Key People

Michael Beech CFA BCom AFA

Michael provides expert wealth management advice to individuals, families and charitable trusts. Michael believes that good advice starts with an in depth knowledge of the client’s circumstance and he is proficient at identifying the individual clients’ specific needs and tailoring a wealth strategy to suit.

Michael is a Chartered Financial Analyst (CFA), has a BCom in Finance and started his investment industry career in 1999.

Campbell Cormack BCom AFA

Bringing more than 15 years in the banking and finance sector, Campbell places a great deal of emphasis on making sure that any client is well versed in how their own circumstances dictate their risk tolerance. He believes that once understood, a genuine strategy can be implemented, which removes the chance of making mistakes inherent in emotion-based investment decisions.

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Disclosure Statement available free of charge on request.