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About Us

We Are
WealthVisory Private Clients

At WealthVisory, we’re proud to offer high-quality financial advice and personalised strategies for superannuation, insurance, investments and more.  Our expert advisors have years of experience helping individuals, families and businesses maximise their financial health. 

Whatever your circumstances, the WealthVisory team are ready to understand your needs, plan the path ahead and help realise the future you envision.

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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 Vision

To help our clients enrich their lives, achieve their goals and secure their futures.

Our Mission

To be a trusted partner delivering professional, practical and actionable financial advice.

Our Values

Integrity, trust and exceptional quality are at the heart of what Wealthvisory stands for.

Our Team

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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…

Carly Voss

Carly launched her career in Financial Services in 2009, working for a large Financial Planning Licensee. She has excelled in various roles across the industry including Improvement Consultant, Financial Advisor and Client Services Manager. Her experience with financial best practice provides a solid foundation to ensure clients receive quality advice and outstanding service.
As a Client Services Manager, Carly provides administrative support to both clients and advisors, ensuring all client requests are processed professionally and efficiently. She enjoys building long term relationships with clients, getting to know and understand their unique lifestyle and financial goals.

In her spare time Carly enjoys spending time with her husband and twin daughters. She also has a passion for cooking and travelling.

Qualifications:
Diploma of Financial Planning
Cert IV in Finance & Mortgage Broking
Tier 1 General Insurance
Cert III in Business Administration

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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… 

Matthew Rutter

B Comm Dip Fp
ASIC Authorised Representative Number 260334

Matthew has a wide ranging background in business, finance, taxation and accounting with over 25
years’ experience, firstly as an Accountant before becoming a Financial Planner. Matthew has been in
the Financial Planning Industry since March 1998 and has been the principal of his own financial
planning practice since 2003.

Matthew is happily married to Tanneil and they have 3 daughters. His interests include golf,
snowboarding, tennis, squash, cricket, surfing, travelling, movies, reading, camping and spending time
with his family and friends. For the last 2 years Matthew has also managed his daughter’s hockey team.
His strong interest in helping people with their financial and lifestyle well-being combined with his
financial technical skill, drew Matthew to the financial planning industry.

Matthew has studied a Bachelor of Commerce degree from Newcastle University majoring in Financial
Accounting and the Diploma of Financial Planning from Deakin University. Matthew is a Registered Tax
Agent and is a member of the National Tax & Accountants Association (NTAA).

Matthew has particular expertise in the areas of retirement planning, superannuation, investments and
insurance. His emphasis is on building a professional, integral and lasting relationship with clients with
the objective of assisting them to achieve their financial and lifestyle goals.

Qualifications: 
Diploma of Financial Planning 
Bachelor of Commerce mjr Financial Accounting 
Registered Tax Agent

Memberships:

NTAA - National Tax and Accountants’ Association

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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…

Susan Duncan

Susan has worked in the financial services industry for 17 years across various roles. She started in the industry in client services and developed into paraplanning having previously completed her RG146 and obtaining competency in the areas of Insurance and Risk Protection. Susan is passionate in providing the highest level of service to our advisers and their clients.

Outside of work, Susan enjoys family life with her husband Grant and 3 children. They love camping, bike riding, the beach and discovering new and exciting places. She also enjoys sharing lots of laughs with friends and strong coffee!

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Melissa White

Admin Manager

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

Melissa White

Melissa joined the WealthVisory Family in April 2019 with 4 years experience in administration within accounting firms. She loves interacting with clients and her colleagues and ensuring that everything is done in a helpful, friendly and efficient manner.

Melissa spends most of her spare time enjoying time with family and friends and watching thrillers. Likes to travel and venture off to new parts of the world adding South America to her experiences in 2019.

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Aaron Colley

Director/SMSF Advisor

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

Aaron Colley

Aaron is a Qualified Chartered Accountant with over 15 years experience in the accounting industry. Aaron previously started Dolphin Tax back in 2011 and has now taken Ryan under his wing and formed WealthVisory.

Aaron is also a qualified Financial Planner, however didn’t pursue this any further as he enjoyed helping small business understand their numbers. Through this, Aaron is able to provide advice surrounding structuring, cashflow, tax compliance and develop strategies with clients moving forward.

When he’s not in the office keeping it afloat, he can be found spending time with his family, having knee surgery or playing basketball in his backyard basketball court. Also he is a big West Coast Eagles fan.

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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.

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