Our Team – New South Wales
Meet the New South Wales team
It’s not just our experience and advice that counts, but the professional and personal relationships we build with you and the satisfaction that comes from seeing our clients actively building and enjoying their financial freedom. We like thinking outside the square, finding innovative solutions and most importantly sharing in your achievements.
Adrian Chaudhary
CFP®
Lead Financial Adviser
Adrian has been working in the Financial Services Industry since 2000 and as a Chartered Accountant in 1993. Adrian is passionate about providing quality advice and solutions personalised to his client’s needs.
Adrian is a Fellow Chartered Accountant of the Chartered Accountants Australia and New Zealand and a Certified Financial Planner of the Financial Planning Association of Australia.
Financial Services Guide Part 1
Financial Services Guide Part 2
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Rae Jacka
GradDipFinPlan
Adviser
Rae has worked in the financial services industry since 2012 and became a registered adviser in 2018. Rae has a Graduate Diploma in Financial Planning and is currently completing her Masters in Financial Planning.
Rae is passionate about providing her clients with quality advice and personalised solutions.
Financial Services Guide Part 1
Financial Services Guide Part 2 |
 Kate Willetts
Client Services Manager
Kate has over 20 years’ experience in the financial services industry with experience in both large (such as Mercer Super & UniSuper) and small financial planning practices as a Team Leader and administrator.
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Peter Derooy
DipFP
Client Services Administrator
Peter has over 15 years’ experience in the financial advice industry and has a Diploma of Financial Planning. His experience covers all aspects of administration relating to client accounts, including processing investment transactions and answering all client questions.
Peter greatly enjoys his client relationships and providing a service that allows them to achieve their financial goals. |
