Wren Advisers (AFS Licence 247124) has been operating since March 2004. We specialise in providing investment advice, portfolio management, superannuation and insurance services.
What sets us apart from our competitors? Four things.
First, we’re a fee-based business. We charge an hourly fee or a portfolio management fee for our professional services. And if you don’t want a full financial plan, just answers to some specific questions, we can provide you with limited advice for an agreed fixed fee.
Second, we have our own Australian Financial Services Licence and are not aligned with any financial product provider. We can therefore work with you in an open way to find solutions that meet your financial objectives, circumstances and needs.
Third, we produce our own investment research. Wren Advisers has significant data resources that allow us to generate our own research, surveys and analysis. This information is exclusive to our clients. We also publish regular Client Updates which provide information and commentary on current market trends.
And finally, we’re professional. The staff at Wren Advisers are a members of recognised professional associations and are registered tax (financial) advisers. We are committed to upholding the highest ethical and professional standards.
We were also the first investment advisory firm in Australia to sign up to the Good Business Register – a Federal Government initiative supported by the St James Ethics Centre to engage Australian businesses in adopting more responsible business practices.
Andrew Quinn, Director & Adviser
Before Wren Advisers, Andrew worked in banking, stockbroking, funds management and chartered accounting in a variety of roles. He is also a board member on not-for-profit and educational organisations. Andrew has a Bachelor of Commerce with Honours and Master of Commerce degree from the University of Melbourne, a Diploma of Financial Planning and is a qualified accountant.
Hisako Toguchi, Director & Adviser
Prior to joining Wren Advisers, Hisako worked in a variety of roles at National Australia Bank, Daiwa Securities, Financial Wisdom and several financial planning firms. She has a Bachelor of Arts degree from Tsuda College, a Master of Arts degree in Economics from Tsukuba University, a Diploma of Financial Planning from Deakin University and is a Financial Planner AFP.
Ian Burnside, Head of Personal Insurances
Ian has been working in the insurance industry for over 30 years having started his career at Legal & General and then establishing his own insurance broking firm. He has been a representative at Wren Advisers since 2012. Ian has a Diploma of Agriculture from Dookie Agricultural College (now part of the University of Melbourne) and a Diploma of Life Insurance.
If you would like to discuss whether we can help you, or request our Financial Services Guide, please contact us.