Our Team
Our expert team can exercise your decisions while you take time to enjoy the freedom of knowing you’re living life independently.
Tony Gordon
Tony has been working in Australian financial markets for over 25 years, predominantly in stockbroking. He has a strong track record in providing specific direct investment portfolio advice to family trusts, high net worth individuals and institutions. His team-based family office approach provides clients with an independent and transparent filter of the structures our clients invest in and the individual investments within those structures, ensuring asset selection and financial strategies are of a bespoke nature while maximising total returns in after-tax dollars.
Tony seeks to make the investment process transparent and effective across all aspects of a client’s financial needs, with a particular focus on valuing individual investment opportunities.
Christopher Rae
Christopher has worked in the financial services industry for over ten years, largely concentrating on the legislative environment and how best to utilise these rules to the ultimate benefit of his clients.
He has gained considerable experience in advising a wide range of clients, including small business owners, corporate executives and high net worth individuals and families in how best to utilise the ever-changing legislative environment to their ultimate advantage.
Christopher’s experience in offering professional financial planning services and advice includes the development and implementation of comprehensive long-term financial plans, the formulation of appropriate strategies and investment structures in addition to ongoing portfolio management.
Nicholas Aston
Nicholas is a Chartered Accountant and an Accredited SMSF Specialist Advisor™(SSA™). With more than 25 years’ experience in the accounting industry and a current director of Brentnalls NSW Pty Limited Chartered Accountants, Nicholas looks after all aspects of clients’ taxation and financial affairs and is well respected for his management and development of wealth creation strategies.
As a founding Member and Director of The Self Managed Superannuation Funds Professional Association of Australia Limited (SPAA), he advises clients in the areas of estate and superannuation planning. Nicholas' core objective is to assist clients in taking control of their finances, to create outstanding retirement solutions, and to develop and manage wealth creation strategies for their families.
As a Registered Tax Agent, Nicholas is able to assist clients to ensure their strategic and financial goals take advantage of the most recent tax planning opportunities especially in relation to superannuation and retirement benefits.
Trevor Seymour
Trevor has over 20 years’ experience in the accounting industry and is currently a director of Brentnalls NSW Pty Limited Chartered Accountants.
Combined with his previous 10 years of experience in banking, Trevor brings a diverse range of skills and experience as a result of providing financial, taxation and strategic advice to businesses and family groups for over 20 years. This has included implementing, developing and managing wealth creation strategies for clients to give them up to date retirement solutions utilising Self Managed Superannuation Funds and effective Estate Planning and Asset Protection.
Outside of his role, Trevor also acts as a director for a number of highly successful companies and is also actively involved in a number of not-for-profit organisations.
