Our Team

Ursula Boorman

Director & Principal

Ursula Boorman holds a Bachelor of Economics degree, a Diploma of Financial Planning and is a Certified Financial Planner. Ursula is also an SMSF Specialist AdvisorTM. She has worked in banking and financial services since 1988.

Ursula is particularly skilled in developing the financial strategies that enable clients to achieve their goals through her understanding of the way that superannuation, taxation and social security legislation interact with each other. Ursula is passionate about giving clients the confidence they need to take control of their financial situation and provides strategies to help them plan for their future.

Peter Rodgers

Founder and Investment Strategist

Peter Rodgers holds a Bachelor of Arts degree and founded Direct Advisers in 1986.

With a background in law and economics, Peter is particularly skilled in understanding investments and investment portfolio construction.

Peter enjoys kayaking, bushwalking and photography

Trevor Boorman

At Direct Advisers Trevor is responsible for the administration of our Term Deposit investment portfolio.

In Addition to these duties Trevor provides administrative support to his wife Ursula and assists with research into new products and systems within the business. Outside work Trevor enjoys spending time with his family and, when possible, playing golf and fishing.