WealthVisory Private Clients logo with tagline
Get In Touch With Us

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.

Learn More

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

10_WVPCbackgroundasq

Matthew Rutter

Director/Head Financial Advisor

Matthew has a wide ranging background in business, finance, taxation and accounting with over 30 years’ experience, firstly as…

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 30 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 and a cavoodle called Hurley. His interests include golf, snowboarding, cricket, surfing, travelling, gardening, movies, reading, watching rugby league, camping and spending time with his family and friends. For many 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. Matthew has also passed the required FASEA Ethical Standards exam.

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
  • FASEA Ethical Standards
  • Memberships:
  • NTAA - National Tax and Accountants’ Association
Read More
13_WVPCasq

Carly Voss

Practice Manager / Financial Planner

Carly launched her career in Financial Services in 2009, working for a large Financial Planning Licensee. She has excelled in various roles…

Carly Voss

Grad Dip FP
ASIC Authorised Representative Number 1000103

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, Client Services Manager, Practice Manager and Financial Adviser.

Her experience with financial best practice provides a solid foundation to ensure clients receive quality advice and outstanding service. 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 traveling.

Carly has completed the Graduate Diploma of Financial Planning with Kaplan Professional and has passed the required FASEA Ethical Standards exam.

Qualifications:

  • Graduate Diploma of Financial Planning                           
  • Cert IV in Finance and Mortgage Broking                           
  • FASEA Ethical Standards
Read More
11_WVPCasq

Michael Papiccio

Senior Financial Planner

Michael has been in the financial services industry since 1994, starting with the Commonwealth Bank, and working in several firms…

Michael Papiccio

Grad Dip FP, SSA

ASIC Authorised Representative Number 416796 

Michael has been in the financial services industry since 1994, starting with the Commonwealth Bank, and working in several firms via different licensees including Garvan Financial Planning, Apogee Financial Planning, an Independent AFSL holder, Genysis Wealth Advisers, Colonial First State and most recently Fortnum Private Wealth.

Michael is happily married to Jodie and the proud father of two sons. His interests include golf, snowboarding, volleyball, soccer, cricket, travelling, movies and spending time with his family and friends.

Michael is product agnostic where he does not care what the investments used are, as long as they get us the desired outcome and believes that investments should have a degree of liquidity to maximise flexibility.

He likes to work with clients to achieve their optimal financial and lifestyle goals and specialises in providing professional financial advice such as SMSF advice, wealth creation, debt reduction, retirement planning and aged care advice.

Michael is a member of the Self Managed Super Fund Association of Australia (previously the Self Managed Super Fund Professional Association of Australia- SPAA) and has been a Self-Managed Super Fund Specialist Adviser since 2015. Michael has also passed the required FASEA Ethical Standards exam.

Qualifications:  

  • Graduate Diploma of Financial Planning                        
  • SMSF Specialist Advisor
  • FASEA Ethical Standards          

Memberships

  • SMSF Association of Australia
Read More
12_WVPCasq

Luke Rowlands

Financial Planner

Luke began work in the financial services industry in 2021 after making the move from his role as an Accountant at WealthVisory…

Luke Rowlands

B Comm Grad Dip FP

ASIC Authorised Representative Number 1310604

Luke began work in the financial services industry in 2021 after making the move from his role as an Accountant at WealthVisory, after 5 years.

Luke graduated from Curtin University with a Bachelor of Commerce (Accounting Major) and has completed his Graduate Diploma of Financial Planning with Kaplan Professional. He has passed the required FASEA Ethical Standards exam.

Luke is happily married to his wife, Letesia, and has 2 young sons. He enjoys spending time with his family and friends, gym, surfing, elaborate board games, indoor or outdoor soccer (when he isn’t injured) and being a part of his local church, Eastlake. 

Luke’s focus is to build long-term relationships with his clients, with the aim of understanding and assisting them in achieving their financial and lifestyle goals. He has technical experience in the areas of retirement planning, self-managed super funds, superannuation, investments and insurance and continues to educate himself on the best available strategies that can be implemented for the benefit of his clients.

Qualifications:                                                             

  • Bachelor of Commerce major Accounting
  • Graduate Diploma of Financial Planning
  • FASEA Ethical Standards
Read More
20200702_141410

Susan Duncan

Para Planner

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

Susan Duncan

Susan has worked in the financial services industry for over 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!

Read More
15_WVPCasq

Bella Rutter

Client Services Assistant

Bella is currently pursuing a Bachelor of Commerce, majoring in Finance and Financial Planning. She brings a friendly and proactive approach…

Bella Rutter

Bella is currently pursuing a Bachelor of Commerce, majoring in Finance and Financial Planning. She brings a friendly and proactive approach to client support, ensuring every interaction is smooth, efficient, and tailored to individual needs. With a strong background in administrative coordination and customer care, Bella thrives in fast-paced environments where attention to detail and clear communication are key.

Outside of work, Bella is an avid sports enthusiast with a particular love for hockey. Whether hitting the field or cheering from the sidelines, her team spirit and dedication shine through in both professional and personal pursuits.

Read More
14_WVPCasq

Jodie Papiccio

Client Services Assistant

Jodie has been a valued member of the WVPC team for over two years, working in an administrative role where she supports both…

Jodie Papiccio

Jodie has been a valued member of the WVPC team for over two years, working in an administrative role where she supports both staff and clients with care and efficiency. With a background in IT, she brings a tech-savvy approach to her work and a keen eye for detail.

Outside the office, Jodie enjoys playing volleyball and futsal, staying active and connected with her community. She’s a proud mum and uber to two teenage boys and whether she's solving tech challenges or enjoying time with her family, Jodie brings energy, care, and dedication to every aspect of life.

Read More
12_WVPCasq

LUKE ROWLANDS

Financial Planner

Luke began work in the financial services industry in 2021 after making the move from his role as an Accountant at WealthVisory…

 

Luke Rowlands

B Comm Grad Dip FP

ASIC Authorised Representative Number 1310604

Luke began work in the financial services industry in 2021 after making the move from his role as an Accountant at WealthVisory, after 5 years.

Luke graduated from Curtin University with a Bachelor of Commerce (Accounting Major) and has completed his Graduate Diploma of Financial Planning with Kaplan Professional. He has passed the required FASEA Ethical Standards exam.

Luke is happily married to his wife, Letesia, and has 2 young sons. He enjoys spending time with his family and friends, gym, surfing, elaborate board games, indoor or outdoor soccer (when he isn’t injured) and being a part of his local church, Eastlake. 

Luke’s focus is to build long-term relationships with his clients, with the aim of understanding and assisting them in achieving their financial and lifestyle goals. He has technical experience in the areas of retirement planning, self-managed super funds, superannuation, investments and insurance and continues to educate himself on the best available strategies that can be implemented for the benefit of his clients.

Qualifications:                                                             

  • Bachelor of Commerce major Accounting
  • Graduate Diploma of Financial Planning
  • FASEA Ethical Standards
Read More
Get in touch

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

Contact Us
Scroll to Top