Family Wealth Management team - Melbourne

Our Melbourne 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.

Alex_Hayward_Executive_Director_Family_Wealth_Management_team

Alex Hayward

Executive Director
BFin, MAppFin, SAA

Alex Hayward assists clients in the Adelaide office and also manages the Melbourne Family Wealth Management team, which serves more than 1,100 clients with $1.2 billion in...

Ashley_Bishop_Wealth_Advisor_Strategy_Family_Wealth_Management_team

Ashley Bishop

Wealth Adviser - Strategy
BA, AdvDipFP
Read more
Hannah_Doherty_McMillan_Wealth_Advisor_Investments_Family_Wealth_Management_team

Hannah Doherty-McMillan

Wealth Adviser - Investments
BCom, DipFP
Read more
Nadine_Florenini_Executive_Wealth_Advisor_Family_Wealth_Management_team

Nadine Florenini

Executive Wealth Adviser
BA(Ec), SAA, Advanced DFP
Read more
Daniel_Gumley_Associate_Director_Family_Wealth_Management_team

Daniel Gumley

Associate Director
CFP®, BCom, DipFP
Read more
Larissa_Hall_Director_Family_Wealth_Management_team

Larissa Hall

Director
CFP®, BIntBus, DFS, GAICD, MAppFin, MBA, SAA, ADA1
Read more
Nic_Kelly_Director_Family_Wealth_Management_team

Nic Kelly

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

Damien Kennedy

Director
CFP®, BBus(Acc), GradDipFP
Read more
Dinesh_Kumar_Director_Family_Wealth_Management_team

Dinesh Kumar

Director
BCom, GradDipFP, SAA, CFA®
Read more
James_Lindberg_Executive_Wealth_Advisor_Family_Wealth_Management_team

James Lindberg

Executive Wealth Adviser
BBus, GradDipFP, SAA
Read more
Courtney_Mandel_Executive_Wealth_Advisor_Family_Wealth_Management_team

Courtney Mandel

Executive Wealth Adviser
BA(Ec), GradDipFP, SAA
Read more
Kane_Miller_Director_Family_Wealth_Management_team

Kane Miller

Director
BCom(AccFin), CA
Read more
Amelia_Paullon_Wealth_Advisor_Investments_Family_Wealth_Management_team

Amelia Paullo

Wealth Adviser - Investments
BBus(Banking&Finance&Ec), DipFP
Read more
Nick_Ries_Director_Family_Wealth_Management_team

Nick Ries

Director
BBusMn, DipFP
Read more
Alison_Rodriquez_Wealth_Advisor_Investments_Family_Wealth_Management_team

Alison Rodriquez

Wealth Adviser – Investments
BBus, GradDipAppFinInvest
Read more
Angus_Russell_Wealth_Advisor_Investments_Family_Wealth_Management_team

Angus Russell

Wealth Adviser – Investments
BBus, BA, SSA, GradDipFP, MF
Read more
Trisha_Saldanha_Associate_Wealth_Advisor_Investments_Family_Wealth_Management_team

Trisha Saldanha

Wealth Adviser - Investments
BA/BBus(Bkg&Fin), DipFP
Read more
Antony_Santomartino_Executive_Wealth_Advisor_Family_Wealth_Management_team

Antony Santomartino

Executive Wealth Adviser
MAppFin, BCom/BEc, DipFP
Read more
Ashley_Woodhead_Director_Family_Wealth_Management

Ashley Woodhead

Executive Director, Family Wealth Management
CFP®, BBus(FP)
Read more