Private Client Advisers

Private Client Advisers 2018-09-03T09:25:36+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 BromleyDirector
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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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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Karen Dezdjek
Karen DezdjekDirector – Wealth & Superannuation
As a Director in Prime’s Wealth Management & Superannuation division, Karen is responsible for contributing to the growth and development of this division in particular the SMSF business. Karen is responsible for…
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Michael Cooper
Michael CooperDirector
With a strong passion to help people reach their full potential, in 2009 Michael discovered an interest in wealth creation and so began…
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