Meet the team

Experienced, professional & friendly.

Financial advice & planning to help you create a brighter future.

We are a young, dynamic, professional financial advice team and we are proud to be able to trace our history and presence in Tasmania back to 1972. We are proudly Ivy Wealth and our fundamental philosophy for client servicing has not changed since our inception. We are here to help our clients grow their wealth, manage it more efficiently and safeguard it more effectively.

We are committed to providing high quality advice and service, and we believe this enables us to stand above other firms. We will work with you by listening to your financial planning needs and delivering holistic advice to help you realise your goals.

We are known for:

  • Creating and maintaining close, client centric and longstanding relationships
  • Professional, transparent and meaningful advice
  • Providing clients with a great experience

Our Advice Team

Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.

Adam Christopher 

CFP®| BEc | DFP
Financial Planner

Financial Services Guide – Part 1
Financial Services Guide – Part 2

Adam Christopher and DWM (TAS) Pty Ltd t/a Ivy Wealth are authorised representatives of Sentry Advice Pty Ltd AFSL 227748.

Adam graduated from the University of New England with a Bachelor of Economics Degree. Adam is also a Certified Financial Planner ® and ongoing member of the Financial Planning Association of Australia. He has also completed the Diploma of Financial Planning awarded by the Financial Planning Association and Deakin University.

Adam commenced work in the Financial Planning Industry in 1999 and has held the roles of Paraplanner, Financial Planner and Senior Financial Planner.

Lindsay Evans

AdvDFP | DFP
Financial Planner

Financial Services Guide – Part 1
Financial Services Guide – Part 2

Lindsay Evans and DWM (TAS) Pty Ltd t/a Ivy Wealth are authorised representatives of Sentry Advice Pty Ltd AFSL 227748.

Lindsay has completed his Diploma and Advanced Diploma of Financial Services (Financial Planning) as well as courses in Margin Lending and Geared Investments.

Lindsay commenced work in the financial services industry in 2007 at a large Superannuation Fund and spent some time working for Treasury Corporation dealing in wholesale bonds. He has held the roles of Associate Adviser and Financial Planner.

Get in touch

Contact us to find out how the team at Ivy Wealth can help.
Contact us