About Us

Independent Financial Advice

The Award-winning Boutique Advisers Private Wealth team shares a common goal in providing Independent Financial Advice to families and businesses in Perth and across Australia.

At Boutique we draw upon the combined experience of our Advice and support team, with the breadth of our group, enabling us to provide our clients with the clarity and help they need to make Confident Life Decisions with their Wealth.

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 within the Financial Advice Association Australia (FAAA), was a 2022 Finalist in the Australian Professional Practice of the year and in 2023 took out the award for Professional Practice of the Year.

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boutique advisers independent financial advice team

Our People

We love our team at Boutique and the culture they have built with us over many years, with many of our team having been with us for a long time. This has given us the foundations to build and grow with new people that complement our existing team. We feel strongly that we create opportunities for them to be the best version of themselves through us investing in their ongoing learning and development. We know our team can look after you and provide you with the best Independent Financial advice.

Advisers

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Gary Hasler

Managing Director/Private Wealth Adviser

Gary is the Managing Director of Boutique Advisers and works with highly successful individuals and families, providing strategic financial advice.

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Gary is the Managing Director of Boutique Advisers and works with highly successful individuals and families, providing strategic financial advice and aligned wealth management solutions. Gary specialises in working with entrepreneurs, family businesses and those with complex wealth management needs, including high level professional athletes. Gary is passionate about working with Boutique clients and their trusted professionals in a collaborative way, providing clarity and confidence, and helping them navigate their financial life.

Gary is a Certified Financial Planner (CFP) and is an Accredited Advisor with the Family Business Association (FBA).

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

Gary Hasler and Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Pty Ltd 554650
– Dip FP, CFP

family business association accredited advisor logo

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Andrew Bolingbroke

Director/Private Wealth Adviser

Providing strategic advice to his individual clients to help them simplify and understand their financial position.

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Andrew is a Senior Financial Adviser and Director at Boutique Advisers.

With over 30 years in the financial services industry, Andrew specialises in guiding professionals, small business owners, and both pre-retirees and retirees towards achieving their financial goals. He helps his clients articulate what matters most to them and provides personalised advice to simplify their financial situation. His goal is to bring clarity and calmness, empowering clients to make confident decisions about their financial lives and futures.

Andrew collaborates with clients’ other trusted advisers to ensure that he provides a truly holistic financial journey.

When not working Andrew enjoys watching his daughter's sports, AFL, 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

Andrew Bolingbroke and Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Pty Ltd 554650
– Dip FP, CFP

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Damien Quirk

Private Wealth Adviser

Damien has worked across the finance industry including superannuation, personal advice and the banking industry for more than 30 years. 

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Damien Quirk is a Senior Financial Adviser and has worked across the finance industry including superannuation, personal advice and the banking industry for more than 30 years. He has assisted high net worth individuals with complex financial structures right through to working with mum and dad’s and their important personal financial goals.

Damien has written articles dealing with financial planning and provides financial advice specialising on retirement. If you have a conversation with Damien, he will tell you that a lot of his clients don’t just retire, but take a portfolio approach to family, life and work. They will take the best parts of what they enjoyed about their working life and plan their week to include elements of everything that brings them personal satisfaction. But most importantly, they enjoy certainty about their lifestyle.

Damien has a Master’s degree in Financial Planning (Griffith University), Diploma of Financial Planning and is an Associate Member of the Financial Planning Association Damien holds Self-Managed Super Fund accreditation and is a registered Tax (Financial) Adviser.

Damien relishes the time he spends with his wife Jane and two adult children and regularly pursues his passion of flying and hockey. He also helps to develop tomorrow’s leaders with the Australian Air Force Cadets.

E: dq@boutiqueadvisers.com.au
T: 08 9381 8779

Damien Quirk & Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Pty Ltd 554650
– M Fin Plan, AFP®

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Karen Haarhoff

Private Wealth Adviser

Karen has worked in the financial planning industry for over 20 years and was an adviser prior to moving to Australia in 2018. 

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Karen is passionate about building strong client relationships and developing strategies which assist clients in meeting their personal, financial and lifestyle goals.  She enjoys helping clients make informed, confident decisions about their financial affairs.

She has worked in the financial planning industry for over 20 years, holds a Bachelor of Commerce degree and a Graduate Diploma of Financial Planning.

Outside of work, Karen enjoys spending time with her family and friends. She loves travelling and learning about different cultures.

