Our Team
James Collie
Founder & Principal Financial Adviser
With over 10 years of experience in financial planning, James Collie leads Collie Wealth Management with a strong commitment to helping clients achieve their financial goals. Specialising in personalised wealth management strategies, James combines extensive industry knowledge with a client-first approach to deliver tailored advice that addresses both immediate and long-term financial needs.
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James’ expertise spans across a wide range of financial services, including retirement planning, investment management, and estate planning. As a seasoned financial adviser, James has built lasting relationships with clients by offering clear, actionable guidance and support throughout their financial journey.
In addition to steering the helm at Collie Wealth Management, James is actively involved in the community, contributing to local initiatives and activities as President of a local Cricket club and coaching Junior Football . This dedication to both professional and community-oriented endeavours underscores James’ holistic approach to financial planning—one that values the growth and well-being of both clients and the community at large.
James is able to provide advice relating to the following
James Collie is the Principal of Collie Wealth Management Pty Ltd who are both authorised by Synchron to offer you the following services:
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Provide Financial product advice and
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Deal in a financial product by arranging for a financial product to be acquired, disposed of, or varied.
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In respect of the following financial products:​
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Deposit and Payment Products
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Debentures, Stocks or Bonds issued by a Government
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Life Products, including:
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Investment Life Insurance Products​
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Life Risk Insurance Products
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Interests in Managed Investment Schemes (incl IDPS)​
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Retirement Savings Account Products
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Superannuation
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Securities​
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Nicholas (Nic) Woodman
Paraplanner
Nic Woodman plays a crucial role as Paraplanner at Collie Wealth Management, providing essential support in the development of comprehensive financial strategies for our clients. As a dedicated paraplanner, Nic is responsible for preparing detailed financial plans, research, and analysis that help our clients make informed decisions about their financial futures.
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With a keen eye for detail and a strong understanding of financial products and regulations, Nic ensures that each plan is tailored to meet the unique needs and goals of our clients. Nic's meticulous approach to paraplanning not only enhances the quality of our advice but also ensures that all compliance and legislative requirements are met, providing peace of mind to both clients and advisers alike.
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Nic is passionate about the financial planning process and is committed to continuous learning and professional development. This drive ensures that Collie Wealth Management stays at the forefront of industry best practices, delivering high-quality service and advice to our clients.
Lloyd Butcher
Junior Paraplanner
Lloyd Butcher is an integral part of the Collie Wealth Management team, bringing fresh insights and enthusiasm to his role as Junior Paraplanner. In this capacity, Lloyd supports our advisers by assisting in the preparation of financial plans, conducting research, and ensuring that all client documentation is accurate and up-to-date.
Lloyd’s attention to detail and eagerness to learn make him a valuable asset to our team. He is passionate about expanding his knowledge of financial planning and is dedicated to providing high-quality support that contributes to the success of our clients. Under the guidance of our experienced team, Lloyd is developing his skills and expertise, positioning himself as a future leader in the financial planning industry.
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Lloyd’s commitment to excellence and his proactive approach to paraplanning ensure that every task is completed to the highest standard, helping Collie Wealth Management continue to deliver exceptional service to our clients.
Gina Ross
Administration Officer
Gina Ross is the backbone of Collie Wealth Management, ensuring the smooth and efficient operation of our office. As our dedicated Administration Officer, Gina handles a wide range of administrative tasks, from client communications and scheduling to managing the day-to-day operations that keep our practice running seamlessly.
With a strong organisational skill set and a meticulous attention to detail, Gina plays a vital role in supporting both our team and our clients. Her ability to manage multiple tasks with efficiency and professionalism ensures that our clients receive prompt and personalised service, every time.
Gina’s friendly and approachable nature makes her a key point of contact for our clients, ensuring they feel supported and valued throughout their financial journey with us. Her commitment to providing exceptional administrative support is a cornerstone of the high-quality service we deliver at Collie Wealth Management.
Monica Collie
Office Manager
Monica Collie is the organisational force behind Collie Wealth Management, ensuring that every aspect of our office runs efficiently and effectively.
As Office Manager, Monica oversees the day-to-day operations, from coordinating schedules and managing office resources to ensuring that our team has everything they need to deliver outstanding service to our clients.