Head of Compliance & Operations
As Head of Compliance & Operations, Brendan is responsible for the development, implementation and ongoing monitoring of Carnbrea’s regulatory and operational framework, while fostering a compliant culture. Deriving from over 10 years’ experience in the financial services industry, Brendan is passionate about building positive working relationships and trust within and outside of Carnbrea.
Brendan’s experience stems from his service in risk and compliance teams at major investment firms Morgan Stanley and Bell Potter.
He holds a Bachelor of Business & Commerce in Economics (Monash University), Diploma of Financial Planning and qualifications across Carnbrea’s entire product offering.
Client Services Manager
Originally from Sweden, Angelica joined the Carnbrea team in March 2017.
As Client Services Manager, she has set a foundation of building trust and long-lasting relationships between clients and Carnbrea.
Highly motivated and organised, Angelica provides quality support to our adviser group, ensures the smooth operation of the office and inspires a positive atmosphere at Carnbrea.
Angelica sets high standards and expectations to meet goals set by advisers and clients in a timely manner, while upholding the integrity and values of the company.
She holds a Bachelor of Business with a minor in Finance (Swinburne University).
A qualified CPA, Nicole has over 11 years of finance experience predominately in the Property Industry, having worked with and managed complex accounts for several successful Melbourne property developers.
Nicole joined Carnbrea in July 2018 and manages the finance function being responsible for the delivery of accounting, reporting and budgeting, in accordance with legislative requirements and organisational policies and strategies.
In addition to her CPA qualification, Nicole holds a Bachelor of Business (Swinburne University of Technology).
Lily joined the Carnbrea team in June 2019.
Lily performs the important role of Operations Officer, managing the back-office functions of Carnbrea. Enthusiastic & organised, she is responsible for the smooth running of the Carnbrea office and ensures a pleasant client experience.
Graduated from Elizabeth Blackburn School of Sciences – University High School, Lily believes that the work Carnbrea does should benefit clients and all related parties.