Team

Founding Partner

Colin Campbell

Managing Director

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Colin joined Carnbrea & Co in 2014 after spending 8 years as a Senior Wealth Adviser at Wilson HTM and 15 years at the NAB as a Senior General Manager.

At NAB he managed significant business lines covering both institutional and retail products in Australia, New Zealand and the UK. Prior to the NAB he worked in financial markets as a trader and desk manager.

He is Chair of the Carnbrea Investment and Asset Allocation Committees and is also a Responsible Manager on Carnbrea’s Australian Financial Services Licence (AFSL).

Colin holds a Bachelor of Commerce, Master of Business Administration, Post Grad Diploma – Securities Institute of Australia.

He is a former Board Director and Fellow of the Finance and Treasury Association and Senior Fellow of FINSIA. He is ADA level 2 accredited.

Private Wealth

Rob Fabbro

Head of Private Wealth

Rob Fabbro is Head of Private Wealth.

He has over 25 years’ experience in global financial markets, holding senior leadership positions in London, Hong Kong and Melbourne.

He has held management responsibility for numerous businesses within both Deutsche Bank and Macquarie Securities Group.

As an Executive Director of Macquarie Group, he was Head of Cash Equity and ECM Distribution for all country products within the UK/Euro region and was Head of Institutional and Corporate Relationship Management in Hong Kong.

Paul Stone

Director – Private Wealth Management

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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.

David Kelly

Director – Wealth Advisory

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David has over 30 years’ investment advisory experience specialising in Australian and International equities and hybrid securities.

He has worked in senior roles with Merrill Lynch (McIntosh) and Bankers Trust, including as Head of Media and Telecommunications Equity Research, where he provided investment advice to many of Australia’s and the world’s leading investment managers.

David’s focus as a Private Wealth adviser is to achieve long term wealth accumulation for our clients.

David holds a Bachelor of Commerce (University of Melbourne), qualified as a Chartered Accountant and is a Fellow of FINSIA.

Cynthia Zhao

Head of International Clients

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Cynthia has considerable experience in the Private Wealth and Investment industry, holding a variety of positions at ANZ over 10 years, with particular expertise in the Asian High Net Worth investor market.

Speaking fluent English and Mandarin Chinese, Cynthia joined Carnbrea to promote our suite of services to international clients. She offers our clients strategic wealth management and investment solutions and has built strong relationships with them over time.

Cynthia holds a Bachelor of Business degree and a Diploma in Financial Services.

Debra Robinson

Senior Investment Adviser

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Debra commenced her career in the financial services industry in 2003 and has worked for several domestic and global investment houses, most recently UBS before moving to Carnbrea.

Debra has completed her Diploma in Financial Markets, is accredited in Derivatives and Foreign Exchange, and has also completed her Professional Diploma in Stockbroking.

Debra provides our clients individually tailored wealth management solutions to deliver positive investment outcomes, ensuring full understanding of their investment needs and goals, whilst considering their tolerance for risk. Her partnership with clients provides a robust and personalised solution that is implemented and managed to meet our clients desired investment objectives.

Rivée Tao

Client Adviser

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Rivée has over 13 years’ experience in the finance industry and holds a Bachelor of Business in Accounting (Swinburne University).

Having started his career as a para-planner at a boutique financial planning firm, he now specialises in retirement planning, superannuation and insurance. This is augmented by his domestic securities trading experience at Wilson Advisory.

He joined Carnbrea in 2016 as an investment adviser servicing both retail and wholesale investors. Rivée also works in direct collaboration with Carnbrea adviser Melissa Goodman to jointly advise our clients.

He is Head of Execution for our institutional clients.

Melissa Goodman

Financial Adviser

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Melissa is a qualified financial adviser offering holistic financial advice to professionals. Her proficiency with numbers and problem-solving abilities drives her passion for assisting clients with their investment goals and requirements.

Melissa joined Carnbrea in 2018, having entered the Private Wealth Advisory industry in 2014.

Her focus is on a range of areas including superannuation, SMSF, insurance, investments, business succession planning, plus cash-flow and budgeting. Recognising that a client’s personal and financial needs change over time highlights the importance of a financial plan changing with them. She also works in direct collaboration with Carnbrea adviser Rivée Tao to jointly service our clients.

Melissa holds a Bachelor of Science and a Masters of Financial Planning.

Operations

Brendan Moore

Head of Compliance & Operations

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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.

Angelica Mårtensson

Client Services Manager

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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).

Nicole Dunn

Financial Controller

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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).