Wealthwise advisers have been helping clients achieve their desired lifestyle goals since 1986. Over this time, we’ve helped thousands of people take steps towards financial independence and security. Get to know more about our team and how we can help you.
You can jump down to an adviser by clicking their name below:
'Meet the Adviser' videos are available by clicking each of the corresponding photos.
Jamie Luxton CFP, DFP, SSA ASIC Adviser Identification number 235874
SMSF Specialist Adviser™
Jamie is the founder and manager of the practice, and has been working in the financial services industry since 1986. He holds a Diploma of Financial Planning, is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia. He is also a member of the SMSF Association, the Self Managed Super Fund Professional Association of Australia which is recognised as the peak body for professional advisers and the leading association within the SMSF industry in Australia, and is an accredited Specialist Adviser in this complex field. Jamie also holds a Specialist accreditation in the area of Aged Care. Jamie is proud of the fact that many clients who started with Wealthwise more than 25 years ago remain clients to this very day. Jamie has an abundance of knowledge and experience in all facets of financial planning gained over the years, providing advice to many individuals and business owner clients.
Gus Sadri CFP, DFP, BA (Eco), MA ASIC Adviser Identification number 236042
Gus has extensive experience and knowledge having worked in the financial services and banking industry since 1974. He has been working in the financial planning industry since 1992 with Principal Consultants and Senior Associates of a couple of prominent Advisory groups in Australia. Gus is a CERTIFIED FINANCIAL PLANNER® practitioner with a Diploma of Financial Planning, an Associate of the Financial Planning Association of Australia and an Affiliate Member of the Australian Institute of Management. Gus was also the recipient of the 2010 Financial Wisdom Value of Advice Award in the Post Retirement category.
Joseph Hoe JP, CFP, FCPA, MTax, SSA. ASIC Adviser Identification number 267589
SMSF Specialist Adviser™
Joseph has been in the Financial Services industry since 1998 and specialises in superannuation (including SMSF), investment & retirement planning. His raison d'être and passion lie in educating his clients to empower them to make smarter financial decisions and decisive actions to pursue their desired lifestyle.
Joseph holds a Bachelor of Commerce degree & a Master of Taxation from Curtin University of Technology in Western Australia. He is a Senior Fellow member of the Financial Services Institute of Australasia (FINSIA), as well as a Fellow member of CPA (Australia) and the Australia Institute of Management. He is also a SMSF Association SMSF Specialist Adviser™ and is a CERTIFIED FINANCIAL PLANNER ® practitioner.
Joseph is also one of the Trustees for Future2 Foundation, the charity Foundation of the Australian Financial Planning Association. He also currently serves as a board member for the Duke of Edinburgh’s International Award (Australia–WA).
In recognition of his pro bono work for the local communities, Joseph was the 2014 WA winner of the FPA’s Future2 Community Service Award. Furthermore, he was the WA state winner of the AFA’s excellence in education award in 2015.
Money Management, which recognises excellence in the financial planning profession and in our communities, named Joseph Hoe the national Financial Planner of the Year for 2016.
Lawrie Reid Dip FP, Dip LI ASIC Adviser Identification number 316161
After many years of managing, training and working with a multitude of experienced advisers in the financial services industry, Lawrie returned to financial planning himself in 2008. He holds a Diploma in Life Insurance and a Diploma in Financial Planning through Deakin University and is currently studying towards Certified Financial Planner status. Lawrie has a broad range of knowledge in all areas of the industry, with a particular emphasis on risk insurance.
Paul Turner GradDip FinPlan, Grad Dip Bus, Adv Dip FS (FP), SSA
ASIC Adviser Identification number 329632
SMSF Specialist Adviser™ AFP® Member of the FPA
Paul works with clients experiencing life’s changes and value financial advice beyond what they have previously experienced.
Traditionally, most people expect a financial adviser’s ability to be tied to just investment performance or money. Whilst these things are important, most seek more when planning for the future. Paul’s clients seek an approach to advice that provides outcomes aligned to their values and sense of purpose.
Firstly, Paul helps clients create clarity with the planning issues for now and into the future. Much of what is discussed is around life’s needs and concerns as we lay the path together for the lives they seek.
Secondly, many of his clients appreciate a sense of self-discovery, exploring the skills to be more effective with the financial resources they have available.
Thirdly, they seek insights and solutions. This does not just come from what advice Paul is able to provide, but from what he learns about his clients.
Finally, Paul works as an ongoing partner with his clients. Over time and as life changes we’re able to adjust the plans and strategies to better reflect their current situation.
