About Us

Andrew Onishe is a Financial Adviser at the firm. He brings extensive experience across wealth management and financial services, having previously worked at Locumsgroup Asset Management, People & Partners, AGS Financial Group, and Dimensional Fund Advisors.

Early in his career, Andrew worked at the Myer Family Company Ltd, providing wealth management consulting, and gained strong foundations in accounting and tax consulting at B.P. Woodward & Associates and PKF Chartered Accountants.

Andrew holds a Bachelor of Commerce (Accounting) from Macquarie University, is a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand, and completed both a Graduate Diploma of Financial Planning and a Diploma of Financial Services through Kaplan Professional.

He specialises in delivering tailored financial advice, leveraging his combined accounting, investment, and advisory expertise to support client outcomes.

Benji Hoppe is a Junior Associate at our firm. He supports the delivery of financial advice and client service, drawing on previous experience in cost control, investment property management, and operational support.

Benji has a strong background in overseeing financial operations, project cost control, financial reporting, and data analysis.

He has played professional Rugby Union and represented Wales and the Cambridge Rugby Club. His experience in professional sport has strengthened his leadership, teamwork, and discipline, which he brings to his role at the firm.

He holds a Bachelor of Science in Economics and Management from Cardiff University.

Brad Leahy is an Operating Partner at Allegro Funds, leading transition programs across multiple portfolio companies from acquisition through to stabilisation and transformation. He has also undertaken hands-on operating roles such as interim COO or Director during integration and change programs, providing both strategic and execution capability.

At the firm, Brad serves on the Advisory Board.

He is a Chartered Accountant, holds a Bachelor of Commerce from the Australian National University, and has additional qualifications in restructuring and turnaround. With more than twenty-five years of experience in corporate advisory and business transformation, Brad brings deep expertise in complex transactions, operational improvement, and business integration. He is also President of Norths Rugby.

Christopher Grego is an Associate at our firm. He supports the delivery of financial advice and client service, drawing on experience from previous advisory roles.

Chris is passionate about thinking differently about advice, including how psychology and experience influence financial decisions and the service provided to clients.

Christopher holds a Bachelor of Economics from Macquarie University and has completed a Graduate Diploma of Financial Planning.

His expertise in financial planning and client support underpins the firm’s advice delivery, ensuring accurate, efficient, and compliant service for clients.

Dr Alistair Rew brings deep expertise in quantitative finance, risk management and alternative investments. He holds a PhD in Econometrics and Quantitative Finance, an MSc in Finance and a BSc (Hons) in Economics & Business Finance. His career spans senior leadership in global and boutique investment firms.

He previously led the Public Markets business at AMP Capital, founded the Alpha Strategies and Cortex Investech platform, and as Managing Director at XL Catlin (in New York and London) oversaw around $40 billion in assets. Earlier he served as Risk Manager at Barclays Corporate & Investment Bank.

At our firm he serves as an Independent Non‑Executive Member of the Investment Committee and Advisory Board member. His primary focus is on alternatives, risk governance and sophisticated portfolio construction. Alistair’s background in quantitative analysis and risk across public and private markets enables a different perspective on complex investments and reinforces the committee’s capacity to design resilient, diversified portfolios.

Fionn Geraghty is an Associate with our firm. He provides support across financial advice and client service, leveraging his experience from his previous experience and qualifications.

Fionn holds a Bachelor’s degree in Economics and Finance from the University of Technology Sydney, graduating with distinction, and has completed a Graduate Diploma in Financial Planning through Kaplan Professional with distinction.

His expertise in financial planning and client service supports the firm’s advisers in delivering accurate, efficient, and compliant advice, ensuring high standards of service and outcomes for clients.

Greg Hooper is General Manager and an Investment Committee member at the firm. He leads the team, drives strategy, manages key projects, service development, finance functions, and ensures compliant and innovative advice delivery. He provides investment analytics and reporting, and oversight for the firm’s SMA portfolios.

Greg has over seven years’ experience in management consulting, partnering with C-suite executives across industries including banking, finance, FMCG, technology, and government, both domestically and in the US and Asia. He also led the development and commercialisation of a SaaS technology platform.

He holds a Bachelor of Economics (Economics & Finance) from the University of Sydney and a Graduate Diploma of Psychology from the University of Sydney.

Juliet Archer is a Senior Financial Adviser with over 23 years of experience in wealth management. She has supported clients across major banks, a large super fund, and a boutique practice, developing expertise in solving complex financial problems and helping clients achieve their most important goals.

At the firm, Juliet serves as a Senior Adviser, specialising in assisting women who have become single later in life, complex retirement strategies, government pensions, and navigating financial decisions through marital settlements.

She is a Certified Financial Planner (CFP), holds a Masters in Financial Planning, and is FASEA certified.

