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 experience in the Financial Sector.
Before founding PCA, he had several roles at a range of financial institutions, which included working as 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.
Anna is a Chartered Accountant, specialising in small business and family group taxation and management accounting. She is an Accredited Financial Planner (AFP) with over 20 years of experience in the public and commercial sectors. Anna holds a Bachelor of Commerce and a Graduate Diploma in Financial Planning.
Before PCA, she worked at a variety of groups including Arthur Andersen, RSM and Byfields across the UK, Perth and Regional WA.
At PCA, Anna is a Chartered Accountant, providing advice on a range of financial planning solutions.
Mandy is a Mortgage Broker, specialising in commercial, business, residential, investment and asset finance advice. Mandy is an Accredited Finance Broker and holds a Diploma in Financial Services (Finance Mortgage Broking Management).
Prior to joining the PCA team, Mandy worked as an Accredited Finance Broker and in business administration for over 13 years.
At PCA, Mandy provides lending advice and is part of the Client Services team.
Amy is a Graduate Accountant. She is currently studying a Bachelor of Commerce at Curtin University. Amy is part of the Chartered Accountants Achiever program as well as a student representative for Chartered Accountants ANZ.
At PCA, Amy is part of the Portfolio Accounting and Administration team.
Nic is an Associate Adviser. He holds a Bachelor of Commerce and Economics and a Graduate Diploma of Financial Planning.
He joined the PCA team in 2017, helping the Advice team develop and implement a variety of financial planning solutions for individuals, families and organisations.
Rachel is a Chartered Accountant with over 20 years of experience in commercial accounting and administration. She has a Diploma of Financial Planning and has completed the Australian Institute of Company Directors course.
Before PCA, she was a Para Planner and an accountant for a variety of boutiques and multinationals, which included working as Senior Accountant at KPMG.
At PCA, Rachel is an Associate Adviser, helping develop and implement a variety of financial planning solutions.
Alex is a Marketing and Client Communication Specialist. She has over 15 years experience in the Financial Services Sector.
Alex holds a Bachelor of Commerce with a Double Major in PR and Marketing.
Prior to joining PCA, Alex was Head of Consumer Insights for Bankwest as well as roles with Hartleys and Morgan Stanley.
At PCA, Alex supports the Client Services and Advice teams.
Anna is a Chartered Accountant, specialising in Management Accounting. She holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance.
Before PCA, she worked for over a decade as a Chartered Accountant in both public and private practices. Over that period, she was a Senior Accountant at KMPG where she was heavily involved in Financial Risk Management. Anna was also a Team Leader of the Group Accounting team at Wesfarmers Limited.
At PCA, Anna is part of the Accounting Team.
Katharine is a Mortgage Broker and Client Service Manager. She is an Accredited Finance Broker with over 10 years of experience in human resources and executive management.
Katharine 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 multinational firm, working internationally in the real estate banking and finance, investment, funds and asset management sectors. She currently sits on the Board at Kidsafe WA.
At PCA, Katharine provides lending advice and is part of the Client Services team.
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 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 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 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 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).