E: karenh@boutiqueadvisers.com.au
T: 08 9381 8779

Karen Haarhoff & Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Pty Ltd

~ BCom (Law), GradDipFP

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Kim Bailey

Private Wealth Adviser

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.

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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

Kim Bailey and Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Pty Ltd 554650
– CFP, Dip.FP, B.Bus

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Neil Cocker

Private Wealth Adviser

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.

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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

Neil Cocker and Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Pty Ltd 554650
– Dip FP, CFP

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Sean Hocking

Private Wealth Adviser

Being of service to people from all walks of life as a financial planner is Sean's passion and he truly believes in helping others lead a lifestyle of their choosing.

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Being of service to people from all walks of life as a financial planner is Sean's passion and he truly believes in helping others lead a lifestyle of their choosing. Whether its supporting clients to gain financial freedom or retire, helping time-challenged business owners juggle competing business/personal goals or guiding those on their investment journey, a key focus for Sean is maintaining and securing his client's desired lifestyle, free of any stress and with knowledge of their options.

When not helping others professionally, Sean enjoys spending time with family and friends, travelling and experiencing different ways of life, camping throughout WA and enjoying the great outdoors.

E: sh@boutiqueadvisers.com.au
T: 08 9381 8779

Sean Hocking and Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Py Ltd 554650
– BCom (Fin), ADFP

Associates & Paraplanning

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Andrew Pope

Associate

Andrew started out in 2021 as a recent graduate and is now a promising young associate that’s willing to go the extra mile to ensure the best outcomes for our clients.

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Andrew started out in 2021 as a recent graduate and is now a promising young associate that’s willing to go the extra mile to ensure the best outcomes for clients.

Outside of work, Andrew loves anything Sports and Games related. He plays cricket during the summer and exercises his mind playing Chess all year round.

E: apope@boutiqueadvisers.com.au

T: 08 9381 8779

- BCom Fin & FinPl

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Denys Orobchenko

Senior Associate

Denys has been in the financial planning industry since 2013. He was working as a paraplanner before joining Boutique Advisers in August 2019. Denys as a Senior Associate provides a high level of support to our Adviser team.

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Denys has been in the financial planning industry since 2013 holding various roles. In his current role as Senior Associate, he works closely with our advisers and is responsible for strategy development, investment portfolio construction, product research and makes sure our clients are in the best possible position to achieve their financial goals. He also draws on his knowledge to help other Associates in the business to develop their skills and technical knowledge.

Denys is the Chair of our Investment Committee and works closely with all other committee members and our investment consultant to construct the most effective investment portfolios at the best possible price for the benefit of our clients.

He has a Masters Degree in Finance and has completed his Diploma of Financial Services (Financial Planning). He is currently working on his Graduate Diploma of Financial Planning and is looking forward to joining our Adviser team in the near future.

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.

E: do@boutiqueadvisers.com.au

T: 08 9381 8779

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Diane Freeman

Associate

Recently moving from a Client Manager role to an Associate role with Boutique, Diane is passionate about continuing her high level of service to clients and supporting the Advice team in the next step of her career.

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Diane joined Boutique Advisers in August 2021.

She has worked in the financial advice industry since 2008, having held roles as a Client Manager and Paraplanner. Diane is passionate about providing a high level of service to clients, building strong relationships, and developing strategies to help them to fulfil their goals.

Diane has completed an Advanced Diploma of Financial Planning and is currently completing her Graduate Diploma in Financial Planning.

In her spare time, Diane enjoys travelling with her husband and 2 sons, experiencing different cultures and cuisines and can always be found with a book in her hands.

E: df@boutiqueadvisers.com.au
T: 08 9381 8779

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Josh Franzone

Associate

Coming from an accounting background, Josh understands and is passionate about servicing clients to the highest level in order to achieve their desired outcomes.

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Josh has completed a Bachelor of Commerce (majoring in Accounting) and holds a Graduate Diploma of Chartered Accounting (GradDipCA).

Coming from an accounting background, Josh understands and is passionate about servicing clients to the highest level in order to achieve their desired outcomes. He loves developing relationships with clients and truly believes that everyone can lead a lifestyle of their choosing. In his role as an Associate, he assists the Advice team in ensuring clients goals are met and outcomes are achieved.

Away from the office, you can find Josh on a soccer pitch (when his knee doesn’t play up!) or involved in soccer related activities most days. Josh also enjoys travelling, trying out new restaurants with his partner and spending quality time with family and friends.

