Financial Advisors in North Shore, Sydney

Being local, we understand that it’s important to have someone to rely on to answer the phone and meet in person, and not be bowled over with industry jargon. Everyone’s situation is different, which is why our service is personalised and tailored for the greatest benefit and peace of mind.

Alex Tasker

BA (Hons), CFP

I’d like to start by saying thank you for taking the time to visit our website to find out more about our company and how we can help you.

I really love the ongoing relationships I am able to build as part of my role as a financial advisor.

Meeting with interesting people every day, helping to avoid risk, and navigating you through a complex financial world is what I enjoy doing most.

I have had a strong interest in economics and finance since the early 1990's which has formed the foundation of my professional life as a financial advisor.

The knowledge I gained studying my Financial Economics degree has given me a foundation of understanding that helps me to build and monitor investment portfolios.

As a financial adviser, I need to constantly keep on top of legislation and the changing dynamics of domestic and international markets.

I do this by monthly ‘Continuous Professional Development’ learning and also by engaging in courses specific to financial advisers.

In 2017 I finished my CFP ® (Certified Financial Planner) which is seen as an education benchmark for Financial Advisers.

I count myself lucky to live in a great part of Sydney with my wife Lorraine and 2 daughters.

You may bump into me walking the dog, on the football pitch playing for the Turramurra Over 35’s, or at a local golf club.

Daniel Winberg

MFinPlan

Click to email Daniel
Mobile: 0412 315 844

Can’t see the forest for the trees? There are many different aspects to our personal finances. Do you have the time and expertise to focus on them all whilst also managing your big picture?

My passion is to help bring all your personal financial objectives (super, investments, tax, insurance, budget) into a down to earth strategy to improve your short term, and keep you on track for the long term.

Since 2001, working in the financial services industry, I have gained solid strategic, technical and product knowledge around various financial strategies for all stages of life.

Experience gained in various roles within Wealth and Insurance companies, a big bank, as well as boutique advice firms, have given me a depth of industry knowledge and insight.

With many years as a Financial Adviser I appreciate that we all have different needs and wants in life, and therefore each of my clients has a strategy and service tailored specifically to them.

However, common goals such as more tax effective strategies, being more active with superannuation and investments, protecting family and wealth, and having confidence that everything is going to be ok, all form the foundation of advice to ensure we plan for the future whilst enjoying life along the way.

I value my clients and always have their best interests at heart. I will make the slightest change to a strategy if I believe the outcome is beneficial. This is made easier by not being tied down to a bank’s restrictive product base, but rather having many strategies and products available.

I am happy to be up to date with the latest education requirements (I have my Master of Financial Planning). However, ongoing professional development, seminars, and targeted learning helps me keep up to date with legislation, markets, economics, strategies and products.

On a more personal note, I live in Glenorie with my beautiful wife Andrea. We enjoy our weekends away and holidays when we can.

Benjamin Andrich

AdvDipFP

They say in life that if you fail to plan, then you plan to fail.

Financial planning is about helping you understand where you are now, where you’re heading and the options you have to help improve your financial circumstances both now and in the future.

Whether it’s tax minimisation strategies, making your money work harder for you, maximising government entitlements or protecting your wealth and family from life’s curve balls, I am here to help you set a clear path to help you achieve your long term financial goals.

With over 12 years experience in financial services and a passion for helping others you can rest assure you’re in good hands.

Your first meeting is complimentary so book your appointment today and be confident about your financial future.

Sam Ryma

MFinPlan, CFP

Click to email Sam
Mobile: 0466 633 333

I consider myself lucky to have fallen into this profession, as it so closely aligns to the person that I am. In my personal circles, I am very much the confidant, support and sounding board that helps get through lifes’ challenges.

This is why I’m passionate about Financial Planning and how it can change the lives of ordinary Australians. I get a great sense of satisfaction by first helping my clients understand their needs, goals and objectives and then formulating a strategy, in line with their values.

I have completed my Master of Financial Planning and the Certified Financial Planner (CFP®) designation, which is considered the highest industry standard. I strive to continue to grow my knowledge and experience to be able to provide the highest quality of advice, in the best interest of my clients’, by working with them and adapting along the journey. I put my clients first in everything I do, by listening to them and their concerns and ensuring I understand them.

I am motivated by the peace of mind I am able to give my clients and the joy they feel of knowing their goals are attainable.

Rob Till

BCom, CA

Adding value to a client, a team, an organisation, or any relationship - that’s a win-win, and for me that’s what life is all about. Joining the dynamic team at Forest Wealth is the perfect environment for me to help add value to clients.

