Family Wealth Management team - Brisbane

Our Brisbane Family Wealth Management team aligns Investment Committee insights to individual client wealth management strategies. As leading wealth, investment and financial advisers, 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 management, superannuation, Self Managed Superannuation Funds (SMSF), retirement and tax-effective strategies for our clients including 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 advisers, 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.

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Justin Power

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

Based in Brisbane, Justin provides high quality investment advice across the spectrum of risk profiles, ensuring his clients are well informed and comfortable about their...

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Alice Browne (nee Cowper)

Associate Director
BCom, GradDipFP
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Craig Cameron

Executive Director
BFinAdmin
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Randall Fulton

Director
BBA, BEc, GradDipFP
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John Hogan

Associate Director
BCom, BEc, SAA
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Nic Kelly

Director
CFP®, BFin, AdvDipFS(FP)
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Damien Kennedy

Director
CFP®, BBus(Acc), GradDipFP
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Brian Kim

Executive Director
BCom, GradDipFP
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Nick Ries

Director
BBM, DipFP
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Rahulan Rukman

Director
BFin, BEc, MAppFin
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Jessica Surlan

Executive Wealth Adviser – Investments
BCom, DipFP
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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
BCom, BEc, GradDipAF
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Daniel Thompson

Executive Wealth Adviser – Investments
BCom, DipFP, SAA
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Matthew Turner

Associate Director
BAppFin, BEc, DipFP
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Jake Wynan

Wealth Adviser – Investments
BFin, DipFP, SAA
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