Leading our way to success

Our leadership team gathers talents and experts to bring extensive experience in offering innovative, accessible advice solutions as well as licensee services for clients and advisors.

  • Belinda Barclay – Head of Advice

  • Poly Chan – Head of Client Services

  • Jonathan Christie – Managing Director, Australia

  • Shane Hawke – Head of Portfolio Advisory

  • Flemming Helbo – Managing Director, Financial Services, Asia

  • Luke Moore – Chief Executive Officer

  • Dr Isaac Poole, CIMA® – Chief Investment Officer


Read our latest insights to help you make better investment decisions and build stronger portfolios.

  • Upgrading Bonds

    Upgrading our view on bonds

    Read more
  • Betting on China as everyone else backs away

    Betting on China as everyone else backs away | Ausbiz

    Read more
  • Protected: Portfolio Advisory Asset Allocation Review – June 2022

    Read more
A Licensed Financial Firm