Brett Evans

Atlas Wealth Management Pty Ltd

Gold
21 Yrs Experience
Southport, QLD 4215
I first became an expat at the age of 6 months and after growing up and living on 3 different continents I understand the specific needs that an Australian expatriate has when they are living and working overseas. This is what led me to setting up Atlas Wealth Management. I am very passionate about educating Australian expats about their financial options whilst they are a non-resident. With all of the misinformation out there as well as people still relying upon old information my aim is to ensure that when they make a financial decision they do so with the correct information at hand. There are still too many Aussie expats making the wrong choices when their initial intentions were correct.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 20
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Atlas Wealth Management Pty Ltd

Suite 30601, Level 6, Tower 3, 9 Lawson St
Southport, QLD 4215

Opening hours

  • 9:00am – 5:00pm Monday – Thursday, Sunday

Licensed by

Atlas Wealth Management Pty Ltd

AFSL 471653

4.80
20 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"Brett has a wealth of knowledge in ex-pat advice"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Living as an Australian expat in Thailand, I found Brett's advice and guidance on how to maximise my financial position and wealth to be incredibly valuable. He has deep knowledge in all areas of finance for Aussie expats. I'd highly recommend Brett to any Aussie expat."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett is a highly proactive investment adviser covering multiple security areas. I would recommend Brett for his knowledge of overseas expatriates and his broad understanding of the Australian financial market."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Living as an expat in China and Hong Kong it was always reassuring to be given financial advice that you could trust to be current and concise"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely happy with Brett's professionalism/expertise and advice to date and have referred several potential clients to him accordingly."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett focuses on the needs of the Australian diaspora. I am a long term member of the Australian diaspora. Brett has excellent knowledge of aspects of Australian sperannuation funds and attached death and disability insurances that may not the same level of sucurity as when initiated after the client has spent a lot of time. I owe it to Brett for advising us to check our Super Fund Trustee or Insurer to check if they would honour those death policies. We learnt they would not honour those policies even though they were continuing to deduct the premiums from our super accounts. We acted quickly to stop this"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have great confidence in Brett in the advice and support he gives us."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has been a fabulous source of financial advice and instrumental in helping us achieve our financial goals - his intimate knowledge of the investments landscape is simply brilliant."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"positive"

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Whether I am dealing directly with Brett or with any of his colleagues or staff, the result is always the same - terrific service. He always gets back to me as quickly as possible and always has a meaningful response to any question I have. I am very happy with the service and would be more than happy to recommend him to anyone I know seeking similar investment advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Stockbroking

Level
5 - Diploma
Institution
Deakin University
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Bond University
Completed
1995

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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