About the firm
A small firm, on purpose.
Independent Wealth Advisory Australia is a boutique advisory on Lake Macquarie: one adviser, a small research team, and a client list kept deliberately short. The structure isn't an accident. It's the point.
The firm
Licensed in our own right.
Jack Tideswell has advised private clients since 2008. In 2024, after sixteen years advising within larger structures, the firm was granted its own Australian Financial Services Licence, issued by ASIC to Independent Wealth Advisory Australia Pty Ltd. Being licensed in our own right means the standards we work to are set here, by the person whose name is on the advice.
How we think about advice
Three habits we won't break.
Plain terms, always.
If a recommendation can't be explained clearly, it isn't ready to be given. Every plan we produce is written to be understood the first time you read it.
The whole picture, or nothing.
Super, investments, insurance, debts and entitlements affect each other constantly. We advise on the whole position, because advising on a slice of it produces tidy answers to the wrong question.
Evidence over enthusiasm.
Recommendations are researched, compared and documented. What we were excited about matters less than what we can show you.
The word in our name
“Independent” is regulated. Good.
Under section 923A of the Corporations Act, an advice firm can only describe itself as independent if it meets strict conditions on how it is paid and who it answers to. We meet them, and we're required to keep meeting them for as long as the word appears in our name. The detail is set out in our Financial Services Guide, and we're happy to walk you through it.
Who we work with
People with a situation worth thinking hard about.
Most of our clients are within a decade of retirement, either side: people who have built something worth being careful with and want one adviser who sees the whole picture. Professionals, business owners, families untangling super, inheritances and the question of what comes next. You don't need a fortune. You need a situation worth thinking hard about.
The team
Advice is a craft. It runs on research.
Behind Jack sits a small team of analysts and researchers who model scenarios, monitor portfolios and keep every client file current. You'll mostly deal with Jack. The team is why dealing with one adviser never means waiting on one adviser.