The people behind the business

As a firm, we owe our success to the dedication of our staff to the performance of their clients. As ASR Wealth Advisers grows  we continually look to recruit exceptional talent into the business from management, to advisors, to analysts and support staff.

 

Matthew Roberts
Managing Director
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
Co-Fund Manager
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.
Tim Montague-Jones
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.
Agnes Kwiatkowski
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.
Matthew Maher
General Manager / Head Of Equities
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 Brar
Head Of Desk
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.
Anthony D'Paul
Head Of Desk
Anthony D’Paul joined The Australian Stock Report in 2012 as a Senior Equity Advisor working with high-net-worth Individuals and SMSF clients. With 20 years of experience in financial services including both accounting, share advisory and guest appearances on Sky Business News, he has a wealth of knowledge to help his clients outperform the market. His passion includes fundamental and event based investing, as well as helping investors build their wealth.
Daniel Smith
Head Of Operation Of Macrovue
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.
Rawad Haidar
Senior Advisor
Rawad Haidar is a skilled Analyst and Senior Adviser with experience in fundamental equity valuation as well as technical analysis. Rawad’s previous roles in wealth advisory, corporate finance and equity research at numerous boutique investment banks have made him exceptional at identifying micro and macro-economic trends as well as assessing their impacts on individual companies. Rawad’s book of clients currently exceeds $40m and spans both Australian as well as International investments. Rawad holds a Bachelor of Commerce majoring in Economics, a Master of Finance from the University of Technology Sydney as well as all the relevant qualifications to give general advice on Equities and Derivative products.
Khaled El-Katateny
Advisor
After graduating with a Commerce (finance) and Law degree, Khaled El-Katateny gravitated towards his passion of helping people fulfill their investment dreams. Since starting with ASR Wealth Khaled has maintained a record of excellence and professionalism. Khaled is proud of his ability to offer his clients much more than expected, by going above and beyond. It is his prerogative to ensure his clients have access to timely equities advice. Khaled is extremely ambitious and since coming on board with ASR wealth he has been awarded a series of further qualifications. Khaled also has taken on some analytical duties, with a keen interest for property and extensive experience in this area, Khaled El-Katateny is also the author of the monthly property report. He also has an instrumental role in defining the property desk. Ensuring ASR wealth covers the full range of asset classes.
Justin Ishac
Advisor
Justin Ishac, is an international and domestic equity advisor, with years of experience in the financial services industry. Prior to working at ASR Wealth, Justin has a wealth of experience in the banking and debt markets, as a mortgage and finance broker. He believes that understanding how the debt markets work, as it relates to interest rate fluctuations, plays a key role in making decisions on capital and asset allocation in the world of equities. Justin believes that asset allocation and diversification is key to a well-balanced equities portfolio. Using, sound fundamental and technical analysis along with understanding the effects of monetary and fiscal policy and how they affect the financial markets. Micro/macroeconomic and geopolitical information, all play a pivotal role in the success of your portfolio. Justin has completed a Graduate Certificate in Business, Diploma of finance and mortgage management, Diploma of financial planning and an advanced diploma of financial planning, securities, margin lending and derivatives. Speak to Justin about the world of finance and you’ll find yourself in a well-diversified and profitable, equity portfolio
Tumul Sinha
Senior Equity Analyst
Tumul holds a Bachelor’s degree in Biomedicine and a Master’s degree in Finance from the University of Sydney and is also pursuing her CFA charter. Prior to ASRW, Tumul worked as an Equity Analyst at APP Securities, where she gained in-depth knowledge of Australian industries and businesses through discounted cash flow methodologies. She has experience in small-cap businesses and also looks keenly at the Technology and Healthcare sectors.
Logan Harrison Wong
Advisor
As an advisor at ASRW Logan utilises the firms quadruple alpha process involving macro, fundamental, technical and broker target guidances to assist clients to outperform various benchmarks whilst simultaneously aligning appropriate risk exposures. Logan has also worked on numerous Capital Raising events from Biotech to the Property Sector and participated in around $30m worth of transactions during the life of his Finance Career over the past 4 years. His discovered love and passion for the Financial Markets lead him back to university after a career that extended 10 years in Pharmacy. At the time Logan left Pharmacy he was running 2 stores turning over close to $20m a year and so at heart has a business mindset. His experiences range from Stockbroking, at small and boutique firms, giving out General Advice pertaining to ASX listed companies, to General Advice on Derivatives and Leveraged Financial Products (FX, CFDs, Options and Futures) of which he obtained qualifications for during his career at the internationally known Saxo Bank. Experienced in the financial services industry and capital raising events. Skilled in pharmaceutical research, financial advisory, pharmaceutical law, equities/derivatives markets, and capital Markets. Logan is a true professional with a Post Graduate Certificate in Applied Finance from Kaplan Professional and currently completing his Masters in Applied Finance at Macquarie University