over 20 years of personal investment experience. She has a strong background in strategic financial advice, using comprehensive range of investment mediums tailored to suit each client’s needs. Katie is regularly asked to speak at events, relating to women and finances and runs regular workshops on this topic. She is widely published on matters relating to wealth and financial management.
Katie has 15+ years personal finance literacy experience and has been in the financial planning industry for over 5 years. Katie holds a Degree in Business (Finance), coupled with an Advanced Diploma in Financial Planning. She is also in the process of complimenting her extensive professional education by gaining her CFP (Certified Financial Planner) Certification.
Outside of work Katie spends most of her time hanging out with her family, she has two teenage boys that keep her very busy. Katie is also on the committee for 100 Women and Women in Wealth.
E: km@boutiqueadvisers.com.au
T: 0893818779
– AFP®, BBus (Fin), ADFS (FP)
Thomas Potter
Thomas provides support and advice to clients about their transition from work to retirement and ultimately with aged and home care services. He has been an adviser since 1987 and has worked within the financial services industry support services for over 50 years.
Thomas is a passionate gardener, enjoying hands on and supportive advice with people’s garden challenges.
E: twp@boutiqueadvisers.com.au
T: 0893818779
– BA, CFP, Dip FS (FP,) Dip FP, SAFIN
Marie Watts
Since 1999, I have worked in a number of financial planning advisory roles, in particular within accounting firms as part of a strategic advice hub assisting both private and business clients, including those in the self-managed super fund space. With a particular emphasis on taking the time to thoroughly understand what is important to you the client, and what your goals and objectives are, my aim is to deliver appropriate specialist and customised technical advice in plain English. Areas of expertise include budgeting and cash-flow management, wealth creation and investment, personal risk protection, tax planning, superannuation (including self-managed), Centrelink and Aged Pension entitlements and retirement planning. I am a Certified Financial Planner, with a Graduate Diploma in Financial Planning, a Bachelor of Arts (Political Science), and a Masters of Social Work. I am also a Fellow Member of the Financial Services Institute of Australasia. Away from work I am the ‘anything outdoors’ type, enjoying a range of activities including golf, walking and exploring new places in WA, Australia and overseas. I also volunteer in not-for-profit organisations as a financial counselor, providing support and advocacy to those who find themselves in difficult financial circumstances.
E: mw@boutiqueadvisers.com.au
T: 08 9381 8779
– CFP, FFin, GradDip FP
Shane Will
Shane believes there is no more important time than right now, to work with a trusted adviser when arranging loans.
Shane has worked in the finance industry for over 30 years & worked as a mortgage broker for over 20 years. He has been at the helm, running Boutique Finance since 2007. He is passionate about the industry & strives to always get the best possible outcome for his clients.
Shane is a diehard Geelong supporter in the AFL & also loves his golf. He recently got his first hole in one & is always striving to get his handicap to single figure again.
E: sw@boutiqueadvisers.com.au
T: 08 9381 8779
– Dip. FMBM
Aaron Wain
Aaron is responsible for assisting advisers get a comprehensive understanding of client’s dreams, beliefs, values and the challenges they face and then help provide holistic advice so that they can achieve their financial and lifestyle goals.
Aaron works closely with Andrew and Neil to research strategies that allow clients to meet their goals. Aaron was previously an adviser himself and started working in the financial services industry in January 2013. Aaron has a Master of Financial Planning from Curtin University.
Aaron has two young girls and outside of work, enjoys spending time with his family.
Denys Orobchenko
Denys supports Kim Bailey and Katie McDonald in developing a strategic advice for their clients and makes sure they are in the best possible position to achieve their financial goals.
Denys has been in the financial planning industry since 2013. He was working as a paraplanner before joining Boutique Advisers in August 2019. In his role he is responsible for a product research, investment portfolio construction, strategies development and modelling strategies before they are presented to our clients. He has a Master Degree in Finance and has completed his Diploma of Financial Services (Financial Planning).
Denys enjoys spending his spare time with his wife Kateryna hiking, bike riding or going to the beach. He also plays soccer, golf and loves swimming.
Belinda Good
With a high level of Operational experience, Belinda splits her time in the business between policies & processes, human resources, marketing, compliance and the overall operations of Boutique.
Belinda is passionate about creating clear processes & is constantly reviewing efficiencies for the business, with the help of the Client Manager team. Providing strong support to both our clients and the advisers ensures business is completed smoothly and as timely as possible. Belinda has been working in the industry for 14 years, mainly in operational roles but also as an adviser & paraplanner. Belinda holds an Advanced Diploma of Financial Services.
An ex-Taswegian, Belinda has been living in Perth since 2014. In her downtime Belinda has a side passion project making & selling Hand Poured Soy Candles. She also enjoys spending time with her husband, his daughter & their dog either at the beach, or at home around the pool.
