Experience CWW

Our service is boutique. Which means we don't offer off-the-shelf solutions. Every client has their own needs and goals; and each of our plans is individually designed to match. Our business is built on "word of mouth" - 99% of our clients come to us on a referral from existing clients, friends and colleagues who are delighted with our service.
Our Mission is simple, provide personal service to our clients that is simple and inspires them to attain a better future

Personal.

We realise that everyone is different, not only their financial position but their goals, fears, values and priorities.
We take the time to understand as much as we can about each person so that we can deliver tailored advice and service to meet their needs.
Long term relationships are important to us and we want our team to be there for you when you need us. Therefore we strive to continually improve and adapt our services to better suit our client's changing needs.

Simple.

We aim to simplify our client's situation to allow them to regain control of their finances, reduce stress and focus on what's important.
We will speak in simple terms about complex topics to allow our clients to better understand their strategies.

Inspired.

We hope to inspire people into make changes and keep going when the going gets tough.
We never take a one-size-fits-all approach, but a strategic, well researched and team based solution. Our team of Accountants and Planners are continuously learning and brainstorming to ensure we have leading edge knowledge and ideas.

OUR TEAM

Darren Putland
Director / Principal Planner

Harry Trikam
Head Of Accounting

Lecia Putland
Office Manager
Matt Wang
Accountant
Sue Hunter
Client Service Manager
Lethicha Pillai
Accountant
Stephanie Coutts
Client Relationship Manager
Selena Cammiade
Accountant
Karen Leehane
Client Relationship Manager​

This website is intended to provide general information only and the information has been prepared without taking into account any particular person's objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should seek independent financial advice and you should read the relevant Product Disclosure Statement (PDS) before making any decision about a product. Past performance is not a reliable indicator of future performance. For information relating to tax, please consult an independent tax expert before acting on such information.