Meet The Team

 

Atlas Wealth Management prides itself on the being the preeminent provider of financial advice to Australian expats however this wouldn’t be possible without the handwork and dedication of the Atlas team.

 

expat financial adviser

Brett Evans

Managing Director & Financial Planner

Brett Evans is the Managing Director and Financial Planner of Atlas Wealth Management which is the first financial services firm in Australia to specialise in providing financial advice to Australian expatriates. With over 19 years of experience in the finance and investments industry, Brett has worked for blue chip companies which include the Australian Stock Exchange (ASX), HSBC, Suncorp and Citi Smith Barney.

He first became an expat at 6 months of age when his father was transferred to Tucson, Arizona with the Royal Australian Air Force (RAAF). He also spent his junior years at high school in Hong Kong before relocating back to Australia to attend boarding school.

Brett holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning, a Professional Diploma in Stockbroking and has completed coursework at the New York Institute of Finance.

 

 

 

 

expat financial adviser singapore

Jarrad Brown

Financial Planner

Jarrad is an experienced Australian qualified Fee-Based Financial Planner providing comprehensive financial plans and strategic advice for Australian expatriates in Singapore. He strives to educate and empower his clients on the principles of financial planning, investment philosophy, portfolio management and superannuation strategies, Australian repatriation and wealth protection.

He focuses on building and nurturing long-term relationships with his clients to provide them with trusted, independent and personalised advice. Jarrad is also a passionate supporter of the community. His efforts were recognised when he was awarded a Paul Harris Fellowship from Rotary International and the Citizen of the Year Award in Western Australia.

Jarrad holds a Bachelor of Commerce, an Advanced Diploma of Financial Planning, is a Chartered Financial Analyst (Level I) and is accredited with the Institute of Banking and Finance Singapore.

 

 

 

 

aussie expat advice

Sophie Miller

Operations Manager

Sophie is the Operations Manager for Atlas Wealth Management. With clients in over 18 countries it is her role to ensure that all facets of the business operate smoothly and to ensure that Australian expats receive the best service.

She focuses on the implementation of the systems across the business and ensures that best practice is maintained at all times, not only from a compliance point of view but in how we manage our clients.

One of her roles is to drive the team to develop their knowledge and skills and to ensure that we are always advising our expat clients with the latest regulatory changes in mind.

Sophie holds a Diploma of Financial Services, is a Commissioner for Declarations and previously was a Paramedic with the Queensland Ambulance Service.

 

 

 

 

Ynes Perrinexpat client service

Client Service Officer

Ynes (pronounced A-Ness) is the Client Service Officer at Atlas Wealth Management. Born in Australia she lived in the UK for 13 years before relocating back to Australia.

It is her role to be provide support to our Australian expat clients and ensure that the management of their finances is a smooth and enjoyable process.

With clients in over 18 countries this can involve liaising with expats about lodging paperwork, chasing up client queries and requests as well as generating reports for end of year compliance.

Ynes is often the first point of contact for our client queries and prides herself in taking ownership of all tasks and delivering a result in a timely manner.