Paul’s value comes from a mutual understanding of life and its challenges. His clients are people with real dreams and concerns – not funds invested. Investment management or financial planning isn’t what Paul does – but how he does it!
Paul was recently interviewed on “The Boss Business Show” - click below to watch the YouTube videos:
Paul Turner – The Emotional Intelligence of Financial Planning.
Paul Turner – The Emotional Intelligence of Financial Planning - Part 2.
Ashley Britton B.Econ. ADFS ASIC Adviser Identification number 421033
Ash has worked in the financial services industry since leaving university in 2005 where he graduated with an Economics degree majoring in Bank Finance and Accounting. Ash gained experience working within Commonwealth Bank before joining the Wealthwise team and completed his Advanced Diploma of Financial Services in 2012. He has gained extensive knowledge of retirement planning, investment, and wealth protection and is also accredited in SMSF and gearing strategies. Ash’s aim is to understand the client’s position, needs and objectives to provide an outcome that enables peace of mind and a clearer vision of their financial future.
James Jenkinson B.Bus, DFP ASIC Identification number 235742
The early part of Jim's career was in the construction and manufacturing industry where he spent 15 years in senior management. He then spent 5 years in the business broking, investment and insurance industries before becoming an authorised representative of Financial Wisdom Limited in 1991. Jim has a Bachelor of Business Degree majoring in Marketing, Accounting and Business Law as well as a Diploma of Financial Planning. Jim has extensive experience in all facets of financial planning, including retirement planning and can provide advice on Self Managed Super Funds as well as Aged Care planning. His objective is to deliver financial certainty in the lives of his clients.
Nuala Betts Adv. Di pFS (FP) ASIC Identification number 286537
Nuala has worked in the financial services industry since 2001, completing her Advanced Diploma of Financial Services. Nuala has extensive experience in superannuation, investment, risk planning, Centrelink and pre and post retirement issues, with a particular passion in Aged Care advice and developing strategies to assist clients in the process of moving into residential aged care in an affordable and sustainable manner. Having spent considerable time in the research and strategic areas of financial planning prior to providing advice directly to clients, Nuala has a strong technical background in financial services.
Simon Hunter Dip FP, ChLP ASIC Identification number 250744
Simon has been in the financial services industry since 1984, starting in customer service including dealing with insurance claims, and became an adviser in 1988. Since then he has built up experience in business & personal insurance, superannuation, pre and post retirement planning and Estate planning. He understands the challenges and strategies needed by clients for all stages of their working and retirement life. Over the years Simon has worked with clients from diverse backgrounds including medical professionals, mining workers and senior management, self-employed, contractors, SME business owners & farm owners. Simon has a Diploma of Financial Planning, is a Chartered Life Practitioner via the AFA and is also a member of the Financial Planning Association.
Michael Papiccio ADFS (FP), SSA ASIC Identification number 416796
SMSF Specialist Adviser™
Michael has been in the financial services industry since 1994, starting with the Commonwealth Bank, and working in several firms via different dealerships including Garvan Financial Planning, Apogee Financial Planning, an Independant AFSL holder, Genysis Wealth Advisers and Colonial First State. Michael has been a Self-Managed Super Fund Specialist Adviser with the SMSF Association of Australia since 2015.
Michael is product agnostic and believes that investments should have a degree of liquidity to maximise flexibility. He likes to work with clients to achieve their optimal financial and lifestyle goals and specialises in providing professional financial advice such as SMSF advice, wealth creation, debt reduction, retirement planning and aged care advice.
Yogita Patel BA (Hons), ADFS (FP) ASIC Identification number 1233697
Since graduating from university in 1995 with a Bachelor of Arts in Financial Services, Yogita has had a successful career in the financial services industry. She has extensive experience through a number of roles over 13 years within multinational bank HSBC in London, spanning across Corporate Institutional and Investment Banking, predominantly in relationship management of large insurance companies, pension funds, fund managers and banks. This has been further supporting with 7 years experience in risk and compliance at Westpac Group. To pursue her career in financial planning, Yogita completed the Diploma of Financial Planning and joined Wealthwise in February 2015, and has since completed the Advanced Diploma of Financial Planning.
Yogita is passionate about helping clients achieve their financial and lifestyle goals by simplifying complex financial matters and offering personalised holistic advise services. She can provide specialist advice in investment, superannuation, wealth protection and retirement planning strategies. It is also important to her to offer value for advice and engage with clients to form long term relationships based on mutual trust and be with them through their journey so they can make informed financial decisions and achieve their lifestyle goals.
