By understanding your stage of life and the needs and objectives for your personal situation, we can tailor an appropriate strategy for you.
As Managing Director of Direct Advisers, Ursula sets the tone for a business that puts the best interests of its clients above all else to provide peace of mind that your financial future is in good hands.
A Port Macquarie local, Ursula grew up in a hospitality family, which ingrained in her the ethos that the customer always comes first. Before starting her career in financial advice, she completed a Bachelor of Economics and worked in banking, where she won a Rotary Vocational Service Award.
Peter 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
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.
Meet Meg, a best friend to our clients and Centrelink ‘warrior’ when it comes to dealing with simple and complex situations. She is the warm and friendly voice on the other end of the phone when you need a helping hand.
Megan owned her own business for over 11 years, giving her an understanding of the many facets of business and how to get things done.
She enjoys reading and being creative as well as sharing time with her family and dog.