About Pine-Ware
Building lasting financial partnerships with Australians since 2009
Our Story
Pine-Ware was founded with a simple belief: that every Australian deserves access to professional financial guidance that prioritises their interests above all else.
What began as a small practice in Sydney has grown into a trusted advisory firm serving clients across Australia. Our growth has been deliberate and measured, allowing us to maintain the personal attention and service quality that defined our early years.
We remain independent by choice, free from the conflicts of interest that can arise when advisory firms are owned by product manufacturers. This independence allows us to recommend solutions based solely on what serves you best.
Our Core Values
The principles that guide every client relationship and business decision.
Integrity First
We operate with complete transparency about fees, potential conflicts, and the reasoning behind our recommendations. Honesty is non-negotiable.
Continuous Learning
Financial markets evolve constantly. Our team dedicates significant time to ongoing education, ensuring our advice reflects current best practices.
Client Partnership
We view our role as collaborative partners in your financial journey, not distant experts dispensing instructions. Your input shapes our recommendations.
Our Approach
We begin every client relationship with deep listening. Understanding your complete financial picture, including your concerns, aspirations, and constraints, allows us to craft strategies that genuinely fit your life.
Our advice is evidence-based, drawing on decades of financial research and market data. We avoid chasing trends or making speculative recommendations. Instead, we focus on proven principles that have helped generations of investors build wealth.
Regular reviews ensure your strategy evolves with your circumstances. Life changes, markets shift, and opportunities emerge. We stay engaged with your situation to make timely adjustments when needed.
Leadership Team
Experienced professionals dedicated to your financial success.
Andrew Patterson
Managing Director
Michelle Roberts
Chief Investment Officer
James Nguyen
Head of Client Services
Ready to Meet Our Team?
Schedule an introductory conversation to see if we are the right fit for your financial needs.
Get in Touch