The Financial Planning Association of Australia The Financial Planning Association of Australia

Ursula Boorman, CFP®


Name Ursula Boorman CFP®
Company Direct Advisers Pty Ltd
Address 106 William Street
Port Macquarie, NSW 2444
Phone 02 65837588
Website www.directadvisers.com.au

Business Overview

Direct Advisers Pty Limited is a boutique financial planning practice with its own Australian Financial Services License, providing advice, services and products to its clients. We are independently owned by the principals: Ursula Boorman and Peter Rodgers.

All our advice is prepared by the principals who are supported by our trained administrative staff. Founded in 1986 Direct Advisers Pty Limited provides services to clients throughout Australia from its office in Port Macquarie.

Our typical client is either retired or within ten years of retirement, seeking both strategic and investment advice. These clients appreciate that we are able to provide highly tailored personal advice on a fee for service basis. Our client relationships are typically very long term and many of our clients have been receiving advice from us for well over a decade.

Ursula Boorman holds a Bachelor of Economics degree, a Diploma of Financial Planning and is a Certified Financial Planner. She has been involved in the financial services industry since 1986. Ursula is particularly skilled developing the financial strategies that enable our clients to achieve their goals through her understanding of the way that superannuation, taxation and social security legislation interact with each other.

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