Partner/Managing Director

• Jul 2010 - Present

Wattle Partners offers a comprehensive range of services which create and preserve wealth for private clients. These services include ongoing portfolio management, philanthropy advice, expert guidance on efficient taxation and succession planning, and a discreet advisory service. Wattle is guided by four key principles: 1. providing objective and tailored advice; 2. committing personally; 3. living our values of discretion, integrity, transparency and continuity; and 4… Show more Wattle Partners offers a comprehensive range of services which create and preserve wealth for private clients. These services include ongoing portfolio management, philanthropy advice, expert guidance on efficient taxation and succession planning, and a discreet advisory service. Wattle is guided by four key principles: 1. providing objective and tailored advice; 2. committing personally; 3. living our values of discretion, integrity, transparency and continuity; and 4. applying intellectual rigour. As an independent, partner-owned firm, our experienced team has the freedom to offer our clients objective advice based on unbiased analysis. We promote relationships built on trust, with decisions taken together in a spirit of complete confidentiality. Show less Wattle Partners offers a comprehensive range of services which create and preserve wealth for private clients. These services include ongoing portfolio management, philanthropy advice, expert guidance on efficient taxation and succession planning, and a discreet advisory service. Wattle is guided by four key principles: 1. providing objective and tailored advice; 2. committing personally; 3. living our values of discretion, integrity, transparency and continuity; and 4… Show more Wattle Partners offers a comprehensive range of services which create and preserve wealth for private clients. These services include ongoing portfolio management, philanthropy advice, expert guidance on efficient taxation and succession planning, and a discreet advisory service. Wattle is guided by four key principles: 1. providing objective and tailored advice; 2. committing personally; 3. living our values of discretion, integrity, transparency and continuity; and 4. applying intellectual rigour. As an independent, partner-owned firm, our experienced team has the freedom to offer our clients objective advice based on unbiased analysis. We promote relationships built on trust, with decisions taken together in a spirit of complete confidentiality. Show less

Managing Director

• Nov 2022 - Present

Managing Director of The Inside Network

• Nov 2019 - Present

The Inside Network (IN) is a global community of investment professionals; academics; researchers and thought leaders. The Inside Network spans three pools of global capital; Institutional, Adviser, and Individual. The Institutional network includes pension funds (both defined benefit and contribution) sovereign and insurance funds. The Adviser network includes asset consultants, independent financial advisers (IFAs), dealer-aligned advisers and family offices; while the Individual network… Show more The Inside Network (IN) is a global community of investment professionals; academics; researchers and thought leaders. The Inside Network spans three pools of global capital; Institutional, Adviser, and Individual. The Institutional network includes pension funds (both defined benefit and contribution) sovereign and insurance funds. The Adviser network includes asset consultants, independent financial advisers (IFAs), dealer-aligned advisers and family offices; while the Individual network covers self-managed superannuation fund (SMSF) trustees, high-net-worth (HNW) individuals, and ultra-high-net-worth (UHNW) Individuals. The Inside Network facilitates the sharing and leveraging of intellectual capital across its diverse network of market participants, in order to drive better outcomes for all investors. The Inside Network delivers innovative thinking, through events (conferences, presentations, training), and peer-to-peer networking that drive deep learning through collaboration. The Inside Network collates this insightful content to deliver both topical and challenging materials for members of all three pools of capital. Show less The Inside Network (IN) is a global community of investment professionals; academics; researchers and thought leaders. The Inside Network spans three pools of global capital; Institutional, Adviser, and Individual. The Institutional network includes pension funds (both defined benefit and contribution) sovereign and insurance funds. The Adviser network includes asset consultants, independent financial advisers (IFAs), dealer-aligned advisers and family offices; while the Individual network… Show more The Inside Network (IN) is a global community of investment professionals; academics; researchers and thought leaders. The Inside Network spans three pools of global capital; Institutional, Adviser, and Individual. The Institutional network includes pension funds (both defined benefit and contribution) sovereign and insurance funds. The Adviser network includes asset consultants, independent financial advisers (IFAs), dealer-aligned advisers and family offices; while the Individual network covers self-managed superannuation fund (SMSF) trustees, high-net-worth (HNW) individuals, and ultra-high-net-worth (UHNW) Individuals. The Inside Network facilitates the sharing and leveraging of intellectual capital across its diverse network of market participants, in order to drive better outcomes for all investors. The Inside Network delivers innovative thinking, through events (conferences, presentations, training), and peer-to-peer networking that drive deep learning through collaboration. The Inside Network collates this insightful content to deliver both topical and challenging materials for members of all three pools of capital. Show less

Director

• Jul 2021 - Present

Atchison is an asset consultant, investment advisor and manager offering investment related solutions to superannuation funds, private wealth, financial advisors, non-for-profit organisations, charities and fund managers. Atchison is an asset consultant, investment advisor and manager offering investment related solutions to superannuation funds, private wealth, financial advisors, non-for-profit organisations, charities and fund managers.