Welcome To Direct Advisers


Direct Advisers is a boutique, privately owned financial planning practice. We have been providing tailored solutions to help clients achieve their financial and lifestyle goals for more than 30 years.

Our purpose is to help you achieve financial security so you can improve your quality of life. We do this by taking the time to understand your objectives, empowering you to make informed decisions, and providing honest advice of the highest quality.

As a privately owned practice we work for you, not for a financial institution.

We are are passionate about building personalised, long term partnerships with clients, and our clients enjoy the comfort and security of dealing with people they know and trust.

Founded in 1986, Direct Advisers provides services to clients throughout Australia from its office in Port Macquarie.

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Ursula Boorman

Director and CERTIFIED FINANCIAL PLANNER TM


Peter Rodgers

Founder and Investment Strategist


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Get in touch

Have any questions?

Email Us

Call us

02 6583 7588

Address

2/106 William Street, Port Macquarie

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