Let us take care of your finances while you live your dreams
Our Services
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We tailor financial solutions to help you achieve your retirement dreams and provide the support you need throughout the journey.
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We provide solutions to build wealth over time assisting you to achieve lifestyle, financial security and income for you and your family.
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We offer strategies to protect you and your family in the event of death, disability, loss of income, trauma or critical Illness.
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We will provide advice that will protect you and your business partners in the event of death, disability, trauma or loss of income.
About us
At Latitude Private Wealth we understand the importance of planning for tomorrow. We provide friendly, professional services through fostering long lasting relationships and offer innovative solutions to help our clients realise their dreams.
Latitude Private Wealth is based in the heart of Adelaide’s CBD offering full services nationally.
“Someone’s sitting in the shade today because someone planted a tree a long time ago”
— Warren Buffett
Meet the Team
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Wesley Russell
Director and Financial Adviser
Wes has worked as a Financial Adviser since 2001. Servicing clients within the Adelaide CBD region and suburbs.
Outside of work Wes loves to spend time on his property on the Fleurieu Pensinsula tending to his vineyard and apiaries.
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Vanessa Russell
Operations Manager
Vanessa brings over 20 years of experience as a company director, a trustee of both discretionary and superannuation trusts, extensive experience in ATO reporting of PAYG, BAS and Payroll management and maintaining our IT systems and data bases.
She is a trustee of our business and provides governance and supervision over the operation of our AFSL and company finances.
In her spare time she enjoys attending to her apiary of bees and getting muddy on her pottery wheel.
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Methin Degambada
Paraplanner
I have a strong interest in financial strategy and enjoy supporting the advice process through research, modelling, and technical analysis. I’m always looking to build on my skills and contribute meaningfully to client outcomes.
Regarding things that like to do in my spare time, I enjoy watching Formula 1 and staying up to date with finance trends.
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Tamanreet Bhandohal
Client Services Officer
I recently graduated with a Bachelor of Business ( Financial Planning ) from the University of South Australia and I am now gaining hands-on experience in the field, which I am thoroughly enjoying. Outside of work, I enjoy exploring new cafes and travelling Asia is a favourite way to unwind.
Latitude:
Scope for freedom of action or thought
Our Location
We are conveniently located in the Adelaide CBD at Level 4, 55 Gawler Place Adelaide SA 5000