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
Certified Financial Planner®

Michael Burrell
Director - Compliance

Dylan Katzer 
Senior Portfolio Manager - Domestic and International Equities

Jamie Elgar
Associate Director - Domestic and International Equities

Bruce McLeary
Associate Director - Senior Research Analyst


Shaun Minahan
Associate - Equities

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