Our Advisory Team

In order to remain exclusively client focused, each Partner manages a limited number of client relationships.   Each Partner is supported by a vertical client service team of highly experienced Private Wealth Advisers, Portfolio Administration Managers and a dedicated Research Department.

Our unique client focused advice model offers you multiple contacts within the business: 

Chris Garnaut

Chris Garnaut

CFP, Dip FP, A.I.M.M

Position: Managing Director & Founder

Office: Melbourne

 

  Susanne Maas

Susanne Maas

B.Bus (Banking & Finance), Dip FP

Position: Partner

Office: Melbourne

     

Fanoula Stathatos

B.Bus (Acc), Dip FP, CPA (FPS)

Position: Partner

Office: Melbourne

  Tom Schubert

Tom Schubert

Dip FS (Financial Planning)

Position: Partner

Office: Melbourne

     
Michael Murphy

Michael Murphy

Dip F.S. (Fin Planning), Cert IV in FS (Finance/Mortgage Broking), MFAA Accredited Mortgage Consultant

Position: Senior Associate Private Wealth Adviser

Office: Canberra

  Geoff-Schubert-141

Geoff Schubert

Dip FS (Financial Planning), A.I.M.M

Position: Chief Investment Officer

Office: Canberra

     
Christian Zimmer

Christian Zimmer

B.Bus (FP)  Grad. Dip (Acc.)

Position: Private Wealth Adviser

Office: Melbourne

   

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