
"Your wealth, our craft"
If you have an ambitious life goal, passion or need assstance, I want to provide you with an impactful Financial Plan to help you maximise life.
With a decade of experience in the Financial Services industry, I have developed my passion for helping clients Identify and achieve their financial and personal goals.
With every new client, I work to understand what's important to them and their goals, I'll then work tirelessly to help you achieve these.
I hold an unyielding belief in education, having completed:
- Masters of Financial Planning, obtaining the CFP® designation
- Bachelor of Commerce (Finance)
- Graduate Diploma of Financial Planning
- Diploma of Mortgage Broking
- Several other industry-specific certificates and qualifications
Previously in my career I specialised in exclusively assisting High-Net worth individuals from the medical profession. Whilst I still work extensively in this space, my passion has brought me back to helping Australian families from all walks of life.
I understand that each client is unique, and I promise to provide the same high-level of diligent service regardless of life stage or NET worth.

" Wealth, Crafted with Purpose"
If you’re navigating a complex financial or life transition, I want to help you make confident, informed decisions with clarity.
I began my career in data and strategy roles at high-growth global businesses, before moving into aged care, where I specialise in supporting families through one of life’s most complex and emotional transitions.
Through my work as an Aged Care specialist, I’ve worked with hundreds of families to understand aged care costs and navigate their options during times of uncertainty. This experience has given me a deep appreciation for the role that high-quality advice plays in improving long-term outcomes.
I am currently completing my Professional Year as a Financial Adviser, expanding my ability to support clients across broader financial strategies while continuing to contribute my expertise in aged care.
I focus on understanding what matters most to each client - whether that’s funding aged care for their loved one, planning for retirement, or preserving wealth for the next generation - before bringing clarity and structure to the decisions that shape those outcomes.
I hold a Graduate Diploma of Financial Planning and have passed the ASIC Financial Adviser Exam. I also completed a double degree in Commerce and Economics at Monash University, graduating with a University Medal for academic excellence

"Precision Planning. Artisan Approach."
Charles is a paraplanner with several years of experience in the financial planning industry, including the past three years specialising in paraplanning. Prior to this, he spent two years supporting the implementation of financial advice, giving him a well‑rounded understanding of the end‑to‑end advice process. Charles holds a Bachelor of Science in Business Administration, majoring in Financial Management.
He is known for his strong attention to detail and genuine passion for helping clients achieve their ambitious life goals.
Charles has developed solid technical expertise across financial modelling, superannuation and SMSF strategies, insurance analysis, and the preparation of Statements of Advice. He works closely with advisers to develop clear, structured, and practical recommendations that are both compliant and aligned with client objectives, supporting strong long‑term financial outcomes.
Committed to delivering high‑quality advice, Charles continues to proactively enhance his technical knowledge and professional capability. Outside of work, he enjoys CrossFit, spending time with his family, and getting involved in community initiatives.

"Sculpting Wealth, Shaping Futures"
With a background in Electrical Engineering and three years of experience in paraplanning and advise implementation, Jake specialises in turning complex data into actionable solutions.
Jake thrives on the logic of mathematics and the challenge of high-stakes problem-solving, ensuring that technical strategies are executed with precision and care.
Outside of the professional sphere, Jake is fuelled by a passion for the outdoors and community service. Whether he’s volunteering, trekking through remote trails, or camping under the stars, he brings the same dedication and energy to his personal interests as he does to his work.
He is always looking for the next great challenge, both in the office and in the wild.

Bettering our clients' lives at all times, with all advice - Making a real difference.

Open, honest and accurate communication in both the good times and the bad.

Putting our clients first and always being there to support them.

Always looking to improve and find efficiencies to make our clients' lives easier and more fulfilling.

The Certified Financial Planner (CFP®) designation is an accreditation for Financial Planners who have completed additional studies above and beyond the legislated requirements.
CFP® certification is considered the gold standard in the Financial Planning industry - Always ensure you are working with a CFP® Adviser.
As a CFP® professional, I have achieved the highest standard in financial planning worldwide. You can have confidence in my integrity and quality of advice.
M: 0490 214 314
E: Alexander@artisanwealth.com.au
Artisan Wealth is a Corporate Authorised Representative of Volare Wealth Pty Ltd, ABN 28 668 200 002, AFSL 553 949
You can read more in our Financial Service Guide.
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