Who We Are


Bluewater Financial Advisors Pty Ltd is a boutique financial advisory practice family owned providing advice to a range of clients. We hold our own Australian Financial Services License (License No. 411846) issued by the Australian Securities & Investment Commission (ASIC).

“Boutique” means efficient, and specialised: The Bluewater Financial Advisers provide personalised professional service and promptly respond to their clients’ needs while providing economies of scale catering for diverse specialised applications and complex matters.

Wealth Management is a life business. Bluewater Financial Advisors continues to operate under the philosophy of the “long-term relationship”. Effectively, we partner with our clients for the long term and are, in essence, stakeholders in their prosperity.

Customer Care, Quality Service, Timely Results, Effective Solutions, and real Value for our clients’ money: these are the primary concerns of our business philosophy.

Bluewater Financial Group

We are a boutique financial advisory practice privately owned providing advice to a range of clients across Australia. Bluewater Financial Group provides a personalised professional service & promptly responds to their clients ever changing needs and requirements. Many of our clients have been associated with our practice since the beginning and continue to enjoy both a business and personal relationship. Our clients consist of private Individuals, self employed professionals, corporate executives, SME business owners, private and public companies. At Bluewater Financial Group we effectively partner with our clients for the long term and are in essence stakeholders in their prosperity.

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