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
Head of Equities / Dealing Desk
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
Senior Adviser
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.
Trent Primmer
Senior Adviser
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.
Cameron Page
Senior Adviser
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.
Daniel Smith
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.
Anthony D'Paul
Australian Equities Head of Desk and Senior Advisor
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.