Tristan Dallas

Wealth Financial

Bronze
17 Yrs Experience
Burnie, TAS 7320

About Me

I am a Senior Financial Adviser with Wealth Financial in Burnie, Tasmania, and have worked in the financial services industry since 2006. My career began in customer service management, where I spent 14 years developing a strong focus on helping people achieve their goals. I then spent 20 years with Mancell Financial Group, including 17 years as a Financial Adviser, before joining Wealth Financial.

I am passionate about helping clients build confidence in their financial future through thoughtful planning and long-term strategies. Whether it's superannuation, investments, wealth protection, retirement planning, or aged care advice, I enjoy working closely with clients to understand what matters most to them and creating practical solutions to help them achieve their goals.

My approach is built on strong relationships, clear communication, and looking well ahead to prepare for future opportunities and challenges. I take pride in guiding clients through important financial decisions and helping them protect and grow their wealth through all stages of life.

Outside of work, I enjoy travel, lifelong learning, and spending time with my wife and our two young sons. I value experiences, personal growth, and meaningful connections, and I bring those same values to the way I work with my clients every day.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 17
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Wealth Financial

Level 1, 41 Mount St
Burnie, TAS 7320

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning Limited

AFSL 234665