As CEO of Lucerne Investment Partners, I am an experienced investment professional and proud to have loyal clients and long-term partnerships that have been with me from the beginning of my career.
Lucerne secures and builds investor wealth, providing positive investment experiences and delivering consistent returns regardless of wider market conditions. The group specialises in providing private wealth advice, funds management and corporate advisory.
I also co-invest with investors in Lucerne’s own dedicated funds and transactions
My specialities include investment advisory, portfolio management, group strategy, leadership, origination and structuring capital market transactions for private and public markets, as well as international communication and relationships particularly between Australia, Asia and the US.
I was formerly Executive Director at Canaccord Genuity Wealth Management and Senior Advisor at Ord Minnett.
At a glance
- Adviser status Bronze
- First year providing advice 2008
- Years of experience 16
-
Highest qualification
- Graduate Certificate in Financial Planning
-
Language spoken
- English
Lucerne Investment Partners
Level 4, 45 Wangaratta StRichmond, VIC 3121
Licensed by
Lucerne Services Pty Ltd
AFSL 481217