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.

Roger Wilson

Roger Wilson

Senior Wealth Adviser

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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.

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.

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. Rivée is also an accredited derivatives adviser (ADA Level 1).

He joined Carnbrea in 2016 as an investment adviser servicing both retail and wholesale investors.

He is Head of Execution for our institutional clients.

Cristian Tudor

Wealth Adviser

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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.

Peter Topham

Director – Corporate Finance

Peter has recently joined Carnbrea to assist in the development of fresh investment products with an emphasis on the resource sector.

He has held membership of the Australian Institute of Mining and Metallurgy for over 30 years and during that time frame he has been Chief Executive Officer of two separate listed companies. His specialities include mineral economics and corporate finance, and during his career he has reviewed base and precious metals projects on a global basis including the Philippines, Cambodia, India, Pakistan, New Zealand, Indonesia, Spain, Portugal, Ethiopia and Uganda. More recently Peter was Executive Chairman of Royalco Resources Limited-a dedicated royalty house.

Peter holds degrees in Economics and Law and is a Barrister and Solicitor of the Supreme Court of Victoria but does not practice as such.

Louise Jackson

Louise Jackson

Client Services Manager

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A dedicated and experienced client services professional, Louise has been working in the financial planning industry for 12 years.  Starting out in support roles, Louise has built a solid foundation of knowledge across all aspects of financial advice and enjoys providing her clients with support that goes above and beyond.  Louise is passionate about providing financial literacy and education, believing that everyone has the ability to achieve financial independence.

Prior to joining Carnbrea, Louise has worked with financial planning practices along with fund managers such as BT Financial Group and OnePath.

Louise holds a Bachelor of Commerce in Marketing (Deakin University) and is currently studying a Graduate Certificate of Financial Planning (Swinburne University).

Asset Management

Paul Chin

Independent Investment Committee Member

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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

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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

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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

Sharia Investment Analyst

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Lessi serves as a Sharia Investment Analyst at Carnbrea. Since joining in 2018, Lessi has been involved in the construction of investment portfolios, strategic asset allocation, investment due diligence, fund manager selection, as well as performance reporting and monitoring. 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 and Finance (University of Melbourne), is alumni of London School of Economics (LSE) and holds a Berkeley Method of Entrepreneurship certificate from UC Berkeley.

Darren Chan

Consultant Investment Analyst

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Darren joined Carnbrea in 2019 as an Associate Investment Analyst. Being the current President and Treasurer of a leading public speaking club in Melbourne, and having 2 years of professional experience in Accounting and Data analytics in Mercedes Benz Financial Services, he holds valuable leadership and analytical skills needed to service Carnbrea’s clients and thrive in the current investing environment.

Darren holds a Bachelor of Actuarial Science, specialising in Actuarial Science and Finance (Monash University).

Anthony Modica

Associate Investment Analyst

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Anthony joined Carnbrea in 2021 as an Associate Investment Analyst.

Anthony holds a Bachelor of Science, majoring in Mathematics and Statistics (University of Melbourne), and is currently undertaking his Masters of Analytics (RMIT).

His background of dealing with complex models and solving dynamic problems positions him well as a valued team member with-in the Asset Management team.

He is committed to delivering high quality, customised analytical work and investment management services to Carnbrea’s clients.

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.

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).

Lily Ramage

Operations Officer

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.