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.

  • Polly Chan – Head of Client Services

  • Chuak Chan – Managing Director, Asset Management

  • Jonathan Christie – Managing Director, Australia

  • Shane Hawke – Head of Portfolio Advisory

  • 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.

  • What does US jobs data mean for its economy? | Ausbiz

    Read more
  • ‘Difficult to escape’ the data showing that the economy is slowing, says financial services company | CNBC

    Read more
  • Oreana’s Poole on Markets, Strategy | Bloomberg

    Read more
A Licensed Financial Firm