Advice From Abroad – Interview In the Australian Journal of Financial Planning An expat, a father and lover of all things social, Brett Evans is not your average financial adviser. From an early age Evans knew finance was the right place for him and flourished in the uncertainty and challenge of each day. “I love the industry …
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Looking after Aussies in America 20/04/2017 – Recent US efforts to crack down on tax evasion through overseas accounts are catching out expatriates living there, particularly Australians with existing superannuation funds back home, according to Brett Evans, the founder of Australia-based Atlas Wealth Management, one of the only firms currently advising such expats. The …
19/04/2017 – Having spent part of his childhood in the US and Hong Kong – owing to having a father who was a Royal Australian Air Force pilot – Aussie Brett Evans had an early insight into the then-emerging need for advisers able to help the thousands of Australians who would soon be emigrating around the …
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Is the Australian property market headed for trouble? While most Australian property markets are enjoying the spoils of enormous price growth, especially in Sydney and Melbourne, is it all going to end in tears for investors? You would have had to be hiding under a rock for the last two years to have …
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How to avoid financial conflicts with your partner In today’s post we are going to run through how to avoid financial conflicts with your partner. If you ask a divorce lawyer what the number one reason people appear in their office is, more often than not, the answer will be ‘money’. However, with …
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Specialising In Providing Financial Advice To Aussie Expats 03/02/2017 – The managing director of Atlas Wealth Management, Brett Evans, tells ifa how he drew from his own upbringing to be specialising in providing financial advice to Aussie Expats. Even as a child, Atlas Wealth Management managing director, Brett Evans, was always travelling. Born in …
Australian Expat – Property vs Shares? In today’s we post we are going to run through one of the most common questions that we receive from an Australian Expat – Property vs Shares? Property and shares continue to be the two most popular investment options for Australians, but each have their own advantages and …
Atlas Wealth Finalist for Fintech Business awards We’re proud to announce that Atlas Wealth revealed as a finalist for Fintech Business awards. ifa’s sister publication Fintech Business has announced the finalists of its inaugural awards, following an overwhelming number of high quality award submissions. The awards will recognise outstanding innovation and entrepreneurship in …
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New US fiduciary rule talk prompts question of global ‘fiduciary standard’ A new law requiring all US insurance brokers and others who provide retirement planning advice to begin doing so under a legally-binding “fiduciary rule”, like one that already applies to that country’s Registered Investment Advisors, is due to begin to take effect …
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Australia regulator begins enforcing Oz version of fiduciary rule As US insurance brokers, financial advisers and financial services companies await word as to whether president-elect Donald Trump really will go ahead with rumoured plans to derail a proposed, legally-binding “fiduciary rule” affecting retirement product sales, Australia’s regulator has begun enforcing a similar rule. …
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Atlas Wealth Group is a group of several organisations, each of which is a separate legal entity registered in the relevant jurisdictions in which they operate and licensed with their respective regulators.
Atlas Wealth Management Pty Ltd – ABN 98 152 187 098 – AFSL 471653
Atlas Wealth Management (DIFC) Limited – Regulated by the Dubai Financial Services Authority License No. F005228
Atlas Tax Pty Ltd – ABN 36 664 334 409 – Australian Tax Agent 26 202 536
Atlas Mortgages Pty Ltd – ABN 93 646 699 863 - Authorised Credit Representative 463430 of Mortgage Specialists Pty Ltd, Australian Credit Licence Number 387025
