Our people

Our team of specialists is here to help you manage different aspects of your wealth. Every person has been selected for their in-depth knowledge and experience, and unwavering commitment to service excellence.

We each strive to build personal client partnerships to inherently understand what is important to you when it comes to wealth creation and financial goals. This allows us to tailor our advice and deliver expert quality services to give you confidence to take control and make more informed decisions for your financial future.

Chairmen

Daryl Dixon

Daryl Dixon

Executive Chairman
BA (Hons), MA (Hons)
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Max Walsh

Max Walsh

Deputy Chairman
AM, BEc
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Patrick Broughton

Patrick Broughton

Investment Committee Chairman
BSc Biology & Oceanography, BA Land Economy
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Investment Committee

Investment Committee

The global perspective of our Investment Committee is supported by a wealth of knowledge across all financial markets. Our committee approach to investing works because everyone has the same ethical outlook and thinks both for a client and as a client.

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Leadership Team

Leadership Team

Decades of experience and a commitment to improving the lives of our clients underpin the ethos of our leaders. Together, they ensure the firm operates with integrity, visionary thinking and service excellence.

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Investment Advisory

Investment Advisory

Our Investment Advisory team aligns Investment Committee insights to individual client strategies. They help clients to manage investments, position assets for long-term wealth creation and capital security, and navigate the investment process with confidence.

Financial Advisory

Financial Advisory

Our Financial Advisory team tailors wealth creation and protection, superannuation, retirement and tax-effective strategies for our clients. They also help clients to optimise public service superannuation benefits and redundancies.

Superannuation

Superannuation

Our Superannuation team helps our clients with specialist superannuation accounting, administration and taxation services. They are especially qualified to support clients with the establishment, administration and compliance of self managed super funds (SMSFs). 

Estate Planning Lawyers

Estate Planning Lawyers

Our specialist team of lawyers provides our clients with SMSF succession and estate planning advice to ensure a seamless and effective transfer of their assets, while remaining sensitive to the nature of this complex and personal process. 

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