I love challenges and games! Understanding what is driving financial markets is the most challenging of games! For 15 years I developed skillsets as a trader understanding the global macro economy, developing the right strategies for risk-taking (managing the downside, allowing for the upside), to get the right return on capital. My biggest strength is in forging strong relationships that provide value add to clients and the teams I work in. I have in-depth knowledge, through trading and advising on foreign exchange (FX) spot, FX forwards, FX swaps and FX derivatives (options).

Accountancy taught me the power of “value-add” and that quality relates to any service industry. My ten years of corporate and chartered accounting experience in NZ and the UK covers financial report preparation and analysis, business advisory and tax advice.

Forest Wealth is the perfect place for me to use my background as a chartered accountant and in financial markets to put together strategy and ideas in financial planning for our clients.

Playing football is my sporting passion, managing my daughters football team and watching my son play, take up much of our weekends. Family holidays, keeping fit and having fun are always top of my to do list...

Forging great relationships through teamwork and fun is what life is all about! I look forward to helping you.

Emma Hickling

Grad Dip FP

Mobile: 0437 788 377

“Give more than you take” is my life mantra and something very important to me.

My role as a financial planner at Forest Wealth provides me with the perfect platform to implement this mantra into my work life as well as my personal life.

Over the past 17 years I have helped many people in various life stages, from saving for their first home, protecting their assets, wealth creation through investment and superannuation or helping retirees set themselves up for a comfortable retirement. There is nothing more satisfying for me than to see my clients meet their goals and continue to support them on their financial journey.

I take great pride in my friendly and personalised service, taking the time to understand each of my client’s needs and objectives, providing them with a one stop shop for all their financial needs.

Legislation, markets, economics, strategies, and products continually change, at Forest Wealth we have an ongoing professional development program which keeps us up to date. I hold a Graduate Diploma in Financial planning and meet all FASEA requirements.

I live on the beautiful Central Coast with my family, enjoying an active outdoor lifestyle. Weekends you can find us out on the mountain bike trails, hitting the slopes at Perisher or enjoying the local soccer scene.

I work flexible hours so happy to chat when you are ready.

Mohamad Dilati

MFinPlan

Mobile: 0410 085 058

I am a Financial planner with almost a decade in providing Holistic advice to clients. I have a vast knowledge base, strong integrity and years of experience. I specialise in helping individuals work towards pursing their financial goals.

As Tony Robbins says " Setting goals is the first step in turning the invisible into the visible".

The biggest mistake that most people make when it comes to their retirement is they do not have a plan or a goal.

Each client has individual and unique needs, I dedicate myself to understand and appreciate each client’s goals before making financial recommendations and implementing their strategies that assist them in attaining their personal plans.

I like to help people align their finances with their goals and work out on what truly matters to them and putting best interest of my clients first. This helps them not just progress towards their goals but to also find confidence, balance and peace along their journey.

The Financial Services industry is constantly changing. To serve clients to the best of my ability I obtained my Master in Financial Planning in 2020 after receiving my Bachelor of Economics in Banking and Finance in 2015.

In my spare time I like to go on a bike ride and take my kids to the beach.

Forest Wealth Team 2021 Lorraine square

Lorraine

Office Manager

Forest Wealth June 2022 Lyn sq

Lyn

Paraplanner

Forest Wealth June 2022 Christine sq

Christine

Support Officer

About Millennium 3

The majority of financial advisers need support from a bigger company and we rely on specialists for in-depth investment analysis.

Keeping up to date with regulation and legislation, and ensuring our advice is as current and as inclusive as it can be, we use a team of technical experts.

We subscribe to Millennium 3 and they provide me with full support in this area.

Millennium3 (M3) is a well-respected and established community of financial and life insurance advisers. With a proud heritage, M3 has been partnering with financial advisers for more than 30 years.

In relation to choosing investments, M3 manages its financial product range obligations through an Approved Product List (APL). The APL contains a broad range of financial services and products, and we use our expertise when selecting which products are suitable for you.

More information on Millennium 3 can be found in their Financial Services Guide FSG.

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If you would like to know more about Millennium3 please contact Millennium 3.

Millennium3 - ABN 61 094 529 987 - AFSL 244252

Our Services

  • Comprehensive Financial Advice
  • Superannuation and SMSF Advice
  • Portfolio Optimisation and Asset Allocation
  • Pension Advice and Retirement Planning
  • Annuity Advice
  • Insurance Advice
    • Life Insurance
    • TPD Insurance
    • Income Protection
    • Trauma Insurance
  • Centrelink Advice
  • Tailored Investment Advice and Strategy

Investments we recommend

  • Industry Superfunds
  • Self-Managed Super Funds
  • Wrap Accounts
  • Retail Funds
  • Managed Funds
  • Direct Equites (Shares)
  • Annuities
  • Cash based products