Crestone appoints six HNW advisers

7 July 2021
| By Chris Dastoor |
image
image
expand image

Crestone Wealth Management has appointed six new investment advisers to its Brisbane office, focusing on professional advice for high net worth (HNW) and ultra-high net worth (UHNW) Australians.

The new appointments brought the Brisbane office to 21 staff, while the total national adviser base was 91.  

The six appointments were:

  • Chris Mackenzie, formerly private wealth adviser, ANZ Private; 
  • Jason Poppi, formerly associate director, NAB Investor Sales;
  • Simon Rogers, formerly partner, Perpetual Private;
  • Darryl Wasserman, formerly private banker, Westpac Private Bank;
  • Shane Fisher, formerly director, global investment services – Westpac Private Bank and St George Private Bank; and
  • John Paul Geribello, formerly investment director – Westpac global investment services.

Michael Tritton, head of advisory for NSW, QLD and SA said: “The new advisers are welcome additions to our growing team. Crestone offers global, multi- asset class portfolio construction and management solutions and we are confident the expertise these six advisers possess will complement our existing business and offering.”

Fisher had extensive investment experience across all traditional and alternative asset classes, dealing with boutique and private wealth businesses, private banks, foreign investment banks, HNW clients and family office investors. 

Geribello had experience in providing investment advice to institutional, corporate, family offices and HNW investors on their investment strategies and risk management of traditional asset classes, structured solutions and alternative investments. 

Wasserman was previously a private banker providing specialised service and advice to some of Queensland’s wealthiest families.

Mackenzie provided wealth management services through provision of retail and wholesale personal advice on structuring and investments to HNW families and individuals.

Rogers was previously responsible for leading a high-performance wealth management team in the provision of both retail and wholesale advice.

Poppi was previously responsible for building and managing a portfolio of HNW investors and had a track record of building deep relationships with HNW and UHNW families.

All new hires reported directly to Tritton.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 2 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 day 12 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 4 days ago