E: jf@boutiqueadvisers.com.au
T: 08 9381 8779

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Sharnie Gale

Senior Associate

Sharnie has worked in a variety of roles within the financial planning industry for over 22 years, both in Perth and Tasmania, where she is originally from.

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Sharnie boasts over 22 years of experience in the financial planning industry, having held various roles in Perth and her native Tasmania.

After a brief break, she rejoined the Boutique team in 2023, bringing with her a wealth of expertise that greatly bolsters the Associate team. Her return not only aids the growth of our new business advisers but also provides invaluable training support to our budding graduates as they navigate their roles

Sharnie's dedication shines through in her commitment to delivering strong level of service to clients, fostering strong relationships, and crafting bespoke strategies to help them achieve their goals.

Outside of the office, Sharnie enjoys spending quality time with her family especially watching them play sport, she enjoys travelling and experiencing new places and cultures.  She loves watching a good game of footy, and when she can she indulges in immersing herself in a good book.

E: sg@boutiqueadvisers.com.au
T: 08 9381 8779

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Liam O'Neill

Associate

​Liam is passionate about building strong relationships, providing a high level of service to clients, and developing strategies to help them achieve their goals.

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Liam joined the Boutique team in August 2024. He has completed a Bachelor of Commerce (Accounting & Finance) and is currently completing his Graduate Diploma in Financial Planning.

Liam is passionate about building strong relationships, providing a high level of service to clients, and developing strategies to help them achieve their goals.

Outside of the office, Liam enjoys spending quality time with his partner, family, and friends. He loves going to the beach, camping, and supporting the mighty West Coast Eagles in the AFL, and Arsenal in the EPL!

E: liam@boutiqueadvisers.com.au
T: 08 9381 8779

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Sarah McCaffery

Paraplanner

Sarah has been working with the advice team at Boutique since 2018 providing technical and paraplanning support.

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Sarah has worked in the financial planning industry for 22 years having begun her career as Client Manager before progressing through the ranks to become an Adviser.  She holds an Advanced Diploma Financial Services (Financial Planning) as well as a Certificate IV Financial Services (Mortgage Broking).  

In 2012 Sarah decided to step back into paraplanning after the birth of her first child, as this allowed her the ability to spend as much time as possible with her young children while remaining active in the financial services industry.

In her spare time Sarah enjoys going on adventures with her family, being outdoors and working in the garden.

E: sm@boutiqueadvisers.com.au
T: 08 9381 8779

Management & Operations

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Belinda Good

General Manager

Joining the industry in 2005, Belinda splits her time in the business between People, Policies & Processes, AFSL Management, Business Management, Marketing, Compliance, Tech Stack & the overall operations of Boutique.

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With a high level of operational experience, Belinda splits her time in the business between People, Policies & Processes, AFSL Management, Business Management, Marketing, Compliance, Tech Stack and the overall operations of Boutique.

Belinda is passionate about creating clear processes & is constantly reviewing efficiencies for the business.  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 since 2005, 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 enjoys spending time with her husband, his daughter & their dog either at the beach, or at home around the pool.  She also likes to get out & explore new areas of Western Australia and cooking for friends and the team at Boutique.

E: bg@boutiqueadvisers.com.au
T: 08 9381 8779

– ADFP

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Nicole Wieman

Compliance & Operations Manager

Nicole believes relationship management with a “customer first” approach is the key to success for a Client Manager. Nicole has 10+ years of experience in a similar role as well as a breadth of experience in retail banking and finance.

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As Compliance & Operations Manager, Nicole works predominantly with new clients to Boutique Advisers, managing the implementation process for each client’s financial plan. This involves application submission, liaising with fund managers and providers, regular client updates on progress, and compliance checking on completion.

Nicole believes relationship management with a “customer first” approach is the key to success for a Client Manager. With regard to technical knowledge, Nicole has 7 years of experience in a similar role as well as a breadth of experience in retail banking and finance.

Outside of work, Nicole is a busy mum with 2 children and a fur baby, who enjoys spending time with family and friends.

E: nw@boutiqueadvisers.com.au

T: 08 9381 8779

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Joanne Wilson

Operations Assistant

Joanne works alongside our General Manager, Belinda Good, with some of the Operational functions of the business.  This is in addition to her work as a Review Client Manager.

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Joanne commenced her career in the financial services industry in 2007 and has since experienced various client and team support roles within financial planning around Australia and New Zealand.

The desire to continually provide clients and advisers with a high standard of confidence and support is what drives her in her role of Review Client Manager.

