Partners Wealth Group
Wes Mann is a seasoned financial planning professional with over 19 years of experience in the financial services industry. Currently serving as a Senior Financial Planner at Partners Wealth Group since July 2022, Wes helps clients achieve financial objectives and manages cash flow and lifestyle expenses for small business operators and former executives. Prior to this role, Wes was a Principal Financial Planner at MLC Australia, overseeing a portfolio of around 85 clients with approximately $130 million in assets. Additionally, previous positions include Financial Advisor at Semaphore Private, Business Manager at Akambo Private Wealth, and Business Development Manager roles at both Citi and St George Bank. Wes holds a Certified Financial Planner (CFP) designation and is a CPA, complementing a Bachelor of Business in Accounting.
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Partners Wealth Group
Helping you to navigate life's financial decisions. Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and legal solutions. We believe in the power of personalised advice and collaboration to deliver tailored, innovative wealth solutions to help clients achieve their financial and lifestyle goals. A genuine approach to collaboration is at the heart of our philosophy of being stronger together; this is encapsulated in our logo of three geese flying together in formation, representing our clients, our partners and ourselves working together for better outcomes. Learn more about us https://www.pwg.com.au/