Meet Your Team • Advanta Wealth

Meet your team.

The passionate and dedicated specialists who make Advanta Wealth.

Financial Services is a knowledge-based industry. To ensure we stay at the forefront, it is vital that we continually encourage our staff to enhance themselves both professionally and personally.

Every member of our team has a tailored career development plan. This allows us to nurture and retain talent over the long-term and make them feel a valued part of a team.

As a result, clients can be confident in the level and continuity of service they receive. They get to know our team and value the knowledge and expertise they bring to the process.

“ I have always been successful in building and developing strong relationships with my clients.”

"I support the paraplanners and advisers to ensure clients receive first class advice whilst adhering to regulations."

"I pride myself on my honest and professional approach when dealing with all clients, which I believe is key to any good relationship."

At Advanta Wealth, our team is a harmonious blend of skill and commitment, dedicated to guiding your financial path. Our advisers are at the forefront, passionate and determined to help you realise the life you envision. Supporting them, our technical and capable support staff diligently work to develop and execute effective strategies. Behind the scenes, our management team provides the essential direction, support, and inspiration, ensuring that every team member can excel in their role for your benefit. Together, we are united in our goal to nurture and enhance your financial well-being.