Australian Wealth Advisers operates under it's own Australian Financial Services Licence (Number 226035).

Because Australian Wealth Advisers is privately owned, we are not constrained or influenced by any industry ownership or affiliations. This gives us complete impartiality with respect to investment platforms, products and services.

Why Choose Australian Wealth Advisers

Australian Wealth Advisers works closely with our clients to effectively plan and manage their wealth, and develop a lifestyle of their choice.

We recognise that there is more to financial well-being than just superannuation. Super is important, but we place it in the broader context of your total personal financial situation. We fully understand the complexities of superannuation, and we know how to make it simple.

It is important to plan for a safe, comfortable retirement, and Australian Wealth Advisers prepares clients to maximise their wealth and opportunities to secure expected lifestyles.
Our objective is to provide our clients with quality advice, and with simplified solutions.

Our People

Peter Tratt is the Principal of Australian Wealth Advisers, and has worked in the financial planning industry since 1999. He provides financial advice to retirees, self-employed, businesses and people from the Corporate and Public Sector.

Peter was formerly head of the South-West region of the Australian Prudential Regulation Authority, and prior to that, Assistant Commissioner of the Insurance and Superannuation Commission.

Peter is a Fellow of CPA Australia, a Senior Fellow of the Financial Services Institute of Australasia (Finsia) and has Certified Financial Planner (CFP) membership with the Financial Planning Association (FPA).

He lectures for Melbourne University and Finsia, is a member of the CPA Australia’s Financial Services Advisory Centre of Excellence, and a member of advisory committees at Finsia, Victoria University and RMIT University.

Peter has a Bachelor of Business Degree and Graduate Diplomas from Finsia in both Applied Finance and Investment, and in Financial Planning.

Peter has been awarded the CPA President’s Award for his significant contribution to the profession. He has also been honoured as a Faculty of Business and Law Legend by Victoria University.

Andrew Tratt has worked at Australian Wealth Advisers since 2005, and is currently studying the Diploma of Financial Planning.

Jamie Tratt provides office and client support, and has worked at Australian Wealth Advisers since 2006.

Our Clients

We specialise in servicing the wealth management needs of individuals, professionals and executives throughout Australia , and overseas.

FPA Principal Member

Australian Wealth Advisers is a Principle Member of the Financial Planning Association of Australia (FPA)

Fee Based

We are a fee based service, and we prefer not to accept commissions from product issuers in order to protect all parties from any conflict of interest.