About Us
Our passion lies in providing you with holistic financial advice that will save you money, spare you stress and set you on the right course for your better tomorrow. ​​​​​​
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We love working with our clients to solve problems, achieve their goals and improve their situation - no matter how simple or complex. We started Compass Wealth Solutions with this in mind, and have been building better outcomes ever since.
Ethan's journey to becoming a Financial Adviser started with his own interest in investing and smart money-management. He saw how powerful it is to have your money work for you, and realised it didn't take much more than the right advice and some time to make dreams a reality.
​Ethan loves setting his clients up to achieve their varying goals, and seeing the peace of mind that comes with a solid financial plan.
Ethan has met all requirements under the Australian Government to practice as a Financial Adviser. His credentials are visible on the ASIC Financial Adviser Register, here.​​​​​
Jason’s career in financial advice began over 15 years ago, during which time he has helped hundreds of individuals and families build long-term wealth and clarity around their financial future.
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Having successfully owned and sold a financial planning business, Jason brings a wealth of experience across investment strategy, property planning, superannuation, and debt management. He now works closely with professionals and high-income earners, helping them make smart, strategic decisions that align with their lifestyle and long-term goals.
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Jason is especially passionate about incorporating property into wealth strategies and has developed a niche in working with clients who want to grow their assets while still enjoying life along the way.
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Jason has met all requirements under the Australian Government to practice as a Financial Adviser. His credentials are visible on the ASIC Financial Adviser Register, here.
Nicola brings over a decade of customer service experience to her role as Client Relations Manager, having supported a wide range of clients across diverse industries and needs.
Her background in leading teams and fostering strong client relationships has shaped her ability to create meaningful, supportive experiences for everyone she works with.
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With a passion for helping people grow, Nicola is dedicated to ensuring each client feels heard, understood, and confidently guided throughout their financial journey.
Nicola works closely with individuals and families to create a seamless and engaging experience, supporting them as they take steps toward greater clarity and long-term financial wellbeing.
We're qualified in the following areas.
Our Approach
We pride ourselves on our holistic planning approach.
After seeing that other practices often focus on only one or two specialty areas, or worse, try to force a "one size fits all" solution upon you, we started Compass Wealth Solutions to provide our clients with comprehensive financial plans that address all of their problems and goals.
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A holistic plan allows us to first point you in the right direction where we can then work with you to stay on track. Our approach also means that we're here to help with any of life's curve-balls or changing priorities as they inevitably arise.
We look forward to working with you to help make your goals a reality - it's not as far away as you might imagine.
Get started now with your free consultation.
Navigating you to certainty.