Focused On Clients
An excellent reputation in Financial Planning from hard work, client advocacy and innovative thinking.
Managing Director and Senior Financial Adviser, Ben has garnered an excellent reputation within the Financial Planning Industry through hard work, client advocacy and innovative thinking. Ben sets his expectations high. His friendly demeanour and unwavering dedication to clients is one of the keys to his success.
Ben has over 20 years’ experience in the finance industry and holds a Bachelor of Economics and Advanced Diploma of Financial Services, and is also a member of the Financial Planning Association of Australia.
His focus centres on effective client relationships and ensuring his clients succeed in reaching ‘financial freedom’. Bring dreams to reality is the core underlying objective and is one of Ben’s key drivers.
Away from work, Ben enjoys keeping fit and spending time with friends and family.
Ben specialises in giving advice in the following disciplines:
Claudio is a Senior Financial Adviser in our practice. He has been providing financial advice to clients for 22 years, commencing in the industry in 1993. His core areas of expertise are redundancy and retirement planning, superannuation / wealth creation strategies, Centrelink maximization and risk management.
As an Astute Wealth Planning adviser, Claudio’s commitment is to understand a client’s financial affairs and provide valuable advice on strategies that will assist a client in accumulating wealth, protecting wealth and planning for and during retirement.
Outside of his role with Astute Wealth Planning, Claudio is married and a devoted father of 3 boys and very much enjoys spending quality time with family and friends.
- Certified Financial Planner
- Diploma of Financial Planning
- Bachelor of Economics
Robert has worked in the finance industry since 1987. Over the past 8 years he has successfully worked one-on-one with financial advisers as their key driver of compliance within their businesses. He enjoys his work, has a strong eye to detail, but most importantly enjoys connecting with clients.
Due to Robert’s past success he will be Astute’s key driver of compliance for both advisers as well as meeting our client administration needs.
Outside of work, Robert is married with two teenage children, who are great kids! Both he and his wife get heavily involved in their sports and activities.
In addition, he loves fishing, boating and really all sports. Robert is a self-confessed footy nut. He has also previously goal umpired SANFL League football for 17 years, and is now a top Amateur League goal umpire.
Practice Manager
Bringing over 15 years of experience, working directly with Financial Advisers as well as in Leadership and Management in both the private and corporate financial sector, Cathy’s key focus is on working alongside our advisers and assisting in the growth of the business.
Cathy enjoys exploring the many beautiful locations throughout South Australia and spending time with her two adult children.
Financial Adviser
Andrew’s career began with 10 years’ service in the Royal Australian Navy. Following this, he developed a fondness for financial services while working in IT for large international financial institutions in London in 2011. With a passion for finance and a desire to help people, Andrew’s driven to help clients grow their wealth, protect their assets, and achieve their financial goals.
Andrew commenced in the financial services sector in 2017 and holds a Bachelor of Business (Economics, Finance and Trade) from the University of South Australia and a Diploma of Financial Planning. He’s also currently completing the Graduate Diploma of Financial Planning.
Andrew’s a keen sports enthusiast with a particular interest in AFL and has three young children with his wife Kate.
Financial Advisor
Prior to becoming a financial adviser, Callum served in the Air Force for 13 years in various locations around the globe as an Aircraft Technician. During this time, he took on the responsibility of managing his own financial affairs and after seeing the positive impact this had on his life so commenced studying financial planning in 2017, resulting in a Bachelor of Commerce. This enabled him change careers so he can help others achieve their life goals through financial independence. Callum has a variety of experience within financial planning, from assisting younger people establishing their careers, busy families raising kids to those approaching and also enjoying retirement.
Outside of work Callum is mostly kept occupied with his two sets of twins. Alternatively, you will likely find him watching Formula 1 or Moto GP, tinkering in his shed, down the beach or catching up with friends and family at a local micro-brewery.
Client Service Officer
Rachael has worked in the financial industry for over 8 years with strong dedication to ensuring implementation of clients personalised plans run seamlessly. Rachael relishes the diversity of what is involved in the role of Client Service Officer and looks forward to building strong long term relationships with clients.
Outside of work Rachael enjoys spending time with family and friends, going to the gym, gardening, spending lazy days at the beach and eating delicious food.
Executive Support Specialist
With 14 years of experience in the Financial Services industry, Rachel brings a strong commitment to delivering exceptional client service and enhancing operational efficiency. Rachel prides herself on cultivating lasting client relationships and driving business growth, focusing on providing innovative, effective solutions that contribute to the long-term success of both clients and the organization.
Outside of work, Rachel enjoys dining out with friends and spending time with her two energetic Kelpies. She also has a passion for motorsports, sharing this enthusiasm with her family.
Receptionist
Kerrie is a warm and welcoming presence in our office, quickly becoming a cherished member of the Astute family in her new reception role. With a strong background in customer service, she excels at greeting clients, providing support, and fostering positive relationships.
Outside of work, Kerrie loves paddle boarding along South Australia’s stunning beaches. As a dedicated mum, she cherishes outdoor adventures and quality time with her young child.
