Our Team.
Investwisely specialises in providing the highest quality investment advice and tailored solutions to suit your needs.
​​
At Investwisely, our clients are the most important part of our business. We strive to ensure that our clients' needs are always met and their best interests are at the core of the service we provide.
​
We specialise in planning and investing before and after retirement. We have a tailored approach that considers your individual goals and builds a plan, portfolio, and income that allows you to retire in comfort.
​
We opened our doors in 2010, and have been honoured to be trusted by so many wonderful clients, and look forward to helping more clients achieve their life goals.
​We are pleased to be partnering with Suburbanite, a leading provider in Property Advisory and Buyers Agent Service, to provide our clients with specialised property investment advice.
GEOFF WALLEY
Financial Planner &
Investment Advisor
Geoff is a joint director of Investwisely and the senior financial planner and investment expert. His focus is on creating the right financial plan for his clients.
​
Geoff’s passion is helping people achieve their dreams. With over 20 years in finance, Geoff brings that experience to the investment structuring for our clients.
​
Geoff has previously held senior roles in organisations such as Bankers Trust, Adelaide Bank, Lombard Finance, Hanover Australia, and Technology Leasing.
KINDA MCKEAN
Financial Planner &
Property Investment Advisor
Kinda McKean is a joint director of Investwisely. She is passionate about investing in property and finding investment opportunities.
​
With over 20 years experience, Kinda understands the risks and rewards that come with investing and wants to use her skills and experience to ensure her clients have the right investment strategy.
​
Kinda has a thorough knowledge of the property buying process, from securing a loan and finding a property all the way through to settlement.
ANNA PORTER
Suburbanite CEO
Property Advisor &
Valuer
Anna is the principal of Suburbanite and a qualified property valuer and leads a team of highly skilled property investment advisors.
​
Anna is often sought after by media for her expert commentary and has featured in Australian Property Investor Magazine, ABC National Radio, 2UE Radio, Sunrise, Channel Nine’s The Mornings Show, Studio 10, Sky News Real Estate, Fairfax Newspapers and many more media platforms.
​
As an accomplished valuer for 15+years, Anna worked on many institutional portfolios with thousands of assets across various property sectors. She also taught Property at Sydney Institute and was involved in helping them develop their new Degree Course in Property Valuation.
She still works with individuals on their personal portfolios, through to organisational investors to develop their property strategies and ensure that their current assets are aligned with the outcomes of the business. But also enjoys working one on one with ‘Mum and Dad’ investors and first time investors to help them start their investment journey the right way.
KERRIE MCGINLEY
Client Support Manager
​Kerrie is an integral part of the team and ensures the entire process runs smoothly with an eye for detail and her diligent approach.
​
With over 15 years industry experience, Kerrie has previously worked in the banking sector before joining Investwisely.
​
In her spare time, Kerrie is a soccer enthusiast and enjoys attending the games with her family to watch her team play.
