WHO WE ARE

AE Direct is a modern virtual financial advice practice making professional financial planning more accessible, efficient and convenient for Australians. It supports continuity of care for clients when advisers retire or transition their practices. With a national panel of experienced advisers, smart technology and a dedicated operations team, AE Direct delivers personalised advice and streamlined service through flexible online and phone-based meetings.

Our team

Andrea Suyo — Client Services Manager
Andrea leads the adviser side of AE Direct, working closely with both clients and advisers to support high-quality advice delivery, strong relationships and a seamless client experience.

Gesamay Lou Barit — Practice Manager
Gesamay leads operations across AE Direct, overseeing systems, processes and support functions to ensure the business runs efficiently and delivers exceptional service to both clients and advisers.

Rica Cabonillas - Senior Financial Planning Assistant

Chai Vasanta - Senior Financial Planning Assistant

Our advisors

ACT
Michael Harris, Canberra (In-house Adviser)

QLD
Matt Carswell, Cairns

NSW
Anirudha Maiti, Sydney
Andrew Julius, Sydney
Roger Ward, Newcastle
Tony Macerola, Coffs Harbour

VIC
Andrew George, Melbourne

TAS
Adam French, Hobart

Contact us

Planning for retirement or looking for trusted financial guidance? Complete the contact form and we’ll be in touch shortly to arrange a time to discuss your goals and how we can support your financial future.