Head of Private Wealth
A qualified Accountant and Financial Adviser, Roger holds a Bachelor of Business (Accounting), a Masters of Financial Planning and is a Certified Practising Accountant.
With over 18 years’ experience in the Finance Industry Roger has built close and trusted relationships working with and advising wealthy families, business owners, professionals, and charitable organisations. Over his career he has developed experience focused on delivering strategic financial & tax planning, investment management, superannuation & SMSF strategies, risk management, estate planning and philanthropy. The depth of Roger’s client relationships sees him hold Director positions and Responsible Person Roles on their Private Ancillary Funds and Charitable Trusts.
Prior to joining Carnbrea, Roger has worked in Senior Financial Advice & Wealth Management roles at Shadforth Financial Group Limited, Lachlan Partners and as Director of Private Clients at Peloton, a boutique financial advisory firm. Before this Roger was Finance Director and State General Manager of United Healthcare Australia, where he worked closely with a range of healthcare professionals delivering business management and financial support services.
Director – Private Wealth Management
Having started his career over 20 years ago in a small family operated financial planning business, Paul is the longest serving adviser at Carnbrea & Co and a Responsible Manager on Carnbrea’s Australian Financial Services Licence (AFSL). He is a Certified Financial Planner™ and member of the Financial Planning Association.
The CFP® mark is the highest rank attainable for a financial planner and requires rigorous ongoing annual education to remain at the peak of professional advice standards.
Over his career Paul has built a close and trusted relationship with our clients helping them to achieve their financial goals. His high level of technical knowledge and experience across a range of wealth management areas, allows him to assist his clients protect and grow their wealth.
Wealth Adviser
Rivée has over 15 years’ experience in the finance industry and holds a Bachelor of Business in Accounting (Swinburne University).
Rivée started his career as a para-planner at a boutique financial planning firm, and his securities and investment knowledge was enhanced while working at Wilson Advisory. He now specialises in wealth creation through a wide range of investments (listed and unlisted), retirement planning, superannuation and insurance.
He joined Carnbrea in 2016 as an investment adviser servicing both retail and wholesale investors.
Rivée is an accredited derivatives adviser (ADA Level 1) and is Head of Execution for our institutional clients.
Rivée is also the Vice President of the Koala Clancy Foundation, a not for profit organisation whose main aim is to establish and maintain the natural habitats of koalas in Victoria. This is achieved by planting trees and removing weeds, ultimately this will help ensure a future for wild koalas.
Wealth Adviser
Cristian is a Wealth Adviser, specialising in strategic and investment advice. Having started his career at a boutique Wealth management firm in 2010, Cristian spent the last three years working as a Wealth Adviser with Macquarie Wealth.
Cristian’s strengths are centred around his ability to work closely with individuals and families to develop a thorough understanding of their circumstances before providing tailored, specialist advice.
Cristian is a member of the Financial Planning Association (FPA) and is able to assist with matters relating to super, insurance, SMSF’s, investment management as well as budgeting and cash flow requirements.
Cristian believes the cornerstone of a successful advice relationship is trust and peace of mind. He works hard to reward the trust his clients place in him with world class service and attention to detail.
Associate Adviser
Danielle started her career in the financial services industry in 2013 and has worked in various roles to gain experience in all aspects of delivering quality advice. Her roles prior to becoming an associate adviser have included adviser support, advice implementation, paraplanning as well as team leader of a large client services team.
Danielle holds a number of industry qualifications including a Graduate Certificate in Applied Finance and Master of Financial Planning.
Danielle really enjoys spending time with her family and finds DIY therapeutic. Her professional motivations stem from being able to share her knowledge and experience with others, in particular helping improve the financial outcomes of women in retirement and making a positive difference to the lives of others through education and guidance.
Client Services Manager
Courtney has over 8 years’ experience within the Private Wealth industry coming from predominantly boutique, holistic firms.
Throughout her career she has taken on practice and process improvement roles, including training and mentoring administration teams, as well as being the first point of contact for private wealth clients.
She has a detailed working knowledge of the overall financial advice process from start to finish. Her main goal is to make the implementation process and ongoing relationship as smooth as possible. This ensures clients achieve their financial needs and goals with ease.
Courtney holds a Bachelor of Business, Majoring in Financial Planning (LaTrobe University).
