Wealth Connexion

Alexander Kitchin

Managing Director / Senior Financial Adviser

Qualified CPA with diverse and broad skill set developed through various roles within Finance over the last 20 plus years.  Held senior financial leadership roles for large Australian and International corporates throughout contributing to a unique multi-faceted professional skill set. In the last ten years Alexander’s focus has been to provide specialist financial advice as a professional financial adviser, holding the role of Managed Director and Senior Financial Adviser at Wealth Connexion.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with strategic planning; financial management; investment; superannuation including SMSF; retirement planning; wealth protection; estate planning; centrelink; aged care specialist advice; gearing; tax financial adviser (TPB).

Stuart Engel

Director / Senior Financial Adviser

A highly qualified professional and client focused financial planner with over 20 years’ experience in financial services, nine years of which have been as a client facing financial adviser.  Diverse experience gained across a range of professional financial planning firms as well as established Australian financial services companies in marketing and communication management roles.

Specialties: Providing tailored financial strategies, extensive knowledge and experience with investment; superannuation including SMSF; retirement planning; wealth protection; gearing; tax financial adviser (TPB); writing and researching financial planning strategies.

Courtney Pearch

Director / Senior Financial Adviser

Jason Atkins

Senior Financial Adviser

As a Leader and Certified Financial Planner, I have a strong passion for my industry and the privileged position we hold. Clients come to us with what is their life’s work and ask us to help them navigate through the options and work out what is best for them. 

I have provided advice at many levels, ranging from basic advice to creating complex ongoing plans for Private Clients and Business Owners with significant wealth and income. I have structured advice businesses, developed systems, processes, while creating and growing revenue to ensure the continued business viability in what is a very competitive environment.

Leveraging off my maturity, confidence and passion for advising, I maintain a flexible yet outcomes-driven approach. After working together, many clients and peers say that I give them the confidence to move forward, deliver on what was promised and am always reliable. Knowing I have made a difference in people’s lives is something that I strive for and helping others was one of the key reasons for getting into financial services.

Qualifications

• Diploma in Financial Studies (FP)
• Advanced Diploma (FP)
• Certified Financial Planner (CFP®)
• Self Managed Superannuation Accredited (SMSF)

Tony Ward

Senior Financial Adviser

Ruth Peterson

Financial Adviser