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At District Wealth, we bring clarity to the complex and help you move forward with confidence, purpose, and peace of mind.  

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What We Do

Through tailored and innovative wealth management solutions, we are dedicated to helping you achieve your financial and lifestyle goals. Our advisers specialise in partnering closely with individuals, professionals, business owners, and families, developing strategic solutions that align your current financial circumstances with your long-term aspirations.

Wealth management solutions, to help you achieve your financial goals

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Meet Our Team

Together we bring a combination of deep financial expertise with a shared commitment to delivering the highest quality advice that is thoughtful, practical that always prioritises our clients’ best interests. 

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  • James brings deep expertise across both personal advice and the successful operation of financial services businesses. He is known for his composed, considered approach and ability to build long-term relationships grounded in trust. James supports clients in navigating complexity with calm, clear guidance—ensuring their financial decisions stay focused on what matters most.

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  • Andrew combines strategic thinking with a practical approach to personal financial advice. He focuses on structuring and forward planning, helping clients make clear, informed decisions in the context of their broader goals. Known for his clarity and perspective, Andrew supports clients through complex financial choices and key life transitions.

  • Senior Paraplanner

    Jyothi brings over fifteen years of experience in financial services, spanning advice, technical strategy, and compliance. A former financial adviser, she combines practical client insight with strong technical capability.

    As Senior Paraplanner at District Wealth Management, Jyothi leads the development of detailed financial strategies and complex scenario modelling across superannuation, investment structuring, insurance, and tax planning. She is responsible for crafting high-quality Statements of Advice, technical research, strategy testing and ensuring advice is compliant and aligned with each client’s goals. Jyothi is analytical, thorough, and solutions-focused, with a commitment to delivering clear, well-structured advice outcomes.

    Advanced Diploma in Financial Planning
    Fellow Chartered Financial Practitioner (FChFP)

Contact Us

Ready to take control of your financial future? Let’s start the conversation.