Colin joined the team at Carnbrea & Co. after eight years as a Senior Wealth Advisor at Wilson HTM and has more than 35 years’ experience in the Financial Services sector. In this time he also held general management roles in the banking sector with NAB (Australia & UK) and BNZ (NZ). He has a deep understanding of financial markets including, in earlier times, heading up NAB Australian Treasury Sales & Service. He is Chair of the Investment Committee and a Responsible Manager. Along his career, he has accumulated some academic qualifications, including a Bachelor of Commerce, a Post Grad Diploma with Finsia and an MBA. He is a Fellow of the FTA and a Senior Fellow of Finsia.
His main mission is to provide a supportive environment to a high achieving, happy, client focused advisory team. To his clients, his mandate is to cut through the “fog of war” and offer clear, concise strategic and tactical investment advice across all asset classes.
Ben completed his Bachelor of Commerce in Economics, 2002 at Canterbury University, New Zealand. He began his career at Commonwealth Bank in the Australian Equity Team, moving to Tricom, StoneBridge and then BBY to gain further experience across capital and global markets with accreditations in FX and derivatives.
Since joining Carnbrea in 2015, Ben founded the International Advisory Desk and now leads the Advisory Services offering which tailors advisory services to Financial Planning groups, Accountants and Institutional clients.
Ben’s specialty areas include Australian and International Equities, Derivatives, Fixed Income, Corporate Advisory and Governance.
Ben serves on the board as a non-executive director of an ASX listed company.
Since joining Carnbrea in 2016, Xinling has been involved in the construction of investment portfolios, Strategic Asset Allocation optimisation and Fund Manager research. In this role, Xinling also provides quantitative support to super fund portfolios including the preparation of performance report, stress testing and forward-looking analysis. Xinling is also the Asian Equity Sector Champion for Bennelong Wealth Partners’ Asset Allocation Committee.
Xinling graduated with a Masters of Applied Finance from Monash and a Bachelor of Commerce degree (Melb Uni) during which she has built a strong foundation of investment analysis and real-world portfolio construction skills. Currently, Xinling is undertaking the CFA Program.
Xinling is enjoying her role at Carnbrea – “onwards and upwards”.
After completing a Bachelor of Business (Swinburne) in 2006, Rivee cut his teeth in the finance world as a Paraplanner for a boutique financial planning firm. His aspirations were soon realised in the Australian stock market and Rivee spent 5 years at Wilson HTM in a Dealer’s Assistant role to gain invaluable experience in assisting Advisers in managing their client portfolios.
Since joining Carnbrea, Rivee is enjoying his dual role in assisting our adviser team and building his own client portfolio with his focus on client care, support and accountability.
After completing her Master degree of Actuarial Studies at Australian National University, Karen started her career in a Fintech company. With an enormous passion for the finance world and strong desires to use her analytical and modelling skills, Karen progressed her career by joining Carnbrea as an associate investment analyst.
At Carnbrea, Karen is committed to delivering high quality, customized analytical work and investment management services to the institutional investors. She enjoys using her strong quantitative analytical skills to help clients achieve their objectives.
After graduating from the University of Melbourne with a Bachelor of Business degree in Accounting and Finance, Stella joined the Carnbrea team to assist on the Advisory Services Desk. Her main focus in this role is to strengthen client relationships by offering high level servicing of client portfolios. Stella speaks fluent English and Mandarin Chinese.
Stella is delighted to be working with Carnbrea who have a long history and experience in the market and believes that fulfilment of client needs is priority and a core mission for Carnbrea going forward.
Carnbrea is a sophisticated investment group, providing high quality investment advice.
Our key point of difference is our backing by The Bangarra group through Bennelong Wealth Partners which has extensive financial capabilities including Funds Management, Private Equity and Philanthropy.