Our team at First Class Wealth believes in holistic advice. We are driven by passion for helping people achieve their goals, while protecting their financial security and prosperity. Our team is trained in the highest standard of strategy and compliance, furthermore our business ethics and conduct reflect the care we have for our clients’ wellbeing.
If the team at First Class Wealth recommends a solution, you can be sure it comes from a place of passion. This passion and commitment is backed up by years of experience in financial management, trading, and funds management. We want to help you in your lifetime achieve your ideal lifestyle.
Let’s get to know our team…
Scott Miller | Director
Financial Adviser | AFP® Member of the FPA
Scott Miller is the Director of First Class Wealth. Scott’s financial zeal is shaped through life experience. As someone with first-hand knowledge of the personal and financial ramifications of personal illness, Scott understands the importance of protecting what you have, building wealth for the future, and getting the most out of life with your loved ones.
Sharon Lee | Partner
Director of communications & strategic initiatives
After more than a decade of dancing, Sharon hung up her dancing shoes up after her final performance in the Australian tour of Disney’s The Lion King. She decided to put her creativity and joy of seeking opportunities into a creative role with First Class Wealth bringing her edge to building the First Class Wealth brand with a different and unique perspective.
William kim | Partner
manager of strategic investment & Risk Analysis
With an eye for detail, William's passion for finance and knowledge has seen him graduate from UNSW with a double degree in Finance and Engineering, gained work experience through another financial planning firm and we are now lucky enough to have him on board at First Class Wealth.
With a background in stock broking and trading equities Stevan is our in house investment specialist. Having spent a number of years in Sydney’s biggest broking houses Stevan made the transition to Financial Planning to fulfill his passion of taking a holistic approach to all areas of his client’s financial success. Prior to his transition into financial advice, Stevan owned a successful café in Sydney’s Newtown district. We are delighted to have him on board as First Class Wealth's Financial Adviser.
Junior Investment & Research Analyst | On boarding team leader
Currently in the final year of her Finance and Management degree from UNSW, Kinza initially joined First Class Wealth as a Financial Planning Intern in December 2016. Her enthusiasm for personal wealth management as well as her passion for helping people achieve the most out of their lives, led her to have a permanent position within the team with a focus on the research and implementation side of the advice process.