Family Wealth Management - Canberra

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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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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Jarrad Collins

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

George Goodchild

Wealth Adviser – Investments
BSc(Hons), DipFP
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Daniel Griffin

Wealth Adviser – Investments
BCom, DipFP, SAA
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John Hogan

Associate Director
BCom, BEc, SAA
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Mark Hogan

Wealth Adviser – Investments
MPA, GradDipFP, BA(Ec), SAA
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Madison Kennedy

Director
BFin, LLB, MAppFin, GDLP
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Amy Lu

Executive Wealth Adviser
BFin, BSc, GradDipFP
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Alex Madge

Executive Director – Wealth Advice
BActSt, LLB, GradDipAppFin, GradDipLP
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Lee Moore

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

Executive Wealth Adviser
GradDipFP
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Rahulan Rukman

Director
BFin, BEc, MAppFin
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Daniel Thompson

Executive Wealth Adviser – Investments
BCom, DipFP, SAA
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