Team – Reserve Wealth Financial Services Pty Ltd

Our team is composed of experienced professionals who enjoy working closely with our clients and with each other.

We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients. The client driven focus allows us to excel at providing financial and investment advice that is bespoke to our individual clients.

Meet Our Team of Experts

JB
Certified Financial Planner®

Sagar Dave

Investment Research Analyst

Investment Research Analyst

SD has 3 years of valuable experience working as an Assistant Manager in the Banking industry before joining Reserve Wealth. Being an internal source of investment research in Reserve wealth, he has sound fund analytical skills covering a wide knowledge of financial products and asset classes. He is also involved in constructing and managing equity portfolios.

SD has a particular interest in tracking and analysing the performance of financial products to get the valued return on the client’s investment. In Team Reserve Wealth, SD plays a pivotal role by monitoring the Associate Analyst’s contribution and reporting to Financial Advisor.

SD is a qualified Master’s degree holder in Finance and Banking. His next target is to complete certification RG146.

 

Hendry Wiswanto

Tax & Managerial Accountant

HW holds a Masters’s degree in Professional Accounting and a Bachelors’s degree in Business Administration.

Financial and accounting professional with over 4 years of experience in the retail industry.

His previous work includes providing an analytical, detail, accurate, and value result together with excellent communication.

He believes that working efficiently and effectively are the keys to success and there is always room to grow.

JB

Certified Financial Planner®

JB holds a Masters’s Business degree, has completed the Advanced Diploma of Financial Planning and SMSF Accredited.

With a decade of experience in financial and investment markets, and has worked in wealth management in both a boutique financial planning firm and a large investment bank.

JB has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

I'm happy with the team relationship that Reserve Wealth Financial Services is building with me. It's the approach I always wanted with an advisor.

Dr C WPerth