The Boutique Team
Directors / Financial Planners
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 since 1990. He completed a Diploma of Financial Planning through Deakin University in 1999 and is a Certified Financial Planner (CFP).
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 takes a holistic approach to financial planning specialising in Wealth Creation, Retirement Planning, Investment advice and Cash Flow and Tax Management strategies.
Andrew joined Boutique Wealth Management in 2006 and has since become a shareholder.
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Adviser Profile
Advisers
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 a financial adviser offering holistic financial planning services to both our Pre-retiree clients and our Gen X & Y Lifestyle Planning clients. Damien’s financial planning approach includes Cash Flow Management, Wealth Accumulation, Tax Strategies, Asset Management, Risk Insurances and he views personal financial modelling software as being a very important planning tool.
Damien brings to Boutique a strong tax background being a qualified accountant and having 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 is a Certified Practising Accountant (CPA).
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Adviser Profile
Kirsten Thacker
Practice Development 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 Development Manager role in March 2010.
Kirsten holds a Bachelor of Commerce majoring in Finance from Murdoch University.
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Client Management Team
Monica Matteucci
Office 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 accepted the Office Manager role in March 2010 and is primarily responsible for overseeing the internal operations of the business.
Monica continues to provides Administrative assistance to Gary Hasler by way of assisting clients with any queries, liaising with clients and fund managers and preparing Statements of Advice.
Monica recently completed her Diploma in Financial Services.
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Kassy O’Brien
Client Manager
Kassy commenced her career in the financial services industry in 2006 as a Financial Planning Assistant for Wealth & Security Planners.
Kassy joined the Boutique team in June 2009 as a client manager and assists Brenda Soon, by way of liaising with clients, processing applications and preparing Statements of Advice.
Kassy holds a Bachelor in Commerce majoring in Finance and International Business from Edith Cowan University, and is completing her first final unit of her Diploma of Financial Services.
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Kathryn Wilson
Client Manager
Kathryn commenced her career in the financial services industry in 2001 as an administration assistant for Asgard Wealth Solutions.
In March 2006 Kathryn moved to a client services / office manager role within a Financial Planning team.
Kathryn joined the Boutique team in January 2010 as a client manager and assists Andrew Bolingbroke and Neil Cocker, by way of processing applications, client reporting, attending to client queries and liaising with fund managers.
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Trudy Martin
Client Manager
Trudy has worked in the Finance Industry for 15 years. Initially with Bankwest in Financial Markets Trudy then joined KPMG Financial Planning in 1996 and worked as a paraplanner and then office manager until KPMG Financial Planning was bought by Plan B in 2000.
Trudy then specialised in systems and procedures as business consultant with Bizcoaching.
Having taken a break for 6 years to have a family Trudy joined Boutique Wealth in July 2008 and works on a part time basis.
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Erin Aikman
Receptionist / Accounts
Erin Aikman joined the Boutique Team in July 2008 as Receptionist and Accounts Payable.
Erin previously worked at Acton Central as Receptionist / Assistant Sales Administration and at Heron Todd White (formerly Sullivan Property Valuations) in an Administration / Property Valuer Support role.
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Melissa Ormsby
Para Planner
Melissa commenced her career in the financial services industry in 1997 and has held various roles within the industry in Perth, Sydney and Queensland.
Melissa joined the Boutique team in July 2008 in the capacity of Client Manager and is involved in the preparation of Statements of Advice and Para-planning.
Melissa holds a Diploma in Financial Services and is currently completing her Advanced Diploma in Financial Services.
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