ABOUT US

WE BELIEVE IN

transparency
goal lead
approach
long term
success
independent
advice

Tap Into a
Wealth of Experience

BERIVAN DUBIER
DIRECTOR

BERIVAN DUBIER
DIRECTOR

A common factor when sitting down with clients to develop their financial plan is that, more often than not, what really matters to them is having choices and time – this is true wealth. I find it extremely rewarding working with clients along their financial journey and assisting in achieving this financial freedom.

I’ve been working with professionals, small business owners and across the medical and health industry for over 15 years. Having completed a Masters in Accounting, Bachelor in Business and a Diploma of Financial Planning, I’m a qualified accountant and specialist financial adviser operating an established accounting practice with my co-Director, Sean Dwyer. I’m also a Director on the Profession of Independent Financial Advisors (PIFA) board whose purpose is to promote genuinely independent financial advice to the community and raise the standard of the industry’s advice in Australia.

I’m a mother to two children, a regular baker, have a dedicated fitness regime and a keen plant enthusiast.

Members of the Certified Independent Financial Advisers Association (CIFAA)

A common factor when sitting down with clients to develop their financial plan is that, more often than not, what really matters to them is having choices and time – this is true wealth. I find it extremely rewarding working with clients along their financial journey and assisting in achieving this financial freedom.

I’ve been working with professionals, small business owners and across the medical and health industry for over 15 years. Having completed a Masters in Accounting, Bachelor in Business and a Diploma of Financial Planning, I’m a qualified accountant and specialist financial adviser operating an established accounting practice with my co-Director, Sean Dwyer.

I’m a mother to two children, a regular baker, have a dedicated fitness regime and a keen plant enthusiast.

Members of the Certified Independent Financial Advisers Association (CIFAA)

sean dwyer
DIRECTOR

sean dwyer
DIRECTOR

 

I have been an accountant and financial adviser for over 25 years. By combining these two professions, along with Curve’s ethos of genuinely independent advice, I believe we offer something unique in helping our clients build their financial freedom. Personally, I enjoy working through the often-complex puzzle of a client’s financial life and turning this into very personal, easy to understand advice.

I hold a Bachelor of Economics and Arts from Monash University and a Diploma of Financial Planning. I have been a member of the CPAs for over 25 years.

Away from work, I am a dad, jogger, cyclist, windsurfer and bad skier who is determined to improve.

Members of the Certified Independent Financial Advisers Association (CIFAA)

I have been an accountant and financial adviser for over 25 years. By combining these two professions, along with Curve’s ethos of genuinely independent advice, I believe we offer something unique in helping our clients build their financial freedom. Personally, I enjoy working through the often-complex puzzle of a client’s financial life and turning this into very personal, easy to understand advice.

I hold a Bachelor of Economics and Arts from Monash University and a Diploma of Financial Planning. I have been a member of the CPAs for over 25 years.

Away from work, I am a dad, jogger, cyclist, windsurfer and bad skier who is determined to improve.

Members of the Certified Independent Financial Advisers Association (CIFAA)

andrew vogt
DIRECTOR

andrew vogt
DIRECTOR

I have been a Certified Financial Planner for 25 years, having completed a Diploma of Financial Planning, I am an accredited specialist in SMSF’s and have a Master’s in Organizational Leadership from Melbourne University. My experience covers providing Financial Advice to Clients on Wealth Management Retirement Planning, Superannuation, Insurance. I have built and run Financial Planning businesses and worked in Senior Executive roles at Leading Industry Superannuation Funds.

Using my knowledge and experience, my approach is to simplify the complexity of financial advice, with a personable and collaborative approach for successful Retirement and Wealth Management outcomes for my clients..

I live with my wife in the Yarra Valley with our daughter who is a budding Wine Maker along with our Chocolate Lab Alex and Golden Retriever Daisy.

Member of the Certified Independent Financial Advisers Association (CIFAA)

I have been a Certified Financial Planner for 25 years, having completed a Diploma of Financial Planning, I am an accredited specialist in SMSF’s and have a Master’s in Organizational Leadership from Melbourne University. My experience covers providing Financial Advice to Clients on Wealth Management Retirement Planning, Superannuation, Insurance. I have built and run Financial Planning businesses and worked in Senior Executive roles at Leading Industry Superannuation Funds.

Using my knowledge and experience, my approach is to simplify the complexity of financial advice, with a personable and collaborative approach for successful Retirement and Wealth Management outcomes for my clients..

I live with my wife in the Yarra Valley with our daughter who is a budding Wine Maker along with our Chocolate Lab Alex and Golden Retriever Daisy.

Member of the Certified Independent Financial Advisers Association (CIFAA)

Why Choose An
Independent Financial Adviser?

We receive no
commissions,
incentive payments
or asset-based fees.
We are independently
owned and not aligned
with any bank or
insurance company.
We work only for
our clients and their
best interests by
providing value for
money quality advice.

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To Improve Your Tomorrow