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Meet the Team

Australian Expat Financial Advisors

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 from our 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 28 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 an Australian expat.

Brett Evans is the Managing Director for the Europe, Middle East and African region (EMEA) 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 the Managing Director for the Asia Pacific region and 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 has advised individuals…
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…
Mel, who is a former Aussie expat and grew up in Hong Kong, is the manager of our Pre Departure Review service. The Pre Departure Review service is designed to answer the questions that you may have and many more that you probably haven’t even thought of when you are moving overseas. What happens to my superannuation when I move…
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…
Mitchell is the Client Service Officer at Atlas Wealth Management. It is his role to 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 28 countries, this can involve liaising with expats about lodging…
Daniel is the Head of Paraplanning as well as our Investment Analyst at Atlas Wealth Management. In consultation with the financial planner, Daniel builds the financial plans for our clients. He is also a member of the Atlas Wealth Management Investment Committee. Daniel has over 4 years of industry experience and completed a Bachelor of Applied Finance through Macquarie University with a GPA of 3.87 out of 4. He was a full…
Ted is the Associate Financial Planner at Atlas Wealth Management and works in partnership with the financial planners at Atlas Wealth Management to provide the highest level of service to our clients. Having previously worked for the largest Australian and international financial services companies Ted’s experience enables him…

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