ABOUT US

Personal advice with exceptional capability

At Clontarf Private Wealth, you receive personal service and sophisticated advice from experienced advisers who know you, understand your circumstances and remain closely involved throughout your relationship with us.

Our advisers are supported by a highly experienced team, dedicated investment committee and independent research. Together, we provide thoughtful, evidence-based advice delivered with care, expertise and a clear understanding of where you want to go. 

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Meet the team who make that possible

Headshot of Matthew Oake, financial adviser and director of Clontarf Private Wealth standing against a plain light grey background.

  • BSc, GradDipAppFin, DipFinPlan, JP

    Matthew didn't start out in finance. He spent his early career as a geologist, out in the field for some of the world's largest gold and base metal mining companies. Reading what's underneath the surface long before he ever read a client's financial position.

    Matthew has been advising for over twenty years, most recently as a Director at Private Wealth Partners, with earlier roles at DWL Financial Services, a major stockbroking firm and a boutique planning practice. He takes the trust clients place in him seriously. What matters most to Matthew is the moment a client stops worrying because they know he's already worked through every scenario that matters to them.

    Qualifications: Bachelor of Science, a Graduate Diploma of Applied Finance and Investment, and a Diploma of Financial Planning, with specialist training in Self-Managed Superannuation Funds, and is a member of the Financial Advisers Association of Australia.

Matthew Oake

Headshot of Cameron Taylor, financial adviser and director of Clontarf Private Wealth standing against a plain light grey background.

  • MFinPlan, GradDip FP, BBA BA-Psych

    Before training as a financial adviser, Cameron studied psychology and it shows in how he works with clients. Financial decisions aren't just about the numbers; they're connected to what someone actually wants for their family and their time. His detail-oriented, empathetic approach means clients spend less time worrying about their wealth and more time with the people it's for.

    Cameron entered the industry in 2006 as a client relationship manager at a boutique planning firm, where he saw firsthand the impact good advice has on people's lives before becoming an adviser himself. In the ten years prior to starting Clontarf Private Wealth, Cameron was part of the leadership team at Private Wealth Partners, guiding both the business and its clients through complex financial decisions. Today, he brings that same empathetic approach to every client relationship at Clontarf Private Wealth.

    Qualifications: Master's and Graduate Diploma in Financial Planning, Bachelor of Business Administration, Bachelor of Arts (Psychology). Specialist training in Self-Managed Superannuation Funds, gearing and margin lending. Member of the Financial Planning Association of Australia. Justice of the Peace.

Cameron Taylor

Headshot of Edward Shillard, financial adviser of Clontarf Private Wealth, standing against a plain light grey background.

  • B.Com, GradDip FP, CFP

    Edward is known for his measured advice and down-to-earth manner. He takes the time to understand what matters to his clients, helping them plan for their future with confidence rather than pressure.

    Edward has worked in financial services for nearly two decades, beginning his career as an Associate Adviser in 2007. That experience, including roles at Private Wealth Partners, Anne Street Partners and Mercer, has given him a well-rounded view of the financial landscape and the ability to support clients with more complex needs.

    Qualifications: Bachelor of Commerce, Graduate Diploma of Financial Planning, Certified Financial Planner®. Specialist training in Self-Managed Superannuation Funds and Mortgage Broking.

Edward Shillard

Headshot of Kieran Brown, financial adviser of Clontarf Private Wealth, standing against a plain light grey background.

  • B.Com B.(Econ & Fin), Adv. Dip FP

    Kieran has always been interested in understanding the ins and outs of financial markets. He applies that same depth of understanding to help clients make sense of the parts of investing and wealth creation that can be complex, so they leave each conversation more confident in their own position.

    Kieran has worked in the financial advice industry for over a decade. He spent this time in boutique firms, including Private Wealth Partners, working with clients at all different stages of their financial planning journey.

    Qualifications: Bachelor of Commerce - Economics and Finance, Advanced Diploma of Financial Planning and is a member of the Financial Advice Association Australia.

Kieran Brown

Headshot of Harry Turner, Head of Advice Operations of Clontarf Private Wealth, standing against a plain light grey background.
Headshot of Harry Turner, Head of Advice Operations of Clontarf Private Wealth, standing against a plain light grey background.

  • LLB (Hons), B.Com (Finance), DipAI, RG146

    Harry brings more than 13 years experience across consulting, operations, governance and quality functions in complex and highly regulated financial services environments.

    His career has included consulting at Deloitte and senior leadership roles at NAB, including Director within one of Australia's largest wealth remediation programs, where he led large operational and quality assurance teams responsible for delivering complex remediation and regulatory outcomes under significant executive and regulatory scrutiny.

    Through this work, Harry developed a deep understanding of what high-quality financial advice looks like and what it takes to deliver it consistently.

    At Clontarf, he brings that experience to help drive exceptional advice and outcomes for clients.

    Qualifications: Bachelor of Laws (Honours) / Bachelor of Commerce (Finance) from UNSW, Diploma of Artificial Intelligence, RG146 accreditation. He is currently completing the Graduate Diploma of Financial Planning.

Harry Turner

Headshot of Claudia Follmi, Client Relationship Manager of Clontarf Private Wealth, standing against a plain light grey background.

  • Claudia brings extensive experience in financial services, with a background spanning administration, superannuation and financial planning.

    As Client Relationship Manager, Claudia plays an important role in making sure our clients are well looked after and that the details behind their advice are handled with care. Highly organised, dependable and committed to getting things right, she provides invaluable support to both our clients and advisers and is an integral part of the Clontarf Private Wealth team.

Claudia Follmi

Headshot of Emma Hutchinson, Client Relationship Manager of Clontarf Private Wealth, standing against a plain light grey background.

  • M.Bus, DFP

    Emma brings more than 20 years of financial services experience, starting in hedge fund management then transitioning to Australian financial planning. She enjoys helping clients gain a clearer understanding of their finances while ensuring advice implementation and administration are handled efficiently and with meticulous attention to detail. Her focus is on providing a seamless experience and supporting clients every step of their financial journey.

    Qualifications: Master of Business (International Business), Diploma of Financial Planning.

Emma Hutchinson

Headshot of Yvette Brown, Client Relationship Manager of Clontarf Private Wealth, standing against a plain light grey background.

  • Yvette has a no-nonsense approach to client service. She doesn't overcomplicate things, she gets tasks done accurately and explains what's happening clearly so clients always know exactly where things stand.

    Yvette brings more than 30 years' experience in financial services and client administration to Clontarf Private Wealth. That depth of experience means clients are in steady, capable hands from day one.

Yvette Brown

Headshot of Ashley Fernandes, Paraplanner of Clontarf Private Wealth, standing against a plain light grey background.

  • B.Acc (Tax & FP)

    Since entering the accounting profession in 2017, Ashley has worked alongside both clients and advisers, bringing that perspective to her role as a paraplanner. She takes care of the detail behind the advice, from strategy and investment research through to comparisons and documentation, ensuring each recommendation is carefully considered and reflects the client’s goals.

    Ashley works closely with clients and understands the questions they ask, their priorities and what matters most to them when it comes to financial advice. She has a talent for turning complex detail into advice that is clear, considered and relevant to each client.

    Qualifications: Bachelor of Accounting, specialising in Taxation and Financial Planning.

Ashley Fernandes

“We felt that we had met someone we could trust. Someone who really had our best interests at heart and was looking at things from different angles. You came up with some great ideas that other people hadn’t come up with, so we’re very grateful for that.”

– Elaine

We are here to help

Tell us a little about yourself and what you’re looking to achieve. Our team will be in touch to start the conversation.