OUR PEOPLE
While our clients are always at the heart of everything we do, it is our team of hand-selected professionals who deliver the excellent service we’re known for. Our team’s experience and commitment are second to none, and each and every member plays an invaluable role. It’s our people that make the difference.
The difference is our PEOPLE
- All
- Advisers
- Board
- Executive Leadership Team
- Investment Committee
- All
- Advisers
- Board
- Executive Leadership Team
- Investment Committee
James Beresford
Managing Director | Financial Adviser
Alex Mercado
Group General Manager
Lara Gomez
Director of Operations & Culture
Stephen Smallcalder
Head of Wealth/ Financial Adviser
Scott Marshall
Head of Investments
Harry Bronn
Senior Financial Adviser
Saul Eslake
Chief Economic Adviser
Vic Chau
Chairman
Michael Clegg
External Senior Investment Adviser