General Manager, Wealth Management
Alan joined TPT Wealth as General Manager in September 2021 bringing over 25 years’ experience in the financial services sector.
Previously Alan was General Manager for Godfrey Pembroke and MLC Connect and has held senior roles with MLC, ANZ Bank and BT Funds Management. Alan is active in the Not for Profit sector as a Director with the Prior Family Foundation and Royal Botanic Gardens Foundation in Victoria.
Alan holds an MBA from the University of Western Australia, an Advanced Diploma of Financial Services (Financial Planning) and is a graduate of the Australian Institute of Company Directors. He is currently completing a Masters of Financial Planning with Deakin University.
Manager Liquidity & Funding
James joined TPT Wealth in February 2021 and is responsible for liquidity trading, risk analysis, executing portfolio trades and investment analysis.
James has had a diverse career in the finance industry, specialising in financial analysis, modelling, mergers and acquisitions, as well as management consulting. James spent over three years as a Strategy Analyst for MyState Limited before moving to KPMG as a Senior Consultant. Most recently, James’ time at KPMG focussed on advisory in areas including corporate finance, strategy, financial modelling, and debt and capital structures.
James passed the Chartered Financial Analyst (CFA) Level I exam in 2018 and holds a Bachelor of Business majoring in Finance.
Lending Officer - Commercial Lending Burnie
Senior Manager Client Services
Trev McCallum joined TPT Wealth in August 2021 as Business Development Manager bringing over 20 years’ experience in the financial services sector in Hobart and Sydney.
Previously Trev was Financial Adviser and Director of Knox Financial, has served as practice manager and financial adviser for a Hobart firm; and spent over 12 years at IOOF across a broad range of financial services roles, including product development, operational management, project management, and account management.
Trev holds a Master of International Business and an Advanced Diploma of Financial Services (Financial Planning).
Investor Services Team
Client Relations Manager
Rees joined MyState Limited in October 2016 and has been part of the TPT Wealth team since September 2020. Rees is our Client Relations Manager for the South of Tasmania.
Rees has been working in Financial Services and Fund Management across a number of roles since 2015.
He is passionate about customer service in general and about delivering positive outcomes for all of his clients.
Rees holds a Bachelor of Business with majors in Accounting and Finance.