Meet Wattle

Your retirement partners

Our mission guides everything we do. We provide Australia's best retirement-focused financial advice.

About us

With over 20 years of experience working in two of Australia’s largest financial advice firms, we know the retirees and pre-retirees of Australia deserve something better.

We live and breathe retirement everyday. We want Wattle to be the leading retirement financial advice brand in Australia.

Having advised over 1,000 families, there are few financial advisers in the country that have a legacy as long, and extensive as Wattle.

Our history

Your team

Every client of Wattle will work directly with one of our directors, Jamie or Drew. We have experienced client service, paraplanning and advice teams who will support you along your journey.

Rachana San

Practice manager

Nhu Pham

Provisional adviser

Mary Bonilla

Client services manager

Claudette Santos

Client services associate

Julie Aliganga

Client services associate

Rosette Tuazon

Client services associate

Sheila Inoue

Client services associate

Caila Tayag

Accounting assistant

Oliver Nemtsas

Data & admin support officer