Matthew Hawkins, B.Com, DFS, FChFP
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
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
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.
Client Service Manager / Paraplanner
Jess has over 10 years of experience in the Financial Planning industry and holds a Bachelor of Business along with an Advanced Diploma of Financial Services. After having her first child Jess has joined the Elevate Wealth Team as a Client Service Manager/Paraplanner after previously working as a Financial Adviser and Associate Adviser.
Jess is passionate about getting to know our clients to help them achieve their goals and is our resident expert on Centrelink and Social Security Benefits.
Client Services Manager
Hannah joined the Elevate Wealth team at the start of 2020 as a Client Services Manager. Hannah brings with her a strong customer service background and a range of administration knowledge skills.
Client Services Manager
Kimberley has joined us at Elevate Wealth Solutions as a Client Services Manager. She has finished her degree in Administration and is now currently in her 2nd year at the University of Tasmania studying a Bachelor of Business. Kimberley has a passion for delivering excellent service and has a keen eye for detail.
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
Act with the utmost integrity which encompasses the highest standards of professional conduct, honesty, and ethics.
Principle 2 -
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
Educate your clients on financial matters and help them to understand the decisions that they are making.
Principle 5 -
Provide professional service that is aligned to your clients’ circumstances and your agreements with them.
Principle 6 -
Strive to achieve high standards of
professional expertise by maintaining and improving your knowledge and skills, and those of your staff.
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.