Matthew Hawkins, B.Com, DFS, FChFP
Director
Senior Financial Adviser
Matthew has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and is the Tasmanian State Director of the Association of Financial Advisers.
Matthew’s specialities include retirement planning, insurance advice and wealth accumulation strategies. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.
Alastair Hodge, BAppFin, Dip FP
Financial Adviser
Alastair attended Macquarie University and in 2014 obtained a bachelor degree in Applied Finance. After completing a 6 month internship at a private wealth firm in Switzerland, he relocated to Hobart and began working as an associate financial adviser. Since then he has completed a graduate diploma of Financial Planning is now a qualified financial adviser and member of the Association of Financial Advisers.
Alastair seeks to empower clients by educating them on strategies to enhance their financial situation both now and in to the future.
Damian Gibson, BBus (FIN), Dip FP, DipBM
Financial Adviser
Damian helps clients grow, protect and manage wealth. He ensures clients are comfortable and confident in their decision making, and that they stay on track to achieve their personal and financial goals. Damian’s professional career has seen him work in a broad range of finance and non-finance related roles. He holds a Bachelors Degree majoring in Finance, a Graduate Diploma of Financial Planning and a Diploma of Business Management. Damian is a qualified financial adviser and member of the Association of Financial Advisers. He is passionate about helping clients achieve their personal and financial goals. Outside of work, Damian enjoys cycling, golf and travelling.
Michelle Jones, DFS
Client Service Manager
Michelle has been working in the Financial Services Profession since 2012 and holds a Certificate 3 in Financial Services, the Diploma of Financial Services and is a member of the Association of Financial Advisers.
Elevate Wealth was originally formed as a business servicing the needs of clients engaged by Scanlon Richardson Financial Group for their accounting needs.
Over this time our values have remained as our foundations and we now believe it is time that the identity of our financial planning business should represent the journey we walk with our clients, which is one of elevating your financial position and helping you achieve your goals.
As such, the business made the strategic decision to rebrand the Financial Planning business with a name that mirrors the passion and vision we have for our
clients “Elevate Wealth Solutions”.
Matthew has been in the Financial Advice profession for over a decade and through his experience has seen firsthand the positive impact quality advice can have on a client’s financial affairs.
Understanding the importance that education plays in providing quality advice; Matthew has always made a commitment to work to the highest education and ethical standards which involves always putting our clients first.
We have long been of the view that professional Financial Planners should be highly qualified in line with the requirements of other professions such as law and accountancy.
Matthew is a member and National State Director of the Association of Financial Advisers (AFA) and is governed by the AFA Code of Conduct: Principles of
Practice.
The purpose of the Six Principles
The six principles of professionalism set out the minimum professional practice and ethical standards for members of the AFA when providing financial services.The central objective of the code is the achievement of good consumer outcomes and fostering and enhancing the professional reputation of financial advisers.
Principles of Professionalism
Principle 1 - Integrity
and Professional
Conduct
Act with the utmost integrity which encompasses the highest standards of professional conduct, honesty, and ethics.
Principle 2 -
Best Interests
Act in the best interests of your clients in seeking to extend and secure their financial wellbeing.
Principle 3 -
Conflicts of Interest
Do not allow conflicts of interest to influence your actions inappropriately. Always place the client’s interests before your interests.
Principle 4 - Informed
Client Consent
Educate your clients on financial matters and help them to understand the decisions that they are making.
Principle 5 -
Service Standards
Provide professional service that is aligned to your clients’ circumstances and your agreements with them.
Principle 6 -
Professional Expertise
Strive to achieve high standards of
professional expertise by maintaining and improving your knowledge and skills, and those of your staff.
Member Commitments
AFA members must abide by the six principles, the broader Code of Conduct and the AFA Constitution and By-Laws in addition to their obligations under the Corporations Act 2001 (Cth) and all other laws and regulations that apply to financial advice businesses.
