Building Your Future
With 3D Wealth, you gain a single trusted source who coordinates every aspect of your financial life, from investments and tax strategy to insurance, estate planning, and debt management. This allows you to focus on your career, business, and family with confidence.
Our 3-dimensional approach uniquely integrates your professional ambitions, personal values, and financial goals to deliver holistic guidance and financial independence.
Andreas is the founder of 3D Wealth and a Chartered Accountant with more than a decade of experience in financial services. His qualifications include a Master of Professional Accounting, a Graduate Diploma of Chartered Accounting, a Bachelor of Commerce, and multiple diplomas in financial planning and mortgage broking.
Recognised as Insight Investment Services Financial Adviser of the Year 2025, Andreas focuses on guiding high income professionals and business owners through complex financial decisions. His expertise covers investments, superannuation, self-managed super funds, insurance, tax effective strategies, and debt management.
What drives Andreas is helping clients maximise their financial position and grow their net assets with confidence. He takes pride in building lasting client relationships and seeing them enjoy the long-term benefits of thoughtful financial planning as they and their families navigate life’s milestones.
Outside of work, Andreas enjoys travelling, cooking, and spending time with his growing family. He understands first-hand the importance of building financial security for the future.
Andreas has a special interest in supporting business owners. Having built his own business, he understands the time, energy, and challenges involved in establishing a successful company. Being married to a medical professional, he also appreciates the demands of a busy career – especially during intensive periods such as fellowship exams – and how financial management can often fall down the priority list. He is passionate about helping busy people make informed financial decisions so that their years of hard work translate into both career success and long-term financial security.
Jesse brings strong academic foundations and practical experience to his role as a Provisional Financial Adviser at 3D Wealth. He holds a Graduate Diploma of Financial Planning, a Bachelor of Business with majors in Economics and Business Law, and diplomas in finance and mortgage broking.
With more than three years of experience in financial planning, Jesse enjoys developing strategies that deliver the best outcomes for clients. He has a particular talent for analysing options and presenting solutions that balance lifestyle needs with long term growth.
Jesse is motivated by seeing clients achieve clarity and confidence in their financial decisions. His collaborative approach ensures every recommendation is aligned with the client’s goals and circumstances.
Outside the office, Jesse enjoys sport, learning, and spending time with friends and family over great food and coffee.
Trent is part of the client services team at 3D Wealth, where he supports clients throughout the advice process. He is currently studying a Bachelor of Commerce majoring in Finance and Financial Planning, building a strong academic foundation while gaining practical industry experience.
Trent helps clients feel at ease by making processes smoother and tailored to their needs. He values the opportunity to learn from experienced mentors in a professional and supportive environment, which fuels his growth as a future adviser.
Trent’s enthusiasm and client-first approach ensure that every interaction with 3D Wealth reflects the firm’s commitment to clarity, structure, and long-term partnership.
Take the first step towards financial confidence. Connect with our team of experts and discover how we can help you build lasting wealth.