The people behind the business
We strive to constantly be a cut above the rest through our service; we strive to offer growth and profitability for all our clients. Our success depends on our client’s success thus profitability is essential to our reputation as a successful firm.
Matthew is the Managing Director of ASR Wealth Advisers and has extensive industry experience. He has a proven track record of successfully building financial services businesses both in Australia and the UK. Matt is a Master of the SAA.
George Paxton is an analyst with an extensive portfolio of financial analytical skills. Previous experience includes senior positions within Pearson Plc, a FTSE 100 company, working within financial research and analysis providing banks and hedge funds with actionable intelligence and analysis.
Head of Australian Equity Research
Tim Montague-Jones has over 20 years of investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.
Head of Compliance
Nicole is the Head of Compliance and brings a wealth of experience across retail and institutional services and products. Nicole has held senior compliance roles at Macquarie, Citigroup, Wilson HTM, ASX and ASIC.
Nicolas Dorizon is a Compliance Manager with over 10 years experience in financial services in France, Canada and Australia. His expertise includes AFS licensing, ASX market participant, research, managed investment schemes, financial planning and anti-money laundering matters.
Head of Administration
As the Head of Administration, Agnes is responsible for administrative control of ASR Wealth Advisers. Her mission is to manage and supervise administration staff and run day- to- day operations. Her extensive experience in management and operations include previous experience working with E*trade. Agnes holds Bachelor of Arts (Sociology) and Diploma of Business Management.
Head of Dealing
Matthew has a wealth of financial markets experience working across global listed and OTC derivative markets. Having worked at a number of top FTSE100 companies in senior portfolio management and client relationship positions, he draws upon this experience to deliver a first class trading solution to clients of ASRW. Matthew holds all relevant qualifications to give general advice in Derivatives, Equities and Managed Investments.
Vick is one of our highly experienced Senior Advisors who manages a book of high-net-worth clients across Australia. Prior to ASRW, Vic has held portfolio management and financial positions in top FTSE 100 corporations. Vick holds all relevant qualifications to give general advice in Derivatives, Equities and Managed Investments. He specialises in strategies which drive growth and yield outperformance over medium to long-term equities.
Gary is a seasoned financial markets professional and a Senior Adviser at ASR Wealth Advisers. He draws on his experience working across global listed and OTC derivative markets to deliver a first class brokerage solution to clients. Gary is regularly quoted in the press on the latest market developments including Sydney Morning Herald and the Australian Financial Review.
Matthew is a seasoned financial markets professional with over 10 years’ experience in Wealth Management, Short-Term Trading and Technical Analysis. Prior to ASRW, Matthew has held senior managerial positions at respected research houses, Seismic Research and Fat Prophets. Matthew ensures that all clients experience the best possible trading environment.
Edward’s background in finance & economics has allowed him to hone his skills through both practical experience and hours of dedicated study. Edward has worked as a Corporate Finance Analyst at one of Australia’s leading Investment banking firms, where he refined his skills in financial analysis and equity valuation. Edward enjoys the practical side of client advisery and educates his clients in regards to risk mitigation, stock evaluation and modern portfolio theory. Edward holds RG146 in Equities and Managed Investments.
Trent has been involved in financial markets for close to 10 years and brings to the role a wealth of experience in investor relationships and advisory services. Prior to joining ASRW, Trent has previously worked on the derivatives trading desk at Axi Trader and Gain Capital as well as in funds management in one of Australia’s leading property groups.
Trent holds a Diploma of Financial Services, RG146 certification and is currently completing his Diploma of Financial Planning.
Timothy is a seasoned finance industry professional having held senior positions for both large and mid-tier companies.
His knowledge and experience has seen him provide advice to retail clients, wholesale clients and companies on all their finance needs including Superannuation & Insurance.
Timothy takes pride in delivering a professional service to all ASRW clients and holds all relevant qualifications to provide advice on Equities and Managed Investments.
Cameron Page is an experienced financial markets professional and is currently a Senior Adviser at ASRW. Cameron has excellent investor management skills and his strong understanding of fundamental analysis helps him to select the right investment vehicle for clients. Working closely with his clients, he strives to deliver service excellence at all levels.
Cameron specialises in mid to long-term Australian Equities with a focus a market outperformance. He holds RG146 certifications in Derivatives, Equities and Managed Investments.
Derivatives Trading Desk
Equipped and in-tune with the environment of the financial markets, Daniel draws upon his experience in derivatives to deliver exceptional client service and on-boarding at ASR Wealth Advisers. Daniel brings his working knowledge of industry practices together with an interest for technology to improve efficiency and business processes.
Daniel holds RG146 certifications in Securities, Derivatives and Managed Investments.