Outside of the office, Joanne is usually chauffeuring her two children to sports, entertaining or planning getaways to explore new destinations!

E: jwilson@boutiqueadvisers.com.au
T: 08 9381 8779

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Zoe Woods

Compliance Support Officer

Zoe supports the Boutique Advisers team with Compliance support and queries.  Zoe has worked in a variety of roles within the financial planning industry for over 20 years, both in Perth and Sydney.

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Zoe joined Boutique Advisers in March 2021 as a Compliance Support Officer. She is responsible for supporting Belinda Good in coordinating the compliance processes within Boutique Advisers. She performs internal audits and assists all staff with compliance queries.

Zoe has worked in a variety of roles within the financial planning industry for over 20 years, both in Perth and Sydney.

She holds a Bachelor of Commerce, a postgraduate Master of Accounting and a Diploma of Financial Planning.

Outside of work hours, Zoe enjoys looking after a busy household of boys, playing turf hockey, catching up with friends and dreaming of the next ski holiday.

E: zwoods@boutiqueadvisers.com.au
T: 08 9381 8779

Client Managers & Administration

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Monica Matteucci

Senior Client Manager

Monica began her career in the financial services industry in 1997.  As a Client Manager for Gary Hasler, she works closely with his clients, providing administrative and implementation support to ensure they have everything in hand.

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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 provides financial planning support for clients, client reporting and liaising with fund managers and other institutions. Monica has completed her Diploma of Financial Services (Financial Planning).

E: mm@boutiqueadvisers.com.au
T: 08 9381 8779

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Jasmin Mack

Senior Client Manager

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.

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As a Senior 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.

E: jm@boutiqueadvisers.com.au
T: 08 9381 8779

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Joanne Wilson

Client Manager

Joanne supports the Advisers & Client Managers with the preparation and implementation of Client Reviews and joined Boutique in June 2021.

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Joanne commenced her career in the financial services industry in 2007 and has since experienced various client and team support roles within financial planning around Australia and New Zealand.

The desire to continually provide clients and advisers with a high standard of confidence and support is what drives her in her role of Review Client Manager.

Outside of the office, Joanne is usually chauffeuring her two children to sports, entertaining or planning getaways to explore new destinations!

E: jwilson@boutiqueadvisers.com.au
T: 08 9381 8779

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Karen Breeze

Client Manager

Karen commenced with Boutique Advisers in January 2021 as a Review Client Manager. As a result of some internal promotions, she has moved to a Client Manager role where she provides an efficient friendly service to our clients.

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Karen began her career in the finance industry in 1998 as a Stockbrokers assistant at JP Morgan Cazenove in London providing settlement support for International and UK markets, before moving to work in a middle office role in Cazenove Corporate Finance, assisting with compliance and IPO administration.

Karen then moved to work in similar roles with the CBA Financial Markets Operations team in Sydney and ING Investment Management in Auckland before settling in Perth in 2010.  Karen has since moved into the Financial Planning sector where, as a Client Manager she assists in preparing documentation, providing support for clients and liaising with various financial institutions to ensure clients enjoy a seamless and efficient experience.

Outside of work hours Karen enjoys spending time with her family, practicing yoga and keeping up her quest to see as much of the world as possible

E: kbreeze@boutiqueadvisers.com.au

T: 0893818779

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Kim Lockett

Client Manager

Kim commenced with Boutique Advisers in February 2021. As a Client Manager she enjoys building relationships with our clients and providing a professional and efficient service whilst being the first point of call to tackle any enquiries.

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In 2014 Kim commenced her experience in Financial Services, and as a Client Manager she enjoys building relationships with her clients and providing a professional and efficient service whilst being the first point of call to tackle any enquiries.

She holds the Mental Health First Aider accreditation and assists the business with their Health & Wellbeing incentives for the team.

Kim is passionate about photography and will often be found with a camera in hand on the weekends or will have some of her work displayed in local cafes

E: kl@boutiqueadvisers.com.au

T: 0893818779

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Shannon Metzger

Client Manager

Shannon started with Boutique in 2021 and has enjoyed learning about financial planning, which has landed her in the Review Client Manager role after initially commencing in the Corporate Receptionist position.

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Shannon started with Boutique in 2021, she started out as the first point of contact for Boutique. Since then, she has enjoyed learning about financial planning, which has landed her in the review client manager role. Shannon assists in the preparation and implementation of the client reviews, providing support to the advisers and client managers and liaising with various financial institutions to ensure clients enjoy a seamless and efficient experience.

