The dedicated and professional team at Point Wealth Advisers always strives to provide you with the highest level of care and personalised service.

 

 

Our present advice team includes:

Evan has been providing financial advice to clients since 1999. Prior to this he held senior management positions in both the funds management and financial planning industries.

 

Evan is a Certified Financial Planner and has a Bachelor of Commerce, Diploma in Financial Planning and a Graduate Diploma in Applied Finance and Investment. Evan is a member of SMSF Professionals Association of Australia (SPAA) and is a Fellow of the Financial Services Institute of Australasia (FFin).

 

Evan provides advice across a broad range of financial areas. His particular interest is self managed superannuation funds and providing advice to SME business clients in areas like succession planning.

 

Evan enjoys a game of tennis (whenever time permits), watching rugby, and has to manage the odd sleepless night that goes hand-in-hand with toddlers and newborn babies. Evan is married with 3 children.

Hans has been providing financial advice to clients since 1998. Prior to this he held a National Marketing Manager position and worked as a Management Consultant.

Hans is a Certified Financial Planner and has a Bachelor of Business as well as Graduate Diplomas in both Financial Planning and Applied Finance and Investment. He is also a Fellow of the Financial Services Institute of Australasia (FFin).

 

Hans provides advice across a broad range of financial areas. His particular interest is in working with young families to grow their wealth and he is a specialist in wealth protection and debt management strategies.

 

Hans and his family are active members of the Killcare Life Saving Club and Killcare Nippers. Hans is also an enthusiastic cyclist and bushwalker. He recently completed the Kokoda Track. Hans is married with 2 children

Joanna Ryan has been working in the finance sector since 1992, both in Australia and in the US, firstly in banking, then funds management and now financial advising. Joanna has been advising client since 2002.

 

Joanna is a Certified Financial Planner and has a Bachelor of Economics and Master of Commerce as well as Graduate Diplomas in both Financial Planning and Applied Finance and Investment. She is also a Fellow of the Financial Services Institute of Australasia (FFin).

 

Joanna provides advice across a broad range of financial areas. Her particular interest is in cashflow management strategies and estate planning, particularly charitable giving and aged care.

 

When time permits, Joanna enjoys kayaking, skiing, and playing golf. She is married with 3 children.

Jim is a financial markets professional with 20 years experience in roles including trading, sales, operations, compliance and management.

 

He is a Fellow of the Financial Services Institute of Australasia and holds a Bachelor of Economics from the University of Sydney; a Graduate Diploma of Applied Finance and Investment, FINSIA and an Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional.

 

Jim has worked for some of Australia’s leading banks and has experience in fixed interest, domestic equity, international equity and commodity markets. At Genesys Wealth Advisers Jim combines his 20 years of work and investing experience and his “keep-it-simple” approach to help people navigate through life’s financial milestones and achieve their goals.

 

Jim is married with 3 children and away from work enjoys rugby, golf and yoga.