Executive team

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.