Executive Directors & Associate Directors

Chris Burrell
Managing Director

Robert Chan
Director - Wealth Management

Alicia Kendall
Director
Certified Financial Planner^®

Dylan Katzer 
Director
Senior Portfolio Manager - Domestic and International Equities

Jamie Elgar
Director - Domestic and International Equities

Bruce McLeary
Associate Director - Senior Research Analyst

Saskia Jo
Director - Finance

Jamie Kemp
Associate Director - Support Services

Associates

Shaun Minahan
Associate - Equities

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

Madison Scheel
Associate – Events, Business Development and Marketing

Chris Burns 
Associate - Head of IT Risk and Operations