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Our People

Directors

Chris Burrell

Name: Chris Burrell
Title: Managing Director

Ian Davey Name: Ian Davey
Title: Director - Finance

Rob Chan Name: Robert Chan
Title: Director - Wealth Management

Elaine Anderson Name: Elaine Anderson
Title: Director - Portfolio Services

Associate Directors

Lynda Name: Lynda Myers
Title: Associate Director - Senior Investment Advisor & Compliance

Alicia Kendall Name: Alicia Kendall
Title: Associate Director - Senior Investment Advisor & Compliance

Associates

Bruce McLeary Name: Bruce McLeary 
Title: Associate - Senior Research Analyst

Ben Buchanan Name: Ben Buchanan
Title: Associate - Senior Investment Advisor

Shaun Minahan Name: Shaun Minahan
Title: Associate - Equities

Chris Hampton Name: Christopher Hampton
Title: Associate - Wealth Management

Eric Harrison Name: Eric Harrison
Title: Associate - Wealth Management

Dylan Katzer Name: Dylan Katzer
Title: Senior Portfolio Manager - Domestic and International Equities

 

Advisors - Brisbane


Michael Bates Name: Michael Bates
Title: Senior Investment Advisor -  Traditional Stockbroking

  Name: Patrick Shannon
Title: Advisor

Advisors - Bundaberg

Tony Killer Web Res 2018 58x58 72dpi Name: Tony Killer
Title: Senior Investment Advisor -  Equities

Advisors - Ipswich

Philip Rassalski Web Res 2018 58x58 72dpi Name: Philip Rassalski
Title: Senior Equities & Derivatives Advisor

Advisors - Hobart

Keith Rudd Name: Keith Rudd
Title: Senior Investment Advisor

Advisors - Southport

Shaun Minahan Name: Shaun Minahan
Title: Associate - Equities

Eric Harrison Name: Eric Harrison
Title: Associate - Wealth Management
   

Name: Shannon McShane
Title: Advisor 

Advisors - Sunshine Coast

Chris Hampton Name: Christopher Hampton
Title: Associate - Wealth Management

Advisors - Emerald

John Kirby Website Name: John Kirby
Title: Senior Investment Advisor

Research

Bruce McLeary Name: Bruce McLeary 
Title: Associate - Senior Research Analyst

  Name: Shanny Lai
Title: Analyst/Paraplanner

Client Relationship Management


  Name: Deb McGee
Title: Client Relationship Co-ordinator