Private Client Advisers

Private Client Advisers 2017-07-12T11:32:05+00:00
Mark Johnson
Mark JohnsonPartner
I have spent the last 13 years with Prime assisting clients implement tax effective strategies aimed at increasing and maintaining their wealth. I am a qualified…
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Cameron Morcher
Cameron MorcherPartner
I have worked in the financial industry for close to 20 years in various accounting, investment and financial advisory roles. I have worked a Portfolio…
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Brent Quinn
Brent QuinnDirector
I’m focused on investment management and research whilst being a member of the Private Client Team which specialises in advice to SMSF’s.
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Garry Frizzo
Garry FrizzoDirector
I understand the complexities of wealth creation and asset protection along with the transfer of ownership for business owners and families and I am able…
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Danny Bowe
Danny BowePrivate Client Adviser
I specialise in working with the business clients of Accounting Firm Partners and Managers, with particular emphasis on Buy/Sell Agreements and Key Person…
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Livio Caiolfa
Livio CaiolfaPrivate Client Adviser
My diverse experience enables me to work with clients of varying needs and in conjunction with their other professional advisers. I have in depth knowledge…
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Marcus Ainger
Marcus AingerPrivate Client Adviser - CFP
I bring a dynamic and exuberant approach to all client matters. I have a strong commitment to ongoing knowledge and continually strive for the best possible…
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Michelle Bromley
Michelle BromleyPrivate Client Adviser - CFP
My diverse experience enables me to work with clients of varying needs and in conjunction with their other professional advisers. I have an in-depth knowledge…
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Dylan Cresswell
Dylan CresswellPrivate Client Adviser
I started my career in Financial Services in 2005, and I have built up an extensive knowledge of Self Managed Superannuation Funds, investment and personal protection strategies.
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Sophie Cohen
Sophie CohenLegal Practitioner
I am passionate about delivering high quality, practical, and effective estate planning and business succession strategies to achieve the best tailored…
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Ken Dewar
Ken DewarPrivate Client Adviser
I have over 19 years’ experience working in Australia and the United Kingdom. I have had previous roles that include working as a Research Manager in a financial planning firm as well as working with some of the world’s leading wealth management companies.
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Troy Ottens
Troy OttensPrivate Client Adviser
I have been in the financial advice industry since 2009. In this time I’ve worked in a variety of roles from support and technical roles through to advisory roles …
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Ian Tubbs
Ian TubbsPrivate Client Adviser
I have over 15 years experience in wealth management and financial advice having worked with accounting firms, boutique wealth firms and major banks.
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Vinh Ta
Vinh TaPrivate Client Adviser - CFP
I have worked in the financial services industry for over 17 years with much of my time being spent in Advisory Technical roles guiding advisers on strategy and legislation. I have completed an Advanced Diploma of Financial Planning.
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Luke Watson
Luke WatsonPrivate Client Adviser
I am a qualified Financial Adviser with 13 years experience in the Investment Industry. Progressing from within the stockbroking industry to a holistic…
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Nicole Lewis
Nicole LewisAssociate Client Adviser
I have been involved in the financial services industry since 2014 and my qualifications include a Bachelor of Commerce from Deakin University and a Diploma of Financial Planning.
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Philip Ho
Philip HoAssociate Client Adviser
I started with Prime in 2014 after completing a Bachelor of Finance. I assist advisers in implementing strategies for clients and focus on direct equity investments and insurance.
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Robert Petrakos
Robert PetrakosAssociate Adviser
I joined Prime in 2016, after completing a Bachelors of Commerce and holding a position at the National Australia Bank. Since joining Prime, I have developed a focus on domestic and international equity investments.
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