Meet the team

Meet your team of expert financial advisors and industry professionals providing practical financial advice tailored to you.

Adrian McPhee - Financial Advisor

Adrian McPhee

Director & Senior Financial Advisor

BCom (Acct), LLB, Dip FS (FP), Adv Dip FS (FP), JP (Qual)

A founding partner of Wealth Seekers and passionate about helping everyday Australians achieve a financially secure and stress-free future, Adrian enjoys taking the time to understand the unique circumstances, needs and goals of his clients and use his insight and extensive financial expertise to help them overcome their financial challenges and work toward their goals.

Adrian is a financial advisor with a strong moral fibre and outstanding character who has built his financial planning practice off the back of exacting standards and an unwavering commitment to his clients’ best interests. – Sam Kelly

Bree McCormick Client Services Officer

Bree McCormick

Client Services Officer

TAE40110, Dip Fitness

After a rewarding career in the health and fitness industry, Bree has moved into the financial advice industry to broaden her skills and pursue her interest in personal finance. Since joining the finance sector, she has enjoyed refining and improving her skills, and building her knowledge of the advice industry. Bree has recently begun studying for the Diploma of Financial Planning to further build her knowledge and skill set.

Deon Menerey - Client Services Officer

Deon Menerey

Client Services Officer

BHS

Deon currently works on a part-time basis as a Client Services Officer and is responsible for adminstrative duties, liaising with our service providers and assisting the team in any capacity she can. Deon joined the team after a 10 years career in the youth homeless sector and is keen to learn everything she can about the financial advice industry.

Ryan Wood - Property Investment Advisor

Ryan Wood

Director & Property Investment Advisor

BBus (Mkt), Dip Mkt, CEA (REIQ)

Ryan is a founding partner of Wealth Seekers and an avid property investor who enjoys delving into the numbers and researching property trends. Ryan attends regular meet-ups, continues education through professional development, extensive reading, and analysing property data to further build his skills and knowledge of the Australian property market.

I found Ryan to be patient, approachable, professional and most of all very helpful through the whole process and continues to be someone I can pick up the phone and call if I have any questions around my investment. I would have no hesitation highly recommending Ryan and Wealth Seekers. Thanks Ryan appreciate your assistance and support. – Steve John

The senior professional services team supporting the coordination and improvement of your financial world

Chris Wheatley Accountant

Chris Wheatley

Chartered Accountant

BCom (Acct), CA

Chris is a dynamic and highly responsive chartered accountant that helps clients structure their finances and investments in the most tax effective way. Chris has extensive experience with SMSFs and takes a keen focus on improving asset protection, ensuring flexibility for wealth creation and family estate planning for clients.

Matthew Winley Mortgage Broker

Matthew Winley

Senior Finance Strategist

DipFMBM, C. Dec

Matthew is your dedicated Finance Specialist who’s focus is on competitive rates and a smart loan structures for the life of his clients loans. With extensive experience in all facets of finance, and accredited with Australia’s leading banks and lenders, Matthew will ensure all your options are explored and your lending administration is proactively monitored.

Christopher Saines Lawyer

Christopher Saines

Solicitor & Estate Planning Specialist

LLB, Grad.Dip.NP.

Christopher developed his expertise as a commercial and property lawyer whilst working in private practice with some of Queensland’s most prestigious law firms. Since being admitted as a solicitor of the Queensland Supreme Court in 2006, Christopher has developed a passion for providing real world innovative solutions to his clients.

Extremely friendly and energetic team with exceptional standards on service. Always provides a high level of understanding and education. Highly recommend.
– Samantha Strati

Let our team help you create a financially secure future

All it takes to get started is a little bit of help from your team of financial advisors and a comprehensive wealth management plan.

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