About us

Who we are

About us

Who we are

TAE Private Wealth is a privately owned financial advisory firm providing strategic, personalised wealth advice to individuals, families and business owners across Australia.

We help you navigate complex financial decisions with structure, clarity and confidence, using a tailored financial roadmap designed to support your life, safeguard your assets, and guide the long-term transfer of wealth to future generations.

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Our Story

TAE Private Wealth was established from the infrastructure and experience of The Advice Exchange, an AFSL with more than twenty years of expertise in governance, adviser development, research and national support. Over time, our client-facing advisory arm evolved into a dedicated wealth-management firm, focused entirely on private wealth advice, retirement

planning, legacy strategy and long-term financial stewardship. We remain privately owned and proudly independent. Our advisory philosophy is relationship-first, strategic and deeply personal. We are built not on products, but on thoughtful advice, structured planning and long-term partnership.

Our advisory approach

Our Founder

Our advisory approach

Our Founder

Andrew Doquile is a respected financial services executive with more than thirty years of experience leading adviser networks and driving innovation across the Australian financial advice profession. He is the Founder and Managing Director of The Advice Exchange, and its client-facing advisory firm, TAE Private Wealth. Under Andrew’s leadership, The Advice Exchange supports a national network of independently owned advisory firms. From this foundation, TAE Private Wealth was established to deliver strategic, personalised advice to individuals and families navigating retirement, wealth transfer, estate planning and superannuation management. Andrew has played a key role in shaping adviser-led models, equity ownership structures and retirement advice innovation in Australia through his leadership roles at ING Financial Planning, SuperConcepts, National Mutual, AXA Australia and
Financial Services Partners.

His philosophy centres on designing tailored financial roadmaps that give clients clarity, reduce risk and empower confident decision making across their financial
journey.

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The Way We Advise

What We Believe

We believe quality financial advice should be calm, considered and personal. It should be built on understanding, trust and careful consideration of your life, goals, relationships and values.

We take a holistic approach, considering not just your investments and superannuation, but your broader structures, business interests, family priorities and long-term legacy. Real advice is not transactional. It is relational, purposeful and future-focused.

The Way We Advise

What We Believe

We believe quality financial advice should be calm, considered and personal. It should be built on understanding, trust and careful consideration of your life, goals, relationships and values.

The Way We Advise

What We Believe

We believe quality financial advice should be calm, considered and personal. It should be built on understanding, trust and careful consideration of your life, goals, relationships and values.

The Way We Advise

What We Believe

We believe quality financial advice should be calm, considered and personal. It should be built on understanding, trust and careful consideration of your life, goals, relationships and values.

How We Work With You

We ask thoughtful questions, gain a deep understanding of your financial position and clarify your goals and priorities. We then design a personalised financial roadmap, a structured, evolving plan that aligns your assets, tax,

risk, retirement and estate strategy. We maintain an ongoing partnership with you, reviewing and adjusting your roadmap as life changes, ensuring your financial decisions always support the future you envision.