Licence from ASIC
We have applied for a licence from Australian Securities and Investments Commission.
Member of IFAAA
We are a practicing member of the IFAAA Gold Standard of IndependenceTM.
Certified Financial Planner®
Our financial planners are members of the Financial Planning Association.
Meet Our Team
Diverse views, common values and a team approach to creating better outcomes
Our Difference
How our approach in serving our clients sets us apart from other advisory firms
Taking the Long View
Nearly a century of experience understanding the markets and capitalizing on what lies ahead
JB
Director / Tax Accountant / Bookkeeper / Paraplanner
Makara Song
Tax & Managerial Accountant
Sagar Dave
Investment Research Analyst
JB
Director / Tax Accountant / Bookkeeper / Paraplanner
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.
Makara Song
Tax & Managerial Accountant
MS holds a Master’s degree in Professional Accounting and a Bachelor’s degree in Business Administration.
Financial and accounting professional with over 4 years of experience in the retail industry.
His previous work includes providing analytical, detailed, accurate, and value-driven results, along with excellent communication.
He believes that working efficiently and effectively are the keys to success, and there is always room to grow.
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.
Financial Advice
Comprehensive and objective advice for all your financial questions
Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation
Business Advice
Complete business advice service that covers from idea creation to cash flow forecasting
Retirement Planning
We can help you carefully consider your financial strategy for retirement
Paying For Your Child’s Education
With the rapidly increasing tuition costs each year, early planning for college is essential…
See Case Study
Estate Planning
A young couple were looking to take the next step and purchase their first property together…
See Case Study
Planning For Your Family’s Financial Security
Our planners can help a couple financially prepare in advance of the death of either spouse…
See Case StudyNo matter what stage of your financial life your are in, we can help you make the most of what you have!