Who We Are.
Acumen Wealth Management is a boutique financial planning practice in Subiaco established in 2003. We are members of the Futuro adviser community and the Financial Planning Association of Australia.
We've been awarded the Futuro Chairman's Award four times in a row. Even more telling is our portfolio of satisfied clients who return to us year after year and refer us to their family and friends.
Peter Holland - Director, Senior Adviser
Peter is the Director of Acumen Wealth Management and a Senior Adviser. He's passionate about helping coordinate the delivery of your strategic plans and financial advice.
Previously, Peter worked as a commercial lawyer, financial planner and state manager of a publicly listed trustee company. He uses this broad experience and expertise to provide advice to high net wealth individuals and people with complex issues and structures.
Peter has a Bachelor of Commerce, Bachelor of Laws (Honours), Master of Laws and a Diploma of Financial Planning. Peter is a Certified Financial Planner.
Peter is married with two daughters and spends most of his free time ferrying them between sports, drama classes, music classes and birthday parties. Occasionally, he finds time to ride his bicycle, and much less occasionally to play golf.
Cameron McLean - Financial Adviser
Cameron joined Acumen Wealth Management in 2016 and is a Financial Adviser with over 13 years of experience. His approach is to show clients how to make the most of their current situation and improve their "financial fitness", with ongoing support to help them reach their personal and financial goals.
Cameron has a Bachelor of Business (Economics and Finance), Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Accounting. He holds an AFP Practitioner Membership within the Financial Planning Association.
Married with two children, Cameron enjoys spending time with his family and supporting their individual pursuits. He has always been involved in Australian rules football and spends a lot of time watching and playing (Superules). He also enjoys watching cricket and getting out on his surfboard when he can.
Gerard Wilkie - Financial Adviser
Gerard has been working within Wealth Management as an Adviser, and Analyst since 2009. Gerard is passionate about helping clients enrich their lifestyles and giving them the vision and confidence to achieve their goals.
Gerard has a Bachelor of Commerce (Finance and Accounting), Bachelor of Exercise and Sport Science and an Advanced Diploma of Financial Planning. He holds an AFP Practitioner Membership within the Financial Planning Association.
Gerard dedicated many years to playing football at South Fremantle in the W.A.F.L. He now enjoys more forgiving sports including Tennis, Golf, Cycling, and Sailing. He enjoys holidays overseas in the mountains where he can go hiking and snowboarding.
Kara Taylor - Client Services Manager
Kara joined Acumen Wealth Management at the beginning of 2013 as Client Services Manager.
Her role involves a number of administrative duties including collection of client information, implementation of adviser recommendations and document preparation.
Kara is likely to be your first point of contact when coming into the office or calling us on the phone.
Kara has completed her Certificate III in Financial Services and her Diploma of Financial Planning.
Outside of the office, Kara loves spending time with her family and friends and is devoted to the gym and living a healthy lifestyle.