About us

Chartered Wealth Management Pty Ltd is a boutique financial services company offering a variety of services including Financial Planning, Wealth Creation, Superannuation and Risk Management. Launched in July 2013 as a part of Vine Investment Planners Pty Ltd, to focus and specialise in the domain of corporate super funds, servicing the needs of individuals, families, professionals and business owners.

Our goal is to provide expert financial and holistic advice based on years of experience and technical expertise, ensuring all clients have financial peace of mind.

Our Team

Duane Potter

Managing Director

Richard Elmes

Financial Planner

Cathy Irwin

Financial Planner

Stacey Jopson

Advice Services Manager

Jenna Maher

Practice Operations

Isabella Scarcella

Planner Associate

Lauren Sawers

Practice Support

Jenna Goldsworthy

Planner Associate/Paraplanner

John Chapman

Accredited Mortgage Consultant

David Bermingham

Cashflow Consultant

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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