Meet your Advice Team
Real people, holistic advice, here to guide you through life’s biggest money decisions.
CHOOSE THE ADVISER WHO FEELS RIGHT FOR YOU
All our advisers provide holistic financial advice
At Link Wealth, every adviser is across the full spectrum of financial advice, from investing and super to debt, retirement and planning for the future.
You can check out their bio's and/or socials, get a feel for their style and choose the adviser who best suits you.
No matter who you pick, you’ll get the same high standard of care and the backing of the whole team.
Financial Advisers
Not sure who to book with?
That’s okay, we’ll match you with the right adviser.
If you’re not sure who’s the best fit, just click below and we’ll allocate an adviser based on your goals, stage of life and what you need help with.
Meet our Adviser Academy team
The next generation of advisers, learning and supporting you every step of the way
Our Adviser Academy brings together both Associate Advisers and Financial Planning Assistants, team members who are actively training to become holistic advisers.
They support our senior advisers day-to-day while building their skills, knowledge and experience.
You’ll often hear from them as part of your advice journey, preparing documents, following up next steps, or sitting in on meetings.
Their role ensures your plan keeps moving forward, and they’ll one day be leading advice relationships of their own.
Daniel
Waters
Associate Adviser
Joshua
Zhang
Associate Adviser
Udhav
Jeetah
Financial Planning Assistant
Ashley Wilson
Financial Planning Assistant
Snehaa
Kumar
Financial Planning Assistant
Carolyn
Cranmer
Financial Planning Assistant
Snehaa
Kumar
Financial Planning Assistant
Carolyn
Cranmer
Financial Planning Assistant
Snehaa
Kumar
Financial Planning Assistant
Carolyn
Cranmer
Financial Planning Assistant
Meet our operations team
The people who make it all run smoothly
From client services to administration, our operations team are the engine room of Link Wealth.
They’re the friendly voices who answer your calls, organise your paperwork, and keep everything on track, so your advice journey feels seamless from start to finish.
Dylan
Romano
Operations Manager
Kajani
Sivanantham
Senior Client
Services Officer
Natalie
Duckworth
Client Services Officer
Russell
Hutchinson
Junior Client
Services Officer
DON'T JUST TAKE OUR WORD FOR IT
Hear from the people we’ve already helped.
Thousands of Australians trust Link Wealth to help them make smarter money decisions. Here’s what some of them have to say about working with our team.
Common Questions About Our Financial Advice
We address frequent inquiries to help you understand how our advice can support your financial goals. Clear answers make it easier to decide when and how to engage with our advisers.
What types of financial advice do you offer?
Our advisers provide guidance on superannuation, retirement planning, tax strategies, debt management, cashflow optimisation, insurance, estate planning, and investing beyond super. Each plan is tailored to your unique situation.How do I book a meeting with an adviser?
You can schedule a session directly through each adviser’s booking page, accessible via their profile. This ensures you pick a time that suits your schedule without delays.Is your advice suitable for all stages of life?
Yes, we work with young professionals, families, business owners, pre-retirees, and expats. Our advice adapts to your current needs and future goals, no matter your life stage.Do you offer support beyond financial advice?
Link Wealth Advice is part of a broader group including mortgage broking and accounting services. We can connect you with these teams for a comprehensive financial solution.What can I expect during my first meeting?
Your adviser will listen to your goals, review your current finances, and outline a clear plan. The conversation is straightforward, jargon-free, and focused on practical next steps.
Ready to Talk?
If you have more questions or want personalised advice, reach out to book a meeting with one of our advisers. We’re here to help you make confident financial decisions.
