Our People

Our qualified and talented specialists in financial advisory, investment, superannuation, insurance, property and estate planning work together to give you the best possible service and help you make the most of your financial position and reach your goals.

Your personal team of advisors and managers will help you manage your situation to cater for the changing economic, investment and legislative landscape. They will always be available to discuss your affairs and answer questions in person or by phone or email.

Both have more than 40 years' experience in economic and political analysis and investing in their own portfolios. Daryl also has more than 25 years’ experience providing strategic financial advice to clients. With a focus on providing quality advice and maximising outcomes for clients and developing good relationships with them while continually developing and improving the service. The result is a dynamic, hard-working team of more than 300 – a perfect combination of experience, innovation and energy.

Directors and Senior Leadership Team

Chairmen

Investment Committee

Managing Directors

Senior Leadership Team

Canberra Office

Senior Leadership Team

Financial Advisors

Investment Advisors

Superannuation Managers

Melbourne Office

Senior Leadership Team

Financial Advisors

Investment Advisors

Superannuation Managers

Sydney Office

Senior Leadership Team

Financial Advisors

Investment Advisors

Superannuation Managers

Technical Services

Property Advisory

Lawyers and Legal Consultants

Funds Management

Corporate Finance


See our experts speak about financial strategies, SMSFs, investments and more.