Get to know the faces behind Private Financial Advisory
OUR TEAM
We are a passionate and dynamic team of individuals with a shared mission to empower our clients with the knowledge and tools they need to make informed investment decisions. With diverse backgrounds and expertise, we bring together a wealth of experience from the financial industry, technology, and customer service to ensure your investment journey is successful and rewarding.
Deborah Ann Rognlien
Managing Director
Stephen Herington
Vice Chair
William Turner
Vice Chair
Michael Barclay
Senior Advisor
Andrew Hughes
Senior Account Supervisor
Caroline Stanbury
Fixed-Income Specialist
Harry Hamilton
Wealth Management Operations
Mason Price
Fixed-Income Specialist
Tyler Warner
Account Manager
GET
IN CONTACT
Our Distribution team can be reached on +61 3 9071 0004 for brief confidential consultations.
An alternative is to complete the short form and request to be contacted.
QUICK LINKS
NEWSLETTER
Understand The Market
Build People's Dreams
Our broader service offerings have been designed after testing strategies, not products. As a client, we’ll provide 24/7 access and regular reporting.
Understand Asset Classes
Exposure to the major asset classes, including equities, fixed interest, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed funds), private debt investments, and portfolio management.
