PADUA Financial Group is a financial advice and technology services firm focused on improving financial advice operations for institutions, financial advisers and investors.

Our goal is to provide advisers with the highest quality outsourced paraplanning and transition services. We deliver speed, efficiency, and complete compliance at a fraction of the cost of managing internally.

Our Paraplanners and Transition Managers are local, highly qualified and focused singularly on delivering the best outcomes for you and your clients.

Our technology optimises efficiency and speed giving you complete control, transparency, security and risk management.

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WHY KIAMA?

Kiama is located in the Illawarra region on the South Coast of NSW approximately 2 hours' drive south of Sydney. When establishing Padua, it was important to co-founders and siblings, Matthew Esler and Anne-Marie Esler, that the business was on-shore, Australian-owned and operated, and within close proximity to our key partner, the University of Wollongong. Kiama was one of the first locations to access high-speed fibre-to-the-premises NBN which has assisted in our advice technology development.  

"Kiama, where rolling farmland meets the sea. The new South Wales Coast is a blend of what I consider to be some of the best qualities of Australia: kilometres of lush green rolling farmland, framed superbly by never-ending spectacular coastline thats home to some of the most pristine beaches in the country." Jennifer Adams, Places We Go.

THE FOUNDERS

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Anne-Marie Esler

Managing Director

Anne-Marie Esler co-founded Padua Financial Group in 2013 and has successfully led Padua to where it is today in her role as Managing Director. Anne-Marie oversees all aspects of Padua Financial Group’s divisions - Technology, Data & Research, Paraplanning, Transition Management and the Padua Academy.

As a Certified Financial Planner with over 20 years’ experience in the financial services industry, Anne-Marie is dedicated to helping advisers provide the best advice to their clients. She has extensive technical and strategic experience having consulted with or worked for Pinnacle Financial Services Academy, Centric Wealth, the Association of Superannuation Funds of Australia (ASFA) and Zurich Financial Services.

Anne-Marie has a Bachelor of Arts (University of Sydney), Graduate Diploma's in Applied Finance and Investment, Graduate Diploma in Financial Planning (SIA), an Advanced Diploma of Financial Services (Superannuation) (ASFA) and holds a Certificate IV in Workplace Training and Assessment. 

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Matthew Esler

Executive Chairman

Matthew Esler is co-founder and Executive Chairman of Padua Financial Group. Matthew was  formerly a founding executive director of Midwinter Financial Services, and has been at the forefront of financial technology for over a decade

Matthew is focussed on simplifying complex strategy advice and enhancing the adviser workflow through next generation technology. Matthew has experience across both technical and investment advice having formerly been Head of Technical Services at Advance Asset Management and Head of Distribution for Ibbotson Associates.

Matthew has a Bachelor of Economics (University of Sydney) and a Graduate Diploma of Applied Finance and Investment.

CONTACT US

MANAGEMENT TEAM

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Michelle Wakefield

Head of Paraplanning
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Erin Egan

Head of Transitions and Administration
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Stewart Wilson

Head of Technology