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Aussie financial planners considering China should think again

Brett Evans

Brett Evans is the Managing Director for the Europe, Middle East and African region (EMEA) and a Financial Planner with Atlas Wealth Management. 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. Brett holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning, a Professional Diploma in Stockbroking and has completed coursework at the New York Institute of Finance. He was voted as one of the 50 most influential advisers in Australia for 2013, 2014, 2015, 2017, 2018, 2019 & 2020 as part of the Financial Standard’s Power 50 list.

Nest Egg

Aussie financial planners considering China should think again

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  Aussie financial planners considering China should think again   Treasurer Scott Morrison’s recent comments aside, Australian financial planners would do better focusing on the huge non-advised domestic population than the untapped Chinese advice market. The federal Treasurer emphasised China’s high demand for a wide range of goods and services, including financial services, and his …

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Nest Egg

Building a scalable expat financial planning business

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  Building a scalable expat financial planning business   Mongolia wouldn’t appeal to many Australian financial planning principals as a rich source of potential new business, but it has caught the attention of Brett Evans who is building a expat financial planning business, the first in Australia. His planning business, Atlas Wealth Management, focuses primarily …

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AFR

Expats zoom in on property and stocks as the Aussie dollar slides

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  Expats zoom in on property and stocks as the Aussie dollar slides   Brett Evans’ financial planning business is about to get very busy. His company, Atlas Wealth Management, which specialises in servicing Australian expatriates had 20 calls from clients last month, twice as many calls than usual. And they were all looking to buy or sell properties, taking …

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expat superannuation

Is your superannuation Expat Friendly?

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Is Your Superannuation Expat Friendly?   When Australian expats relocate overseas (become non-residents for tax purposes) there is always so much to be done but if your superannuation expat friendly?  Have you informed the Australian Taxation Office?  Have you updated your various holdings in your investment portfolio?  Does your accountant know? Have you accidentally ‘forgotten’ …

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Stock Market

Chinese market driving volatility, says financial adviser to Aussie expats

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Chinese market driving volatility says financial adviser to Aussie expats   26/08/2015 – The article below is a re-post from ABC NewsRadio after they interviewed our Managing Director, Brett Evans, this morning. To listen to the interview click on this link (https://www.abc.net.au/newsradio/content/s4300209.htm) and then press the play button at the top left hand corner of the …

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How Are 401k Withdrawals Taxed for Australian Expats

Aussie Expats in The US – IRA Case In Australia Clarifies Options

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Aussie Expats in The US – IRA Case In Australia Clarifies Options   With over 200,000 Australians living in the United States we have seen a large increase in enquiries from Australian expats about whether you can transfer a IRA to a Super account as a concessional contribution? In the US expats can hold a …

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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

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