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Location

1/294 Rokeby Road
Subiaco, W.A. 6008

Office Hours

Mon – Fri 8:00 – 5.00
Sat - Sun – Closed

Call us Today

08 9388 3600

Call us Today

08 9388 3600

Meet Our Team….

Jeff Bowman

Jeff Bowman

Team Leader

Sub Authorised Representative of Alliance Wealth Pty Ltd, representative number 244304 – Jeff has had over 27 years’ experience in the investment advisory and financial planning industry.

Jeff has a passion for the wider community, raising much needed funds for cancer research and fostering education and training in third world countries.

Following his recent adventure to Tanzania, Jeff commenced a funding program to further the qualifications and earning potential of young people currently engaged in the parks, wildlife and mountain climbing tourism industry.

He is also a very keen adventurer!

Follow Jeff’s Ride to Conquer Cancer Fundraiser Here.

Coralie Prattley

Coralie Prattley

Office Manager

Coralie joined Wealth Tree Solutions in July 2016 as our Client Services Manager and has now very quickly moved up the ranks and is now our newly appointed Office Manager.

Before joining Wealth Tree Solutions, Coralie completed her apprenticeship as a Hairdresser and decided to try her hand at something different.

Coralie has recently completed her Introduction to Financial Services Certificate via TAFE and is enjoying the world of Financial Planning.

As Coralie still likes to be involved in the Hairdressing world, she can be found working on Saturdays at the Hairdressers she completed her apprenticeship with.

Tracey Prattley

Tracey Prattley

Financial Life Coach

Sub Authorised Representative of Alliance Wealth Pty Ltd, representative number 456899 – Tracey has had over 15 years experience in the financial planning industry.

Tracey is heavily involved with the Starlight Foundation and has been a volunteer wish granter for the past 10 years. She has had the joyous experience of assisting 15 seriously ill children in fulfilling their once in a lifetime special wish over the years. Tracey believes bringing joy and happiness to these families is a rewarding experience.

You can see Tracey each year at the Purple Haze Fremantle Dockers fundraising football game dressed as a purple Fairy shaking the tin to raise much needed funds for this amazing charity. You can find out more about the Starlight Foundation Here.

Connor Biggs

Connor Biggs

Client Services Administrator

Connor is a first year intern and is currently studying at the University of Western Australia (UWA).

In his penultimate year of a double major in applied mathematics and finance, Connor is the newest addition to the Wealth Tree Solutions team.

During his gap year before university, Connor spent three months in rural Borneo volunteering for Raleigh International teaching English providing conservation work and installing gravity water feeds. Now over half way through his Bachelor’s degree, Connor is excited for what the future will bring and where a career at Wealth Tree Solutions will take him.

CONTACT US TODAY AND BOOK

AN APPOINTMENT TO MEET YOUR NEW FINANCIAL LIFE COACH