CARNBREA - Key Persons
Job Titles:
- Executive Director
- Member of the Asset Management Team
Ben has over 15 years' of financial market experience working in both large corporate and boutique firms.
In his role of Head of Asset Management, he leads the team that manages a portfolio of Funds and Direct Investments.
He is a member of the Carnbrea Investment and Asset Allocation Committees and is also a Responsible Manager on Carnbrea's Australian Financial Services Licence (AFSL).
Ben holds a Bachelor of Commerce, Advanced Diploma of Financial Planning, Derivatives level 1 & 2, Foreign Exchange and Futures accreditation.
Job Titles:
- Head of Compliance & Operations
As Head of Compliance & Operations, Brendan is responsible for the development, implementation and ongoing monitoring of Carnbrea's regulatory and operational framework, while fostering a compliant culture. Deriving from over 10 years' experience in the financial services industry, Brendan is passionate about building positive working relationships and trust within and outside of Carnbrea.
Colin joined Carnbrea & Co in 2014 after spending 8 years as a Senior Wealth Adviser at Wilson HTM and 15 years at the NAB as a Senior General Manager.
At NAB he managed significant business lines covering both institutional and retail products in Australia, New Zealand and the UK. Prior to the NAB he worked in financial markets as a trader and desk manager.
He is Chair of the Carnbrea Investment and Asset Allocation Committees and is also a Responsible Manager on Carnbrea's Australian Financial Services Licence (AFSL).
Colin holds a Bachelor of Commerce, Master of Business Administration, Post Grad Diploma - Securities Institute of Australia.
He is a former Board Director and Fellow of the Finance and Treasury Association and Senior Fellow of FINSIA. He is ADA level 2 accredited.
Courtney has over 8 years' experience within the Private Wealth industry coming from predominantly boutique, holistic firms.
Throughout her career she has taken on practice and process improvement roles, including training and mentoring administration teams, as well as being the first point of contact for private wealth clients.
She has a detailed working knowledge of the overall financial advice process from start to finish. Her main goal is to make the implementation process and ongoing relationship as smooth as possible. This ensures clients achieve their financial needs and goals with ease.
Courtney holds a Bachelor of Business, Majoring in Financial Planning (LaTrobe University).
Job Titles:
- Member of the Financial Planning Association
- Wealth Adviser
Cristian is a Wealth Adviser, specialising in strategic and investment advice. Having started his career at a boutique Wealth management firm in 2010, Cristian spent the last three years working as a Wealth Adviser with Macquarie Wealth.
Cristian's strengths are centred around his ability to work closely with individuals and families to develop a thorough understanding of their circumstances before providing tailored, specialist advice.
Cristian is a member of the Financial Planning Association (FPA) and is able to assist with matters relating to super, insurance, SMSF's, investment management as well as budgeting and cash flow requirements.
Cristian believes the cornerstone of a successful advice relationship is trust and peace of mind. He works hard to reward the trust his clients place in him with world class service and attention to detail.
Job Titles:
- Head of International Clients
Cynthia has considerable experience in the Private Wealth and Investment industry, holding a variety of positions at ANZ over 10 years, with particular expertise in the Asian High Net Worth investor market.
Speaking fluent English and Mandarin Chinese, Cynthia joined Carnbrea to promote our suite of services to international clients. She offers our clients strategic wealth management and investment solutions and has built strong relationships with them over time.
Cynthia holds a Bachelor of Business degree and a Diploma in Financial Services.
Danielle started her career in the financial services industry in 2013 and has worked in various roles to gain experience in all aspects of delivering quality advice. Her roles prior to becoming an associate adviser have included adviser support, advice implementation, paraplanning as well as team leader of a large client services team.
Danielle holds a number of industry qualifications including a Graduate Certificate in Applied Finance and Master of Financial Planning.
Danielle really enjoys spending time with her family and finds DIY therapeutic. Her professional motivations stem from being able to share her knowledge and experience with others, in particular helping improve the financial outcomes of women in retirement and making a positive difference to the lives of others through education and guidance.
Job Titles:
- Consultant
- Investment Analyst
- Member of the Asset Management Team
- in 2019 As an Associate Investment Analyst
Darren joined Carnbrea in 2019 as an Associate Investment Analyst. Being the current President and Treasurer of a leading public speaking club in Melbourne, and having 2 years of professional experience in Accounting and Data analytics in Mercedes Benz Financial Services, he holds valuable leadership and analytical skills needed to service Carnbrea's clients and thrive in the current investing environment.
Darren holds a Bachelor of Actuarial Science, specialising in Actuarial Science and Finance (Monash University).
A qualified CPA, Nicole has over 11 years of finance experience predominately in the Property Industry, having worked with and managed complex accounts for several successful Melbourne property developers.
Nicole joined Carnbrea in July 2018 and manages the finance function being responsible for the delivery of accounting, reporting and budgeting, in accordance with legislative requirements and organisational policies and strategies.
In addition to her CPA qualification, Nicole holds a Bachelor of Business (Swinburne University of Technology).
Job Titles:
- Director - Private Wealth Management
Having started his career over 20 years ago in a small family operated financial planning business, Paul is the longest serving adviser at Carnbrea & Co and a Responsible Manager on Carnbrea's Australian Financial Services Licence (AFSL). He is a Certified Financial Planner™ and member of the Financial Planning Association.
Job Titles:
- Adviser
- Vice President of the Koala Clancy Foundation
- Wealth Adviser
Rivée is an accredited derivatives adviser (ADA Level 1) and is Head of Execution for our institutional clients.
Rivée is also the Vice President of the Koala Clancy Foundation, a not for profit organisation whose main aim is to establish and maintain the natural habitats of koalas in Victoria. This is achieved by planting trees and removing weeds, ultimately this will help ensure a future for wild koalas.
A qualified Accountant and Financial Adviser, Roger holds a Bachelor of Business (Accounting), a Masters of Financial Planning and is a Certified Practising Accountant.
With over 18 years' experience in the Finance Industry Roger has built close and trusted relationships working with and advising wealthy families, business owners, professionals, and charitable organisations. Over his career he has developed experience focused on delivering strategic financial & tax planning, investment management, superannuation & SMSF strategies, risk management, estate planning and philanthropy. The depth of Roger's client relationships sees him hold Director positions and Responsible Person Roles on their Private Ancillary Funds and Charitable Trusts.
Prior to joining Carnbrea, Roger has worked in Senior Financial Advice & Wealth Management roles at Shadforth Financial Group Limited, Lachlan Partners and as Director of Private Clients at Peloton, a boutique financial advisory firm. Before this Roger was Finance Director and State General Manager of United Healthcare Australia, where he worked closely with a range of healthcare professionals delivering business management and financial support services.