- Financial Planning Association of Australia
- Launceston Chamber of Commerce
- Cancer Council Pro Bono Adviser
- Centrelink Specialists
Our Passion: to help people achieve their idea of Financial Freedom. This is our purpose – we help our clients realise their goals and dreams and pursue their best life. It is the reason why we get up every morning – to provide our clients with the Freedom to live the life they choose.
Hillross Tasmanian Wealth Management is a locally owned financial advisory firm that helps people achieve their financial and lifestyle goals. We do this by taking the time to understand our client’s current situation and how that relates to their goals and objectives, then making recommendations and strategies that they can undertake to achieve these goals. We offer a number of regular review services that allow us to stay with our clients and help them stay on track and to re-evaluate the strategy as their situation changes or if their goals and objectives change.
James Dilger and Clinton Pentland are the Directors and qualified Financial Planners. The business has been providing quality financial advice in Tasmania for over 30 years. Tasmanian Wealth Management have embraced the Hillross Financial Freedom branding but we still maintain the same great team providing the same great service.
Our services, products and systems are supported by Hillross, one of the most respected financial groups in the country. Hillross ensures that our conduct is exemplary, our systems are sound and our technical knowledge and advice is of the highest standard.
Meet our team
James Dilger is a director of Tasmanian Wealth Management and has been in the…
Clinton Pentland is a director of Tasmanian Wealth Management and has had a…
Senior Financial Adviser
Rod Bird has been in the financial planning sector since 1999 and thrives on…
Kellie Bryan is our Office Manager. Kellie has years of administration experience in…
Kellie Bryan is our Office Manager. Kellie has years of administration experience in a large law firm and is tasked with keeping the team in line and ensuring we all enjoy a warm and welcoming work environment. Kellie will back up our front office staff and may on occasion greet you in the office or answer your call.
Client Services Officer
Tammy has over 30 years’ experience in the banking and financial services sector…
Tammy has over 30 years’ experience in the banking and financial services sector and has worked across Australia in the Northern Territory, South Australia and Tasmania. Tammy is extremely knowledgeable and thrives on delivering a superior standard of customer service. Tammy assists our advisers and makes sure they are prepared for their client meetings as well as liaising with funds and providing ongoing support to our team.
Senior Client Services Officer
Carl Mortell has a wealth of knowledge and over 16 years experience in the financial…
Carl Mortell has a wealth of knowledge and over 16 years experience in the financial planning industry. Carl is here to assist our advisers on a daily basis, liaise with funds and assist with the implementation of advice and investment recommendations. Whilst you may not see Carl in our reception area, he is always behind the scenes working hard to ensure our advisers deliver the best outcomes for our clients and their portfolios.
Client Services Officer
After years working as a animal biologist, Leanne turned her career focus to mortgage…
After years working as a animal biologist, Leanne turned her career focus to mortgage banking and then onto assorted analyst positions for accounting firms. Leanne’s experience and on ongoing willingness to research and develop solutions is invaluable to our team and clients and allows her to provide ongoing support and service to our advisers. Leanne is available to assist with client queries and may at times greet you in the office or answer incoming phone calls. Leanne will regularly liaise with funds and is an ongoing support to our entire team.
Client Services Officer
After owning and managing her own retail business for over 18 years Debbie decided it…
After owning and managing her own retail business for over 18 years Debbie decided it was time for a change and joined our team to be the friendly face you will see when you arrive in reception or the voice you hear when its time to book your next appointment. Debbie will be your first point of call when visiting or phoning the office and is in charge of managing our advisers’ diaries and appointments.
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