
Tess McIntosh
CFP®, MFinPlan, B.Comm
Tess McIntosh began her journey with Hewison as a Client Service Officer in 2020, bringing a keen eye for detail and a passion for investing with her. As Tess continued to advance in her career, staying abreast of new investment opportunities emerged as a passion, propelling Tess further into the advice industry and her progression to Wealth Adviser. Tess now leverages her comprehensive experience and knowledge to construct financial strategies that are unique to her client’s individual needs and goals to an exacting standard.
Tess has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and holds the following qualifications:
- Bachelor of Commerce (Accounting and Accounting Information Systems)
- Master of Financial Planning
Tess naturally excels at building lasting relationships with her clients. Her personalised approach to Wealth Management is centred around understanding each client’s unique circumstances and aspirations, ensuring their financial plans are both practical and forward-thinking.
In her spare time, Tess enjoys connecting with and spending time with family and friends. An avid traveller, Tess has explored many diverse destinations throughout Europe and recently took her Grandma to Antarctica. For the future, Tess is excited to embark on an adventure to Africa next year, with South America firmly on her bucket list.