Board of Advice
ANDREW DOQUILE,
MANAGING DIRECTOR
Andrew has worked in the Financial Services sector for more than 30 years and has led The Advice Exchange in the role of Managing Director for the last 10 years.
With a focus on the distribution, designing, and developing of adviser and dealership propositions, he has worked for AXA Australia (formerly National Mutual) in the 1990s with responsibility for structuring distribution and dealership propositions. He was also instrumental in the restructure of general agency principles enabling advisers to choose their own dealership proposition.
Subsequently, Andrew contributed to the dealer propositions for Financial Service Partners and Inscorp, followed by a period at Wealthpoint Financial Services. He was then the General Manager for Tandem Financial Advice from 2002 to 2007.
Andrew has a number of academic qualifications, including a Bachelor of Commerce, a Graduate Diploma in Accounting and Economics, and a Diploma of Financial Planning.
Jamie Nicol - Chief investment officer & director -
DNR CAPITAL
Jamie has over 27 years experience in the financial services industry. He is a senior member of the DNR Capital Investment Committee and is also responsible for investment strategy, portfolio construction and stock selection, investment process enhancement and management of the investment team. His sector responsibilities include financials (ex property), materials, industrial and information technology.
As a founding member of DNR, Jamie led the development of the investment philosophy and process, and the establishment of the investment team.
Jamie has a Bachelor of Business—Accounting (Distinction) from Queensland University of Technology, a Bachelor of Economics from The University of Queensland and is a member of the Australian Institute of Chartered Accountants.
PAUL BROEREN - MANAGING DIRECTOr - SWP
Paul, the Managing Director of Strategic Wealth Partners, is a Certified Financial Planner™ with a Diploma of Financial Planning.
He has been a practicing financial planner since 1995, originally working as a Senior Financial Planner for a major bank before commencing his own business in 2004. He is a member of the Financial Planning Association and Self-Managed Super Fund Association.
Prior to his financial planning career, Paul’s experience was in SME business management, placing him in good stead to provide advice to both personal as well as small-medium business clients.
MARK WATERHOUSE - Director - WWM
Mark brings over 35 years of experience in financial services and is the director of Waterhouse Wealth Management.
Mark provides taxation, accounting, auditing and business services as well as managing investment concerns and the acquisition and financing of properties and businesses.
Mark is an Associate Member of the Institute of Chartered Accountants in Australia, a Registered Company Auditor, Registered Tax Agent and Registered SMSF Auditor.
MATTHEW GIBSON - Director - DFP
Matthew is the founding director of Discover Financial Partners. Matt has over 10 years’ experience advising clients in the area of personal finance.
He started his career with the Commonwealth Bank in 2003 and has been operating his own financial planning practice since 2008.
Matthew has a straightforward way of communicating with clients and is skilled at breaking down complex financial strategies into easy to understand terms and illustrations.
Matthew holds the Certified Financial Planner Professional designation, is a Specialist Self-Managed Superannuation Specialist and holds a Graduate Diploma in Financial Planning. Prior to Financial Planning, Matthew completed a Bachelor of Surveying with Honors from the University of Newcastle.