Family Wealth Management team - Canberra

Our Canberra 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.

James_Bailey_Executive_Director_Family_Wealth_Management_team

James Bailey

Executive Director
BCom, GradDipAF

James Bailey leads the Canberra Family Wealth Management team to deliver strategic financial and investment advice for clients to optimise their wealth for retirement. He also...

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Genevieve Bond

Associate Director
BPsych
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Craig Cameron

Executive Director
BFinAdmin
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Karina Capri

Associate Director
BFin, BEc, DipFP, CFP®
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Jarrad_Collins_Director_Family_Wealth_Management_team

Jarrad Collins

Director
CFP®, BFin, GradDipFP, MAppFin, SSA™
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George Goodchild

Associate Wealth Adviser - Investments
BSc(Hons), DipFP
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Daniel_Griffin_Wealth_Advisor_Investments_Family_Wealth_Management_team

Daniel Griffin

Wealth Adviser - Investments
BCom, DipFP, SAA
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Kieran_Harris_Wealth_Advisor_Investments_Family_Wealth_Management_team

Kieran Harris

Wealth Adviser - Investments
BCom, BEc, DipFP
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John Hogan

Executive Wealth Adviser
BCom, BEc, SAA
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Mark_Hogan_Wealth_Advisor_Investments_Family_Wealth_Management_team

Mark Hogan

Wealth Adviser - Investments
MAcct, GradDipFP, BAEcon, SAA
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Dyon_Keil_Associate_Director_Family_Wealth_Management_team

Dyon Keil

Associate Director
AFP®, DipFinMarkets, AdvDipFS(FP)
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Madison_Kennedy_Director_Family_Wealth_Management_team

Madison Kennedy

Director
BFin, LLB, MAppFin, GDLP
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Amy_Lu_Executive_Wealth_Advisor_Family_Wealth_Management_team

Amy Lu

Executive Wealth Adviser
BFin, BSc, GradDipFP
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Tim MacNamara

Associate Wealth Adviser - Investments
MBA, BFin, DipFP
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Alex Madge

Executive Director – Wealth Advice
BActSt, LLB, GradDipAppFin, GradDipLP
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James_Marshall_Executive_Wealth_Advisor_Family_Wealth_Management_team

James Marshall

Executive Wealth Adviser
BActSt, BFin, GradDipFP, MAppFin
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Lee_Moore_Director_Family_Wealth_Management_team

Lee Moore

Director
MBA, BCom, BIT, GradDipAF, SAFin, SAA
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Kyara Nakagawa

Executive Wealth Adviser
GradDipFP
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Justin Power

Justin Power

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

Rahulan Rukman

Director
BFin, BEc, MAppFin
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Ishara_Rupasinghe_Director_Family_Wealth_Management_team

Ishara Rupasinghe

Director
CFP, GDip.FP, B.Eng (Hons), B.Comm
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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 Adviser - Investments
BCom, DipFP, SAA
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Robert Turner

Executive Director
BCom, CPA
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