Atlas expands to Singapore, appoints adviser

Atlas expands to Singapore, appoints adviser

Atlas expands to Singapore, appoints adviser


Atlas expands to Singapore, appoints adviser – Advice practice Atlas Wealth Management has appointed Jarrad Brown as its Singapore-based specialist financial planner as part of plans to expand within the state.

Mr Brown has been based in Singapore since mid-2013 and, along with being a financial planner, has also been a professional MC for various business, corporate and not-for-profit events.

He previously held a range of board director roles in Australia and was an investment adviser for Patersons Securities in Perth.

“As an Australian-trained and qualified adviser in Singapore, I recognise the specialist needs of Australian expats abroad,” Mr Brown said.

“As one of the only Australian-licensed, expat-focused financial advisory firms, Atlas provides an excellent fit with our team here in Singapore.”

Atlas managing director Brett Evans said expanding to Singapore and appointing Mr Brown was an important step in its aim to deliver professional, quality advice to Australian expats.

“Australian expats in Singapore will now have a specialist financial planner based locally that is licensed in Australia with whom they can discuss their financial circumstances, and understands their circumstances as an Australian based overseas,” Mr Evans said.

Mr Evans said a major part of the appointment process was working with the Monetary Authority of Singapore (MAS) to ensure that all regulatory requirements were maintained and adhered to.

“Compliance, whether in Australia or overseas, is a very important aspect of the financial services industry and is something we take very seriously,” he said.

Mr Evans previously spoke to ifa about how technology has benefited the Queensland-headquartered practice by allowing them to maintain relationships with clients without needing to see them in person.

This article originally appeared in a interview with IFA Magazine.

Brett Evans is the Managing Director and a Financial Planner with Atlas Wealth Management which is the first financial services firm in Australia to specialise in providing financial advice to Australian expatriates. With over 20 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.


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