Personalised Investment & Financial Strategy Advice

For individuals, families and sophisticated investors.

Personalised Investment & Financial Strategy Advice

For individuals, families and sophisticated investors.

Welcome to Alder & Partners Private Wealth Management. This is our story.

Our Story

Welcome to Alder & Partners Private Wealth Management.

Our Client Stories

We love helping our clients get the most out of their lives. Hear some of their stories.

What Our Clients Say

Real results, real people. Hear what they have to say.

I have been a client of David and Alder and Partners Private Wealth Management since 2017. He and his team worked tirelessly to sort out a very complicated financial situation I was left with and not only rectified the problems but totally reorganised and restructured the entire portfolio where David’s investment skills managed to grow the portfolio well beyond my wildest expectations. However, apart from the financial gain, it’s also about the trust, respect, diligence and his genuine concern for his client’s financial future. I value and have always acted on David’s advice, which has proven solid, logical and well thought out. I can’t recommend David and Alder and Partners highly enough and I look forward to continuing my relationship with David and the company for many years to come.

Shauna

Matthew has been our Financial Adviser since we moved to Australia 5 years ago. We have established an exceptional relationship with him on a professional level, where he has handled our affairs with diligence and care, and from a personal perspective, where we have enjoyed his company and appreciated his ability to keep us informed through turbulent times.

David

We’ve always been hesitant to use financial planners but as we were approaching the end of our working life we wanted to be sure that our financial affairs were in order. After talking to a friend whose financial savvy I’ve respected, he suggested that we talk to David Alder. Since engaging David and his team at Alder Partners, we have reviewed our financial and investment strategies. Recently we’ve together created a comprehensive retirement plan and now are reassured about our future. We feel well supported by David and his colleagues who go well beyond providing basic financial support. We are confident in recommending Alder and Partner’s financial services.

Peter and Catie

Matthew has been looking after my financial and superannuation affairs for several years now and has always been very proactive and professional in our dealings. With the ever changing rules and regulations surrounding superannuation, it has been comforting to know Matthew is looking after my interests. Thanks Matthew.

Bradley

I’ve known Steve personally for close to 30yrs, having been separated by a year at Scotch College. In these early years, it was evident that Steve was not only a very bright individual, but also displayed a very genuine charisma and sharp wit that makes him not only a pleasure to be around, but has no doubt set him on the path to success professionally. Having now dealt with Steve for 3 years directly through our business partnerships, it is clear to see how he excels in financial planning. His incredible attention to detail and unwavering commitment to client outcomes are second to none and there would be no adviser out there with a better ability to steward clients through uncertain market and regulatory conditions given his clear focus, high-quality communication and calm demeanour. I would have no hesitation in referring clients to Steve should they be looking for an exceptional financial advice experience.

Jamie

Our Services

Investment Management

With a disciplined, strategic approach, we offer bespoke portfolios focused on securing and growing your wealth for long-term success. Let us help you achieve your financial goals.

Financial Planning

Empowering your financial future with tailored strategies to build, grow and protect your wealth – because your goals deserve expert, ethical and personalised guidance.

Family Offices & Charities

We deliver on our expert solutions, tailored investment strategies, impact-driven advice and governance support that aligns with your mission to secure long-term success.

Maggie Petrie

Client Services Manager

After 10 years in Perth real estate, I swapped property portfolios for people power at Alder & Partners as our Client Services Manager—and haven’t looked back. My superpowers? Empathy, integrity, transparency, and cracking a good joke at just the right moment.

Outside the office, I am a history-loving hiker, a passionate home cook, and a proud mum of three grown kids who never say no to a dinner invite.

Fun fact: I once sang in the WA Symphony Orchestra Chorus and got bitten by a redback spider mid-performance of Handel’s Messiah at the Perth Concert Hall. Talk about commitment to the arts!

