Ursula Boorman - Managing Director

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.

Committed to maintaining and expanding her industry knowledge to best serve her clients, Ursula has continued to gain qualifications and accreditations becoming a Certified Financial Planner, an SMSF Specialist Advisor and an Accredited Aged Care Professional.

Ursula makes a true emotional investment in the lives of her clients, understanding their concerns and worries and acting as much as a sounding board as a financial adviser.

“I’m interested in solving problems to give my clients peace of mind that they are saving or investing appropriately for the future,” she explains. “I genuinely want to make a difference, and nothing gives me more satisfaction than when a client experiences a positive change, and I can see their stress levels reduce and their outlook about the future improve.”

When she’s not supporting her clients, Ursula’s focus is on her family and supporting her local community. Along with husband Trevor, she enjoys spending time with her two daughters, who live in Melbourne.

When you’re ready to talk about your retirement, we’re here for you.