Outside of work, Shannon enjoys exploring with her partner, going out for a nice meal with family & friends, and walking her dog.

E: shannon@boutiqueadvisers.com.au
T: 08 9381 8779

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Mimika Xanthis

Client Manager

As a Client Manager, Mimika is responsible for liaising with clients and financial institutions to ensure that client requests are handled seamlessly and efficiently.

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As a 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 traveling and experiencing different cultures. On weekends Mimika enjoys going for walks along the coast and spending time with family and close friends.

E: mx@boutiqueadvisers.com.au
T: 08 9381 8779

Investment Specialists

Boutique Advisers Private Wealth draws on the deep investment expertise and research capabilities of one of the largest and most experienced investment teams in the market — located in offices in Sydney, Melbourne, and Brisbane. The investment team is made up of 14 investment professionals with an average of over 24 years of industry experience, bring together a diversity of skill sets, including the management of multi-asset portfolios, Australian and global shares, fixed interest, alternatives, private markets, risk management, and macroeconomic and market analysis.

Evidentia Group is a boutique asset consultancy and investment management firm managing over $10 billion of funds in partnership with some of Australia's highest-quality financial advisory firms.

With the Boutique Advisers Private Wealth Investment committee chaired by Greg Pease, this combination of experience enables us to deliver our clients the best-in-class, tailored investment outcomes which are evidence based.

The information provided on this webpage is accurate as of 03 October 2024. For the most current and up-to-date information about Evidentia Group, please visit People | Evidentia (evidentiagroup.com)

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Troy Swann

Chief Investment Officer

24 years’ global experience specialising in asset management

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Former RBA Economist, Accenture Strategy Consultant and M&A specialist, Head of NAB’s boutique AM strategy, nabInvest
Past CEO of Milford Asset Management

Qualifications:
Bachelor of Economics (Honours)
Diploma of Finance
Member, Australian Institute of Company Directors

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Darren Beesley FIAA

Head of Portfolio Management – Multi Asset

20 years’ experience in portfolio construction, investment strategy, asset allocation

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Past Head of Multi Asset at AMP Capital running $80B

Qualifications:
Fellow, Actuaries Institute of Australia
Actuaries Institute Retirement Income Working Group
Commerce Degree majoring in finance and actuarial studies
Awarded the UNSW Co-op Scholarship in actuarial studies

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Jo Cornwall CFA

Head of Manager Research

More than 19 years’ experience in manager research, selection & analysis and portfolio construction

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Also has significant experience and skills in researching and analysing ESG risks and opportunities as part of the investment process
Ran the $70B listed asset portfolio at Aware Super

Qualifications:
CFA Charterholder
Bachelor of Sciences in Economics

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Dr Anthony Corr PhD

Head of Asset Allocation Research

25 years’ experience in investment research and management

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Anthony is an expert at developing global and domestic equities quantitative investment processes Past Head of Research for GMO’s Australian business
Lecturer in Portfolio Construction & Risk Management

Qualifications:
PhD in Finance
Bachelor of Science (First Class Honours) in Mathematical Statistics

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Greg Pease CFA

Principal, Asset Consulting

23 years’ experience spanning institutional asset management, sales and distribution, practice development, accounting, and financial planning

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Expertise in client strategy as well as investment management

Qualifications:
CFA Charterholder
Bachelor of Laws
Bachelor of Business (Accountancy)
Graduate Diploma of Applied Finance and Investments

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Chris Carrodus CFA

Head of Asset Consulting

18 years’ experience across capital markets with a focus on multi-asset portfolio construction, asset allocation and alternative investments

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M&A Lawyer in London, Head of Alternatives for Blackrock in London and Melbourne. Past CIO of a UHNW Advice firm in Sydney

Qualifications:
CFA Charterholder
Bachelor of Laws
Bachelor of Commerce

Boutique Finance

Boutique Finance is licenced with Southern Cross Broker Network Pty Ltd.

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Shane Will

Finance Broker

Known for his expertise and commitment to providing exceptional service, Shane has built a reputation for guiding clients through the lending process with confidence and clarity.

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Shane is the Director of Boutique Finance Group and brings over 20 years of experience in the broking industry. Known for his expertise and commitment to providing exceptional service, Shane has built a reputation for guiding clients through the lending process with confidence and clarity.

With a deep understanding of the financial landscape, Shane provides tailored lending solutions for a diverse range of clients, including families, individuals, and business owners. Whether guiding clients through residential purchases or structuring complex commercial finance deals, his expertise and commitment to delivering exceptional outcomes have made him a trusted advisor for those seeking to achieve their financial goals.

