Welcome To Direct Advisers
Direct Advisers is a boutique, privately owned financial planning practice. We have been providing tailored solutions to help clients achieve their financial and lifestyle goals for more than 30 years.
Our purpose is to help you achieve financial security so you can improve your quality of life. We do this by taking the time to understand your objectives, empowering you to make informed decisions, and providing honest advice of the highest quality.
As a privately owned practice we work for you, not for a financial institution.
We are are passionate about building personalised, long term partnerships with clients, and our clients enjoy the comfort and security of dealing with people they know and trust.
Founded in 1986, Direct Advisers provides services to clients throughout Australia from its office in Port Macquarie.
Our personalised services include:


Ursula Boorman
Director and CERTIFIED FINANCIAL PLANNER TM

Peter Rodgers
Founder and Investment Strategist