Meet Our Team
In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
Team Leader
The Team
Michael Carlton
CEO & Senior Adviser
Michael Carlton, Director & Senior Adviser
PECUNIA Private Wealth Management is a privately owned advisory firm, with Michael Carlton (Director & Senior Adviser) having over 30 years’ experience in the Financial Services profession, working in both the Corporate and Private Sectors, most recently having worked with one of Australasia's leading providers of integrated financial services and accounting services as a Senior Financial Adviser (Private Wealth Manager).
Our Clients include;
• Doctors, Dentists, Medical Specialists and Allied Health Professionals;
• Business Owners, Business Leaders, Retirees and Accumulators;
• Individual and Corporate Trustees of Self - Managed Super Funds; and
• High Net Worth Individuals
Corporate Experience, Personal Approach:
Specialising in, Long Term Investment and Wealth Creation Strategic Planning, Investment Portfolio Advice and Management, Retirement Planning, Self - Managed Super Funds, Personal Risk Protection, Succession and Estate Planning, PECUNIA Private Wealth Management’s Director & Senior Adviser, Michael Carlton has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, quality advice, and the provision of personalised not corporatised service over many years, with a low client to adviser ratio and will not compromise on this.
Fee for Service Only
"The price is what you pay, the value is what you get..." Warren Buffett
• We are a Fee for Service Practice, so you know the exact cost before proceeding with any advice;
• We DO NOT accept Commissions, from our recommended products or services
PECUNIA Private Wealth Management provides these services to clients throughout the Eastern States of Australia, from Queensland right through to Tasmania and whilst also having a number of expat clients located overseas. Through the use of technology and with regular visitations all of these clients enjoy continued full access to Michael and the PECUNIA Private Wealth Management team.
Michael has completed the Diploma of Financial Planning, Masters of Applied Finance, is a Member of the Association of Financial Advisers (AFA), is a SMSF Association and is currently undertaking further post graduate studies.
We exist to provide personalised “Inspired Strategic Thinking Today For Your Future Tomorrows”.
Michael Carlton (AR: 239724) Carlton Family Trust ABN 51 283 954 577 t/a PECUNIA Private Wealth Management (CAR:1233485), are Authorised Representatives of Arrow Securities Group Pty Ltd ABN 30 165 731 144 AFSL No: 448218. Mascar Holdings Pty Ltd (Corporate Trustee) Carlton Family Trust registered Tax (Financial) Adviser 25869223.
Christopher Hall
Market Strategist
Christopher is the Market Strategist for Pecunia Private Wealth Management. Christopher has over a decade of investment and financial market experience and knowledge. His previous and current roles encompass a broad range of financial services areas and include:
• Director, Owner, Head of Equities and Chairman of Investment and Compliance boards;
• Corporate Adviser and Project Manager of mergers and acquisitions;
• Managing equities desks staffing dozens of Client Advisers advising thousands of concurrent clients;
• Author and educator of staff and client training programs, client education resources and trading guides.
As well as these executive and management roles, Christopher Heads the equities and securities department for Pecunia Private Wealth Management.
Wilbert Chhua
IT and Marketing
Wilbert holds dual degrees from Monash University - Commerce and Business Information Systems.
He commenced his professional career in business advisory at a mid-tier accounting and financial planning firm, where he worked successfully for several years.
He is now following his real passion for applying online marketing strategies and innovative technologies in financial services.
The accounting profession's loss is very much our gain.