We Are Ready
WSN Wealth is a boutique financial services firm that specialises in giving tailored financial advice to clients. As our clients are unique, we will take the time to understand what is truly important to them and their values before developing a plan.
Our Mission
To give our clients and their loved ones peace of mind and the confidence that comes with financial security. We understand the meaning of wealth goes far beyond money and so does our advice.
To give the best advice to our clients by being the best financial advisers we can be.
We are committed to providing the highest standard of service and professionalism by way of our client engagement, tools, software, investment philosophies, financial products and continuing education and training.
Patrick Tuazon, AFP®
Principal adviser & Director
Bringing over fifteen years of financial services expertise gained from prestigious institutions like BT Financial Group and Westpac Private and Premium banks, Patrick offers invaluable knowledge and experience to his clients. Armed with a Masters degree in financial planning, Patrick made the leap from institutional environments to establish WSN Wealth, driven by a commitment to providing tailored advice to his clients.
Outside of his professional endeavours, Patrick cherishes spending quality time with his three young children. He places great importance on maintaining a balanced lifestyle, engaging in activities such as martial arts and outdoor pursuits to stay fit and healthy. Patrick's life and financial philosophy revolves around prioritizing meaningful pursuits and staying focused on them, a guiding principle that shapes both his personal and professional approach.
Tom Evans
Associate adviser
Since 2018, Tom has been an integral part of WSN Wealth, initially joining as a graduate and progressing through various roles, from customer service to paraplanning, and now serving as an associate adviser. His journey within the company has provided him with a comprehensive understanding of WSN's clients and operations. Tom's diverse experience and familiarity with the client base make him an indispensable asset to the practice, playing a pivotal role in its ongoing success.
Tom has completed his Bachelor of Commerce majoring in Finance and Financial Planning. He enjoys the practical application of his studies by ensuring that both clients and advisers are well looked after.
Tom is a very active individual and successfully juggles work with activities such as running, surfing and martial arts. A very disciplined approach to his life translates well with his role as WSN Wealth.
Heizel Carey
Customer service officer
Since January 2023, Heizel has been an valued part of the WSN Wealth team, serving as our dedicated customer service officer. With over a decade of experience in the Accounting and Financial Planning industry, Heizel brings a wealth of knowledge and a compassionate approach to her role. Her extensive experience ensures that our clients receive exceptional care and attention to their enquiries, leaving them well-supported and satisfied.
Outside of her professional duties, Heizel leads a fulfilling life with her young family, keeping her busy with activity. In her leisure moments, she finds joy in swimming and indulges her creative side through videography. Heizel's commitment to both her work and personal pursuits reflects her multifaceted nature and dedication to excellence in all endeavours.
Ciarra NAdela
Paraplanner
Ciarra joined WSN Wealth in February 2024, stepping into the role of Paraplanner with a wealth of experience and knowledge. Suitably qualified with a degree in Management Accounting and having completed her Diploma of Financial Planning, Ciarra possesses a strong foundation for her work. With five years of hands-on experience in Paraplanning and financial services, she excels in creating comprehensive statement of advice documents and conducting precise financial modeling, ensuring that clients gain a clear understanding of their financial landscape.
Beyond her professional achievements, Ciarra's personal interests reveal her compassionate and active nature. As an avid animal lover, she devotes her time to caring for multiple cats and dogs, embodying her nurturing spirit. Additionally, her dedication to fitness through activities like running and gym workouts showcases her commitment to a balanced and healthy lifestyle, reflecting positively on her energy and focus in the workplace. Ciarra's multifaceted qualities make her a valuable asset to the team at WSN Wealth.
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Our Office —
Suite 4, 1 Dune Walk Woolooware NSW 2230
Level 7, 115 Pitt St, Sydney NSW 2000