Michael Scaffidi B.Com, B.Econ, ADFP ASIC Identification number 1236915
Michael was born in Perth and brought up in Hillarys. He graduated from the University of Western Australia in 2012 with a Bachelor of Commerce and Bachelor of Economics. Majoring in economics, money and banking, corporate finance, and investment finance he completed his advanced diploma of financial planning shortly after joining Wealthwise. Michael helps to educate his clients to ensure they are able to make informed decisions and feel confident about their financial future. He also rode over 200km as part of Team Wealthwise in the 2014 & 2015 Rides to Conquer Cancer.
Stephen Collier B.Bus ADFS (FP) ASIC Identification number 1006492
Stephen was born in Melbourne and graduated from university in 1996 with a Bachelor of Business, majoring in marketing and management. Since joining the financial services industry in 2000, Stephen has worked across both industry and retail licenses, with roles at RecruitmentSuper, UniSuper, Industry Fund Services and the ANZ. Stephen is driven to provide holistic advice and to assist clients to increase their own financial skills and confidence, working with them towards measurable and achievable outcomes, whilst taking into account emotional and environmental considerations.
Dawn Thomas M AppFin, GradDip FinPlan, CFP® ASIC Identification number 1001284
Dawn has been in the Financial Services industry since 2008, helping mainly with Bankwest clients. Originally trained in Media Studies at university, she found herself drawn to the financial planning industry because of the ability to meaningfully connect with people through their unique life experiences and empower them to capture their financial dreams. Completing the Master of Applied Finance and Post Graduate Diploma in Financial Planning was motivated by Dawn’s continued drive to offer the best to her clients. Dawn is a proud and trusted member of the financial advice profession because of witnessing the real impacts quality advice can bring people from most walks of life. She is also a CERTIFIED FINANCIAL PLANNER ® practitioner.
Richard Palmer JP, Adv. Dip FinPlan, AAFA ASIC Identification number 236534
Rick has been associated with Financial Planning and Insurance advice since finishing a term of service with the Royal Australian Army in 1978. He is an member of the Association of Financial Advisers (Australia) as well as a member the Self-Managed Super Fund Association (Australia).
In 1978 Rick was appointed as a Life Insurance Agent with the Prudential Life Assurance Company of Australia and in 1983 he started training as a Financial Planner. Whilst Rick has developed his skills and knowledge as a Financial Planner over many years, he has also committed himself to community and is a Life Member of the Rockingham and Kwinana Chamber of Commerce, a Justice of the Peace and was awarded the Premier’s Senior Australia Day Active Citizen Award in 2009. Rick is an avid sailor with international experience and the Sydney to Hobart (2013) under his belt. He also enjoys motorcycling and is a founding member of the Harley Owners Group of WA. Rick and his wife Pam have two adult daughters and three grandchildren. Rick believes it is his duty to help his clients protect their personal financial security and that of the people they feel responsible for, via the provision of appropriate insurance and wealth accumulation advice.
Aaron Duncombe BCom (Eco & Fin), AdvDipFinPlan ASIC Identification number 425095
Aaron has been in the Financial Services industry since 2009 and finds a sense of purpose in providing strategic solutions and coaching to people who need guidance. To this end he has developed robust technical skills in; Retirement Planning, Centrelink Maximisation, Family Protection and Aged Care. Aaron holds a Bachelor of Commerce degree from Curtin University of Technology in Western Australia, an Advanced Diploma in Financial Planning and is set to complete his Masters of Financial Planning in July 2018. Aaron is a member of the Rotary of Elizabeth Quay who is passionate about environmental sustainability and positive psychology. In his free time Aaron enjoys watching TED Talks, spending time in nature and swimming as a member of the Perth City Swim Club.
Steven Apostolou B.Com (Fin and Bnkg), DFP ASIC Identification number 1257610
Steven has a Bachelor of Commerce in Banking and Finance obtained from Curtin University and has also completed a Diploma in Financial Planning. Steve has spent over 15 years within finance, with roles varying from operational management to investment advising. His stockbroking and investment background provides an excellent technical knowledge base to develop financial strategies for wealth creation. More recently he has focused on providing complete financial strategies for Retirement, Risk protection and Superannuation. He has also completed the specialist SMSF adviser course through NowInfinity and has recently become a member of the AFA. Steve is an avid fisherman and enjoys getting down to the water in his spare time.