Senior Financial Adviser

Tristan Dallas is a Senior Financial Adviser at Wealth Financial, working with clients in the Burnie office. He has worked in financial services since 2006 when he joined Mancell Financial Group, where he eventually became a partner in 2023. His career began in customer service management, where he spent 14 years developing a strong focus on helping people achieve their goals. 

He is passionate about helping clients build confidence in their financial future through thoughtful planning and long-term strategies. During his time at MFG he built sound relationships with clients and gained knowledge in superannuation, investment and risk management strategies. He also manages the employer superannuation plan relationships for the firm. Whether it is superannuation, investments, wealth protection, retirement planning or aged care advice, he enjoys working closely with clients to understand what matters most to them and creating practical solutions to help them achieve their goals. His approach is built on strong relationships, clear communication, and looking well ahead to prepare for future opportunities and challenges.

In his spare time Tristan has been involved in sport and community activities, including playing a variety of sports, the Cancer Council Transport2Treatment and the NW Medical Research Trust Rainbow Ball. He enjoys travel, cooking, entertaining with friends, lifelong learning, and spending time with his wife and their two young sons.

Advanced Diploma of Financial Services (Financial Planning)

Bachelor of Commerce

Financial Advice Association Australia (FAAA) Practitioner – Financial Planner AFP