Family Wealth Management team - Sydney

Our Sydney 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.

Brian_Kim_Executive_Director_Family_Wealth_Management_team

Brian Kim

Executive Director
BCom, GradDipFP

Brian Kim leads the Sydney Family Wealth Management team with strategic financial and investment advice. Whilst based in Sydney, Brian also supports clients in Brisbane....

Amy_Atkinson_Wealth_Advisor_Family_Wealth_Management_team

Amy Atkinson

Wealth Advisor
BFin, DipFP, CFP®
Read more
Alex Baroukh

Alex Baroukh

Executive Wealth Advisor
BCom(Actuarial&Fin), BEc, GradDipFP
Read more
Ryan_Cormican_Director _Family_Wealth_Management_team

Ryan Cormican

Director
CFP®, BEc, MAppFin
Read more
Alice_Cowper_Executive_Wealth_Advisor_Family_Wealth_Management_team

Alice Cowper

Executive Wealth Advisor
BCom, GradDipFP
Read more
Erin_Coyle_Director_Family_Wealth_Management_team

Erin Coyle

Director
CFP®, BCom(LiberalStudies), DipFS(FP)
Read more
Rachael_Eastman_Executive_Director_Family_Wealth_Management_team

Rachael Eastman

Executive Director
CFP®, BCom, BActSt, GradDipFP
Read more
Lee_Eaton_Director_Family_Wealth_Management_team

Lee Eaton

Director
CFP®, BCom, BAsS, GradDipFP
Read more
Randall_Fulton_Associate_Director_Family_Wealth_Management_team

Randall Fulton

Associate Director
BBa, BEc, GradDipFP
Read more
Mimi_Gomez_Associate_Wealth_Director_Family_Wealth_Management_team

Mimi Gomez

Executive Wealth Advisor
BCom(Fin), DipFP, CFP®
Read more
Katie_Loveday_Director_Family_Wealth_Management_team

Katie Loveday

Director
BA(Com), GradDipCA
Read more
Alex_O'Brien_Director_Family_Wealth_Management_team

Alex O'Brien

Director
CFP®, BAppFin, BEc, GradDipFP
Read more
Francois_Scheepers_Wealth_Advisor_Investments_Family_Wealth_Management_team

Francois Scheepers

Wealth Advisor - Investments
MFin, MProf Acc
Read more
Jessica_Surlan_Wealth_Advisor_Investments_Family_Wealth_Management_team

Jessica Surlan

Wealth Advisor - Investments
BCom, DipFP
Read more
Hazel_Tan_Director_Family_Wealth_Management_team

Hazel Tan

Director
BCom, GradDipAppFin, MFin, CFP®
Read more
Robert_Tayoun_Director_Family_Wealth_Management_team

Robert Tayoun

Director
CFP®, BCom, MAppFin
Read more
Matthew_Turner_Executive_Director_Family_Wealth_Management_team

Matthew Turner

Associate Director
BAppFin, BEc, DipFP
Read more
George_Wong_Wealth_Advisor_Insurance_Family_Wealth_Management_team

George Wong

Wealth Advisor - Insurance
BCom(Hons), DipFP, AFP®
Read more