Carnbrea & Co. Limited has a history steeped in a tradition of managing and administering, with the upmost privacy, family wealth. It was originally formed as a family office in 1926 to administer the financial interests of the family of Alfred Nicholas, co-founder of the Nicholas international pharmaceutical business and creators of the Aspro brand. Over time, Carnbrea & Co. had evolved into a multi-family office and wealth advisory boutique, serving the wealth management needs for high net worth clients, institutions and charitable organisations.
Today Carnbrea & Co. is part of Bennelong Wealth Partners Pty Ltd, a wealth management and advisory business established in 2013 by The Bennelong Group to support high net worth advisors and boutiques.
This change in ownership structure has launched an exciting new chapter in Carnbrea & Co.’s evolution. While it continues to be respected for its client-centric service offering, a new infusion of investment has provided greater resources and augmented services enabling Carnbrea & Co. to build on its history and legacy to better serve the needs of an increasingly sophisticated and demanding clientele.
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.
“I pride myself on delivering highly customised advisory services to individuals, trusts, family groups and trustees of SMSF’s. I value my distinct advice model that I unreservedly apply to my clients”.
A Certified Financial Planner™ with a specialisation in Self Managed Super Funds (University of Adelaide), Marco has 15 years in the finance industry gaining invaluable experience working in both small and large financial services firms. He is a member of the Financial Planning Association.
Marco specialises in the areas of superannuation, pre/post retirement planning, investment structure and selection, wealth creation and protection and overall investment management. His robust technical skills and strategic knowledge allow him to provide clients with truly holistic and tailored advice, very specific to their set of circumstances and financial objectives. There is no “one size fits all”.
Marco has been a sought-after presenter on various financial topics over the years. Several times, he has appeared as a guest on the ABC’s 774 finance segment on Saturday mornings discussing all things finance and investment related.
Marco’s specialised approach to client portfolios means he will recommend various investments including but not limited to Australian listed shares, Australian hybrid investments, high calibre specialist managed funds and cash/term deposits. Diversification, portfolio construction and asset allocation are at the core of his investment advice, as it these principles that ultimately govern risk and return of any portfolio.
In the end, Marco’s duty of care to clients is to ensure their portfolios align strongly with their personal objectives and risk comfort levels. He achieves this by gaining a deep understanding of his client’s current situation, past experiences and goals for the future.
“Acquiring assets with a margin of safety, capital preservation and downside risk management are at the core of my investment strategies.”
Andrew has been investing and managing risk in global asset markets for over 20 years and has worked in Singapore, Milan and Australia during that time.
His career began as a credit analyst before making prices and trading currencies for some of the world’s largest banks and institutions including HSBC and AIG. Ultimately his investment mandate broadened to include currency derivatives, commodities, bonds and equities. In Australia his appointments have included head of G7 currency desk for NAB Sydney and portfolio manager for HNW individuals at Macquarie Bank and Morgan Stanley Private Wealth. He also completed an MBA at Monash University in 2015.
Throughout this period he has developed a deep understanding of the psychology of investment markets and the management of risk across a broad spectrum of asset classes. Acquiring assets with a margin of safety, capital preservation and downside risk management are at the core of his investment strategies. His current clients comprise a mix of sophisticated professionals, business owners and wealthy families with an appetite for investing globally without limitation to markets or sectors. Each client’s asset allocation strategy is individually structured to match their primary objectives.
Debra commenced her career in the financial services industry in 2003 and has worked for several leading domestic and global investment houses, most recently UBS before moving to Carnbrea. Debra has completed her Diploma in Financial Markets and is accredited in Derivatives and Foreign Exchange with the Securities and Derivatives Institute of Australia. She has also completed her Professional Diploma in Stockbroking at Deakin Prime.
Debra works with and offers her clients individually tailored wealth management solutions applying robust processes and risk controls to support positive investment outcomes. From the onset of the client relationship, she embarks on a “due diligence” journey taking time to fully understand investment needs and goals. Partnering with clients, a solution is then tailored, implemented and managed on an ongoing basis to meet clients’ stated investment and risk objectives.
After working for several large global investment banks, Debra found moving to a small independent boutique advisory firm was the correct fit for herself and her clients. “We are a close knit team with one common theme in mind – to service our clients to the best of our ability.”
“Client relationship and communication is the cornerstone of my service. I believe a mutual respect and a deep understanding of client’s objectives ensures the best risk adjusted outcome, regardless of market conditions.”
From humble beginnings in a small family operated financial planning business, Paul is the longest serving adviser at Carnbrea & Co and Responsible Manager on both Carnbrea & Co Ltd & Bennelong Wealth Partners Australian Financial Services Licence (AFSL).
A Certified Financial Planner™ and a member of the Financial Planning Association, Paul has over 15 years industry experience. The CFP® mark is the highest rank attainable for a financial planner and requires rigorous ongoing education every year to remain at the peak of professional advice standards. Over his career Paul has built a close and trusted relationship with his clients helping them to achieve their goals. Paul has a high level of technical knowledge and experience across a range of wealth management areas to help his clients protect and grow their wealth.
Paul’s clients include high Net Worth families/individuals, Self-Managed Super Funds, Estate’s and not for profit foundations.
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.
While working at a boutique Brisbane Financial Planning practice, Dan completed his Bachelor of Economics and Bachelor of Commerce at University of Queensland. With his ambition to become a Certified Financial Planner he took up an associate position at Carnbrea, where he is honing his financial planning skills while managing client services in the financial planning department.
Dan is motivated to understand client objectives and develop effective strategies to achieve them, with specialisation in the areas of superannuation and retirement planning, investment management, insurance and estate planning.
Dan is using a client-centric focus to build his client base as he is currently completing his Certified Financial Planner qualifications.
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.
With a Business Bachelor degree and a Diploma in Financial Services, Cynthia began her career in Finance and Banking. Cynthia has had vast experience in the Private Wealth and investment sector holding a variety of positions at ANZ over the last 10 years in Australia and New Zealand, with particular expertise in the High Net Worth Asian market. Speaking fluent English and Mandarin Chinese, Cynthia was bought to Carnbrea to head up the International Desk to offer a global arm to our current suite of services.
Cynthia successfully manages people and has developed fruitful relationships with staff, clients and external partners.
Cynthia offers her clients strategic wealth management and investment solutions on an ongoing basis and has built strong relationships with her clients over her time.
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.