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Advisers

The Bitcoin Adviser Team

28 Advisers · 6 Regions · Institutional-grade collaborative security since 2016

Our partners have been operating collaborative security vaults since 2016, stewarding multi-family offices and high-net-worth clients with institutional-grade processes. They now bring that expertise to every Bitcoiner we serve.

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Global

Peter Dunworth

Partner · Global

Estate planning and generational wealth transfer. Guiding families since 2016.

  • Inheritance
  • Collaborative security
  • Family office
Read bio of Peter Dunworth

Partner · Region: Global · Author of Generational Bitcoin Playbook

Peter has been guiding clients in Bitcoin since 2016, combining deep industry knowledge with the ability to make complex custody concepts accessible. His focus is estate planning, generational wealth transfer, and helping families understand Bitcoin as a long-term asymmetric investment.

Andy Pattinson

Partner · Global

SMSF collaborative security implementation and operational frameworks. Creator of BitcoinSuper.io.

  • SMSF
  • Collaborative security
  • Education
Read bio of Andy Pattinson

Partner · Global Operations · SMSF security

Andy is the operational backbone at The Bitcoin Adviser and the creator of BitcoinSuper.io, an educational resource for Australians exploring bitcoin in SMSFs. At TBA, he helps trustees implement Collaborative Security, align audit evidence and keep documentation ready for succession and handover.

From collaborative security implementation to multi region onboarding, Andy translates complex requirements into simple runbooks so every engagement stays organised, documented, and ready for handover.

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Australia / New Zealand

Our Australia and New Zealand practice covers the entire region—from Perth to Auckland and everywhere in between. Most work happens via secure video, so distance is never a blocker, and we travel for critical workshops when needed.

Clients also tap into our Asia-facing expertise and the same institutional-grade documentation we use worldwide. Below are the advisers who lead mandates across ANZ and the broader Asia-Pacific corridor.

Kai Yeung

Adviser · Australia & Asia

Digital security and inheritance planning. Former regulator and Bitcoin-standard operator.

  • SMSF
  • Collaborative security
  • Inheritance
Read bio of Kai Yeung

Regions: Australia & Asia

Kai is a retired digital security and privacy professional with interests in human rights and open-source software, operating across Australia and broader Asia. Personally transacting in Bitcoin since 2016, she now operates on a Bitcoin standard and understands first-hand the peace of mind that comes with airtight inheritance planning.

Formerly in senior government roles across policy, legislation, and regulation, Kai brings decades of experience handling competing property rights. Her time at a global Bitcoin exchange focused on guiding SMSF customers through self-custody. She's also an accomplished poker player, honing observation, game theory, and risk-based decision making.

Daz Bea

Adviser · AU / NZ

Collaborative multisig vaults and family onboarding. Co-founder of Looking Glass Education.

  • Collaborative security
  • Education
Read bio of Daz Bea

Region: AU / NZ · Team: Looking Glass Education

Daz is an electrician from Queensland, Australia, and a lifelong music fan who still plays solo-acoustic gigs. He used that side income to explore personal investment strategies, studying an engineering degree while working full-time and supporting his young family (wife and two young boys). Those efforts led him to Bitcoin and to co-founding Looking Glass Education.

Today, Daz combines technical know-how with clear, patient coaching for families transitioning from traditional investments into collaborative security. He co-hosts Bitcoin education initiatives across Australia and helps clients implement rehearsed, fault-tolerant multisig vaults.

Gaz Larking

Adviser · AU / NZ

Collaborative security and SMSF transitions for Australian families.

  • SMSF
  • Collaborative security
Read bio of Gaz Larking

Region: AU / NZ

Known as "Gaz" within the Australian Bitcoin community, he has a long track record in operational technology project management alongside a background in accounting, finance, and information systems engineering. His interest in value investing led him to rigorously evaluate Bitcoin beginning in 2018.

Gaz has many years of hands-on experience in various forms of bitcoin cold storage methods, implementing Bitcoin within SMSFs, and advising on bitcoin within a wealth management and risk framework. He helps clients critically assess their existing wealth structures before migrating capital into collaborative security.

Chris Pavlesic

Adviser · AU / NZ

Bitcoin security education and collaborative security implementation across ANZ.

  • Collaborative security
  • Education
Read bio of Chris Pavlesic

Region: AU / NZ

Chris has been involved with Bitcoin since 2011 personally and 2016 professionally. He co-founded Coinstop.io—Australia's oldest and most respected hardware wallet supplier—and has helped tens of thousands of people secure their Bitcoin with single-seed devices.