Linda Katskindarakis

Client Services Manager

With over 25 years of experience in client service management within the finance sector, I bring a wealth of expertise in delivering exceptional front-line support and fostering lasting client relationships. As a Client Service Manager, I play a pivotal role in shaping the client experience, ensuring every interaction reflects the professionalism and integrity of Alder & Partners.

I understand that meaningful client engagement is vital to building trust and driving business success. My deep understanding of financial services, combined with a passion for helping people, allows me to anticipate client needs, resolve inquiries efficiently and create a welcoming environment that supports both clients and colleagues.

Whether coordinating appointments, managing communications, or supporting operational processes, I consistently demonstrate a commitment to excellence, confidentiality, and client satisfaction.

Kerialea Bryde

Paraplanner

I stepped into the financial services industry in January 2020 just before COVID turned the world upside down – what a time to learn about markets, resilience, and the value of good financial advice! Starting out as a receptionist, I quickly moved into client services and now thrive in my current role as a paraplanner at Alder & Partners, which I have been a member of the team since January 2023.

Having worked with firms across Queensland and Western Australia, I bring a wealth of experience across superannuation, investments, and insurance. I’ve worked with a wide range of clients – from families and farmers to medical professionals and high-net-worth individuals – and love helping turn complex strategies into clear, actionable advice.

When I am not deep in financial research or preparing advice documents, you’ll likely find me soaking up a sunset at the beach or spending time with family back in Queensland.

Simone Martin

Senior Paraplanner

I have worked in financial planning since 2016 and bring a broad mix of experience to the role, having worked as a paraplanner, associate adviser, and compliance manager. This background gives me a practical understanding of both the technical and client-focused sides of advice.

As a Senior Paraplanner, I support the advice team by preparing clear, thoughtful strategies tailored to each client’s goals. I enjoy the structure and detail involved in paraplanning and take pride in delivering advice that is practical, compliant, and easy to understand.

Outside of work, I a mum to two young girls. I am a classically trained flutist who has been playing since I was nine and recently picked up piano as a secondary instrument, continuing to enjoy music as a creative outlet. I also enjoy spending time outdoors, particularly hiking long trails when time allows.

Melissa Ormsby

Senior Paraplanner

With over 25 years of experience in the financial services industry, I’ve built a career around supporting the delivery of high-quality, tailored advice that helps clients make confident, informed financial decisions.

As a Senior Paraplanner, I work closely with our Financial Advisers to develop strategic advice for a diverse range of clients, from individual investors and family offices to not-for-profit organisations. I have a particular focus on retirement and wealth planning, and I take pride in turning complex financial modelling into clear, practical recommendations that align with each client’s goals.

I have strong technical expertise in financial planning software and enjoy building custom templates and workflows that improve efficiency and ensure consistency in the advice process.

I’m also passionate about mentoring and supporting junior paraplanners and client service team members. Sharing my knowledge, especially around projections, modelling, and process improvement, is something I find genuinely rewarding.

Integrity, respect, and professionalism guide the way I work. Whether I’m supporting our Advisers or working behind the scenes on a client strategy, my goal is always the same: to contribute to advice that’s thoughtful, effective, and grounded in what matters most to our clients.

Judit Law

Head of Advice & Professional Standards

As Head of Advice and Professional Standards, I’m responsible for overseeing the preparation and delivery of our advice documents, ensuring they meet the highest standards of clarity, compliance, and strategic quality.

I’ve worked in the financial services industry since 1999, and over that time I’ve developed deep expertise across a range of areas including superannuation and retirement income, debt management, estate planning, insurance, corporate and trust structures, aged care, and social security.

I’m passionate about helping our team deliver advice that is not only technically robust, but also truly aligned with each client’s individual circumstances and goals. I take a methodical, detail-oriented approach to my work, and I’m driven by a genuine desire to solve complex problems in a way that brings clarity and peace of mind to both our Advisers and our clients.

Consistency, quality, and integrity are at the heart of everything I do. I take pride in being a trusted resource within the business and in playing a part in delivering advice that makes a meaningful difference in our clients’ lives.