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 holds a Bachelor of Commerce in Economics from Canterbury University, New Zealand, a Diploma of Financial Planning and Advanced Diploma of Financial Planning, Derivatives level 1 and 2 and Australian Financial Market Association Futures and Foreign Exchange accreditation.
He began his career at Commonwealth Bank in the Australian Equity Team, moving to Tricom, purchased by BBY before joining Carnbrea & Co – Bennelong Wealth Partners in 2015.
Ben is Director of Asset Management at Carnbrea & Co and serves on the Asset Allocation Committee and is the Responsible Manager for Foreign Exchange for Bennelong Wealth Partners.
Ben has ASX listed board experience and serves on the Academic Board of an Australian financial services education business.
At Carnbrea & Co, he leads the Asset Management team which provides Institutional Investment Management and Consultancy services targeted at groups with $100M—$5B, and provides specialist Asset Management services for new Product Development and Start-up Funds. His key duties include operational implementation of complex projects, new business initiatives, systemized business development and performance management across the team.
Director – Private Wealth Management | BWP Investment Committee Member
“I pride myself on delivering highly customised advice 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 wealth management industry gaining invaluable experience working in both small and large firms. He is a member of the Financial Planning Association.
Marco is also a Certified Investment Management Analyst® (CIMA). CIMA® professionals are elite advisers who apply advanced investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. They provide objective, transparent and well balanced investment advice.
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 shares, Australian debt securities including hybrids, specialist managed funds across many asset classes (e.g. global shares, alternatives, private equity, hedge funds, real estate) and cash. 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.
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.
Originally from Sweden, Angelica has now been in Australia for the best part of four years. She has previously worked in administration and more recently she was a cabin crew member for Emirates Airlines. This has exposed her to a diverse range of cultures, religions and interesting customers. Angelica is currently Carnbrea’s Office Manager, and assists Carnbrea advisers with client administration.
Angelica is currently studying a Bachelor of International Business at Swinburne University with a minor in Finance. The knowledge gained will no doubt assist with Carnbrea’s International desk.
After completing studies in Business & Business Administration at Chisholm Institution in 2013, Leanne decided that working in the Finance world would open up many doors to seek potential growth in working with many great Financial Planners. Previously working at Shaw & Partners and Crestone as Client Services Officer built a great stepping stool where she was able to produce support to advisers, interact with clients and learn about the Share Market.
Since joining Carnbrea, Leanne is enjoying her role assisting the advisory team, her aim is to support and provide comfort to clients that we are there to help them achieve their objectives.
Caroline started her career in stockbroking including a stint in London before switching to money market dealing. Keen to leverage her Honours Degree in Economics, Caroline moved into the corporate world where she worked as a management consultant to both CEOs and Boards across a host of industries. These included FMCG, commodities, automotive, manufacturing, professional services and the volatile markets of retail electricity.
Caroline has also traded options, worked in private equity and been through the rigour of the M&A process on numerous occasions. Other highlights entail time in London, Hong Kong and New York with an MBA from the Melbourne Business School along the way.
With her strategic and operational expertise, Caroline has worked in CEO and COO roles to effect transformational change across businesses including financial services and investment management. Her expertise focusses on developing successful strategies with the right organisational structure and processes always ensuring best practice governance.
With additional studies in marketing and digital media, Caroline understands the nuances of product development and delivering on promises to Clients. She currently sits on the Board of a technology start-up and mentors other small businesses on their journey to success.
Rivée has 12 years’ experience in the finance industry. Originally starting out as a paraplanner at a boutique financial planning firm. More recently he has built on these skills as a Dealer’s Assistant at Wilson HTM.
Since joining Carnbrea in 2016, Rivée has transitioned to being an investment adviser. Rivée specialises in small & mid cap stocks and caters both to retail and wholesale investors.
“I pride myself on being accountable and reliable while providing an excellent standard of client service”.
Rivée is also a member of Carnbrea’s Investment Committee and is the Head of Execution for institutional investors.
Rivée holds a Bachelor of Business in accounting from Swinburne.
While working at a boutique Brisbane Financial Planning practice, Daniel completed his Bachelor of Economics and Bachelor of Commerce at University of Queensland. Further study in Melbourne lead to Daniel completing his Certified Financial PlannerTM qualification. 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. He is a member of the Financial Planning Association.
Daniel 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.
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.
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 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.
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.