Who We Are

A boutique firm built on trust, transparency and genuine connection.

Silver Private Wealth is a boutique financial planning firm specialising in tailored advice for Self-Managed Super Funds, trusts and high-net-worth individuals. We aim to deliver clear, professional and ethical advice in an efficient manner.

We aim to form strong bonds with our clients, to educate, support and provide confidence throughout the years of their financial journey. We strive to build long-term relationships built on trust, transparency and respect, so our clients feel comfortable discussing every matter related to their financial wellbeing.

We value building strong relationships with our clients and maintaining regular communication. By understanding what our clients want to achieve and the lifestyle they aspire to, we can provide personalised advice and support tailored to their goals, needs and circumstances.

Genuinely connected. Always in your corner.

How We Help

At Silver Private Wealth, we can help you

  • 01Set achievable and measurable goals
  • 02Budget & manage your cashflow
  • 03Make the most of your Superannuation
  • 04Structure your assets appropriately
  • 05Choose the right investment strategy
  • 06Plan for retirement to live the lifestyle you want
  • 07Protect your assets and your family
Meet Our Team

The people behind your strategy.

James Silverstein
James Silverstein
Director
Certified Financial Planner (CFP®) | SMSF Accreditation | Graduate Diploma of Applied Finance | Bachelor of Business (Law) | Bachelor of Business (Banking and Finance)

James is the Director of the firm and a highly experienced financial adviser, specialising in complex and high-net-worth client engagements.

With over fifteen years in the financial services industry, his expertise spans self-managed superannuation funds, retirement structuring, investment strategy, and sophisticated entity arrangements. He is particularly adept at navigating intricate financial circumstances involving private companies, family groups, and multi-layered wealth structures.

James works closely with clients to design and implement tailored strategies that preserve and grow wealth over the long term. His advice is defined by technical precision, strategic depth, and a clear focus on delivering certainty in complex financial environments.

Authorised Representative | Member, Financial Planning Association of Australia ・ Member, SMSF Association
Anjali Das
Anjali Das
Adviser
Graduate Diploma of Financial Planning | Bachelor of Business Management | SMSF Accreditation | Accredited Aged Care Professional

Anjali is an Adviser, focused on guiding new and existing clients through the development of clear, strategic financial plans aligned to their long-term objectives.

She brings a disciplined, structured approach to advice, with strong capability across self-managed superannuation, entity structuring, cashflow strategy, and long-term wealth planning. Her strength lies in translating complex financial concepts into practical, considered strategies that clients can confidently act upon.

Anjali is particularly experienced in supporting clients through significant life stages and transitions, ensuring their financial structures remain aligned, efficient, and forward-looking. Her approach is centred on clarity, trust, and delivering advice that is both technically robust and highly practical.

Authorised Representative | Member, Financial Advice Association of Australia
Natalie Tran
Natalie Tran
Operations Manager
SMSF Accreditation | Diploma of Financial Planning | Bachelor of Commerce (Financial Planning) | Bachelor of Arts (Media Studies)

Natalie is the firm’s Operations Manager, overseeing the delivery of client service and the seamless execution of advice strategies across the practice.

With broad experience across financial planning administration, insurance, and superannuation, she plays a critical role in ensuring that the client experience is both efficient and meticulous. Her work underpins the implementation process, ensuring accuracy, compliance, and consistency at every stage.

Natalie is focused on maintaining a high standard of operational excellence, supporting both advisers and clients through well-coordinated processes and attention to detail that reflects the firm’s commitment to quality.

Member, Financial Planning Association of Australia
Kalen Hopkins
Kalen Hopkins
Associate
Master of Financial Planning

Kalen is an Associate Adviser, supporting the delivery of financial advice through research, strategy development, and client engagement.

He has developed strong exposure to a wide range of client scenarios and financial structures, contributing to the preparation and refinement of advice that is both considered and outcomes-focused. His role is centred on building robust financial frameworks that form the foundation of long-term client success.

Kalen is committed to the ongoing development of his technical capability, with a focus on supporting the delivery of comprehensive, high-quality advice in line with the firm’s standards.