About Us

Business Profile

OUR VISION IS YOUR WEALTH

Nothing is more rewarding to us than seeing our clients achieve the lifestyle and financial security they deserve. As part of the thriving Mandurah, WA community, our diverse team combines decades of financial expertise with a genuine passion for relationship-building. 

What else sets us apart? We believe that a high quality professional advisory service can be accessible.  Because when you understand, you can grow, and WealthVisory Private Clients is here to help every step of the way. 

Integrity is at the foundation of every WealthVisory service, day in and day out. We only recommend the most trusted financial institutions – those who have long track records of doing the right thing by clients. Aside from insurance, all of our services are offered on a fee-for-service basis, because your financial wellbeing is our priority. 

 

About Our Business

Our Team

Territory.meets.WealthVisory.-38

Matthew Rutter

Director/Head Financial Advisor

Matthew has been in the Financial Planning Industry since March 1998. He has a wide ranging background in business, finance… 

20200702_141410

Susan Duncan

Para Planner

Susan has worked in the financial services industry for 17 years across various roles. She started in the industry in client services…

Territory.meets.WealthVisory.-63

Melissa White

Admin Manager

Melissa joined the WealthVisory Family in April 2019 with 4 years experience in administration within accounting firms.  She loves interacting…

WealthVisory_colour_3

Aaron Colley

Director/SMSF Advisor

Aaron is a Qualified Chartered Accountant with over 15 years experience in the accounting industry. Aaron previously started…

IMG_7742

Carly Voss

Client Services Manager

Carly started her career in Financial Services in 2009 working for a large Financial Planning Licensee. She has worked in various roles…

From left to right, Matthew Rutter, Aaron Colley and Ryan Pettit

Get in touch

To find out more about the services that we offer at WealthVisory Private Clients, book an appointment with us today.

Scroll to Top