Our advisers
Our Team
Our Team
We are a multidisciplinary team of private wealth specialists, advisers and strategic thinkers, committed to building long term partnerships with our clients. Our advisers operate across Australia, supporting individuals, families and business owners with structured, strategic advice that evolves with life’s financial decisions. Together, we combine the depth of The Advice Exchange network with the personal focus of bespoke private wealth advisory providing our clients with clarity, structure, and direction at every stage of their financial journey.
We are a multidisciplinary team of private wealth specialists, advisers and strategic thinkers, committed to building long term partnerships with our clients. Our advisers operate across Australia, supporting individuals, families and business owners with structured, strategic advice that evolves with life’s financial decisions. Together, we combine the depth of The Advice Exchange network with the personal focus of bespoke private wealth advisory providing our clients with clarity, structure, and direction at every stage of their financial journey.
National Presence and Adviser Network
TAE Private Wealth advisers and specialist partners are located across major Australian regions including Melbourne, Launceston, Hobart, Brisbane, Sydney, Adelaide and Perth.
Through this national network, our clients have access to deeply experienced advisers, technical specialists, research analysts and estate, risk and tax professionals.
Whether you prefer to meet in person, by phone, or via secure video conference, we are equipped to support you with the same high standard of strategic advice and personal care, wherever you are located.
In person
Meet face-to-face with an adviser at a convenient location.
Video call
Connect securely online for a personal, convenient meeting.
By phone
Speak directly with an adviser wherever you are.
In person
Meet face-to-face with an adviser at a convenient location.
By phone
Speak directly with an adviser wherever you are.
Video call
Connect securely online for a personal, convenient meeting.
Current Locations
Adelaide office
08 8224 0602
08 8224 0602
PO Box 1373
Adelaide, SA 5001
PO Box 1373
Adelaide, SA 5001
csa@adviceexchange.com.au
csa@adviceexchange.com.au
Tasmanian office
03 6334 3143
03 6334 3143
PO Box 244 Launceston,
TAS 7250
PO Box 244 Launceston,
TAS 7250
@adviceexchange.com.au
@adviceexchange.com.au
Meet our advisers
Director
Andrew Doquile
Andrew is the majority shareholder and Director of TAE Private Wealth Adelaide, as well as the director of a number of businesses in the financial services sector. Andrew provides the team with a distinctive style of leadership. His main objective is to provide clients with the best advice possible, and his vision is for clients to become advocates of TAE Private Wealth after receiving outstanding service and support. He passionately believes that TAE Private Wealth should be a trusted financial advice partner that clients can depend on.
Andrew is the majority shareholder and Director of TAE Private Wealth Adelaide, as well as the director of a number of businesses in the financial services sector. Andrew provides the team with a distinctive style of leadership. His main objective is to provide clients with the best advice possible, and his vision is for clients to become advocates of TAE Private Wealth after receiving outstanding service and support. He passionately believes that TAE Private Wealth should be a trusted financial advice partner that clients can depend on.
Andrew is the majority shareholder and Director of TAE Private Wealth Adelaide, as well as the director of a number of businesses in the financial services sector. Andrew provides the team with a distinctive style of leadership. His main objective is to provide clients with the best advice possible, and his vision is for clients to become advocates of TAE Private Wealth after receiving outstanding service and support. He passionately believes that TAE Private Wealth should be a trusted financial advice partner that clients can depend on.
Strategic adviser
Brad Flick
Brad has worked in the financial services industry for more than 30 years. Having originally run the financial advisory firm Flick Confrères alongside his father, Brad has become a true stalwart of the industry. His decades of experience, deep client relationships, and commitment to high‑quality financial advice have earned him a strong reputation built on trust, integrity, and long‑standing expertise.
Brad has worked in the financial services industry for more than 30 years. Having originally run the financial advisory firm Flick Confrères alongside his father, Brad has become a true stalwart of the industry. His decades of experience, deep client relationships, and commitment to high‑quality financial advice have earned him a strong reputation built on trust, integrity, and long‑standing expertise.
Provisional Financial Adviser
Jess Cowan
Jess has been part of the TAE Private Wealth team since 2019. She has a Bachelor of Economics – Economic Analysis and Bachelor of Business – Human Resource Management with the University of Tasmania and has completed her Graduate Diploma of Financial Planning. Jess is working towards becoming a Financial Adviser under the watchful eye of Andrew Doquile.
Jess has been part of the TAE Private Wealth team since 2019. She has a Bachelor of Economics – Economic Analysis and Bachelor of Business – Human Resource Management with the University of Tasmania and has completed her Graduate Diploma of Financial Planning. Jess is working towards becoming a Financial Adviser under the watchful eye of Andrew Doquile.
