Hillross

Tasmanian Wealth Management
40 Canning Street, Launceston, Tasmania 7250
Tasmanian Wealth Management is a locally owned financial advisory firm that specialises in relationships that is passionate about helping our clients attain their idea of Financial Freedom. Our fundamental objectives are to help build, manage, protect your wealth and provide tailored advice based on your individual needs and situation.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Financial Planning Association of Australia
  • Launceston Chamber of Commerce
  • Cancer Council Pro Bono Adviser
  • Centrelink Specialists

Areas of
Expertise

Aged care
Insurance
Investments
Retirement
Strategic Planning

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

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James Dilger
Director/Financial Adviser

James Dilger is a director of Tasmanian Wealth Management and has been in the…

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Clinton Pentland
Director/Financial Adviser

Clinton Pentland is a director of Tasmanian Wealth Management and has had a…

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Kellie Bryan
Office Manager
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.
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Vanessa Clifford
Senior Client Services Officer
Vanessa Clifford is our senior client services officer with over 20 years in the…
Vanessa Clifford is our senior client services officer with over 20 years in the banking and finance industries. Vanessa is here to assist our advisers, liaise with funds and request information on their behalf. Vanessa is more than happy to assist with any general inquiries you may have.
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Tammy Green
Client Services Officer
Tammy has over 27 years experience in the banking and financial services sector and…
Tammy has over 27 years experience in the banking and financial services sector and has worked across Australian in the Northern Territory, South Australia and Tasmania. Tammy is extremely knowledgeable and thrives on delivering a superior standard of customer service. Tammy 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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Carl Mortell
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.