Team

Founding Partner

Colin Campbell

Managing Director

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.

Marco Mellado

Director – Private Wealth Management

A Certified Financial Planner™ with a specialisation in Self-Managed Super Funds (University of Adelaide), Marco has over 15 years’ experience in the wealth management industry, working in both large corporate and boutique firms.

A member of the Financial Planning Association and the Investments & Wealth Institute, 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.

Marco specialises in advising on the use of appropriate investment selection, structures and management. This may include superannuation, pre and post retirement planning, wealth creation and protection, plus inter-generational wealth

Paul Stone

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.

David Kelly

Director – Wealth Advisory

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

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

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

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.

Daniel Wood

Financial Adviser

While Daniel was working at a boutique Brisbane Financial Planning practice he completed his Bachelor of Economics and Bachelor of Commerce (University of Queensland). He has subsequently completed his Certified Financial Planner™ qualification and is a 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.

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.

Melissa Goodman

Financial Adviser

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.

Asset Management

Paul Chin

Chief Investment Officer

Paul has over 20 years in the funds management industry across the US and Australasia with Barclays Global Investors, Vanguard, Colonial First State, Jamieson Coote Bonds, Shawlands Capital Management and Advance.

Throughout his career he has managed money across a range of strategies which has included portfolio construction, investment research and delivering investment insights to multiple investors categories.

Paul holds a Bachelor of Commerce (Monash) and a Masters in Applied Finance & Investments (FINSIA).

He is a Senior Fellow of FINSIA, a FINSIA Industry Councillor – Funds & Asset Management and a FINSIA Regional Councillor (Victoria/Tasmania).

Ben Meikle

Executive Director

Ben has over 15 years’ of financial market experience working in both large corporate and boutique firms.

In his role of Head of Asset Management, he leads the team that manages a portfolio of Funds and Direct Investments.

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

Ben holds a Bachelor of Commerce, Advanced Diploma of Financial Planning, Derivatives level 1 & 2, Foreign Exchange and Futures accreditation.

Xinling Han

Senior Investment Analyst

Since joining Carnbrea in 2016, Xinling has been engaged by clients for the design, construction and implementation of strategic asset allocation frameworks, portfolio build-outs and detailed fund manager research. Xinling also provides investment management support to institutional Super fund clients including the design and maintenance of performance reporting and risk management frameworks to comply with SPS 530 requirements.

As a senior member in the Carnbrea Asset management team, Xinling also leads the construction of our Model Portfolio suite and is a member of the Carnbrea Asset Allocation Committee.

Xinling holds a Bachelor of Commerce (University of Melbourne), a Masters of Applied Finance (Monash) and recently completed all three levels of the CFA program.

Lessi Liu

Associate Investment Analyst

Lessi serves as an Associate Investment Analyst at Carnbrea. Drawing from her experiences as an Intern Analyst at The SILC Group and Media Insight Analyst at Meltwater, she is committed to delivering high quality, customised analytical work and investment management services to Carnbrea’s clients.

Lessi holds a Bachelor of Commerce degree, in Actuarial Studies (University of Melbourne), is alumni of London School of Economics (LSE) and holds a Berkeley Method of Entrepreneurship certificate from UC Berkeley.

Jared Chuah

Corporate Analyst

Jared joined Carnbrea in 2018 as Corporate Analyst, where he is involved in the go-to-market strategy of Carnbrea’s offerings. Prior to joining Carnbrea, Jared was previously Intern Analyst at The SILC Group.

Jared holds a Bachelor of Commerce in Accounting and Finance (University of Melbourne), during which he led the International Commerce Students’ Society as President, where he enriched the experiences of fellow students and mentored those with similar aspirations. Jared also holds a Berkeley Method of Entrepreneurship certificate from UC Berkeley.

Operations

Brendan Moore

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.

Angelica Mårtensson

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).

Nicole Dunn

Financial Controller

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).