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

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Peter is the founder of Private Capital Advisers (PCA). He is a Certified Financial Planner and Chartered Accountant with over 25 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.

Gloria Savic

Financial Adviser

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Gloria is a Financial 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 in senior paraplanning roles preparing strategic and technical Statements of Advice, complex financial modelling, and technical research to develop 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.

Natasha Mackintosh

Operations Manager

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As Operations Manager at Private Capital Advisers, Natasha plays a key role in supporting the smooth operation of the business, overseeing practice operations, process improvement, and strategic initiatives that benefit both advisory team and clients.

With more than a decade of experience in financial services and business operations across the UK and Australia, Natasha has led business strategy projects, system implementations, workflow automation initiatives, and client service improvements. Working closely with teams across the firm, Natasha develops efficient, scalable processes that enhance service delivery, support sustainable growth, and help ensure high-quality, compliant outcomes for clients.

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.

Anna van Hazel

Finance Manager

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Anna works as an Investment Analyst and Finance Manager 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.

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 a Client Service Officer and works with existing and prospective clients.

Alex holds a Bachelor of Commerce degree from the University of Western Australia. Alex is responsible for the effective and efficient implementation of advice. In his spare time, Alex enjoys playing indoor and beach volleyball, and is now pursuing his Graduate Diploma in Financial Planning at Kaplan Professional.

Ella McCaughan

Client Services Officer

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Ella holds a Bachelor of Commerce with a focus on Economics and Finance. Before coming to PCA, she worked in the agriculture industry, where she learned about building client relationships, bookkeeping, and running business operations.

At PCA, Ella teams up with clients to put effectively implement financial strategies. Ella is planning to start studying for her Graduate Certificate in Financial Planning soon.

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).