Shane’s leadership and dedication to client care are central to the collaborative approach at Boutique Finance Group, where the focus is always on securing the best possible results for every client.

E: sw@boutiquefinancegroup.com.au
T: 08 9381 8779

– Dip. FMBM

Shane is a Credit Representative of Southern Cross Broker Network Pty Ltd

Representative Number 391785

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Jarrod Read

Finance Broker

Jarrod is a dedicated finance broker at Boutique Finance Group, with a strong focus on providing personalised service and exceptional client care.

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Jarrod is a dedicated finance broker at Boutique Finance Group, with a strong focus on providing personalized service and exceptional client care. With a background in both banking and property, Jarrod brings a wealth of knowledge and expertise to the table, helping clients navigate the complexities of the lending landscape to find the most suitable financial solutions.

Whether assisting first home buyers or clients with more complex financial needs, Jarrod simplifies the process and ensures clients are informed every step of the way. Jarrod’s deep understanding of both the banking sector and property market allows them to offer comprehensive advice tailored to each client’s unique circumstances.

Committed to building long-term relationships, Jarrod works collaboratively to achieve the best possible financial outcomes, ensuring every client feels supported throughout their journey.

E: jr@boutiquefinancegroup.com.au
T: 08 9381 8779

BCom (Property)

Jarrod is a Credit Representative of Southern Cross Broker Network Pty Ltd

Representative Number 558414

Boutique Insurance

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Serena West

Adviser

Serena has been in the financial services industry since 2001. Serena has focused on providing insurance advice since 2007 and joined MBS Insurance WA as a partner in 2022.

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Serena has an association with Boutique Insurance Pty Ltd as a Director.

Serena also has an association with MBS Insurance WA as a Director and Shareholder. MBS Insurance WA Pty Ltd (ABN 54 642 658 080) is a related company of MBS Advice Licence and MBS Insurance Holdings.

E: serena@boutiqueinsurance.com.au
T: 0448 190 584

– Bachelor of Economics
– Advanced Diploma of Financial Services
– Association of Financial Advisers (AFA)
– Financial Planning Association of Australia (FPA)

Serena receives profit share as a Director and Shareholder of MBS Insurance WA Pty Ltd

Representative Number 308940

A headshot of a man in a blue suit
Shane Reay
Adviser
Shane began his career in financial services in 2010 before moving to Perth with his young family. Shane has a passion for working closely with his clients to develop an individually tailored strategy to help them to achieve peace of mind.

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Shane also has an association with MBS Insurance WA as a Director and Shareholder. MBS Insurance WA Pty Ltd (ABN 54 642 658 080) is a related company of MBS Advice Licence and MBS Insurance Holdings.

E: shane@boutiqueinsurance.com.au
T: 0478 597 011

– Bachelor of Commerce
– Advanced Diploma of Financial Planning
– Diploma of Financial Planning

Shane receives profit share as a Director and Shareholder of MBS Insurance WA Pty Ltd

Representative Number 462949

A young woman wearing a black suit
Jade Burford
Adviser

Jade has been in the financial services industry as a specialist risk adviser since 2011 and has a vast knowledge base spanning from an early career in biomedical science.

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Jade uses her medical background alongside her experience in risk management advice to ensure optimal underwriting outcomes and an efficient client claims experience.

Jade Burford has an association with MBS Insurance WA Pty Ltd ABN 56 642 658 080 as an Employee, Director and Shareholder. Fees and commissions are paid to MBS Insurance WA Pty Ltd by MBS Advice Licence.

MBS Insurance WA is a related company of MBS Advice Licence. MBS Insurance WA is also a related company of MBS Insurance Pty Ltd ABN 56 655 793 945.

E: jade@boutiqueinsurance.com.au
T: 0403 757 104

– Advanced Diploma of Financial Planning
– Diploma Financial Planning
– Association of Financial Advisers (AFA)

Jade receives profit share as a Shareholder of MBS Insurance WA Pty Ltd

Representative Number 439055

1300 100 722 • Ground Floor, 146 Colin Street, West Perth WA 6005 • enquiries@boutiqueinsurance.com.au

Boutique Insurance Pty Ltd • ABN 32 666 822 733
Boutique Insurance is a Corporate Authorised Representative of MBS Advice Licence Pty Ltd AFSL 536983

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Please seek personal advice prior to acting on this information.

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