Wealth Financial is a financial adviser in Burnie, based at Level 1, 41 Mount Street.

If you’d like to meet a financial adviser in our Burnie office, Graham Sykes, Tristan Dallas, Glenn Hawley, Ashlee Kenyeres, James Kremneff or Elliot Johnstone, please click “Get Started” and fill out the contact form below. Our team will get back to you as soon as possible. Alternatively, give us a call on (03) 6440 3555.

We provide advice on superannuation, retirement planning, SMSF, investments, personal insurance and estate planning. That includes contribution and pension strategies, whether an SMSF is the right structure, aligning investments with your goals, and making sure income and assets are protected.

Our Burnie team sees clients from Burnie, Wynyard, Penguin, Somerset, Ulverstone and across the North-West Coast, as well as clients elsewhere in Australia by video. Meetings can be at 41 Mount Street or online if you are interstate. If you want an adviser for the next stage of your super, retirement or investment plans, get in touch and we will arrange a time.