Australian Expat Financial Advisers
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 hard work and dedication of a team of Australian expat financial advisers.
As the only financial services firm in Australia to specialise in the provision of Australian expat financial advice we are proud of our award winning services to Aussie expats located in over 18 countries.
Whether you need financial advice surrounding your Australian superannuation accounts, investment opportunities available to Australian expats or require a full financial plan to review your personal circumstances we have the skills and expertise to provide you with advice that is not only tailored to you but also your status as a Australian expat.
Managing Director & Financial Planner
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 […]
James is an experienced financial planner who brings a multitude of skills and experience to the table when it comes to providing Australian expat financial advice. After completing university, James was an accountant for four years at which point he then moved into the financial services sector and became a financial planner. Combining his accounting skills with financial advice, James […]
Daniel is an financial planner who has a wealth of knowledge and experience when providing financial advice to Australian expats. Daniel was an accountant after graduating from university and was then accepted into the industry renowned Jardine Lloyd Thompson Graduate Program after competing against several hundred applicants. He then moved into the financial planning and wealth management sector and has […]
Sophie is the Operations Manager for Atlas Wealth Management. With clients’ all over the world, 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, […]
Client Service Officer
Ynes (pronounced E-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 […]
Manager – Expat Mail
Mel, who is a former Aussie expat and grew up in Hong Kong, is the manager of our Expat Mail service. Expat Mail provides Aussie expats with a professional solution to receiving their Australian addressed mail that is timely as well as cost effective. Whether it is digitally scanning, or forwarding your incoming mail to wherever you are in the […]
Hayley is the administration officer for Atlas Wealth Management and no, she isn’t the famous swimmer though the name does help in getting restaurant reservations. In her role, Hayley is tasked with ensuring that the I’s are doted and the T’s are crossed. In today’s compliance driven world there is a lot of work that needs to be done in […]