Private Office

Daniel Harris is a Principal Adviser guiding complex family groups through the stewardship, protection, and long-term transition of their wealth. With more than a decade of industry experience, Daniel is recognised for his measured leadership, strategic clarity, and strong technical capability across high-net-worth advice.

Daniel works closely with families navigating multifaceted financial decisions, including those transitioning from business ownership or distinguished professional careers into capital-funded retirement. His clients value his ability to translate complexity into clear, considered strategies supported by rigorous modelling and a long-term perspective. As a trusted adviser, he plays a central role in shaping the GWPO experience for affluent families seeking a refined and deeply coordinated advice partnership.

Daniel Stefanetti is a Principal Adviser within GWPO, specialising in guiding high-income and high-net-worth families to optimise, protect, and strategically grow their wealth. His expertise spans tax efficiency, asset protection, structural strategy, and long-term wealth creation, supported by his broader commercial experience contributing to organisational strategy and serving on the board of an ASX-listed company.

Daniel is driven by creating meaningful outcomes for the families he works with. He helps clients balance the enjoyment of their present success with the disciplined preparation required to build a future aligned to their values, ambitions, and lifestyle goals — ensuring clarity, confidence, and enduring financial strength.

Peter Matthews is a Principal Adviser at GWPO, bringing more than 20 years of experience working with complex, high-net-worth family groups. His career spans leading roles within major financial institutions as well as a decade running his own advisory firm, giving him a rare blend of corporate discipline and entrepreneurial insight. Peter delivers clear, decisive guidance grounded in trust, discretion, and technical precision—helping families navigate complexity, protect their wealth, and achieve enduring outcomes.

Samantha Woon brings more than 25 years of specialist experience in tax and accounting. She works extensively with complex, high-net-worth family groups and senior professionals across the medical, legal, and consulting sectors, providing clear guidance across sophisticated structures including trusts, partnerships, and companies. Samantha is recognised for her thorough technical capability and her ability to translate complexity into practical, confident decision-making. She is deeply committed to long-term client relationships, taking the time to understand each family’s priorities and delivering strategic tax solutions that support both their current operations and their long-term financial objectives.

Nicole Herrera is a Senior Adviser at GWPO, supporting clients with clear, accurate, and forward-looking tax and financial guidance. She works closely with business owners navigating business sale and exit, ensuring their structures, tax position, and financial strategy are optimised throughout the transition. Nicole provides comprehensive support across compliance, reporting, and interpreting financial results, turning complex information into meaningful insights that drive confident decision-making. Known for her approachable style, reliability, and commitment to long-term relationships, she helps clients stay ahead of obligations while building the financial clarity needed to achieve their broader personal and business goals.

Anthony is a Lending Specialist Adviser at GWPO, supporting complex high-net-worth family groups with the full spectrum of their business and personal lending requirements. He advises on commercial property acquisition, business establishment, asset finance, working capital solutions, and residential and investment lending. With over 15 years of industry experience across corporate and commercial banking, Anthony brings deep technical expertise in complex lending structures and end-to-end banking operations—from initial onboarding through to large-scale institutional transactions. Clients value his strategic insight, precision, and ability to simplify and optimise financing decisions at every stage of their financial journey.

Harrison Davis is an Associate Adviser at GWPO, supporting complex family groups with strategic guidance across cashflow management, superannuation, investment governance, and risk protection. With an entrepreneurial mindset shaped by running his own successful small business, Harrison brings a commercial lens to every engagement. He considers both the business and personal dimensions of a family group’s long-term objectives, ensuring advice is holistic, well-balanced, and strategically aligned. Clients value his clarity, approachability, and commitment to making informed financial decision-making feel accessible and empowering.

Shannon Durant is a highly accomplished professional with more than 25 years of experience across the financial services industry. Her career includes senior leadership roles such as Head of Advice Compliance at AMP, Executive Director of Regulatory Engagement at CFS, and Senior Manager at ASIC, each position reflecting her deep expertise and respected voice in the sector.

With a strong foundation in corporate governance, risk management, and compliance, Shannon also holds an MBA and a Master of Applied Finance. As a graduate of the Australian Institute of Company Directors, she brings strategic insight and sound judgement to both her executive roles and boardroom contributions.