Senior client services manager
Joanne Georgiou
Joanne has been in the Financial Services industry for over 15 years. With a wide array of skills including paraplanning, office management and client services experience, Joanne is a valuable asset to the TAE Private Wealth team.
Joanne has been in the Financial Services industry for over 15 years. With a wide array of skills including paraplanning, office management and client services experience, Joanne is a valuable asset to the TAE Private Wealth team.
Financial Adviser
Jonathan Buob
Jonathan started his financial services career in 2004 and has been advising clients since 2007. He has broad experience across areas such as risk management, wealth creation, investment markets, and industry funds. Jonathan takes a holistic approach to financial advice and has an acute ability to see the whole picture. With a young family, he truly understands the financial challenges that other young families face and is passionate about helping them navigate their way through those challenges.
Jonathan started his financial services career in 2004 and has been advising clients since 2007. He has broad experience across areas such as risk management, wealth creation, investment markets, and industry funds. Jonathan takes a holistic approach to financial advice and has an acute ability to see the whole picture. With a young family, he truly understands the financial challenges that other young families face and is passionate about helping them navigate their way through those challenges.
Financial Adviser
Bach Pham
With over 19 years’ experience in the financial services industry, Bach is well versed in helping people achieve their financial goals and objectives. He has experience in areas such as superannuation, retirement planning, wealth creation, tax strategies, Centrelink and risk management. His honest, positive and friendly nature makes clients from all walks of life feel immediately at ease. These traits, combined with his diverse financial background, make him well equipped to manage his clients’ financial affairs.
With over 19 years’ experience in the financial services industry, Bach is well versed in helping people achieve their financial goals and objectives. He has experience in areas such as superannuation, retirement planning, wealth creation, tax strategies, Centrelink and risk management. His honest, positive and friendly nature makes clients from all walks of life feel immediately at ease. These traits, combined with his diverse financial background, make him well equipped to manage his clients’ financial affairs.
General manager
Tamara Harrington
Tamara has worked in the financial services industry since 2006. Starting as a Risk Assessment Administrator with a large life insurance company, Tamara progressed into leadership positions that has seen her manage teams in Sydney, Melbourne and Adelaide.
Tamara has worked in the financial services industry since 2006. Starting as a Risk Assessment Administrator with a large life insurance company, Tamara progressed into leadership positions that has seen her manage teams in Sydney, Melbourne and Adelaide.
Client engagement officer
Kendra Thurbon
Kendra joined the TAE Private Team in 2020. She has been in the financial planning industry since 2013. Kendra has a caring bubbly personality with a love of her mini dachshund, Mr Sheffield. In her spare time she renovates houses and loves to potter in the garden and sit down and do a spot of craft.
Kendra joined the TAE Private Team in 2020. She has been in the financial planning industry since 2013. Kendra has a caring bubbly personality with a love of her mini dachshund, Mr Sheffield. In her spare time she renovates houses and loves to potter in the garden and sit down and do a spot of craft.
Client services officer
Sophie Clarke
With five years of extensive experience in client services, Sophie is the friendly and knowledgeable first point of contact you will encounter when calling our office. Her exceptional communication skills and dedication to client satisfaction make her an invaluable asset to our team.
Sophie is committed to providing our clients with the highest level of service and support, ensuring that every interaction is positive and productive. Whether you have a simple inquiry or require more comprehensive support, Sophie is here to help, ensuring that your journey with TAE Private Wealth is smooth and successful.
With five years of extensive experience in client services, Sophie is the friendly and knowledgeable first point of contact you will encounter when calling our office. Her exceptional communication skills and dedication to client satisfaction make her an invaluable asset to our team.
Sophie is committed to providing our clients with the highest level of service and support, ensuring that every interaction is positive and productive. Whether you have a simple inquiry or require more comprehensive support, Sophie is here to help, ensuring that your journey with TAE Private Wealth is smooth and successful.
Your financial future deserves a clear strategy
We would be happy to start the conversation.
Book a conversation
Insights and perspectives
Wealth Planning
How to Build a Wealth Strategy that Supports Multiple Generations
How to Build a Wealth Strategy that Supports Multiple Generations
Wealth Planning
The Role of Structure in Long-Term Financial Confidence
The Role of Structure in Long-Term Financial Confidence
Wealth Strategy
Why a Financial Roadmap Is More Powerful Than a One-Time Advice Plan
Why a Financial Roadmap Is More Powerful Than a One-Time Advice Plan
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Contact
PO Box 244 Launceston,
TAS 7250