Our team guides you with
clarity, care and confidence
About us
People-first
advice, backed
by expertise
At AAA Private Wealth Advisors, we believe great outcomes start with great people. That’s why we’ve built a team of experienced, highly personable professionals who are genuinely invested in helping our clients make smart financial decisions at every stage of life or business.
Our culture is collaborative, client-focused, and built on trust. Whether you’re meeting with your adviser, speaking to a portfolio manager, or working with our client services team, you’ll experience the same consistent level of care, attention to detail, and professionalism throughout.
Trusted experts leading the way
Specialists with one shared goal — your success
Executive & Leadership Team
George Brooks Company Director
Owen Barnes Chief Executive Officer
Aiden Palmer Chief Financial Officer
Steven Mills Director of Legal Affairs
Alice Ross Director of Administration
Ellie Lawson Director of People & Culture
Ryan Carr Chief Technology Officer
Austin Reed Director of Digital Communications
Julian Wilson Director of Market Intelligence
Lara Pearson Director of Corporate and Social Responsibility
Advisory Team
Alex Cooper Senior Adviser
Michael Collins Senior Adviser
Jake Spencer Senior Adviser
Rebecca Doyle Private Wealth Adviser
Thomas Kent Financial Planning Specialist
Emily Nash Associate Adviser
Patrick Walsh Senior Investment Adviser
Fiona Greene Retirement & Superannuation Specialist
Ben Radcliffe High Net-Worth Client Adviser
Natalie Hooper Risk & Insurance Strategist
Investment & Research Team
Daniel Keane Head of Investment Strategy
Olivia Tran Senior Investment Analyst
Marcus Li Economic Research Lead
Hannah McLeod ESG Investment Specialist
Chris Doyle Portfolio Manager
Priya Shah Quantitative Research Analyst
Client Services & Operations
Jessica Martin Head of Client Services
Samuel Rowe Client Relationship Manager
Grace Turnbull Senior Operations Manager
Lachlan Hayes Onboarding & Client Experience Lead
Amanda Burke Compliance Officer
Jason Reilly Risk & Governance Manager
Claire Donovan Administrative Coordinator
James Halvorsen Business Operations Analyst
Marketing, Technology & Support
Isabella Nguyen Digital Marketing Manager
Brandon Ellis IT Infrastructure Lead
Zoe Carmichael Internal Communications Manager
Ethan Woods Cybersecurity Officer
Tahlia Grant Learning & Development Coordinator
Noah Sinclair Innovation & Data Lead
What we offer
- A collaborative, inclusive culture
- Cross-department opportunities
- Ongoing development
- Modern, centrally located offices
Looking for a career with purpose?
Join a team that values people, progress and integrity
At AAA Private Wealth Advisors, we’re always looking for talented, driven individuals who want to make a difference. Whether you're an experienced adviser, an investment specialist or just starting out in financial services, you’ll find a supportive environment where your skills are nurtured and your contributions recognised.
We offer a rewarding career path with ongoing development and the opportunity to be part of a team that’s shaping the future of wealth management.
Guiding you
with clarity
and care
Discover AAAPWA
Get connected
Find us
AAA Private Wealth Advisors,
7/2 Mill Street,
Perth, Australia
© 2025 AAA Private Wealth Advisors PTY Ltd The information provided on this website is for general informational purposes only and does not constitute financial, legal, or taxation advice. While every effort is made to ensure the accuracy and timeliness of the content, AAA Private Wealth Advisors makes no representations or warranties, express or implied, regarding the completeness, reliability, or suitability of the information, products, services, or related materials contained on this website. Any reliance you place on such information is strictly at your own risk.
We strongly recommend that you seek independent professional advice tailored to your individual financial circumstances before making any investment or financial decisions. The content on this website may be subject to change without notice, and AAA Private Wealth Advisors accepts no liability for any loss or damage, including—without limitation—indirect or consequential loss, arising from the use of or reliance on the information provided.
The value of investments and any income derived from them can fluctuate, and investors may not recover the full amount initially invested. Past performance is not a reliable indicator of future results. All investments carry risk, and you should consider whether a particular investment is appropriate for your needs and financial situation.
AAA Private Wealth Advisors is a trading name of AAA Private Wealth Advisors PTY Ltd, which is incorporated in Australia and holds Australian Business Number (ABN) 19 121 081 810. We are authorised and regulated by the Australian Securities and Investments Commission (ASIC).
The information and services described on this website are intended for Australian residents only and may not comply with laws or regulations in jurisdictions outside of Australia. Users accessing this site from outside Australia do so at their own risk and are responsible for compliance with local laws.
If you have a concern or complaint about our services, we encourage you to contact us directly so that we can seek to resolve the matter promptly. If we are unable to resolve your complaint to your satisfaction, you may have the right to refer the matter to the Australian Financial Complaints Authority (AFCA). For more information, visit www.afca.org.au.
We acknowledge and respect the Traditional Owners of the lands across Australia and recognise their continuing connection to Country, community, and culture. We pay our respects to Elders past and present, and we are committed to fostering inclusivity, understanding, and recognition of First Nations peoples in everything we do.