SUNSHINE COAST

Private Wealth Advice

For Individuals & Families

Ocean Advice is a boutique financial advisory firm providing personalised wealth management and retirement planning advice to a select group of high-net-worth individuals and families on the Sunshine Coast and beyond.

Superannuation & Retirement Planning

Helping you to transition into retirement with confidence, financial security and a clear long-term strategy.

Investment & Wealth Management

Building, managing and preserving wealth through tailored investment strategies.

Estate & Intergenerational Wealth Planning

Helping protect your wealth and plan for its transfer to the people and causes that matter most.

The Ocean Advice Approach

A Select Group of Clients.
A Highly Personal Service.

We believe exceptional financial advice is built on long-term relationships, trust and a thorough understanding of each client’s circumstances.

We work with a limited number of high net worth individuals and families, allowing us to provide highly personalised, proactive advice.

An important aspect of our firm is that Ocean Advice is privately owned and acts in the best interest of clients.

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Ocean Advice Pty Ltd (AFSL:458027)

is a Corporate Authorised Representative of

AdviceIQ Partners (AFSL:332957)

Enquire about becoming a client on: 07 5471 2099 or click here.

Why Us

EXCEPTIONAL CLIENT SERVICE/EXPERIENCE

We put the client at the centre of everything we do; we will follow up, keep you informed and provide regular reviews.

HOLISTIC & TAILORED ADVICE

We specialise in comprehensive advice that offers a complete solution to your needs, your situation is unique just like every one of our plans.

CLIENT/ADVISOR RATIO

We believe maintaining ongoing relationships with a limited number of clients is the only way to provide the tailored, pro-active and consistent advice experience we strive to deliver.

NO SURPRISES

We believe in complete transparency with our pricing structure – so there are no hidden surprises. Before any work is done you will always know the cost beforehand.

PRIVATELY OWNED

We are privately owned to ensure that we always act in our clients best interests.

PEACE OF MIND

We take the stress out of managing your financial affairs, giving you the confidence to enjoy the retirement you’ve worked hard for, while protecting your wealth for yourself and future generations.

Our Team

LUKE MORRIS - GRAD DIPAPPFIN, GAICD

EXECUTIVE FINANCIAL PLANNER

Luke Morris has been working in the Banking, Finance and Investment Industry since 2000 and established Ocean Advice Pty Ltd in 2014.

The firm was established to utilise the valuable experience and knowledge gained over the years to provide personalised and tailored strategy, superannuation and investment solutions to individuals and families looking to protect and grow their financial resources.

Prior to establishing Ocean Advice, Luke had worked with a large Investment Bank and had held positions of Associate Director and Business Development Manager, responsible for a range of Investment Funds and services and had also worked for a boutique wealth management firm where he held positions of General Manager and ‘Responsible Manager’ for the Australian Financial Services Licensee.

He has completed a Graduate Diploma of Applied Finance, Diploma of Financial Markets, Graduate Certificate in Financial Planning, along with the successful completion of Self Managed Superannuation Fund and Margin Lending courses.

Luke is also a ‘Responsible Manager’ of the Australian Financial Services Licensee (AdviceIQ Partners).

Luke is a Member of the SMSF Association and a Graduate of the Australian Institute of Company Directors.

His Authorised Representative Number issued by ASIC is 458025.

JACQUI BRITTON

CLIENT SERVICES MANAGER

Jacqui has been working in the Banking, Finance and Investment Industry for over 25 years, where she has held management positions within large banking institutions.

Jacqui joined Ocean Advice in early 2015 and is a dedicated member of the firm and brings a wealth of knowledge and experience to ensure clients receive the highest levels of personalised service and always has the client’s best interest at the centre of every interaction.

In her role, Jacqui utilises her organisational skills to manage the workflow of the firm and co-ordinates, liaises and facilitates contact with accountants, lawyers, fund managers and insurance companies.

Jacqui’s role also encompasses compliance and administration for the firm and ensures legislative and regulatory requirements are adhered to and maintained.

DEBBIE WIDMER

EXECUTIVE PARAPLANNER

Debbie has been working in the Finance Industry since completing a Bachelor of Commerce in 2000 and brings with her experience from large financial institutions to boutique private practices.

Working in a variety of businesses and roles within Finance, Debbie has gained valuable knowledge and experience.

Debbie joined Ocean Advice in mid 2016 and provides technical and administrative financial planning support to the firm and its clients, through the production of various advice documents, financial modelling, projections, calculations and strategic/technical input.

LAUREN MORRIS

PARAPLANNING AND BUSINESS CONSULTANT

Lauren has worked in the Banking, Finance and Investment Industry for 20 years, where she held roles that included Banking, Branch Management, Financial Planning and Paraplanning.

Lauren has previously owned and operated her own Paraplanning Support business and brings these skills to Ocean Advice.

Lauren provides technical and administrative financial planning support to the firm and its clients, through the production of various advice documents, financial modelling, projections, calculations and strategic/technical input.

This delivers a personalised and tailored service for clients and ensures appropriate outcomes are achievable.

Ocean Advice

Street Address
Marquesas North, First Floor
17/247 David Low Way
Peregian Beach, Qld, 4573

Postal Address
PO Box 114
Coolum Beach QLD 4573

Phone 07 5471 2099

ABN 54 168 712 052

Compliance

Advice Disclaimer

Financial Services Guides (Part 1) AdviceIQ Partners Pty Ltd

Financial Services Guides (Part 2) Ocean Advice Pty Ltd

Privacy Policy

Corporate Authorised Representative No.458027 of Advice IQ Partners Pty Ltd ABN 95 134 016 210
Australian Financial Services License No. 332957