When you engage with us, you engage us as a firm of specialists rather than just an individual adviser. We will deliver to you the collective expertise of our team to deal with your specific goals and challenges.
Our team consists of a group of professional, energetic people, and you will have access to highly qualified technical and investment professionals to support you in making smart decisions with your money.
In most cases you will deal with two or more of our people and you will have a dedicated service delivery specialist to assist you with the day-to-day administrative issues as they arise.
Errol Woodbury is the Founder, CEO and Principal Adviser of our firm. Since 1985, Errol and his team have built a successful and innovative model to design and coordinate customised wealth management and investment solutions for Ultra-High Net Worth Clients and their families.
The firm has built strong partnerships with leading best of breed firms across Investment, Tax, Estate Planning, Banking and Lifestyle Management specialties.
Errol holds an Advanced Diploma in Financial Planning, is a Certified Financial Planner (CFP), and has completed the Strategic Leadership Program at the Stanford Graduate School of Business (USA).
Greg Miller is at the forefront of thinking around how financial services businesses adapt in the modern world. He has been involved in financial services for almost 40 years. He has broad leadership experience across executive roles and board positions, including Executive General Manager NAB Wealth Advice and General Manager MLC Direct.
Greg has also held many board positions including director of JBWere, Director of National Wealth Management Services, Director of NAB/MLC Licenses and Chairman Calibre Asset Management (Hong Kong). He is a Graduate of the Australian Institute of Company Directors. Greg attended Stanford University in 2010 and incorporates their ideas and principles into his business approach. Currently he operates GKM Consulting.
Dominic leads our Wealth Advisory team and has over 20 years experience in the advice industry in both Australia and the UK.
Dominic provides senior technical advisory input for our Private Wealth and Multi-Family Office clients. He draws on two decades of experience in building, maintaining and protecting the wealth of executives, legal partners, entrepreneurs, business owners, sportspeople, entertainers and their families.
Dominic holds a Bachelor of Science (Honours) Degree, an Advanced Diploma of Financial Planning and is a Certified Financial Planner (CFP).
Scott leads the firm’s Investment Consulting capability working with our Multi-Family Office and High Net Worth Clients.
He has over 25 years experience in investment management and consulting, having joined from US-based global asset manager Russell Investments where he was Director, Client Investment Strategies (Asia-Pacific). Key experience includes investment strategy, portfolio construction, multi-asset solutions, international equities, currency risk management, tactical asset allocation and derivatives trading.
Scott holds a First Class Honours Degree in Economics and a Masters Degree in Applied Finance.
Tracy joined husband & founder Errol in the firm in 1990 and has been part of the driving force in building out the successful operating model today.
Her many years of experience in administration and operations has created the routines that enable the business to continue to advise and service clients to the highest of standards. She often coordinates meetings as she enjoys being able to meet our clients.
Martin is an adviser within our wealth advisory team and provides additional support to Errol & Dominic with advising our clients.
He has been working within the advice industry since 2014 throughout various roles, providing advice and assistance to clients building and maintaining their wealth.
Martin holds a Masters degree in Applied Finance and a Bachelor of Commerce.
Eliza-Jane’s role is to assist the leadership and advice team with managing the compliance within the licensee. Her 10 years as a Director of her own company, within a highly regulated industry has given her the experience to assist with the governance of the firm.
Woodbury’s is a boutique private advice firm that specialises in looking after the wealth of Senior Executives, other High Net Worth/High income individuals and their families.