He is also the organiser of Bitcoin Alive, Australia's first Bitcoin-only conference. Chris now channels that security expertise into collaborative multisig vaults, guiding clients as they level up from single-sig to collaborative security.

Surfer Jim

Adviser · AU / NZ

Long-term self-custody and inheritance readiness for Australian holders.

  • Collaborative security
  • Inheritance
Read bio of Surfer Jim

Region: AU / NZ

Surfer Jim is a gnarly libertarian, independent thinker, and truth seeker with a lifetime of experience and wisdom that he brings to every conversation on Bitcoin. He's been orange-pilling communities for years and is a fixture in grassroots education circles.

Jim works with clients ranging from everyday savers to high-net-worth families, helping them embed self-sovereignty and practical custody into their financial lives.

James Rowden

Adviser · AU / NZ

New Zealand collaborative security and retirement-minded onboarding.

  • Collaborative security
  • Inheritance
Read bio of James Rowden

Region: AU / NZ

James is a seasoned executive with extensive experience working with high-net-worth individuals as CEO of The Luxury Network Australia, the world's leading luxury affinity marketing and business networking group.

A knowledgeable Bitcoiner, James now helps clients across Australia and New Zealand restructure wealth into Bitcoin with secure governance—co-ordinating closely with legal, tax, and fiduciary professionals to align collaborative security with existing estate structures.

Brendan McDonald

Adviser · AU / NZ

Mid North Coast collaborative security and local family office support.

  • SMSF
  • Collaborative security
Read bio of Brendan McDonald

Region: Mid North Coast

Brendan McDonald is a well-known figure in the Australian Bitcoin community, best recognised as one half of the 2-Bit Idiots podcast. He is passionate about spreading Bitcoin knowledge and serves as a go-to resource for Bitcoiners up and down the Mid North Coast.

Brendan works closely with families to document inheritance plans, rehearse recoveries, and translate complex custody concepts into approachable, plain-language playbooks.

Bitcoin & Wellness Retreats: Brendan works with clients referred by Pete Evans through immersive Bitcoin & Wellness retreats at Evolve Sanctuary in Northern NSW. These weekend experiences combine Bitcoin education with regenerative wellness practices.

Stacking Hats

Adviser · AU / NZ

Community-led custody education and multisig support on the Mid North Coast.

  • SMSF
  • Collaborative security
  • Education
Read bio of Stacking Hats

Region: Mid North Coast

Stacking Hats—affectionately known as "Hats"—is the other half of the 2-Bit Idiots podcast and curator of bitcoin-first.com. He is a long-standing voice in the Australian Bitcoin community and a trusted educator on collaborative security.

Hats cares deeply about privacy (he will happily use his real name once engaged) and supports clients who expect rigorous, discretion-first collaborative security deployments.

Andrew Finnie

Adviser · AU / NZ

Sydney Northern Beaches SMSF and collaborative vault setup.

  • SMSF
  • Collaborative security
Read bio of Andrew Finnie

Region: Sydney Northern Beaches

Andrew co-hosts the @Bitcoin_Sydney Northern Beaches Meetup, bringing together a community of thinkers and investors exploring sound money and stores of value. After building a 15-property portfolio, he realised real estate could not match Bitcoin's investment principles or performance.

Through The Bitcoin Adviser and BitcoinRealEstate.io, Andrew works alongside trusted professionals to help Australians restructure wealth into Bitcoin—transitioning superannuation out of industry funds into SMSFs and guiding families moving capital from real estate into Bitcoin with secure, long-term strategy.

Bayani Mills

Adviser · AU / NZ

Northern Beaches families securing Bitcoin with rehearsed multisig workflows.

  • SMSF
  • Collaborative security
Read bio of Bayani Mills

Region: Sydney Northern Beaches

Bayani Mills works alongside Andrew to deliver collaborative security playbooks and ongoing rehearsals for families and professionals across the Northern Beaches. The duo ensures every client receives hands-on support—from onboarding to estate documentation and emergency response plans.

He also curates Shop Bitcoin Australia, supplying vetted hardware, seed security, and merch that complement collaborative security engagements.

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Europe / Scandinavia

From Dublin to Oslo, Zurich, and Amsterdam, our European advisers blend grassroots Bitcoin advocacy with enterprise treasury, legal, and engineering expertise. They specialise in tailoring collaborative security frameworks to multi-jurisdiction households, founders, and family offices across the EU and EEA.

