About Us

Alder & Partners Private Wealth Management is a Western Australian independent financial advisory group with a rich history of providing personalised investment and financial advice solutions.

Dating back to 1840, our long-standing family tradition of excellence in financial planning and investment advisory services, underscores our commitment to delivering bespoke wealth management services, tailored to the unique needs of high-net-worth individuals.

As a boutique firm, we pride ourselves on our independence, which allows us to focus solely on our clients’ best interests without the constraints often found in larger institutions. Our dedication to delivering the highest quality advice is complimented by our culture of continuous improvement, ensuring our expertise and standards consistently evolve to meet the sophisticated needs of our clients.

We believe that trust and professionalism are the cornerstones of successful wealth management. Our experienced team works closely with you to understand your financial goals and develop strategies that align with your aspirations. With Alder & Partners on your side, you can expect an innovative approach that not only preserves but also grows your wealth for generations to come.

Our Team

David Alder

Director & Financial Adviser

Steven Tulloch

Director & Financial Adviser

Matthew Bushell

FINANCIAL ADVISER

Judit Law

Head of Advice and Professional Standards

Melissa Ormsby

Senior Paraplanner

Kerialea Bryde

Paraplanner

Linda Katskindarakis

Client Services Manager

Maggie Petrie

Client Services Manager

Paul Nagle

Operations & Compliance

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.

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.

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.

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.

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!

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.