We work with you

to achieve your dreams...

wealthadvice was established in 2000, following the sale of Marisa’s share in her initial financial planning practice. wealthadvice has always been a fee for service practice specialising in providing holistic financial planning and coaching advice. During the next 10 years we grew exponentially.

An opportunity arose in 2009 to re-focus the practice to key clients and services and wealthadvice has continued with a select number of clients requiring similar levels of service and advice. wealthadvice actively refers people to other quality financial planning practices if we are unable to offer the services that you require.

In 2018 we  introduced a consultancy service in financial planning, funds management, governance and investment committees.

Meet our team

 
Principal &
Certified Financial Planner

Marisa

Broome

Our principal, Marisa Broome owns the practice. Marisa is a CERTIFIED FINANCIAL PLANNER® professional. After her university studies, Marisa has worked in financial services for more than 35 years, initially in funds management and for over 23 years as a financial planner.  Marisa believes that everything she does every day with her clients makes a difference in their lives.  Her approach to financial planning is all about getting the strategy right and from that the client’s goals are met.


Marisa is the Chair of the Financial Planning Association of Australia (FPA), having been a Director for the last six years. Marisa is a member of the Advisory Board for the Conexus Institute, and the Chair of the Regulatory Advisory Panel of the Financial Planning Standards Board.

 

​Marisa participates in a number of community fund raising activities especially in the area of financial literacy and the education of girls.

 

Marisa and her husband have two adult children who are both at university (and who they are still supporting!). 

Marisa can be reached via

or on +61 413 588 680 

More Information on Marisa 

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Director
Accountant
& SMSF Expert

Brian

Thomas

Janice

Melville

Brian Thomas is a Director - Consulting Services with Wealthadvice. Brian runs our Investment Committee and has developed our investment philosophy and principles. Brian regularly consults to asset managers globally.  He is a director of Jaipur Asset Management.  Brian has previously worked as the  General Manager - Business / Investments at Eight Investment Partners (8ip),  General Manager - Investments at Perennial Investment Partners, Managing Director and Head of Distribution for Credit Suisse Asset Management and a Division Director at Macquarie Bank.


Brian has been in the financial services industry for over forty years specialising in superannuation and investment management covering administration, asset consulting, product development, marketing, distribution, asset allocation, people management and board directorship. 


He has been an active participant in a number of industry bodies and government committees and was instrumental in the development of allocated or account-based pensions. At Macquarie he developed Australia's first individual longevity solution product and has developed or co-developed several products and or specialist campaigns that have individually raised more than one billion dollars in assets.

Brian can be reached via brian@wealthadvice.com.au

or on +61 416 059 736

More Information on Brian

Janice is our Accountant and SMSF expert. Originally trained as an Accountant and Tax Agent, Janice soon learned that there was more to the big picture than just saving tax.

 

Janice helps mature couples confirm that their life long dreams have paid off and they’re ready to retire. She also helps others to explore their investment decisions of major items like a career change, a return to school, starting a business, buying a property or just living a financially secure life.

Janice is interested in the Tax Laws and with investing in property and the share market, with a focus as a as a financial guide. She finds it tremendously fulfilling to help clients and friends make good decisions for their goals and circumstances.

"I know I’m successful when money becomes a positive influence in their lives”.

"Clients are always surprised at the simplicity of my financial plans. In my experience, the real challenge lies in seeing the big picture and analysing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals."

Janice can be reached via jan.melville@bigpond.com

or on +61 411 534 993

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Phone          +612 8094 8827

Mobile    +61 413 588 680

Email      clientservices@wealthadvice.com.au

Address  PO Box 317 Balmain NSW 2041

 

ABN 23 091 320 446

Australian Financial Services Licence 230253

© 2018 wealthadvice.com.au  |  website by SODA

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