Meet our exceptional team.

We pride ourselves on exceptional client service. With Smart Private Wealth you don’t just have one financial adviser working with you; you have the whole team, ensuring you will always have someone available to assist at your convenience.

We are proud of our Smart Private Wealth culture that thrives on continued learning to keep at the forefront of current developments in financial planning, tax law, business development, superannuation, software technology and other professional services through our weekly training sessions.

Our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature. We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.

Zoe brings the zen to our team with her unmatched calm and friendly energy. Is a whiz at baking macarons. Balances her baking prowess by hitting the gym or weekend hiking. Has her sights set on travelling the road less travelled before buying her first home.

Zoe Dunne

Meet Ruby, our Assistant Receptionist.  When she's not welcoming guests with a smile, Ruby loves watching the sunset at the beach with friends. She's a big Ocean Alley fan, adores her cats Pixie and Smudge, and cheers loudly for the St Kilda Football Club. Outside of work, Ruby runs her own side business and enjoys spending quality time with loved ones.

Ruby Lines Perrier

A keen adventurer and camper, Meagan has trekked Everest Base Camp. Come winter, she swaps hiking boots for snowboarding gear, or is found cheering for the Bulldogs. Balances the adventure by instructing pilates in her spare time or indulging in binge sessions of Schitts Creek.

Meagan Marsh

Meet Marcia, our Client Relationship Dynamo. She's the queen of big family fiestas and baking sweet treats. With her faithful sidekick Luna the Border Collie, they conquer new terrain in the great outdoors. On the weekends, she's the cheerleader for her three awesome girls. With a heart of gold, Marcia generously shares her time volunteering at school.

Marcia Torcasio

After a break for full-time parenting, Ann levelled up with a Business degree with a major in accounting and financial planning. Now, she’s our clients’ dream-weaver. Outside work, she's a professional Uber driver for her kids' activities, and even moonlights as the Treasurer of the local 4WD club. Loves an off-grid 4WD camping trip – sometimes lets the family tag along!

Ann Williams

Meet Louis, our Finance Manager and die-hard Swiftie. She's the master of culinary capers sourced from YouTube and is the key organiser on hikes and travel adventures with family and friends. When not at work, Louis is an investigations-and-love-story aficionado, bringing yin and yang to her bingeing.

Louis Lane Reyes

Introducing Brielle, our Operations Maestro and self-proclaimed furbaby minion. Bleeds yellow and black for Richmond, never met a wine she'd turn down, and spends sunny days mastering the art of being a true beach bum. Flips houses in her spare time turning dull spaces into dazzling gems.

Brielle Harris

Vivienne Bethune is a marketing manager obsessed with typography. The right-brained thinker amongst a sea of analytical left brainers. Loves a colour clash. Would rather never drink coffee than drink a bad one. Likes taste-testing gin. Enjoys windy walks on the beach. Often found shouting courtside at her children's basketball games.

Vivienne Bethune

Meet Danni, our Loan Processor with a zest for life that's as diverse as her interests. When she's not making loan dreams come true, you'll find her at the footy with her hubby and sons. Camping adventures and gatherings with loved ones are her true happy places. She yearns to travel more, put the finishing touches on her house renovations, and maybe even conquer her fear of snorkeling.

Danni Klarenbeek

Nicole Wicks, also known as 'Ninja Nic,' Nicole is the face behind the friendly voice on the phone. An award-winning office administrator, she makes it happen with multiple screens and mega-multiple tabs. May have a shopping addiction. Definitely the biggest supporter of her two teenage daughters.

Nicole Wicks

Fhei Mendiola is a marketing and admin afficionado with a penchant for organizing events of all kinds. Keen on a spreadsheet to get all the boxes ticked. A baker and food lover, enjoys whipping up Indian and Arabic dishes, yet balances her culinary indulgences with a healthy dose of exercise. Loves spending time at the beach with her kids.

Fhei Mendiola