About Me

Hailing originally from Brazil, Wes learned the value of financial advice prematurely in life due to the untimely loss of his parents during his youth. This experience instilled in him a deep understanding that financial advice extends far beyond mere investments. Wes firmly believes that good advice is about creating a comprehensive plan that brings peace of mind and overall well-being.

Wes is committed to providing financial advice that is transparent, clear, and tailored to your unique circumstances. Regardless of your current stage in life, whether you're a family looking to purchase your first home or someone seeking to build wealth or transition into retirement, Wes is passionate about working with clients from all walks of life.

Finance and people are at the core of Wes's passion. As a Financial Adviser, he embraces his role in providing financial security and confidence for clients not only in the local community but also in other states across Australia. Wes feels privileged to develop long-term and valuable relationships with his clients, ensuring he understands their specific needs and aspirations.

With Wes, you can trust that he brings more than just dedication to the table. His impeccable time management, strong numerical and soft skills, and extensive knowledge base are backed by his recognition as a highly-skilled professional, obtaining his permanent visa in Australia, completing his professional year, and earning a master's degree in financial planning. Wes has been awarded with the Chartered Retirement Planning Counsellor SM (CRPC®) and Accredited Behavioural Finance Professional SM (ABFP®) designations that underpins his desire to excel in the industry.

Wes's commitment to delivering high-standard financial advice is unwavering, as evidenced by his ongoing investment in his education. He is currently working towards the prestigious Certified Financial Planner (CFP) designation, further enhancing his ability to guide you towards financial success.

In partnering with Wes, you can expect a collaborative approach where your goals take center stage. Wes will work closely with you to develop a plan that aligns with your aspirations, ensuring you have the peace of mind and financial well-being you deserve.