E: bg@boutiqueadvisers.com.au
T: 08 9381 8779
– ADFP
Monica Matteucci
Monica began her career in the financial services industry in 1997 at Prudential Bache Securities (now Macquarie Equities) as a Dealer’s Assistant, assisting stockbrokers with Initial Public Offerings and share trading for personal, corporate and institutional investors. From there Monica then moved into the Financial Planning realm in 2000 as a Client Services Officer with Gary Hasler at Professional Investment Management which was soon amalgamated with Home Financial Planning. When Boutique broke ground in July 2003, she was integral in the set-up of the processes and procedures and helped transition existing clients and other businesses into the Boutique fold whilst continuing to assist clients with their day-to-day administration requirements. Monica enjoys a dual role within Boutique. As a Client Manager, she prepare client’s Statements of Advice, provides financial planning support for clients, client reporting and liaising with fund managers and other institutions. In April 2010, Monica was also appointed Office Manager where she is responsible for business reporting and general office management. Monica has completed her Diploma of Financial Services (Financial Planning) and is currently finalising my studies in Advanced Diploma in Financial Services (Financial Planning).
James Eason
James works in a support role to assist the advisers in the advice process.
James creates advice documentation, models financial scenarios and helps the tracking and implementation of model portfolios. He seeks to assist in the provision of high quality advice, giving advisers what they need to help their client achieve their goals.
He completed a Bachelor of Commerce from Curtin university and has a Diploma and Advanced Diploma of Financial Planning.
James loves sport, history and financial markets.
E: je@boutiqueadvisers.com.au
T: 08 9381 8779
– ADFP
Cheryl Lee
Cheryl is a Client Manager who provides support to Katie McDonald. She joined Boutique Advisers in May 2019.
Cheryl is responsible for assisting clients in every stage of Boutique’s financial planning process. She specialises in assisting the business with the on-boarding of new clients and the implementation of strategic advice provided by Katie. She enjoys building relationships with her clients, and always endeavours to go over and above to ensure client satisfaction.
Cheryl has worked in client management in the financial planning industry since 2015. Prior to that, she has worked in funds management and portfolio accounting since in 2002.
Outside of work, Cheryl enjoys spending time with family and friends, travelling and fitness. She is a keen skier and partial to the beaches of WA.
Gabrielle Said Conway
As Client Manager, Gabrielle works alongside Kim Bailey, his clients, and their financial institutions to ensure that all requests are handled smoothly and professionally.
Gabrielle has been working within the financial planning industry since 2015 and joined Boutique Advisers in June 2019.
Outside of work Gabrielle enjoys spending time outside gardening, playing video games with her husband and going for long walks with her dog.
Jasmin Mack
As a Client Manager, Jasmin provides administrative support to clients and advisers, working to ensure all client requests are processed efficiently and professionally.
Jasmin is passionate about building strong relationships with all clients she comes into contact with and strives to provide the best possible service to all clients. Her role includes providing financial planning support for clients, client reporting and liaising with fund managers and other institutions. Jasmin has worked in the financial services industry since 2010 and joined Boutique Advisers in 2015.
In her spare time Jasmin enjoys travelling, cooking and spending time with friends and family.
Ally Perry
Experienced Client Manager with a demonstrated history of working in the financial services industry. Ally understands the need to find the right balance between best practice and “client first” focus thus providing superior client service.
In addition to providing workflow management, an integral part of Ally’s role is to provide all-round seamless support to Advisers. By proactively assisting advisers in facilitating the administration, development and delivery of quality financial advice and service Ally enables them to meet and exceed their client’s needs. Qualifications received in Financial Planning and Business & Finance has provided a solid foundation to a career spanning over 15 years within the industry.
Ally enjoys family time spent with her husband, two active teenage girls, and family dog.
Reading is a passion, especially medieval history and WW II genres.
Mimika Xanthis
As client manager, Mimika is responsible for liaising with clients and financial institutions to ensure that client requests are handled seamlessly and efficiently.
Mimika’s work ethic is to provide the best possible service to clients and values the importance of building great customer relationships. Mimika‘s career in the financial planning industry inspired her to complete her Diploma in Financial Planning and joined Boutique Advisers in 2015.
Outside of work Mimika keeps fit by running and going to HIIT classes. She enjoys travelling and experiencing different cultures. Her weekends are mostly dedicated to her 2 sons sporting activities.
Yvonne Stoddart
Yvonne believes success lies in helping others succeed and her role in the Finance Department has seen her achieve that, assisting many clients on the road to financial independence.
Yvonne started her career in finance in 1979 and has been fortunate enough to experience many and varied roles in this industry, before settling in at Boutique Finance for the last ten and a half years, working alongside Shane Will (Senior Finance Adviser). During this time Yvonne has completed her Diploma of Finance and Mortgage Broking Management.
In her downtime, Yvonne enjoys spending every minute relaxing with her partner Paul, family and friends. In particular, her three adorable grandchildren.
E: ys@boutiqueadvisers.com.au
T: 08 9381 8779
– Dip. FMBM
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.