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 expatriates, 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. Before founding Ally Wealth Management, he worked with Mentor1 Financial, Austbrokers Life, Domane Financial Advisers, and ANZ Private Bank, building a strong foundation in holistic financial advice.
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.
Senior Financial Adviser
Having lived and worked abroad herself, Amber understands the financial complexities of expat life in a way few advisers can. She specialises in helping Australians navigate the unique challenges of relocating abroad, managing finances overseas, and returning home—drawing on both her professional expertise and personal experience.
Amber is a Certified Financial Planner with a Master of Financial Planning from Kaplan Professional and a Commerce degree in Finance and Commercial Law from Curtin University. Her career includes roles at PictureWealth, Euroz Hartleys Limited, and ANZ, where she developed deep expertise in wealth management, superannuation, life and business insurance, expatriate planning, and repatriation advice.
She also teaches Financial Planning at Curtin University, sharing her knowledge with the next generation of advisers. Whether you’re planning an international move or preparing to return home, Amber is here to provide transparent, tailored advice that fits your lifestyle and goals so you can feel confident wherever life takes you.
Senior Financial Adviser
Ben Wise brings more than two decades of frontline and technical experience to Ally Wealth. His background spans paraplanning, technical services, practice management, adviser development, and advising Premier and high‑net‑worth clients across Australia.
Ben has extensive hands‑on experience developing and managing separately managed account (SMA) portfolios, both passive and active, across all major asset classes and risk profiles. He is heavily focused on the technical and strategic aspects of advice, preferring evidence‑based, client‑first solutions over product‑led approaches. His AFSL compliance and management credentials include prior service as an ASIC Responsible Manager, supporting robust governance and high standards of conduct.
Clients appreciate Ben’s highly motivated, goal‑oriented style and his strong written and verbal communication skills. Above all, Ben’s priority is clarity: cutting through complexity so clients can make confident decisions today while staying well‑positioned for what’s next.
Paraplanner & Client Services Officer
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.
