Director & Principal
Ursula Boorman holds a Bachelor of Economics degree, a Diploma of Financial Planning and is a Certified Financial Planner. Ursula is also an SMSF Specialist AdvisorTM. She has worked in banking and financial services since 1988.
Ursula is particularly skilled in developing the financial strategies that enable clients to achieve their goals through her understanding of the way that superannuation, taxation and social security legislation interact with each other. Ursula is passionate about giving clients the confidence they need to take control of their financial situation and provides strategies to help them plan for their future.
Founder and Investment Strategist
Peter Rodgers, the founder of Direct Advisers, holds a Bachelor of Arts degree, and has been a practicing financial planner since 1986.
With a background in law and economics, Peter is particularly skilled in understanding investments and investment portfolio construction. His main role is developing investment strategies for clients.
Peter enjoys kayaking,bushwalking and photography
At Direct Advisers Trevor is responsible for the administration of our Term Deposit investment portfolio.
In Addition to these duties Trevor provides administrative support to his wife Ursula and assists with research into new products and systems within the business. Outside work Trevor enjoys spending time with his family and, when possible, playing golf and fishing.
My background is in Administration and Customer Service and I have strong skills in these areas. This assists in my Administration role at Direct Advisers, where I will be working with you for all your customer service needs. I am always looking to improve my skills and have plans to commence a diploma in Financial Planning in the near future.
I have a young family and most of our spare time is taken up with various sporting activities. We are a very active family and love getting outdoors to enjoy this beautiful town we live in.
I have 25 years’ experience in the financial industry, delivering superior customer service in all roles I held.
I am excited to be launching our new service, Age Pension Assist, with Ursula. My interests include cooking and entertaining family and friends and I enjoy a range of live musical entertainment. I have a keen interest in health and fitness.
Ursula Boorman is an Authorised Representatives of Direct Advisers Pty Ltd AFSC No 236855.