WEALTH SEEKERS - Key Persons
Job Titles:
- Financial Advisor
- Director & Senior Financial Advisor
A founding partner of Wealth Seekers and passionate about helping everyday Australians achieve a financially secure and stress-free future, Adrian enjoys taking the time to understand the unique circumstances, needs and goals of his clients and use his insight and extensive financial expertise to help them overcome their financial challenges and work toward their goals.
Adrian is a financial advisor with a strong moral fibre and outstanding character who has built his financial planning practice off the back of exacting standards and an unwavering commitment to his clients' best interests. - Sam Kelly
Adrian has been great to work with, he takes his time and gives solid advice. Thanks again
Adrian has been so helpful in helping us plan for retirement and navigating the options of investing through superannuation and the associated tax implications. He is very personable and knowledgable. We highly recommend him.
Adrian McPhee of Wealth Seekers has been looking after our affairs and is very thorough, diligent and focuses both the smaller and larger financial matters with equal attention. Adrian's professional approach to our meetings coupled with his obvious grasp on all factors that do, or could, impact on our savings provides me with an continued sense of financial security. We have watched the value of our assets increase under Adrian's direction and have no hesitation in recommending him to anyone seeking Financial Planning Advice. The support staff we have dealt during our time with Wealth Seekers have always been polite and helpful and a pleasure to deal with.
After a rewarding career in the health and fitness industry, Bree has moved into the financial advice industry to broaden her skills and pursue her interest in personal finance. Since joining the finance sector, she has enjoyed refining and improving her skills, and building her knowledge of the advice industry. Bree has recently begun studying for the Diploma of Financial Planning to further build her knowledge and skill set.
Chris is a dynamic and highly responsive chartered accountant that helps clients structure their finances and investments in the most tax effective way. Chris has extensive experience with SMSFs and takes a keen focus on improving asset protection, ensuring flexibility for wealth creation and family estate planning for clients.
Job Titles:
- Solicitor & Estate Planning Specialist
Christopher developed his expertise as a commercial and property lawyer whilst working in private practice with some of Queensland's most prestigious law firms. Since being admitted as a solicitor of the Queensland Supreme Court in 2006, Christopher has developed a passion for providing real world innovative solutions to his clients.
Job Titles:
- Client Manager
- Client Services Officer
Deon currently works on a part-time basis as a Client Services Officer and is responsible for adminstrative duties, liaising with our service providers and assisting the team in any capacity she can. Deon joined the team after a 10 years career in the youth homeless sector and is keen to learn everything she can about the financial advice industry.
Job Titles:
- Senior Finance Strategist
Matthew is your dedicated Finance Specialist who's focus is on competitive rates and a smart loan structures for the life of his clients loans. With extensive experience in all facets of finance, and accredited with Australia's leading banks and lenders, Matthew will ensure all your options are explored and your lending administration is proactively monitored.
Job Titles:
- Founding Partner
- Director & Property Investment Advisor
- the Property Specialist
Ryan is a founding partner of Wealth Seekers and an avid property investor who enjoys delving into the numbers and researching property trends. Ryan attends regular meet-ups, continues education through professional development, extensive reading, and analysing property data to further build his skills and knowledge of the Australian property market.
I found Ryan to be patient, approachable, professional and most of all very helpful through the whole process and continues to be someone I can pick up the phone and call if I have any questions around my investment. I would have no hesitation highly recommending Ryan and Wealth Seekers. Thanks Ryan appreciate your assistance and support. - Steve John