Hannah joined Evans and Partners in 2020, transitioning from her previous role within the E&P Financial Group.  Working within the private wealth sector since 2013 and showcasing a strong foundation in delivering high-quality investment and strategy advice. Hannah’s primary focus revolves around aiding clients in retirement planning, tax efficiencies, capital preservation, risk management, and the attainment of long-term investment gains, irrespective of the ever-changing economic and market conditions.

Working closely with Alex Hayward for the past seven years, they have collectively serviced high-net-worth individuals and family groups. Both share a deep-seated enthusiasm for the intricacies of investment markets, relish client interactions and possess a strong analytical acumen that enhances the insights they offer. Hannah and Alex view themselves as diligent custodians of their clients’ capital, guiding them in wealth management strategies that extend beyond the present and into future generations.

Hannah earned a Bachelor of Commerce degree from Deakin University, majoring in Finance, Financial Planning and Accounting. In addition to this, Hannah completed her CFA Level II in 2023, is RG 146 accredited, holds a Diploma of Financial Planning from Kaplan and is Certified by the Responsible Investment Association Australasia.

Expertise
  • Advisers
  • Strategic Financial Advice
  • Sustainable Investing
  • High-Net-Worth Investing