Family Wealth Management team - Sydney

Our Sydney 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.

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....

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Amy Atkinson

Executive Wealth Adviser
BFin, DipFP, CFP®
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Alex_Baroukh_Associate_Director_Family_Wealth_Management_team

Alex Baroukh

Associate Director
BCom(Act&Fin), BEc, GradDipFP
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Alice Browne (nee Cowper)

Associate Director
BCom, GradDipFP
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Laura Coneliano

Associate Wealth Adviser – Investments
BCom, BEc, DipFP
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Erin_Coyle_Director_Family_Wealth_Management_team

Erin Coyle

Director
CFP®, BCom(LibSt), DipFS(FP)
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Randall_Fulton_Associate_Director_Family_Wealth_Management_team

Randall Fulton

Director
BBA, BEc, GradDipFP
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Josh Graham

Josh Graham

Associate Wealth Adviser
BBus, DipFP, AFP®
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James_Israel_Wealth_Adviser_Family_Wealth_Management_team

James Israel

Wealth Adviser – Investments
BCom, DipFP
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Alex_O'Brien_Director_Family_Wealth_Management_team

Alex O'Brien

Director
CFP®, BAppFin, BEc, GradDipFP
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Matthew Poynton

Matthew Poynton

Wealth Adviser – Investments
BCom(Fin), DipFP
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Francois_Scheepers_Wealth_Advisor_Investments_Family_Wealth_Management_team

Francois Scheepers

Executive Wealth Adviser – Investments
MFin, MProfAcc
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Jessica_Surlan_Wealth_Advisor_Investments_Family_Wealth_Management_team

Jessica Surlan

Executive Wealth Adviser – 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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Jacky Tseng

Jacky Tseng

Associate Wealth Adviser
BCom, DipFP
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Matthew_Turner_Executive_Director_Family_Wealth_Management_team

Matthew Turner

Associate Director
BAppFin, BEc, DipFP
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George_Wong_Wealth_Advisor_Insurance_Family_Wealth_Management_team

George Wong

Wealth Adviser - Investments
BCom(Hons), DipFP, AFP®
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