PERSONAL FINANCIAL ADVISORY - (07) 3878 8767

ELEMENTS GROUP TEAM - YOUR SPECIALISTS

 

Dean Van Zyl

Director & Adviser

Dean has over nine years’ experience in strategic financial planning and personal wealth management.

Dean established Wealth Elements in 2012 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.

See Dean’s ratings from his clients here!

Qualifications:
  • 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)

Nerolee Huxham

Office Manager & CashFIT Master

Nerolee manages our office processes and day to day client services. If you have a general need and want to talk to someone, you can call Nerolee.

More importantly, Nerolee manages our cash flow management software – CashFIT Money Management for clients and keeps them on track towards more savings and stronger financial lives.

 

 

 

Arthur Ranola

Admin Team Manager

We cannot get around it. When it comes to managing your wealth and financial life, there is a lot of admin, a lot of the time! Arthur’s role at Wealth Elements is to ensure that complex admin is kept as simple as possible. We manage your entire admin burden and Arthur keeps things up to date and organised.

Its an amazing business world that we live in. Thanks to technology, Arthur works out of the Philippines in Manila. Wealth Elements can manage your finances from anywhere in the world! Simple.

 

 

 

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.

Qualifications:
  • Cert IV in Mortgage Broking
  • MFAA Accredited
  • Diploma Financial Planning

 

 

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.

Qualifications:
  • Currently studying Diploma in Applied Finance – Business Valuation Specialist
  • Xero partner certification training and Xero conversion specialist
  • Graduate Diploma of Chartered Accounting (CA)
  • Bachelor of Business (Accounting), Queensland University of Technology

 

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)

 

Don't be that person who said they should have started planning 10 years ago!