About us

Stefano, often referred to as Stef by his clients, is the driving force behind Pure Private Wealth. With a reputation as the “Gary-Vee of Goals-Based Advice” in Australia, Stefano is recognized for his innovative approach to financial guidance. He envisions a world where financial advice is accessible and transformative, and his determination led Pure Private Wealth to become a pioneer in digitalized client interactions. As a goals-based financial adviser, Stefano specializes in helping clients identify, manage, and achieve their life goals, both personally and in business. Whether you’re new to the world of personal finance or an experienced finance professional, Stefano can assist you in achieving your personal goals. His commitment also extends to businesses seeking remarkable results. Pure Private Wealth has assisted numerous businesses in fine-tuning their strategies, from startups to long-established enterprises, utilizing innovative technology, training, and strategic planning. Stefano’s innate ability to educate, inspire, and empower clients has propelled both individuals and businesses toward remarkable achievements.

Danielle is a freedom seeking entrepreneur, game-changing mentor for women in business, a money & mindset mentor & the co-founder of Pure Private Wealth in 2017.

Originally from Canada, Danielle has studied formal education in Business at Dalhousie University and also completed her Canadian Securities Course (CSC) but acknowledges the power of self-education, mindset, discovery and discipline to be the root of her successes.

Her drive in life is fuelled through empowering others to live their best life and go after their goals. Danielle speaks about Money & Mindset in podcasts, online events and interviews regularly to share her thoughts and inspire people to discover their inner potential. 

At Pure, one name that resonates with commitment, innovation, and excellence is Urvi Shah, our esteemed Advisor Support General Manager. A nomination for the IFA (Independent Financial Advisor) award stands as a testament to her remarkable contributions in the financial industry, highlighting her role not just as a team member but as a powerhouse of expertise.

Urvi’s journey in the financial sector began in India, bringing a unique global perspective that enriches our firm. Her path is distinguished by a series of continuous achievements, underpinned by an unwavering dedication to her craft. Whether working independently or leading a team, Urvi’s ability to produce extraordinary results has consistently set new benchmarks for excellence.

At Pure, Urvi’s role is central to shaping our advisory services. Her close collaboration with our team has been a driving force behind the firm’s success. Her insights and strategies have been crucial in consistently elevating our service delivery, ensuring that we not only meet but exceed our clients’ expectations.

In the heart of Pure’s administrative operations stands Shailee Doshi, our esteemed General Manager of Administration. Her role is pivotal, ensuring the seamless and efficient functioning of our firm, and her contribution is fundamental to our day-to-day successes.

Shailee’s journey with Pure is one of dedication, precision, and exemplary management skills. Her ability to oversee a broad range of administrative functions, from streamlining processes to managing complex organizational tasks, has made her an indispensable part of our team.

Her responsibilities encompass a wide array of administrative duties, all of which she handles with exceptional competence and attention to detail. Shailee’s expertise lies in her ability to create an organized, effective, and cohesive working environment, fostering productivity and efficiency across all departments. Her skills in managing administrative staff, coordinating inter-departmental activities, and maintaining a smooth operational flow are unparalleled.

As the GM of Administration, Shailee Doshi is more than just a manager; she is the backbone of our day-to-day operations. Her leadership, organizational skills, and unwavering commitment make her a true asset to Pure. We are eager to see her continued impact and contributions, as she plays a crucial role in both our present achievements and future endeavors.