Private Client Advisers

Private Client Advisers 2019-03-22T11:12:16+11:00
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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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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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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Marcus Ainger
Marcus AingerDirector - Private Client Adviser
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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Xavier Craven
Xavier CravenPartner - Private Client Adviser
I have been advising clients for over 22 years and specialise in managing the complex financial needs of high net worth individuals and small to medium business owners. My passion is looking after my clients’ total financial wellbeing.
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Michelle Bromley
Michelle BromleyDirector - Private Client Adviser
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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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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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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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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Nicole Lewis
Nicole LewisPrivate Client Adviser
I have been involved in the financial services industry since 2014 after graduating from Deakin University with a Bachelor of Commerce. I have furthered my financial planning qualifications having achieved the Certified Financial Planner (CFP®) designation.
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Nick Miller
Nick MillerPrivate Client Adviser
My experience since 2005 within wealth management, private family offices and corporate banking, enables me to work with clients of differing needs. My focus is to provide clients with comprehensive strategic and investment advice that supports wealth creation and wealth protection.
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Romeo Abdo
Romeo AbdoAssociate Adviser
I’ve been in the financial services industry for over 15 years and have a depth of knowledge and experience in superannuation, pensions, investments and personal insurances. My passion is to build trusting relationships with my clients, as well as continually develop my professional education standards.
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Jarrod Rodda
Jarrod RoddaAssociate Adviser
After completing a Bachelor of Commerce (Financial Planning) at Deakin University, I joined Prime in 2015 in a Paraplanning and Compliance role. I have moved to an advisory role and having also completed a course in Self-Managed Superannuation Funds, enjoy helping clients invest and grow their wealth to provide the best chance of attaining their goals.
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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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