At Ark Total Wealth, all of our Financial Advisers possess many years of experience working in independent boutique practices and are able to give you all-encompassing holistic advice whatever your specific situation may be.
Ivan is the Director of Ark Total Wealth and also Business Strategies International (BSI). Ivan is a Qualified Chartered Accountant and over the last three years he has assisted more than 50 companies access finance and engage in commercial arrangements. Throughout Ivan's career he has been involved in helping start ups, corporations and emerging companies achieve their growth potential. This passion has now flowed through to individuals and Ivan is intent on using his vast knowledge and experience to help individuals grow their wealth so they can achieve their financial freedom. Ivan has a keen interest in golf at Northbridge and hiking around Sydney.
Dylan has practised as a Financial Adviser since 2002 and joined Ark Total Wealth in 2004. Dylan provides advice to a diverse range of clients from young people just starting out, to retirees planning on having a comfortable retirement and especially enjoys providing advice on the setup and running of Self-Managed Super funds incorporating direct property.
When he is not at work Dylan enjoys going to the gym, playing squash and a round of golf when he can find the time.
Lyssa provides the financial advisors with support at creating, implementing and continually reviewing financial plans for clients. She works closely with the advisors assessing clients' circumstances, goals, needs and objectives to give them the best financial solutions.
Lyssa brings to the team a strong understanding and knowledge of international markets combined with core financial management skills. Lyssa holds a Bachelor of Business in Finance/Economics, a Diploma in Financial Planning, a Diploma in BA and Marketing, and SMSF certification.
Jessie studied Bachelor of Commerce at UNSW and did a Masters of Business and Accounting at UTS. She oversees the administration function of the business and provides a back office support to the Financial Advisers, as well as making sure everything is implemented and running smoothly for clients. She holds a Diploma of Financial Services and socially enjoys the odd night of Karaoke.
Alex Lee is a Certified Financial Planner® and Partner of Ark Total Wealth. Alex speacialises in wealth accumulation for individuals. Alex has been with Ark Total Wealth for 5 years and in that time he has helped to build the foundations of wealth for many different types of clients. Alex's passion is in educating the client, so that they are not only on the path of wealth creation but understand what they are doing and why they are doing it.
Outside of work, Alex's interests include playing AFL and having a casual round of golf.
Chris is a partner and financial advisor at Ark Total Wealth with over 10 years experience. It is this experience gained through various leading wealth management firms, combined with his technical knowledge of financial markets that help Chris to structure, protect and create wealth for his clients. Chris is passionate about providing tailored financial solutions for his clients based upon their goals and values, ensuring a clear path is put in place for his clients to achieve their goals. He specialises in wealth accumulation advice via self managed super funds, equities, managed funds and direct property but also ensures that his clients personal and business wealth is protected in the case of unforeseen circumstances.
Myles has been working in the Financial Services industry for 12 years, with the past 7 of those being in Financial Planning. Myles has a Masters in Commerce Financial Planning, and is a member of the Financial Planning Association and is a SPAA SMSF Specialist.
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