Our Team

We are a team of expert financial advisers and chartered accountants each specialising in different, yet complementary areas.

We are supported by a Board of Advice which is made up of the premier leaders in the various fields in which we, Private Capital Advisers, specialise.

We, like our clients, value expertise and lasting partnerships built on trust.

Peter Wright

Director

LinkedIn

Peter is the founder of Private Capital Advisers (PCA). He is a Certified Financial Planner, Chartered Accountant, Financial Planning Specialist, SMSF Specialist Adviser, and an Accredited Finance Broker with over 20 years of experience in the Financial Sector.

Before founding PCA, he had several roles at a range of financial institutions, which included working as a Private Client Adviser and a key member of the Investment Management Group at Shadforth. He was also the Treasurer of MSWA for seven years.

He holds a Bachelor of Commerce, Graduate Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Management and Masters of Accounting.

Peter is the Principal Adviser at PCA and is involved in all aspects of the business.

Kieran Lyons

Director

LinkedIn

Kieran is a Chartered Accountant who has over 18 years of experience in the accounting and business sector. Kieran provides tax, accounting and business services, working closely with individuals, private companies, and family businesses to help achieve their goals.

Before joining Private Capital Advisers, Kieran worked at KPMG and The Business Ledger. Before becoming a Chartered Accountant, he spent six years in Sales in the FMCG market in the Republic of Ireland.

Kieran is a Director of Private Capital Adviser’s accounting business (Private Capital Accounting Pty Ltd) and is involved in all aspects of this business.

Kieran has completed a Bachelor of Business Studies, Accounting and Finance in Ireland and is a Member of the Chartered Accountants of Australia and New Zealand.

Sharon Cork

Financial Planner

Sharon is a Certified Financial Planner, Chartered Accountant, Life Risk Insurance Specialist and SMSF Adviser with over 20 years of experience in the financial services industry.

Prior to joining Private Capital Advisers, she ran her own financial planning business for ten years.

Before starting her own business Sharon has been employed in a number of roles with the Royal Australian Air Force, a private accounting firm, Asgard and MLC. It was through this time she gained valuable experience as a tax accountant and operating master superannuation and investment trusts.

Sharon holds a Bachelor of Commerce degree, a Graduate Diploma in Professional Accounting, a Graduate Diploma in Financial Planning and a Certificate for the Management of Self-Managed Superannuations Funds.

Odette Beswick

Practice Manager

LinkedIn

Odette is a Practice Manager. She holds a Bachelor of Commerce from the University of Western Australia and a Diploma of Financial Planning.

Before joining PCA, Odette was a Practice Manager at another Financial Institution.

At PCA, Odette is responsible for driving clear, consistent business processes that support the growth and development of the business, with a focus on delivering exceptional service.

Nic Moran

Associate Adviser

LinkedIn

Nic is an Associate Adviser and Certified Financial Planner. He holds a Bachelor of Commerce and Economics from The University of Western Australia and a Graduate Diploma in Financial Planning.

Before PCA, Nic was a graduate and had an extensive Floorball career. He joined the PCA team in 2017.

At PCA, Nic is involved in developing financial planning strategies and solutions for individuals families and organisations and overseeing the implementation process.


Gloria Savic

Financial Adviser

LinkedIn

Gloria is a Provisional Adviser and Certified Financial Planner. Gloria holds a Graduate Diploma in Financial Planning, Tier 1 Derivatives - Personal Advice from KAPLAN.

Gloria has over 10 years of experience working in senior paraplanning roles preparing strategic and technical Statements of Advice, complex financial modelling, and technical research in developing client financial plans.

At PCA, Gloria is involved in developing financial planning strategies and solutions for individuals families and organisations and overseeing the implementation process.

Chardae Indrisie

Associate

Chardae is an Associate Adviser. She has a Bachelor of Commerce from Curtin University together with a Graduate Diploma in Financial Planning from Kaplan Professional. Chardae has over 9 years’ experience as a Senior Paraplanner in the financial planning industry and prior to that worked in business operations. At PCA, Chardae is involved in developing financial planning strategies and solutions for individuals families and organisations and oversees the implementation process.

Cheryl Lim

Associate Director

Cheryl is a Chartered Accountant with over 15 years of experience in accounting and business. Cheryl provides tax, accounting, and business services to individuals, family groups, and privately owned businesses.

Before joining Private Capital Advisers, Cheryl worked at KPMG, providing specialist tax advice to individuals and high net-worth individuals. Cheryl completed her Bachelor of Business degree at the University of Western Australia. During her time at university, she accepted a cadetship with PKF Chartered Accountants.

Cheryl is a dessert aficionado, having attended the Carpigiani Gelato University for gelato lovers. She then went on to open The Milk Barrel, which is now an award-winning gelato business.

