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2020 DIRECTINVEST ADVICE financial advisers provide our clients with professional, fee for service financial advice:
Andrew Ramsay
B.Com, MBA, FFin, DFS (FP)
ASIC: 301915
 Andrew has more than 25 years experience in financial markets, including senior management roles in money markets and capital markets. Andrew's work experience includes nine years in Chicago, London and New York so he has first hand experience in the major overseas markets that directly impact the Australian financial markets.
Andrew has a Bachelor of Commerce (Melb.), a Bachelor of Arts (Melb.), a Master of Business Administration (UNSW) and a Diploma of Financial Services (Financial Planning). He is also a Fellow of the Financial Services Institute of Australasia and a member of the Self-Managed Super Fund Professionals' Association of Australia (SPAA).
Watch >> Andrew Ramsay discusses "transition to retirement strategies"
Adam Watts
B.Com GDipAppFin&Inv(SIA)GDipFinPlan(SIA)
ASIC: 275080
 Adam is a qualified financial planner with over 10 years experience in financial services, including financial advising, tax accounting and funds management.
Adam has a bachelor of commerce degree through Monash university, with post-graduate diplomas in Financial Planning as well as Applied Finance & Investment completed through the Securities Institute of Australia.
Adams areas of advice specialisation include wealth creation and investment, financial strategies and Self Managed Superannuation.
Christopher Heppingstone
ADFP A.D.Bus.Mktg
ASIC: 290919
 Christopher has had more than 11 year’s industry experience as a Financial Planner. He is an Affiliate member of the Financial Planning Association. He has completed studies in A.D.Bus.Mktg; Cert.Communication and A.D.Financial Services; as well as currently completing is last subject in the Certified Financial Planner (CFP) program.
Over the past 11 plus years Christopher has worked with a number of large institutions and has had extensive experience with tax minimisation strategies and retirement planning.
Working closely with fellow advisers, stock brokers, accountants, lawyers and analyst Christopher offers a high level of holistic advice to clients and has had extensive industry experience with tax minimisation strategies and retirement planning. |
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