Family Wealth Management - Sydney

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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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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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

Wealth Adviser – Investments
BCom, BEc, DipFP
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Randall Fulton

Director
BBA, BEc, GradDipFP
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Josh Graham

Associate Wealth Adviser
BBus, DipFP, AFP®
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James Israel

Wealth Adviser – Investments
BCom, DipFP
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Matthew Poynton

Wealth Adviser – Investments
BCom(Fin), DipFP
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Francois Scheepers

Executive Wealth Adviser – Investments
MFin, MProfAcc
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Jessica Surlan

Executive Wealth Adviser – Investments
MCom, BCom, DipFP
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Hazel Tan

Director
BCom, GradDipAppFin, MFin, CFP®
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Robert Tayoun

Director
CFP®, BCom, MAppFin
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Matthew Turner

Associate Director
BAppFin, BEc, DipFP
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