Senior Wealth Adviser
Qualifications: Bachelor of Commerce, Certified Financial Planner, Advanced Diploma of Financial Planning, Diploma of Financial Services (Financial Planning), Justice of the Peace
Accreditations: SMSF, Gearing, ASX Listed Product
Hello, I’m Alistair – Senior Wealth Adviser at Navwealth.
With over 14 years of experience in the financial services industry, I have a strong dedication to building long-term relationships with my clients. I take pride in working closely with people, understanding their unique circumstances, what is most important to them, and their future objectives in order to tailor optimal strategies – ultimately making a positive impact on their lives.
As a Certified Financial Planner, I help clients focus on what is important to them and navigate the financial complexities of life. I also work collaboratively with them to determine the best strategy required to meet their long-term wealth creation goals, giving them peace of mind and the ability to move forward with well-informed direction.
As a firm believer in the notion that the small changes made today can make a huge difference in the future, you can trust me to help you develop a comprehensive plan for your financial future so you can reach your destination in life with purpose.
When I’m not supporting clients with their financial goals at Navwealth, I spend precious time with my wife and two kids. I love to travel, especially if it involves a ski slope and enjoying the outdoors.