ABOUT WEALTH CONNEXION

We take immense pride in being a relationship-based financial advisor business in Brisbane that provides clients the confidence to make informed financial decisions.

Wealth Connexion’s six core drivers of performance that are constantly reviewed and fine-tuned are:
  1. Professionalism – continously and objectively challenging the status quo i.e. doing things better.
  2. Client Best Interest – providing peace of mind, value and confidence so that you are able to make informed financial decisions.
  3. Client Service – the keystone of our service offering.
  4. Compliance – the most important undertaking of advice businesses.
  5. Expertise Education Experience – we are committed to investing in our staff’s development so that we may provide best in class service to our clients.
  6. Continuous Improvement –  the only way to remain relevant and ensure our value to clients is maintained at the highest level.
Wealth Connexion Team Group Photo
“Our values are simple – the provision of the highest standards of comprehensive holistic financial planning advice and an uncompromising commitment to the highest standards of service.”

Testimonials

Have a look at what our clients have said about us…

Our Team

Alexander Kitchin - Managing Director, Senior Financial Adviser

Alexander Kitchin

Managing Director, Senior Financial Adviser,

CPA, BBus(Acc), BEcon, ADFS, IC Member

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Qualified CPA with a diverse and broad skill set developed through various roles within Finance over the last 25-plus years. Held senior financial leadership roles for large Australian and International corporates contributing to a unique multi-faceted professional skill set. Since 2011 Alexander’s focus has been to provide specialist, holistic financial advice as a professional financial adviser, holding the role of Managing Director and Senior Financial Adviser at Wealth Connexion.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

Stuart Engel - Director, Senior Financial Adviser

Stuart Engel

Director, Senior Financial Adviser, MBA,

BA Hons, ADFS, IC Chair

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A highly qualified professional and client focused financial planner with over 20 years experience in financial services, six years of which have been as a client facing financial adviser.  Diverse experience gained across a range of professional financial planning firms as well as established Australian financial services companies in marketing and communication management roles.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

Courtney Pearch - Director, Senior Financial Adviser

Courtney Pearch

Director, Senior Financial Adviser,

ADFP, IC Member

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Courtney has actively worked in the financial services industry since 2008 and during this time has gained knowledge and experience in a broad range of sectors in the financial industry, including personal and business insurance. Since joining Wealth Connexion in 2015, Courtney has continued to provide tailored financial planning solutions for her clients, specialising in pre and post-retirement planning and Centrelink advice.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

Peter Hansen - Senior Financial Adviser

Peter Hansen

Senior Financial Adviser

CFP®, Dip FP, C Dec

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Peter has worked in the financial services and insurance industries since 1981 and commenced working as a Financial Planner in 1994. Peter completed a Diploma of Financial Planning in 2000 and holds a Certified Financial Planner (CFP®) qualification. Peter specialises in advice for pre-retirees and retirees (including aged care advice), and he is dedicated to providing a high level of service for all of his clients. Peter ensures that his clients enjoy peace of mind in retirement, free from financial worry.

Tony Ward - Senior Financial Adviser

Tony Ward

Senior Financial Adviser

BCom(Fin), ADFP

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Tony has worked as a financial planner since 2012 and is dedicated to helping individuals secure their financial future. Specialising in retirement planning, superannuation, investment strategies, wealth protection and Centrelink matters he is dedicated to helping clients secure their financial future. Using a client-centric approach, he navigates the complexities of legislation and offers tailored solutions to optimise investments and safeguard wealth. He enjoys guiding clients towards a prosperous retirement, ensuring financial well-being and peace of mind.

Specialities: Providing tailored financial strategies, extensive knowledge and experience with strategic planning, financial management, investment, superannuation, retirement planning, wealth protection, estate planning, Centrelink, and tax financial adviser (TPB).

Jason Atkins - Senior Financial Adviser

Jason Atkins

Senior Financial Adviser

DFS, ADFP, SMSF, GDFP, CFP®

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Jason is highly qualified with a strong passion for the profession in which he has chosen to work in over the last 20 years. During this time, he has developed both a broad and comprehensive skill set, providing advice at many levels working with individuals, families, and well established Australian financial services companies.
Leveraging from his maturity, confidence, and passion for advising, Jason maintains a flexible yet outcomes-driven approach. After working together, many clients and peers say that he has given them the confidence to move forward, deliver on what was promised and is always reliable. Knowing he has made a difference in people’s lives is something that Jason strives for and helping others was one of the key reasons for getting into financial services.

Specialties: Providing tailored financial strategies, extensive knowledge, and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; Centrelink; gearing; tax financial adviser (TPB).

Ruth Peterson

Ruth Peterson

Financial Advisor

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Ruth is a newly accredited Financial Adviser and brings a fresh perspective and a drive to make a difference in every facet of her role. With an extensive academic background in the financial services industry, Ruth applies this knowledge to help clients navigate the complexities of finance with confidence. Her dedication lies in empowering individuals and families to take control of their financial futures and help turn their aspirations into reality.

Ruth believes in a personalised approach to financial planning, and considers each clients individual needs in order to provide tailored strategies. By taking the time to understand clients’ aspirations, concerns, and priorities, she develops comprehensive financial plans that align with their goals. Whether it’s building wealth, saving for education, or planning for retirement, Ruth offers guidance and support every step of the way.

Ynes Perrin - Client Services Manager

Ynes Perrin

Manager – Client Services

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Ynes has been actively contributing to the financial services sector since 2016, bringing with her valuable experience and insights. With a focus on seamless office operations and client support, she has honed her skills in optimizing administrative processes and ensuring efficiency within the industry. Ynes’s commitment to excellence and her comprehensive understanding of the financial landscape make her an asset in navigating the complexities.

Fees and Charges

We are happy to meet with you for an initial consultation at no cost, to establish whether we may be able to assist you with your financial planning needs.  We are a fee for service financial planning and financial advisors business in Brisbane that charges fees based on the services that we provide you. All client situations are unique and we will charge fees based on a range of factors including the complexity of advice and the degree of ongoing service that you require.

During your initial consultation we will be able to give you an indication of fees and charges.

For more information on our Team and Wealth Connexion in general, follow the link and contact us today!

CONTACT US