Our Investment Team

Meet our investment team

Our dedicated investment team are here to provide you with clarity and insight, empowering you to make informed investment decisions. With a commitment to setting you on a clear financial path, we will utilise our specialist insights to tailor investment opportunities, driving specific outcomes aligned with your goals.

Jason Shepherd

General Manager - Capital & Corporate Advisory

Benjamin Harrison

Chief Investment Officer - Alternative Asset Management

Harley Dalton

Partner - Wealth

Emmanuel Vergara

Director - Alternative Asset Management & Distribution

Panos Miltiadou

Partner - Property

David Ooi

Director - Property

Mark Tickle

General Manager & Investment Director - Alternative Asset Management

Tom Cochrane

Associate Portfolio Manager

Conner Moore

Associate Distribution

Sara Perl

Investment Analyst

Aiden Evans

Analyst

A unique and personal service approach to support all your business advisory and personal wealth management needs.

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