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Our People

Our People

Executive Directors & Associate Directors

Chris Burrell
Managing Director

Robert Chan
Director - Wealth Management

Elaine Anderson
Director - Portfolio Services

Ian Davey
Director - Finance

Alicia Kendall
Director
Certified Financial Planner®

Michael Burrell
Director - Compliance

Jamie Elgar
Associate Director - Domestic and International Equities


Dylan Katzer 
Associate Director
Senior Portfolio Manager - Domestic and International Equities

Bruce McLeary
Associate Director - Senior Research Analyst

Associates

Shaun Minahan
Associate - Equities

Wayne Matthews
Associate
2IC - Individually Managed Portfolio (IMP) Team
Advisor - Wealth Management
Specialist - Fixed Interest, Not for Profit