TRUST,
RESPECT &
INTEGRITY

Financial advice to help you manage, grow and protect your wealth.

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Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At Platinum Investment Advisory we help you navigate your financial life.

Stress less. Take Control. Plan Ahead.

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How we can help

We are a boutique financial planning and investment firm based in the heart of Brisbane CBD. We take the time to get to know our clients, so we build long lasting prosperous relationships in order to provide personalised retirement planning and wealth creation solutions.

We start with a solid foundation, so we are well positioned to provide quality personalised financial advice to enable our clients to meet their goals and maximise their financial returns.

We make the complex simple.

Your local financial partners

The team at Platinum Investment Advisory, pride themselves on possessing a genuine understanding of the advice process and the needs of our clients and their financial aspirations.

Our experienced team of Financial Planning and Investment specialists, nurture the long-term relationships built with their clients. This is the foundation of our approach in providing our clients with personalised wealth creation strategies that will guide them through their financial journey.

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Kind words from our clients

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Samantha Doe
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Sally Tester
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Sally Tester

Hayden Mortimore

Founder

Our Founder, Hayden is highly qualified and experienced with qualifications including:

  • Certified Financial Planner®.
  • Diploma of Financial Planning,
  • Master of Business Administration

He also has more than 33 years of experience in the financial services industry working in the corporate environment and running his own investment advisory business.

Hayden specialises in investment advice, superannuation & retirement planning, self-managed super funds (SMSFs) and entity advice.

Hayden is an avid footy fan and enjoys going to the gym and swimming. In his spare time, he can usually be found somewhere near the beach on the Sunshine Coast.

Russell Kapeechkin

Principal

Our Principal, Russell, has worked in the finance industry since 1998 and is passionate about helping people protect and grow their wealth.  Having dual accounting and financial planning qualifications, enables the provision of specialised advice across different corporate structures and in consideration of respective taxation consequences.

Russell enjoys building and fostering long-term professional client relationships and considers himself a financial partner in his client’s affairs.  Russell holds a Bachelor of Commerce (BCom) and an Advanced Diploma of Financial Planning (Adv. DipFP).

In his spare time, Russell enjoys fishing, boating, playing golf and spending time with his family.

Karlie Stuart

Financial Adviser

Karlie is a qualified financial adviser with extensive experience in the financial services sector, having worked in the industry since 2011. She is a member of the Financial Advice Association Australia (FAAA) and holds a Master of Financial Planning (MFP).

She is committed to fostering long‑term, trusted relationships with her clients and is dedicated to supporting them in achieving their financial objectives. Karlie’s professional expertise includes investment advice, superannuation and retirement planning, and thoughtful, strategic financial guidance.

Outside of work, Karlie maintains an active lifestyle and enjoys spending quality time with her young family.

Jane Hillyard

Paraplanner

Jane has over a decade of experience in finance, specialising in complex client situations such as high-net-worth families, multi-entity structures and detailed financial strategies. She provides proactive service to clients and supports our advisers to deliver seamless financial strategies for clients.

Outside of work, Jane enjoys running, rock climbing, and is currently training for her first Triathlon, reflecting her dedication to personal growth and physical challenge.

Jane Brown

Head Accountant

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Director

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