About Ardent Private Wealth
By definition ‘ardent’ is a fervent or deeply felt emotion for support of someone or something. At Ardent Private Wealth, it’s both. We are known for our unerring conviction for helping and guiding our clients to achieve fulfilment both financially and personally.
Ours is a five-part framework that starts with ‘why’ and once genuine objectives are articulated, progresses to ‘when, who, how and what’. Our philosophy is underpinned by an absolute commitment to bespoke financial advice.
At Ardent our commitment is to financial leadership and genuine client-first advice designed to achieve your objectives, your way.
Scott Moses
Principal Financial Adviser
Scott began his career in the years prior to the crash of 1987. Those were heady days. Flamboyant business tycoons made startling headlines as they bought up big in what ultimately proved to be unsustainable investments in a precarious economy. As a young man at the beginning of his career he witnessed the excesses of the 80s and was actually on the floor of the Brisbane Stock Exchange the day it all came tumbling down… a lesson learnt and a moment etched in his memory forever…
Kaitlyn Smith
Advice Manager
Kaitlyn started her career as a client services officer in a small boutique financial advice business. Once she graduated from university with a Business and Commerce degree with majors in management, financial planning and accounting; she accepted an associate financial adviser role. Since then, she has spent ten years in the financial services industry; expanding her knowledge through roles in advice, compliance and remediation, in both large financial firms and some of the big banks. These varying roles have provided exposure to many facets of advice – from remediation, which dissects and evaluates the client experience; to paraplanning, which demands a high level of technical knowledge and the ability to provide a client friendly document. She enjoys a great coffee and going to the gym. Kaitlyn is a warm and friendly addition to our Ardent family and we are so glad she has come to join us.
Julia Moses
Office Manager
Julia began her career in the financial services industry in 1991 and held several client service and management roles with large financial and life insurance companies before leaving the corporate world in 2000 to join Scott in his new financial planning practice, Lane Moses Private Wealth. The company name may have changed over the years, but Julia is still heavily involved with all aspects of running the busy Ardent office, as well as providing the ongoing administration required for all of our life insurance clients. Julia loves getting away to the beach and enjoys Pilates and yoga as a way to relax. A warm, friendly and integral team player, we know we’d be lost without Julia at the Ardent helm.