Elevate Wealth Solutions

At Elevate Wealth we pride ourselves on our reputation and the trust we have amongst the community which has been built on our high service standards and the advice we provide to our clients.

Elevate Wealth is a Hobart owned and based Financial Advice firm. The specialist team at Elevate Wealth are highly experienced and qualified to help you meet your financial planning needs, and with clients across the state and country your location is no barrier. Our number one objective is to help you achieve your financial and lifestyle goals and ensure money isn’t something you have to worry about.

Our Values

Our Clients

Our clients are placed at the forefront of everything we do.

Our People

We pride ourselves on the quality of our people and our culture. We love what we do and enjoy ourselves along the way.

Keep it Simple

We truly believe that simple is better. We take complicated situations and break them down to develop straightforward and effective outcomes.

Fully Transparent

We pride ourselves on our transparent fee structure. We do not accept investment commissions or kickbacks from product providers. Our advice is based on genuine fee for advice. Our quote = our fee.

Our People

Managing Partner | Financial Adviser

Matthew Hawkins, B.Com, DFS, FChFP

Matthew has over 15 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 has held previous roles as the Tasmanian State Director & Treasurer of the Association of Financial Advisers, the peak industry body for Financial Advisers.

Matthew’s specialities include retirement planning, social security advice, wealth accumulation strategies and aged care. 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.

Partner | Financial Adviser

Damian Gibson, BBus (FIN), Dip FP, DipBM

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.
Partner | Financial Adviser

Alastair Hodge, BAppFin, Dip FP

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.

Financial Adviser

William Rice, MFinPlan

Will has served in the financial planning industry for over a decade in a variety of roles, most recently moving into the delivery of financial advice direct to clients. Will holds a Master of Financial Planning from Griffith University and uses his knowledge of the industry to tailor optimised solutions to benefit clients, with his main drive being to help people achieve financial comfort and security and to realise their dreams. Outside of the office, you will most likely find Will out and about at a park with his two young boys or settled on the couch watching sport.
Client Service Manager | Paraplanner

Meagan Norris, GradDipFP

Meagan joined the Elevate Wealth team in 2021 with over 6 years’ experience as an Associate Adviser/Paraplanner after working in advice practices in both Melbourne and Hobart. Meagan has completed her Graduate Diploma of Financial Planning. Meagan works with our advisers to analyse clients personal situations and discuss possible solutions before preparing advice recommendations. Meagan enjoys working through complex strategies to ensure that clients are achieving their goals.
Client Service Manager

Emily Grainger, BBus, GradDipFP

Emily joined the Elevate Wealth Team as a Client Services Manager after commencing her employment in the Financial Services industry post University. Emily completed Bachelor of Business majoring in both Accounting and Management and has recently completed her Graduate Diploma of Financial Planning. Emily enjoys the technical skills associated with developing client strategies.
Client Services Manager | Marketing Manager

Kimberley Elliott, BBus

Kimberley joined us in 2019 at Elevate Wealth Solutions as a Client Services Manager. She has finished her degree in Administration and a Bachelor of Business majoring in Marketing at the University of Tasmania. Kimberley has a passion for delivering excellent service and has a keen eye for detail, whilst also delivering Marketing Services building on brand development and content creation for Elevate Wealth Solutions.
Client Services Manager

Kurt Chapman, DipFP

Kurt Joined the Elevate Wealth team in 2021 as a Client Services Manager and has over 3 years of experience in the Financial Planning industry. He has a Diploma of Financial Planning and is working towards a paraplanning role with the company. Kurt works with our financial advisers to gather vital data to form the basis of our advice for clients.
Client Services Manager

Belinda Jones, BPharm, DipMgt

Belinda joined the Client Services team at Elevate Wealth in 2021 after leaving her career as a Pharmacist post the birth of her son Harrison. Belinda brings with her a range of client service skills and is the first point of contact for our new and existing clients requiring assistance.
Client Services Manager

Georgia Jamieson, BBus

Georgia joined the Elevate team in 2021 and is currently completing a Bachelor Business majoring in Management. Georgia works alongside our advisers as one of the first points of contact for new and existing clients to manage queries and coordinates and manages our ongoing client review meetings. Georgia enjoys developing our client relationship to assist them in meeting their goals. In her spare time, Georgia enjoys travel and fine wine and dining.
Client Services Manager

Carly Doyle

Carly joined the Client Services team at Elevate Wealth in 2022 after leaving her career at Services Australia. Carly brings with her extensive and valuable knowledge around social security and is one of the first points of contact for our new and existing clients requiring assistance. Outside of work, Carly enjoys spending time with her family.
Client Services Manager

Samantha Colombari

Samantha joined the Client Services team at Elevate Wealth in 2022 after leaving a decade long career as an Administration Manager and Bookkeeper in the Accounting profession. Samantha brings with her extensive and valuable knowledge around administration and client support and is one of the first points of contact for our new and existing clients requiring assistance. Outside of work, Samantha enjoys reading, travel and indoor rock climbing.

Principles of Professionalism

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.

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.

1

Integrity and Professional Conduct

Act with the utmost integrity which encompasses the highest standards of professional conduct, honesty, and ethics.
2

Best Interests

Act in the best interests of your clients in seeking to extend and secure their financial wellbeing.
3

Conflicts of Interest

Do not allow conflicts of interest to influence your actions inappropriately. Always place the client’s interests before your interests.
4

Informed Client Consent

Educate your clients on financial matters and help them to understand the decisions that they are making.
5

Service Standards

Provide professional service that is aligned to your clients’ circumstances and your agreements with them.
6

Professional Expertise

Strive to achieve high standards of professional expertise by maintaining and improving your knowledge and skills, and those of your staff.

Get in Touch

We would love to hear from you

CONTACT