Nathan brings over 15 years of experience across boutique financial planning firms, major institutions and large superannuation funds – giving him a broad, well-rounded perspective that is rare in the advice industry. Holding a Bachelor of Business and Advanced Diploma of Financial Planning, with specialist SMSF accreditation, Nathan is well placed to support clients across a wide range of financial planning needs.
Colby Atkinson heads up the My Wealth Solutions Gold Coast and Ballina offices, bringing over a decade of experience in holistic financial advice. With a background spanning both financial planning and accounting, Colby takes a comprehensive view of each client’s financial position – looking beyond investments to understand the full picture before making any recommendations.
Serhan’s background includes experience across major institutions as well as governance roles, which brings a broader perspective to her work with clients. She is particularly attuned to the nuances of public sector and defence super systems, where rules and entitlements can be highly specific.
Andrew brings a mix of institutional experience and academic involvement, which is reflected in a technically detailed approach to financial decisions. His work often focuses on helping clients think through portfolio structure and retirement transitions with a higher level of precision.
Andrew has deliberately structured his practice to remove product conflicts, focusing instead on advice that stands on its own merit. His work frequently involves navigating the complexity of government and defence super systems, where small decisions can have long-term consequences.
Andrew’s pathway into financial advice includes hands-on experience running businesses, which shapes a practical understanding of cash flow and financial pressures. His approach often reflects that background, focusing on everyday decisions that build toward longer-term financial stability.
Jeremy’s work extends beyond one-on-one advice into education, where he has spent time speaking and engaging with broader audiences. That experience carries through into a style that focuses on explaining complex retirement decisions in a way that feels more practical and relatable.
Paul’s style is grounded in building long-term relationships, with an emphasis on understanding how a client’s priorities evolve over time. This continuity shapes an approach that focuses less on one-off recommendations and more on steady, ongoing alignment with personal goals.
Gianna has built her advice model around acting as a central coordinator for clients with complex financial lives, particularly those balancing senior careers, family demands, and business interests. Her work often centres on bringing multiple advisers into alignment so decisions across tax, investments, and long-term planning feel connected rather than fragmented.
George keeps his practice deliberately small so each client receives the depth of attention they need. His transparent fees and practice of investing personally in the same portfolios he recommends reflect an experienced financial planner focused on genuine alignment with his clients.
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