Newton leads operational strategy, workflow optimization, and technology initiatives at Treehouse Wealth Advisors (“TWA”). He works behind the scenes to keep everything running smoothly and is passionate about delivering efficient and streamlined processes that make life easier for both clients and advisors. Outside of work, he’s a bit of a Spartan-race fanatic (with multiple obstacle-course races and half-marathons under his belt), and also loves cooking, photography, hiking, and karaoke.
Credentials & Education
- Bachelor of Business (Banking & Finance) from Monash University in Australia
- Diploma of Financial Services (Financial Planning) from Kaplan Professional in Australia.