The Boutique Team
Directors/Advisers
Gary Hasler
Managing Director
Gary has been in the Financial Planning Industry since 1990 in a number of Advisory and Senior Management roles. Gary has completed the Diploma of Financial Planning through Deakin University and is a Certified Financial Planner (CFP).
Gary is the founding Director of Boutique Wealth Management Group and is the current Managing Director and majority shareholder.
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Adviser Profile
Brad Scally
Senior Adviser
Brad started his career with PricewaterhouseCoopers in 1988, working in their Perth, Jakarta & London offices. He qualified as a Chartered Accountant in 1991. Brad then worked at BankWest in their Finance department, before joining Asgard Wealth Solutions (formally Sealcorp), which owns and operates Asgard, in 1997. During that time he worked on a number of issues affecting the financial planning industry, and was involved in the development of some major new product releases.
Brad joined Boutique in late 2004 as a Senior Adviser and has since become a shareholder.
Brad holds a Bachelor of Business, a Graduate Diploma in Applied Finance & Investment, a Diploma in Financial Services, and is an Associate Member of the Institute of Chartered Accountants in Australia.
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Adviser Profile
Andrew Bolingbroke
Senior Adviser
Andrew has been in the Financial Planning Industry for 14 years. He completed a Diploma of Financial Planning through Deakin University in 1999 and has also obtained Certified Financial Planner status.
Andrew started his career with National Mutual Financial Planning. He then worked as a Senior Consultant with Deutsche Bank Financial Planning which then became Godfrey Pembroke Limited. Andrew specializes in Wealth Creation, Retirement Planning strategies and Investment advice. Andrew joined Boutique Wealth Management in 2006 and brings a wealth of experience and technical knowledge to the group.
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Adviser Profile
Advisers
Anton Pol
Head of Investments and Strategy
Anton Pol recently retired from active client management from within the firm.
He has now taken over management of our Investment Committee process and is responsible for the investment research and the development of our strategic advice.
Anton holds a Masters of Mathematics Degree, Diploma of the Australian Insurance Institute, Diploma of Financial Planning from Deakin University and the designation of Certified Financial Planner from Financial Planning Association of Australia.
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Julie Jones
Senior Adviser
Julie has been in the financial planning industry for 17 years attaining Certified Financial Planner status in 2001.
She commenced her career with Norwich Union (FPI) and has enjoyed various roles within the industry working with a number of large security dealers and life insurance offices.
Prior to joining Boutique in March 2005, Julie was a Senior Financial Adviser with Home Financial Planning providing comprehensive financial planning advice.
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Adviser Profile
Neil Cocker
Adviser
Neil started his financial planning career at the National Australia Bank in 1993 after having worked for NAB in other roles for 20 years. He completed the Diploma of Financial Planning with Deakin University Melbourne and became a Certified Financial Planner in 1998.
Neil has worked with a number of companies in the financial planning industry, which has provided him with a wealth of experience on different planning situations. He worked with Home Financial Planning for over 4 years and joined Boutique Wealth Management in December 2006.
Neil specialises in Retirement Planning, Wealth Creation and Investment planning strategies.
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Adviser Profile
Brenda Soon
Adviser
Brenda has worked in the financial planning industry since 1998 with a background in paraplanning as well as client services. She worked at James Doogue Securities for a number of years and later Home Financial Planning.
Brenda joined the team at Boutique Wealth Management in April 2005. Her role involves providing comprehensive financial advice to Boutique clients.
Brenda holds an Advanced Diploma of Financial Services, Bachelor of Science and Bachelor of Veterinary Medicine & Surgery (Hons).
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Adviser Profile
Damien Rousset
Adviser
Damien Rousset joined us in May 2007. He is involved with the development and presentation of financial planning strategies for our clients.
Damien previously worked as a tax accountant in South Perth before moving to London for three years where he worked at State Street Investment Bank.
Damien has a B.Comm in Accounting and Finance through UWA and completed the CPA program through Deakin Universitry.
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Adviser Profile
Finance Team
Shane Will
Senior Mortgage Consultant
Shane Will commenced finance/mortgage broking over 9 years ago. Over this period he has gained great experience and knowledge having worked with various companies as well as running his own finance broking business for a period of 4 years.
Shane can assist clients with all lending requirements including home and investment property loans, commercial lending, hire purchase, leasing as well as car and personal loans.
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Cheryl Quabba
Mortgage Consultant
Cheryl has been employed in the financial services industry in the area of Client Services since 1999 and moved to Perth from Queensland in 2004. Cheryl joined the Boutique team in 2004 as a Client Manager delivering a high level of customer service to clients whilst assisting in finance broking.
In February 2008, Cheryl moved across to finance broking as a Mortgage Consultant. Cheryl provides assistance to Shane Will and can assist clients with all lending requirements including home and investment loans, commercial lending, hire purchase, leasing as well as car and personal loans.
Cheryl holds a Certificate IV in Finance Services (Finance/Mortgage Broking), is a member of MFAA and is currently studying Risk Management.
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Client Management Team
Kirsten Thacker
Practice Manager
Kirsten commenced her career in the financial services industry in 1996 with KPMG Financial Planning as a Technical Consultant. Kirsten moved to Affiniti Financial Consultants in 2001 before joining Boutique Wealth Management in April 2004.
Kirsten accepted the Practice Manager role in January 2006 and is primarily responsible for overseeing the internal operations of the business.
Kirsten holds a Bachelor of Commerce majoring in Finance from Murdoch University.
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Monica Matteucci
Client Manager
Monica commenced her career in the financial services industry with BNP Paribas (formerly Prudential-Bache Securities) as a Brokers Assistant before joining Gary Hasler at PIM Group as a Client Services Officer. Monica continued onto Home Financial Planning before joining Gary once again at Boutique Wealth Management.
Monica provides Administrative assistance to both Gary Hasler and Andrew Bolingbroke, by way of assisting clients with any queries, liaising with clients and fund managers and preparing Statements of Advice.
Monica recently commenced studying for a Diploma in Financial Services.
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Rebecca De Barba
Client Manager
Rebecca has been employed in the Financial Services Industry since 2005, initially as a Client Services Officer working primarily in Insurance and New Business.
Rebecca joined the Boutique team in January 2007 and assists Brad Scally by way of helping with client queries, preparing Statements of Advice (SoA) and processing applications.
Rebecca has completed the first unit of her Diploma of Financial Services.
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Casey Newth
Client Manager
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Melissa Ormsby
Client Manager
Melissa commenced her career in the financial services industry in 1997 and has held various roles within the industry in Perth, Sydney and Queensland.
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