With decades of combined experience in wealth management, tax planning, and cross-border finance, our team brings both global knowledge and a deeply personal approach. We’ve helped thousands of Australians make smarter financial decisions—and we’re ready to help you do the same.
Associate Director Financial Planning
As an Associate Director at Ally Wealth Management, he specialises in creating tailored strategies for Australian expats, residents, and repatriating Australians. His decade of experience in wealth management, superannuation, and cross-border financial planning ensures clients feel supported wherever they are in the world.
Joel holds a Master of Financial Planning and extensive qualifications from Kaplan Professional. His expertise spans investment advice, retirement planning, insurance, estate planning, and cash flow management.
Joel also co-hosts Money Side Up, a podcast dedicated to demystifying Australian personal finance. Whether you’re starting your expat journey, planning for retirement, or moving back home, Joel is here to help you make smarter, more confident financial decisions.
Senior Financial Adviser
As a Senior Financial Adviser at Ally Wealth Management, William brings a strategic, client-focused approach to wealth management, superannuation, retirement planning, and investment advice—always putting his clients’ best interests first.
With a Bachelor of Commerce in Financial Planning and Management from the University of Wollongong and a Master’s degree in Financial Planning from Kaplan Professional, William has built a strong foundation in holistic financial advice.
His experience spans roles at Pivot Wealth, Aware Super, and Universal Supplements Nowra, where he developed expertise in insurance, cash flow management, and expatriate financial planning. William is passionate about simplifying complex financial decisions and empowering clients to take control of their financial well-being. Whether you’re preparing to leave Australia, planning your return, or mapping out your retirement, William is here to provide transparent, tailored advice every step of the way.
Head of Advice Delivery
As Head of Advice Delivery at Ally Wealth Management, Nicola helps provide essential support services to our amazing financial advisers, ensuring they have the administrative, technical, and operational assistance required to focus on delivering high-quality holistic advice and support to clients worldwide.
Nicola brings over 20 years of financial planning practice experience, and joins us with a clear focus on strengthening the operational, technical and administrative foundations that enable great advice to happen.
Senior Paraplanner
Saad plays a vital behind-the-scenes role at Ally Wealth Management. He ensures clients receive comprehensive, well-structured financial strategies tailored to their unique needs.
As a Paraplanner and Client Services Officer, he supports the advisory team by preparing detailed financial plans, managing documentation for Wills and estate planning, and assisting with Self-Managed Super Funds.
Saad has a Bachelor of Business in Accounting from Edith Cowan University. Before joining Ally Wealth Management, he worked as an Accountant and Paraplanner at SFR Advisory Group, where he honed his skills in supporting financial advisors with documentation, compliance, and client service.
Saad is focused on helping clients live the life they want, with the money they have — grounded in trust, empathy, and sound strategy.
Client Engagement Officer
Ericka is the welcoming face behind Ally Wealth Management’s client experience.
As Client Engagement Officer, she manages the onboarding of new clients, supports the financial advice team, and builds strong relationships that help clients feel at ease from their very first interaction.
Based in Manila, Ericka ensures every touchpoint is seamless and supportive, no matter where clients are in the world.
With over five years of experience as a Training Specialist at Manulife, Ericka brings expertise in customer engagement, communication, and relationship-building to her role. She’s passionate about making complex processes simple and stress-free, helping clients navigate their financial journeys with confidence and clarity.
Client Service Officer
Erick ensures that every client interaction at Ally Wealth Management runs smoothly and efficiently.
As a Client Service Officer based in Manila, he supports the advisory team by managing client communications, coordinating schedules, and handling the administrative details that make complex financial planning feel effortless for clients.
With a Bachelor of Commerce in Business Administration and Management from Far Eastern University, Erick brings valuable experience from roles at Manulife Investment Management, Wells Fargo, and HSBC. His background in client account management, financial services, and operations gives him a strong understanding of what clients need to feel confident and well-supported.
