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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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

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. Gary specialises in working with generational family businesses, executives and family office clients as well as high level professional athletes. Gary is passionate about working with Boutique clients in a collaborative way, providing clarity and confidence, and helping them navigate their financial life.

Gary also 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 is a Director of Boutique Advisers
– Dip FP, CFP

family business association accredited advisor logo

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 provides strategic advice to his clients and helps them simplify and understand their financial position.

Providing the space for people to think about what they want, when they want it and what is significant for them, Andrew loves working with clients to help them simplify and understand their financial position bringing calmness and enabling them to make confident life decisions.

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 wealth.

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 is a Director of Boutique Advisers
– Dip FP, CFP

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 is a Representative of Boutique Advisers
– M Fin Plan, AFP®

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 is a Representative of Boutique Advisers

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 is a Representative of Boutique Advisers
– CFP, Dip.FP, B.Bus

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 is a Representative of Boutique Advisers
– Dip FP, CFP

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 is a Representative of Boutique Advisers
– BCom (Fin), ADFP

Associates & Paraplanning

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

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 supports Katie McDonald in developing strategic advice for her 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.

E: do@boutiqueadvisers.com.au

T: 08 9381 8779

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

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 Commercing (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

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

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

Sean Bond

Junior Associate

Sean completed his Financial Planning Degree with Curtin University in 2023.  He recently joined Boutique as a Junior Associate after completing his internship here in late 2023.

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Sean has always had a passion for finance and helping people since his school days at Hale, this aided his decision to pursue the financial planning field. Sean graduated Curtin University in late 2023 with a Bachelor of Commerce completing a double major in Finance and Financial Planning. During his last semester Sean his ten-week internship at Boutique, he says “It was an invaluable experience where I learnt more about the field I was going into and got to meet the amazing team at Boutique, which made my decision to start my career here an easy one!”

Sean is passionate about spending most of his spare time doing any sort of sporting or physical activity, he also enjoys the gym and is training to compete in powerlifting. He also loves spending time with his family and partner whenever he gets the chance.  Otherwise, he will spend his time working on new life skills.   

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

 

Management & Operations

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

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

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

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

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

Nicole Wieman

Senior Client 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 a Senior Client 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

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

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

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

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

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

Boutique Finance

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

Shane Will

Finance Broker

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.

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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@boutiquefinancegroup.com.au
T: 08 9381 8779

– Dip. FMBM

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

Representative Number 391785

Jarrod Read

Associate Broker

Jarrod joined the Boutique Finance team in October 2023 bringing with him a wealth of experience in customer service, banking and property.

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Joining Boutique Finance in October 2023, Jarrod brings a fresh perspective to the finance team from a diverse background in customer service, banking and property. With a focus on exceptional, personalised service, Jarrod guides clients through the finance process, ensuring their needs are met with tailored solutions and unwavering support.

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

 

Jessica Dean

Lending Client Manager

(currently on Maternity Leave)

Joining the Boutique Finance team in July 2021, Jessica provides support to clients with their lending requirements, working alongside broker Shane Will. Jessica has experience within the mortgage and client services sectors in the UK and in Perth.

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Joining the Boutique Finance team in July 2021, Jessica provides support to clients with their lending requirements, working alongside broker Shane Will.

Jessica has experience within the mortgage and client services sectors in the UK and in Perth.  She enjoys communicating with clients and ensuring their experience is stress free and streamlined.

Outside of work Jessica loves taking her daughter to the beach with her husband and enjoying good food and a margarita or two with friends.

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

Boutique Insurance

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

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

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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