Tasmanian Wealth Management

I’ve just returned from the Morningstar Global Exchange Study Tour 2025 in Chicago — an incredible week of learning, collaboration, and inspiration. Hosted at Morningstar’s global HQ, the tour brought together advisers from across Australia to share best practices and explore key industry trends. Highlights included hearing directly from Kunal Kapoor (CEO) and Daniel Needham (President) amongst others who shared powerful insights on scaling, efficiency, and growth in wealth management.

We also enjoyed Chicago’s iconic sights, including a Cubs game at Wrigley Field and I managed a trip to the historic Chess Records Studio where Chuck Berry, Muddy Waters and the Rolling Stones cut some of the all time great songs.

Massive thanks to Richard Ates, Michelle Woodgate and Kate Parker and all at Morningstar for taking such great care of everyone and for such an amazing opportunity!

An absolute privilege for James Dilger of Tasmanian Wealth Management to spend time with Rick Brewster, founding member and lead guitarist of iconic Australian rock band The Angels.

They shared an engaging conversation about music, legacy, and the value of planning for the future — a great reminder that no matter your path, thoughtful financial guidance makes a difference.

Due to an internal promotion & continued growth we have a new job opportunity at Tasmanian Wealth Management...applications open now!

www.seek.com.au

Congrats to the team at St.Giles Burn on another great family event and the new location! See you all up the hill next year.

The start of a big weekend for TWM with staff, family and friends taking in the Tasmania JackJumpers game at the Silverdome Friday night.

Up next is the St.Giles Burn Sunday. See you there!

TWM welcomes our new team members and Camerons financial planning clients to our business.

We look forward to the opportunity this change will have for Camerons clients and the positive outcomes we believe we can provide.

Mark and Greg called into Tasmanian Wealth Management (TWM) to see how our financial planning team were settling in.

The team are happy with TWM’s new officers at 198 Charles Street, which is a light & open area, and we are pleased to say that Shireen has not filled her office with plants (yet!).

Remember, if you need financial planning advice on investment, superannuation, retirement planning or personal insurances please contact the team at TWM on 6331 2849, or alternatively contact us and we will arrange a referral for you.