Jack O'Malley

Senior Accountant

Jack O’Malley is a Chartered Accountant with over 4 years of experience in the accounting industry. Jack provides tax, accounting, and business services to individuals, family groups and privately owned businesses.

Before joining Private Capital Advisers Jack had experience working at various mid-tier accounting firms including Nexia Perth and RSM Australia providing accounting and tax advice to clients.

Jack also sits on the panel for Young Chartered Accountants Panel.

Jack completed his Bachelor of Commerce, Accounting and Finance at Curtin University.

Anna van Hazel

Investment Analyst

LinkedIn

Anna works as an Investment Analyst at Private Capital Advisers with over a decade of experience in both private and public practice. She is a Chartered Accountant and holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance.

Before PCA, Anna worked at KPMG Perth in Assurance and Financial Risk Management and then at Wesfarmers Limited in Group Reporting, Budgeting, and Analysis.

At PCA she now focuses on investment evaluation of private and listed companies, and other investor opportunities offered to clients of the firm.

Anna is also the Finance Manager for Private Capital Advisers.

Amber Steele

Chartered Accountant

Amber is a Chartered Accountant. Amber holds a Bachelor of Business from Edith Cowan University.

Amber has over 15 years of experience working with Self Managed Superannuation Funds.

At Private Capital Superannuation, Amber is responsible for the day to day management of the superannuation funds as well as the year-end reporting obligations.

Ashleigh Caffey

Client Services Manager

Ashleigh Caffey is a Client Services Manager at Private Capital Advisers (PCA). Ashleigh has over ten years of experience working in the wealth management industry.

Before joining PCA, Ashleigh worked at various financial planning firms providing client service support. At PCA Ashleigh manages and facilitates the implementation of advice and administration support to the team.

Alex Fryer

Client Services Officer

Alex is our Client Service Officer and works with existing and prospective clients. Alex is responsible for the effective and efficient implementation of advice. In his spare time, Alex enjoys playing his guitar and playing sports. Alex is currently completing a Bachelor of Commerce with a major in Finance at the University of Western Australia.

Alex O'Byrne

Marketing and Communications

LinkedIn

Alex is a Marketing and Client Communication Specialist. She holds a Bachelor of Commerce with a Double Major in PR and Marketing from Curtin University.

Prior to PCA, Alex was Head of Consumer Insights for Bankwest and also held prior roles with Hartleys and Morgan Stanley.

At PCA, Alex oversees all marketing and client communications.

Katharine Wright

Administration

LinkedIn

Katharine is an Administrator. She holds a Bachelor of Economics (Social Sciences) from the University of Sydney and a Diploma of Finance and Mortgage Broking Management.

Before PCA, Katharine was an Associate Director for a recruitment firm and has worked across Australia and internationally. She currently sits on the Board of Kidsafe WA.

At PCA, Katharine supports office administration.

Board of Advice

The purpose of the Board of Advice is to serve the development of Private Capital Advisers and key staff through the ongoing guidance and mentorship of its members.

Tony Grist

Corporate Adviser & Company Director

Tony is the former Head of Corporate Finance at an Australian stockbroking company, as well as the co-founder and Chairman of ASX listed Amcom Telecommunications Ltd. He led the merger with Vocus Communications and then served as the Deputy Chairman. In 1990 he founded what is now known as Albion Capital Partners, a Venture Capital group.

Tony is an Associate of the Financial Services Institute of Australasia and a Fellow of the Australian Institute of Company Directors. He is a director of the PLC Foundation and a director of The Minderoo Foundation. He has also held directorships in Canada, United Kingdom and Australia in the healthcare, mining and energy industries.

Tom Henderson

Chartered Accountant & Corporate Adviser

Tom has over 20 years of experience in Corporate Finance, specialising in advisory services to the financial, resource and service industries. Tom is a member of the Institute of Chartered Accountants of Australia and is the former Head of Corporate Finance at Deloitte in Perth.

Tom left the Deloitte partnership in 2006 to pursue a number of private interests before establishing Forrest Capital—a company providing corporate advisory, equity placement and underwriting services to small and medium-sized Australian companies—with Kim Hogan.

Kim Hogan

Corporate Adviser

Kim has over 30 years of experience in the Financial Sector. Kim was formerly a Director of Porter Western Limited, a WA based stockbroking firm which was later taken over by Macquarie Bank in 1999. Kim worked as an Associate Director of Macquarie until leaving to form Forrest Capital with Tom Henderson.

Simon Joyner

Financial Adviser & Company Director

Simon founded the financial planning firm Keysbrook Financial Services which later merged into Shadforth Financial Group, of which Simon was the State Manager.

Simon now runs Aberfoyle Partners, a business specialising in consulting to financial planning firms. Simon also sits on the boards of ASX listed Westoz Investment Company (WIC) and Ozgrowth Ltd (OZG).