Whether you need bilingual support, privacy-first workflows, or bespoke estate structures, this team delivers documented plans, rehearsed recoveries, and trusted coordination with your legal and tax partners.

Mike (MTC)

Adviser · UK / EU

UK and EU collaborative security for serious long-term holders.

  • Collaborative security
Read bio of Mike (MTC)

Region: UK / EU

Known in European Bitcoin circles as "MTC," Mike is a former enterprise architect who now guides founders and family offices through Bitcoin treasury adoption. He focuses on governance, SOC2-aligned processes, and bridging internal control frameworks with multisig operations.

Rich

Adviser · United Kingdom

United Kingdom inheritance planning and vault operations.

  • Collaborative security
  • Inheritance
Read bio of Rich

Region: United Kingdom

Thank you for joining us at The Bitcoin Adviser. As a valued member of our team, Rich brings a wealth of diverse financial perspectives to clients. Having spent more than a decade in U.K. tax and estate planning, Rich provides specialist assistance to high net worth individuals and businesses. Rich is responsible for client experience at one of the most forward thinking and knowledgeable Tax Chambers in London—and most importantly, Rich speaks fluent Bitcoin.

Stefan Smith

Adviser · Europe

European collaborative security and documented recovery planning.

  • French
  • Italian
  • Spanish
  • German
  • Collaborative security
Read bio of Stefan Smith

Region: Europe

Stefan is a multilingual Bitcoin Adviser (french, english, italian, spanish, german) focused on helping european clients and their loved ones secure their bitcoin for the long run, regardless of their level of expertise.

After two decades in corporate fiat, he is now a "terminal bitcoiner", dedicating his life to Bitcoin and Bitcoiners through collaborative security and also with the Bitfluencers, THE Bitcoin Marketing Team, a group of bitcoin maxis capped at 21 members that provide Signal Over Noise and visibility on social media to Bitcoin only companies.

Wenze van Klink

Adviser · Europe

Netherlands and EU families implementing fault-tolerant multisig vaults.

  • Dutch
  • Collaborative security
Read bio of Wenze van Klink

Region: Netherlands / Europe

Wenze is a Bitcoin adviser focused on helping individuals, families, and businesses secure their Bitcoin for the long term. His work centers on self-custody, collaborative multisignature vaults, inheritance planning, and reducing single points of failure, both technical and human.

With a strong technical background and a methodical, education-first approach, Wenze supports clients who want to move beyond custodial solutions and short-term thinking, and instead build a Bitcoin strategy that still works decades from now.

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Japan

Rob and Josh work as a team supporting clients across Japan, blending international operational expertise with native-language coaching and regulatory awareness.

Rob

Adviser · Japan

Japan-based collaborative security for international Bitcoin families.

  • Collaborative security
Read bio of Rob

Region: Japan

Experienced software project manager who has led global initiatives and now serves as Head of Operations at OpenSats, supporting free and open-source development within the Bitcoin ecosystem.

Rob lives in the mountains of Japan, travels widely, and enjoys collaborating with clients who want open-source aligned collaborative security workflows.

Josh

Adviser · Japan

Japan corridor onboarding with institutional-grade documentation.

  • Japanese
  • Collaborative security
Read bio of Josh

Region: Japan

Bilingual adviser raised abroad with deep respect for Japanese culture. Investing since 2012 and focused on Bitcoin since 2016, Josh now lives in rural Japan, guiding clients in Japanese on how to secure assets and future-proof their families.

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North / South America

From executive coaching and education to family office governance and grassroots adoption, our Americas team covers every facet of collaborative security implementation.

🇺🇸 US Resources: For US-based clients, we offer specialized context on US Estate Planning, Trusts & Asset Protection, and failure-mode analysis for fiduciaries. Our US Trust Layer ensures your legal structures survive technical reality.

Holly Berkley

Adviser · North America

Executive coach and Bitcoin Curious educator for high-net-worth families.

  • IRA
  • Education
  • Inheritance
Read bio of Holly Berkley

Region: North America

Holly is an accomplished author, speaker, and executive coach for entrepreneurs and business leaders worldwide. A passionate educator, she created the introductory "Bitcoin Curious?" course to help newcomers take their first steps with confidence.

With a background spanning finance and technology, Holly delivers clear Bitcoin education for high-net-worth families and empowers them to weave collaborative security into long-term strategic plans.

