About Ardent Private Wealth
By definition ‘ardent’ is a fervent or deeply felt emotion for support of someone or something. At Ardent Private Wealth, it’s both. We are known for our unerring conviction for helping and guiding our clients to achieve fulfilment both financially and personally.
Ours is a five-part framework that starts with ‘why’ and once genuine objectives are articulated, progresses to ‘when, who, how and what’. Our philosophy is underpinned by an absolute commitment to bespoke financial advice.
At Ardent our commitment is to financial leadership and genuine client-first advice designed to achieve your objectives, your way.
Scott Moses
Principal Financial Adviser
Scott began his career in the years prior to the crash of 1987. Those were heady days. Flamboyant business tycoons made startling headlines as they bought up big in what ultimately proved to be unsustainable investments in a precarious economy. As a young man at the beginning of his career he witnessed the excesses of the 80s and was actually on the floor of the Brisbane Stock Exchange the day it all came tumbling down… a lesson learnt and a moment etched in his memory forever…
Brooke Goodwin
Client Services Manager
Beginning her office administration career with a Life company in 1997, Brooke gained a solid grounding in insurance before moving to a larger boutique financial planning practice with specialisations in SMSF and discretionary trusts. In 2003, she accepted a role with Associated Planners Indooroopilly and has remained a key member of this team, albeit a couple of name changes with the most recent being Ardent Private Wealth, ever since. With certificates in office administration and financial services, depth of experience and genuine warmth towards clients and team mates, Brooke is perfectly positioned in the role of Client Services Manager.
Kaitlyn Smith
Advice Manager
Kaitlyn started her career as a client services officer in a small boutique financial advice business. Once she graduated from university with a Business and Commerce degree with majors in management, financial planning and accounting; she accepted an associate financial adviser role. Since then, she has spent ten years in the financial services industry; expanding her knowledge through roles in advice, compliance and remediation, in both large financial firms and some of the big banks. These varying roles have provided exposure to many facets of advice – from remediation, which dissects and evaluates the client experience; to paraplanning, which demands a high level of technical knowledge and the ability to provide a client friendly document. She enjoys a great coffee and going to the gym. Kaitlyn is a warm and friendly addition to our Ardent family and we are so glad she has come to join us.
