Atlas Wealth Management provides specialist advice in expatriate wealth management, Portfolio Management, Superannuation, Financial Planning, Accounting, and Financial Advice. Atlas Wealth was born out of the specific need that Australian Expats, who wanted a certified independent financial advisory service that they could trust back in Australia to look after their investments whilst they went overseas to further pursue their career and life interests.
I consider myself a Specialist Financial Planner with a focus on providing strategic advice to Australian Expats. I have a demonstrated history of working in the investment management industry. I'm skilled in Wealth Creation, Strategic Tax Advice, Portfolio Optimization, Income Tax, Analytical Market Research and Cross-Jurisdictional Tax & Investing Issues.
I want to educate and help as many Australian Expats as possible. The government regulators are constantly moving the 'Red and Yellow Flags' and it is important that expats make the most of their time overseas. I often see Expats caught out by common myths or lack of education and Atlas Wealth is here to cut through this and provide well-rounded wealth strategies.
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Expertise
My fees
I offer a free initial consultation for potential new clients.Should further consults be required, then we may need to charge for our time, however we will confirm this with you in writing beforehand.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 10
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Atlas Wealth Management Pty Ltd
Suite 6b, 50 Appel StSurfers Paradise, QLD 4217
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Atlas Wealth Management Pty Ltd
AFSL 471653