Plenary Wealth opened in July 2013 through the union of two experienced, highly qualified and highly educated Wealth Strategists who share a passion for what they do, an unequivocal approach to providing pre-eminent advice and a determination to see each and every one of their clients succeed. 


Meet the Plenary Wealth Team

Joshua Cratchley, CFP®
Co-Founder

Josh has been advising clients since 2002 and became a leading Wealth Strategist in 2010 following a successful corporate career.

In 2011 Josh was accepted as a Certified Financial Planner, the highest certification available worldwide in financial advice. That same year he was also Financial Wisdom’s Rising Star for NSW/ACT.

Josh is passionate about his clients and committed to providing value to each and every one of them. Calling upon his vast depth of knowledge and experience in both Accounting and Financial Planning, Josh delivers advice of the highest order.

  +61 2 8404 4145 |   josh@plenarywealth.com.au |   Joshua Cratchley

  • Certified Financial Planner, Financial Planning Association of Australia
  • Bachelor of Business, Financial Planning, University of Technology, Sydney


Julian Nowland, FChFP, SSA™
Co-Founder

Julian began his career in financial services with a major bank in 2001 before turning to Financial Planning and becoming an adviser in 2002.

Since starting his own firm in 2005 Julian has built a reputation for providing quality advice to a range of highly motivated and successful individuals and business owners. 

Julian believes that providing quality financial advice is not just about telling you how to spend and invest your money. The money is just the means to the end. By helping clients to understand what the money can do for their life, the peace of mind it can create and the greater level of certainty and overall happiness that can be delivered, Julian guides them towards achieving financial success and freedom.

  +61 2 8404 4145 |   julian@plenarywealth.com.au |   Julian Nowland

 
  • Fellow Chartered Financial Practitioner, Association of Financial Advisers
  • Self Managed Super Specialist Adviser, SMSF Association
  • Associate Financial Planner, Financial Planning Association of Australia
  • Certificate IV Mortgage Broker, National Finance Institute
  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)

Patricia Peters

Patricia Peters
Advice Manager

Patricia has been in the financial planning industry since 2006 and became a leading Wealth Strategist in 2014 following a lengthy tenure with a corporate financial planning team.

With an extensive background in customer service Patricia combines practical knowledge with technical expertise to help clients to identify their optimum wealth creation strategy using detailed financial modeling processes.

Patricia’s focus is on providing superior client service and technical support and joins Josh and Julian in delivering the best possible financial and retirement outcomes for clients.

  +61 2 8404 4145 |   patricia@plenarywealth.com.au

  • Bachelor of Economics, Macquarie University
  • Master of International Business (Financial Planning), Macquarie University
  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)


Nicholas Donnelly
Associate

Nick begun his financial services career in 1999 and after a successful corporate tenure with one of the world’s largest fund managers he turned to financial planning in 2016 and joined the Plenary Wealth team as an associate in 2017.

Nick has based his success on a passion for meeting and exceeding client expectations. He now works alongside Josh & Julian in delivering best possible financial outcomes for clients.

+61 2 8404 4145 |   nick@plenarywealth.com.au |   Nicholas Donnelly

  • Bachelor of Commerce, Accounting, University of Wollongong
  • Masters Applied Finance, Kaplan, Sydney
  • Diploma Financial Planning, Monarch Institute, Sydney  

Patricia Peters

Tatiana Satterthwaite
Advice Assistant

With a vast experience  as an IT auditor and after having a break to raise her family, Tatiana is bringing to the team her organisational skills, dedication and eye for the detail, helping with all the administrative tasks around the financial advising process.

Tatiana helps the team acquiring, processing and generating information in order to give our clients the best possible outcomes.

  +61 2 8404 4145|   tatiana@plenarywealth.com.au