We’re not obligated to any financial institution, bank, or insurance company, so you can rely on genuine advice without hidden sales. Our business is understanding you, then applying our expertise and knowledge to your situation to get you to the best possible place financially. There is a lot that goes into financial planning, and no two people are the same. This is why we make it our business to tailor a solution that is specific to you.
Cloudbreak Wealth opened in 2018. The founders identified that the disruption in the financial advice industry at the time was resulting in a deterioration of service to clients. The company was formed to provide a clear and distinct alternative. We take the time to get to know our clients, so we can provide friendly, personalised service.
The primary reason you’d partner with us is to gain access to our knowledge and expertise in building wealth, investing and retirement planning. All our advisers are highly educated and experienced, yet personable and friendly. Our number 1 priority is to be your trusted partner in the achievement of your financial goals.
Anthony has more than 20 years’ experience in financial markets, having begun his career at Macquarie Bank in 1999. Anthony spent the following 13 years advising some of Australia’s biggest fund managers on Australian equities and equity derivatives. In 2013 Anthony moved into private wealth management and has built a loyal following of clients across the country who value his advice and insights on portfolio construction & management; corporate transactions and international investment.
Josh began his career in finance at Macquarie Bank. He later moved into financial planning as he recognised he wanted to work with people, rather than companies, on achieving their financial goals. Just over a decade later, he started his own business so he could offer people the option of genuine advice, untainted by incentives from finance companies. Josh specialises in helping individuals and families take advantage of the complexities in tax, superannuation and investing.
Joe began his career in finance on a stock lending desk in London, 2007 before returning home to complete his master’s degree and continue his career as a derivatives trader in Sydney. During this time, he developed a passion for financial planning which led to a career change and roles at larger institutions as a financial planner. In order to best serve his clients, Joe recognised he and his clients needed the flexibility of a boutique firm, so joined the team at Cloudbreak Wealth. After experiencing the highs and the lows of the markets over the past 14 years, as well as working closely with wealth accumulators, pre-retirees and retirees alike, Joe is proud to be a part of the Cloudbreak Wealth team. Joe takes great pride in assisting clients in achieving their goals, navigating them through their financial lives, and providing them with the highly personalised service that each client deserves.
Sarah has a background in community development gathered over her several years working in the NSW Department of State and Regional Development where she was responsible for overseeing grants to communities across the state. This experience has helped Sarah to keep the office running smoothly and efficiently, and also in organising and overseeing the various events Cloudbreak Wealth runs.
Daniel provides support for the advisers in the daily operations of Cloudbreak Wealth. Daniel is currently studying a Bachelor of Commerce (Global) Honours at the University of Wollongong majoring in Finance. Working in the industry that he is studying is enabling a practical application of skills learnt whilst gaining real world experience.
