Family Wealth Management team - Brisbane

Our Brisbane Family Wealth Management team aligns Investment Committee insights to individual client strategic wealth management strategies. As leading wealth, investment and financial advisors, they help clients to manage investments, position assets for long-term wealth creation and capital security, and navigate the investment process with confidence. They also tailor wealth creation and protection, superannuation, Self Managed Superannuation Funds (SMSF), retirement and tax-effective strategies for our clients including optimising public service superannuation benefits and redundancies.

Our Family Wealth Management team aligns Investment Committee insights to individual client strategic wealth management strategies. As leading wealth, investment and financial advisors, they help clients to manage investments, position assets for long-term wealth creation and capital security, and navigate the investment process with confidence. They also tailor wealth creation and protection, superannuation, Self Managed Superannuation Funds (SMSF), retirement and tax-effective strategies for our clients including optimising public service superannuation benefits and redundancies.

David_Calvert_Managing_Director_Superannuation

David Calvert

Managing Director, Family Wealth Management
BCom, CPA

As a member of the Leadership team and Managing Director of Family Wealth Management, David Calvert brings significant expertise in self managed super funds (SMSFs), retirement...

Alex Baroukh

Alex Baroukh

Executive Wealth Advisor
BCom(Actuarial&Fin), BEc, GradDipFP
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Craig_Cameron_Executive_Director_Family_Wealth_Management_team

Craig Cameron

Executive Director
BFinAdmin
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Alice_Cowper_Executive_Wealth_Advisor_Family_Wealth_Management_team

Alice Cowper

Executive Wealth Advisor
BCom, GradDipFP
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Randall_Fulton_Associate_Director_Family_Wealth_Management_team

Randall Fulton

Associate Director
BBa, BEc, GradDipFP
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John_Hogan_Executive_Wealth_Advisor_Family_Wealth_Management_team

John Hogan

Executive Wealth Advisor
BCom, BEc, SAA
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Nic_Kelly_Director_Family_Wealth_Management_team

Nic Kelly

Director
CFP®, BFin, AdvDipFS(FP)
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Damien_Kennedy_Director_Family_Wealth_Management_team

Damien Kennedy

Director
CFP®, BBus(Acc), GradDipFP
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Brian_Kim_Executive_Director_Family_Wealth_Management_team

Brian Kim

Executive Director
BCom, GradDipFP
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Justin_Power_Director_Family_Wealth_Management_team

Justin Power

Director
BBus(Ec&Fin), MIntRel(Econ), MAppFin
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Nick_Ries_Director_Family_Wealth_Management_team

Nick Ries

Director
BBusMn, DipFP
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Rahulan_Rukman_Director_Family_Wealth_Management_team

Rahulan Rukman

Director
BFin, BEc, MAppFin
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Jessica_Surlan_Wealth_Advisor_Investments_Family_Wealth_Management_team

Jessica Surlan

Wealth Advisor - Investments
BCom, DipFP
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Hazel_Tan_Director_Family_Wealth_Management_team

Hazel Tan

Director
BCom, GradDipAppFin, MFin, CFP®
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Robert_Tayoun_Director_Family_Wealth_Management_team

Robert Tayoun

Director
CFP®, BCom, MAppFin
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Amiee_Telfer_Director_Family_Wealth_Management_team

Amiee Telfer

Director
BCom, BEc, GradDipAF
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Daniel_Thompson_Wealth_Advisor_Investments_Family_Wealth_Management_team

Daniel Thompson

Wealth Advisor - Investments
BCom, DipFP, SAA
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Matthew_Turner_Executive_Director_Family_Wealth_Management_team

Matthew Turner

Associate Director
BAppFin, BEc, DipFP
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