Seb Bunney

Adviser · North America

North American education and collaborative security with Looking Glass Education.

  • Education
  • Collaborative security
Read bio of Seb Bunney

Region: North / South America · Team: Looking Glass Education

Seb's early career was spent as a backcountry mountain bike guide and coach. In his spare time he dissected real estate, financial markets, and the monetary systems underpinning the economy—research that ultimately led him to Bitcoin.

As a co-founder of Looking Glass Education, Seb now guides clients from foundational literacy through to advanced multisig operational playbooks, blending real-world coaching skills with deep technical knowledge.

Terence Michael

Adviser · North America

Author and adviser for North American families building generational Bitcoin plans.

  • IRA
  • Inheritance
  • Family office
Read bio of Terence Michael

Region: North America · Author of Proof Of Money

Terence is an Emmy-nominated producer with more than 20 movies and 30 television shows to his name. He invests in real estate, owns a mortgage business, strategises investments for clients, and consults entrepreneurs on cultivating their skills.

Author of "Proof of Money," Terence brings creative-industry and capital-markets expertise to high-net-worth clients looking to position Bitcoin as an asymmetric asset within diversified portfolios.

Dalia Platt

Adviser · North America

Bilingual bitcoin security and inheritance for families and their advisers across the Americas.

  • Spanish
  • Education
  • Collaborative security
  • Inheritance
Read bio of Dalia Platt

Region: North / South America · Team: Looking Glass Education · Bitcoin Sovereign Academy

Dalia was born and raised in Medellín, Colombia. An industrial engineer by training, she built solutions for real-time logistics challenges in the flower industry and has always been driven by process optimisation.

After decades dedicated to simplifying complex mathematical concepts for students, Dalia shifted her focus to Bitcoin security and financial sovereignty. She now helps clients across the Americas build rigorous, process-driven bitcoin security.

Scott Porter

Adviser · North America

Leads the Bitcoin IRA programme and US retirement vault design.

  • IRA
  • Collaborative security
Read bio of Scott Porter

Region: North America · Leads Bitcoin IRA programme

Scott has spent more than thirty years working in IT as a consultant and CIO. Today he provides technical support for our self-directed IRA partnership with Advanta Trust—helping retirees and pre-retirees move traditional accounts into collaborative security without sacrificing compliance. Scott does not provide financial, tax, legal, or investment advice. Clients work directly with Advanta Trust to establish and manage their IRAs.

Based in Nashville's Bitcoin Park, he provides technical support for Bitcoin 101 education, SDIRA onboarding, and the documentation required so heirs, trustees, and CPAs all stay aligned.

Jason Scoggins

Adviser · North America

North American families and founders implementing collaborative security.

  • IRA
  • Collaborative security
  • Family office
Read bio of Jason Scoggins

Region: North America

Jason is a founder, entrepreneur, and senior executive who has led and advised companies across the entertainment industry for more than 20 years. As Slated's #2 executive for nearly eight years, he built and ran the platform's single-picture and multi-picture film finance practices.

Jason consults innovative film, TV, and gaming companies as well as fund managers, family offices, and HNWIs—helping them integrate Bitcoin into broader capital strategies.

Jordan Wilk

Adviser · North America

Looking Glass Education and US client onboarding for multisig vaults.

  • Education
  • Collaborative security
Read bio of Jordan Wilk

Region: North America · Team: Looking Glass Education

Jordan spent the last fifteen years teaching wilderness survival skills to people of all ages. His mission is to help others become self-sovereign—whether in a remote forest or in their Bitcoin journey.

Alongside his educational work, he manages a fine arts and design studio serving clients and galleries worldwide. Jordan also collaborates with the Looking Glass team, guiding families through collaborative security frameworks.

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Africa

Our Africa adviser focuses on financial inclusion, helping entrepreneurs and families deploy Bitcoin in regions underserved by traditional finance.

Kudzai Kutukwa

Adviser · Africa

Financial inclusion advocate building collaborative security across Africa.

  • Collaborative security
  • Education
Read bio of Kudzai Kutukwa

Region: Africa · Team: Looking Glass Education

Entrepreneur and financial inclusion advocate with over a decade of experience building products for small-scale farmers, including index crop insurance. Recognised by Fast Company as one of South Africa's top twenty young entrepreneurs under 30 and a Mandela Washington Fellow.

Kudzai sees Bitcoin as the best solution to exclusionary financial systems and guides clients across Africa in building robust collaborative security frameworks.

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