ELEMENTS GROUP TEAM - YOUR SPECIALISTS
Dean Van Zyl
Director & Adviser
Dean has over 13 years’ experience in strategic financial planning and personal wealth management.
Dean established Wealth Elements in 2012. Soon after, he set up a private financial services licence with the vision to develop a personal advisory practice that strives to provide high quality, objective financial advice that has a lifetime of value to more families around Australia.
Dean is passionate about seeing families and individuals achieve measurable progress towards their financial objectives.
Wealth Elements is part of the family owned Elements Advisory Group specialising in business consulting, valuation, tax and bookkeeping services.
See Dean’s ratings from his clientsQualifications:
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
- Bachelor of Business (Management) – Queensland University of Technology
- Justice of the Peace (Qualified)
- Tax (financial) adviser
- AFP Professional (FPA)
Pearl Tantuan
Financial Planning Assistant
Pearl has worked in financial services administration, market research and data management for the last three years. She has completed a Bachelor of Science in Management Accounting. This means she has excellent attention to detail and loves numbers!
Pearl is responsible for managing all of Wealth Elements client’s administration needs initially upon joining us and ongoing each year so clients do not need to worry about all of the ongoing financial / life admin that comes their way.
In her spare time, Pearl loves hanging out with her Maltese Shih Tzu Luca (yes after Dallas Maverick’s NBA star, Luca Doncic), watching Netflix and listening to her favourite K-Pop bands! We are so grateful Pearl is working with Wealth Elements.
Qualifications:
- Bachelor of Science in Management Accounting
Richard Jefferies
Debt & Funding Specialist
Wealth Elements chooses to partner with Newbridge Financial Services. NFS was founded to educate clients so they can make informed decisions on sourcing the right finance package.
Newbridge FS achieves this by acting as a finance broker, working with over 25 major banks and finance lenders, to ensure clients have a thorough range of financial providers to choose from.
In our dealings with you as our client it is important to note that there is no referral fee or payment received by Wealth Elements when you deal with Richard to structure a new loan.
Darren Van Zyl
Business Adviser & Director - Enterprise Elements
Darren delivers specialist business consulting services and is committed to developing new specialist processes, diagnostic tools and techniques to ensure the effective advice is given.
Darren has extensive experience in the accounting industry in the fields of book-keeping, audit and assurance, tax and compliance and business services.
Marcus Hill
Business Adviser & Director - Enterprise Elements
Over 10 years experience as an advisor in the following sectors:
- Business Advisory services
- SME Valuation services
- Management Accounting services
- Financial Performance Analysis
- Complex business financial modelling
- Taxation services
- Small business compliance
Qualifications:
- B.Com (Accounting, Finance)
- Chartered Accountant
- Member of the Institute of Chartered Accountants in Australia & New Zealand
- Registered Public Practitioner with the Institute of Chartered Accountants in Australia & New Zealand
- Implementation Partner, Fathom Financial Analysis
- Registered Tax Agent with the Tax Practitioners Board
- JP Qualified
- Diploma of Financial Planning (RG146)
James Ginty
Senior Associate - Tax Elements
James has over a decade of experience working with high net worth individuals, professionals, family groups and small-to-medium sized entities from a variety of industries. James joined Tax Elements in 2018 with extensive experience in both public practice and commercial roles. His passion is business development for small-to-medium sized family owned businesses and enjoys working closely with clients to develop tailored solutions in order to achieve the best outcomes.
James specialises in tax compliance and corporate advisory and has advised clients from start-up’s to business’s turning over in excess of $100m/year. He is a member of CPA Australia and is a Registered Tax Agent with the Tax Practitioners Board.
Qualifications:
- Bcom (Acc, Fin)
- CPA
- Dip. FP
Don't be that person who said they should have started planning 10 years ago!