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Our Team

At WealthArc, we have the expertise, experience and resources to help you confidently and strategically protect and grow your wealth

Since we opened, WealthArc has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.

We would like to introduce you to our team.

Daniel-Picture-300

Daniel Hulme

AFP, Senior Financial Planner

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Matt-Picture-300

Matthew McCarthy

CFP®, Senior Financial Planner

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Joanne Foster Joanne.Foster@anz.com Brisbane, November 23, 2016

Joanne Hulme

ADFS, Senior Paraplanner

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We look forward to working with you to achieve your goals.

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DISCLAIMER

WealthArc is a Corporate Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.

The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

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Daniel Hulme

AFP®, Senior Financial Planner

I have over 14 years’ experience in the financial services and finance sector. I hold a Bachelor of Business,

Advanced Diploma in Financial Services and have commenced a Master of Financial Planning.

I am driven to deliver quality advice and pride myself on being able to break down complex concepts and topics to make them more easily understandable as I believe understanding is a crucial element in building trust. I enjoy working with clients to assist them to navigate the ever-changing legislative environment and help them achieve the retirement they strive for.

Advice I specialise in

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation

General advice I provide

  • Small business advice
  • Estate planning

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Matthew McCarthy

CFP®, Senior Financial Planner

I have more than 20 years’ experience as a Financial Planner. I hold a Masters of Financial Planning and have completed the Financial Planning Association CFP Certification Program, the highest designation you can achieve as a Financial Planner. 

I have a focus on helping clients navigate the ever-changing legislative environment in the areas of investment, superannuation and risk management. I have expertise in developing strategies for clients to accumulate and grow wealth and maximise retirement outcomes to ensure they can achieve their goals and give their family the lifestyle they strive for.

On a personal level I am married with four children and love to spend any spare time with my family.

Advice I specialise in

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation

General advice I provide

  • Small business advice
  • Estate planning
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Joanne Hulme

ADFS, Senior Paraplanner

I have more than 18 years’ experience working in Financial Planning and have an Advanced Diploma of Financial Services. I have extensive experience working in everything from boutique advice firms to large corporates. I have worked in a variety of roles from assisting clients face to face in associate adviser roles to back office technical paraplanning roles.

I enjoy working with advisers and clients in a support capacity to assist them in achieving the best outcomes.