Evan Tsipas

Partner - Melbourne

Division

Financial Services

Job title

Partner & Financial Adviser

Office Location

Melbourne

Areas of focus

Financial Services |

Superannuation |

Retirement planning |

Financial Investments

Send me an email

+61 3 9286 8264

Evan is a Partner and Financial Adviser in the Melbourne office with over 20 years of experience helping high net worth individuals and not-for-profit organisations grow, manage and protect their wealth.

He provides tailored financial planning and investment advice, supporting clients to navigate both simple and complex financial decisions with confidence.

Evan works closely with families, family offices and not-for-profit entities to develop long-term investment strategies that align with their financial goals, risk appetite and income needs. His focus is on delivering strong, consistent performance while ensuring clients have the clarity and confidence to make informed decisions about their financial future.

“I’m passionate about helping clients grow and protect their wealth, giving them confidence and peace of mind through every stage of their financial journey."

Throughout his career, Evan has guided clients through significant economic events, including the Global Financial Crisis, COVID-19 and ongoing legislative changes. His experience across changing market conditions allows him to provide steady, informed advice that helps clients stay focused on their long-term objectives.

Evan has a strong track record in managing bespoke investment portfolios for family offices and not-for-profit organisations. His strategies are designed to balance growth, income and risk, with a focus on achieving outcomes that support both current lifestyle needs and long-term wealth creation. In many cases, his advice has enabled clients to maintain their lifestyle while continuing to grow their capital over time, supporting the creation of intergenerational wealth.

A key part of Evan’s approach is building trusted, long-term relationships with his clients. He takes the time to understand their personal circumstances, financial goals and values, ensuring that every strategy is tailored and practical. His clients value his ability to simplify complex financial matters and provide clear, actionable advice.

Evan is motivated by delivering real outcomes for his clients and takes pride in helping families and organisations achieve financial security and long-term success. Whether working with individuals planning for retirement or not-for-profit organisations managing investment portfolios, he focuses on creating strategies that provide stability, growth and peace of mind.

Earlier in his career, Evan worked as a paraplanner at a large financial institution, building a strong technical foundation in financial planning and investment strategy. His broad experience across the financial services sector underpins his practical and considered approach to client advice.

Outside of work, Evan enjoys spending time with his young family and pursuing his passion for golf. A long-time sports enthusiast, he also has a background in music, basketball and chess, bringing a well-rounded perspective to both his personal and professional life.

Significant projects

Managed bespoke investment portfolios for family offices and not-for-profit organisations, consistently outperforming benchmarks over 1, 3 and 5-year periods.
Advised clients through major economic events including the Global Financial Crisis and COVID-19, supporting long-term portfolio growth and financial stability.
Helped clients maintain lifestyle income while growing capital over 5, 10 and 20-year periods, contributing to the creation of intergenerational wealth.