Meet Our Financial Advisers

Meet our financial advisers.

Our Beyond Bank Australia Wealth Management financial advisers are a highly qualified team with a wealth of experience in financial and investment management. They work together to ensure that your needs and expectations are always met.

We have attracted and retained an outstanding base of high-quality professionals. Sound financial planning is key to wealth management, something our team know all about.

We believe in prosperity for the many, not the few. That’s why we offer financial planning & financial advice services to ensure our customers prosper over the long term.

Our Advisers

Adam Young >

ACT
Adam has been working in the financial planning industry since 2007. He prides himself on ...
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Ian Helmore >

SA/VIC
Ian is a Certified Financial Planner (CFP®); holding a Graduate Diploma in Financial ...
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Andrew Woodrow >

SA
Andrew is a Certified Financial Planner (CFP®); holds a Bachelor of Economics, a Diploma of ...
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Bron Anderson >

SA
Bron joined the financial services industry in 2000 and has been providing financial advice ...
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Chris Perman >

WA
Chris has been working in the financial planning industry since 1998, holds a Bachelor of ...
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Tim Johnson >

SA
Tim Johnson holds a Bachelor of Commerce (Finance); an Advanced Diploma of Financial ...
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Yee Wah Hooi-Duran >

SA
Yee-Wah has completed her Certified Financial Planner (CFP®) qualification and holds not ...
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Chhaya Bhojani >

ACT
Chhaya has been working in the financial planning industry since 2004. She holds a Bachelor of ...
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About Us

At Beyond Bank, our customers are our owners. Everything we do is to benefit them and their communities. We understand that when our customers and communities thrive, so do we.

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Financial Planning Health Check

Answer a few simple questions using our Financial Planning Tool and you’ll see how you’re doing and whether you need help in any areas.

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Wealth Management Financial Services Guide

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.

Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Beyond Bank Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.

Our Advisers