Informative. Informal. Unforgettable.

Informative. Informal. Unforgettable.



SWG are a knowledgeable, honest and importantly, friendly and accessible team of professionals who provide guidance and security in all aspects of investment, tax and financial planning



SWG are a knowledgeable, honest and importantly, friendly and accessible team of professionals who provide guidance and security in all aspects of investment, tax and financial planning

Neville O

Head of Advice

Neville 'Nevie' Ortega is a one of a kind. I think you'd be hard pressed to find an advisor of his experience & knowledge who is so committed to making himself available to the everyday Australian. A dad of 5, avid golfer and advisor since 1991, Nevie is the heart of SWG.

Chantelle B

Head of Consulting

Coming Soon!

Lara I

1st Consultant

Coming Soon!

Isaac D

1st Consultant

Coming Soon

Alex H

1st Consultant

Coming Soon

Marcus D

Marcus is the man behind the phone, he's our first engagement consultant and an expert at small talk and all things general chit-chat.

Faye H

Head of Organisation

We often say, without Faye, nothing would get done. She's the 'organised one', the one who makes sure all of the I's are dotted and the T's are crossed.

Cassie D

Head of Client Engagement

How do you got here? Cassie got you here! She's our marketing master, the facebook expert, the online magician, the digital genius.

Swik T

Lead Paraplanner

Swik joined Strategic Wealth early in the expansion phase and her presence has been one of sheer excellence.

Jan P

Paraplanner

Jan is an all-round superstar for Strategic Wealth. A certified accountant as well as Paraplanner, she is an absolute master of her craft.

Thej K

Paraplanner

Thej the paraplanning pro puts together all of our research and back-end documentation for the advice we give company wide.

Strategic Wealth Group Pty Ltd