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Atlas Wealth Financial Planning Team Grows | Australian Expat Advice

Atlas Wealth Financial Planning Team Grows – Atlas Wealth Management is proud to announce the recent promotion of Mitchell Kelsey from the role of Head of Paraplanning to Financial Planner.

Mitchell has over 9 years’ experience working in the Financial Services industry in Australia and began his career working in superannuation fund services where he assisted a number of Financial Planners in implementing strategies for their clients, which led him to develop a keen interest in the profession.

Mitchell went on to attain a Diploma of Financial Services in 2014, before pursuing a Bachelor of Commerce (BCom) in 2015 at Griffith University. He graduated in 2017 with majors in both Finance and Financial Planning.

“At Atlas Wealth Management we like to empower our team members to thrive in the world of expat financial advice and encourage them to advance their career and take on more responsibility” said James Ridley, Managing Director for the APAC region.

“Mitchell has shown a passion for delivering financial advice to Australian expats and the fact that he has worked in each role of the advice delivery process will ensure that the Australian expats that he works with will receive the best of advice and service”.

In 2018, Mitchell began working with Atlas Wealth Management as a Client Service Officer, before being promoted to Paraplanner, where he built financial plans for our clients to help them navigate the world of managing their finances as an Australian expat.

He then went onto leading the Paraplanning team before advancing to his current role as a Financial Planner.

“After being a part of the Atlas team since 2018, I’ve seen first-hand how beneficial our services can be to Australian expats, not only providing piece of mind about their finances, but maximising them also” said Mitchell.

“After being mentored by the Senior Planners in the Atlas team for some time, I am ready and looking forward to bringing the same high-quality standard of advice and education that Atlas Wealth Management is renowned for”.

In his spare time, Mitchell is a devoted AFL and NBA fan, supporting the Essendon Bombers and LA Lakers respectively.

Mitchell is looking forward to assisting clients navigate the ever-evolving expat space and promote the importance of cross-border financial awareness.

 

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