Justin Hooper is Managing Director, Senior Adviser and an Investment Committee member. He founded the firm in 2004 and has overseen its advice and investment philosophies for the past 20 years. Previously, he founded a national wealth management firm in South Africa with seven offices, including a joint venture with EY, and served as General Manager of ipac Financial Planning.

With over 40 years’ experience in investing and wealth management, Justin has advised thousands of clients, specialising in supporting successful individuals seeking to live meaningful and congruent lives. His approach combines practical insight with a non-judgmental, client-focused perspective.

He holds a Bachelor of Business Science (Hons), an Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP).

Kimberly Herandoy is a Client Services Officer at the firm, providing essential support to the advice team and ensuring smooth, efficient client operations. She manages administrative workflows and assists with research and reporting, enabling advisers and associates to focus on delivering tailored financial advice.

Kimberly holds a Bachelor of Science in Mathematics, which equips her with strong analytical and problem-solving skills.

Her proactive approach and attention to detail support the firm’s commitment to operational excellence, compliance, and seamless client experiences.

Kosta Pappas has worked with EY-Parthenon in Sydney and London, advising on strategy, turnaround and restructuring projects, people advisory, and transaction services. He previously held roles on the Resolution Life Strategy Team and is currently Chief of Staff to the CEO of Resolution Life, focusing on strategy, execution, and cohesive operation of the Executive Team. He has also worked with senior executives at a boutique Sydney consulting firm on leadership strategy, transformation, and SaaS product design.

He is currently involved with the firm in an advisory capacity.

Kosta holds a Bachelor of Commerce (Finance & Marketing) from the University of New South Wales.

Mark Leslie has extensive experience in funds management and investment governance, including senior leadership roles at AMP where he managed the AMP Statutory No. 2 Fund, overseeing $28 billion in assets. He has provided independent consulting and investment committee services for numerous organisations, including the Royal Australian and New Zealand College of Ophthalmologists, the Woolcock Institute of Medical Research, and the Lung Foundation Australia.

At the firm, he serves as Independent Non-Executive Investment Committee Secretary, providing governance oversight, supporting disciplined investment processes, and ensuring effective committee operations. His expertise lies in portfolio construction, investment monitoring, and governance frameworks.

Mark’s career combines deep institutional experience with advisory insight, strengthening the firm’s investment oversight and supporting high standards of decision-making across complex portfolios.

Melissa Oliver is Practice Support Manager at our firm. She is a member of our Management and Operations team and contributes to key projects and governance and compliance activities.

Melissa has prior experience in research, property management, recruitment and diving.

She has a range of experience spanning marketing, administration, HR, compliance, and practice management, providing her with deep insight into the operations and client-facing aspects of the business.

Her expertise in practice operations, compliance oversight, and team management underpins the firm’s operational excellence, enabling advisers to focus on delivering high-quality advice while maintaining efficient and compliant workflows.

Prof. Barillas Bedoya is an Associate Professor and Head of the School of Banking and Finance at the University of New South Wales, where he leads academic and research programs in finance and asset pricing. His career spans advanced academic research and teaching focused on how portfolios are constructed, evaluated, and tested in real world markets, bringing a rigorous and independent perspective to investment decision making.

At the firm, he serves as an Independent Observer of the Investment Committee, providing academic oversight, challenge, and insight into portfolio construction, asset pricing assumptions, and empirical investment evidence. His involvement strengthens the committee’s discipline by grounding investment discussions in established and emerging financial research.

He holds a PhD from New York University, a Master of Arts from the University of British Columbia, and a Bachelor of Science from Trent University. His research encompasses theoretical and empirical asset pricing, with a particular focus on portfolio choice, asset pricing tests, and microfinance.

Robert Estcourt AM has extensive experience across public and private sectors, including senior leadership and advisory roles at AMP and Austock Asset Management. He is Chairman of the Woolcock Institute, a Director at Brookvine, and sits on the Investment Committees of The Royal Australian & New Zealand College of Ophthalmologists, Radio 2 RPH, and the Lung Foundation Australia.

At the firm, he serves as an Independent Non‑Executive Investment Committee member, providing strategic oversight, disciplined governance, and guidance on investment decision-making to ensure alignment with client objectives.

He holds a Master of Arts in Finance from the University of Exeter and a Bachelor of Arts (Hons) in Economics from the University of Cape Town. In 2021 he was appointed a Member of the Order of Australia for service to the financial management sector.

Steven Hall has extensive experience in investment management and raising capital for specialist managers. He was Managing Director at Brookvine, where he raised over $14 billion, and previously led ipac Asset Management, overseeing investment strategy, manager research, and portfolio construction. He has held board roles at Balmain Capital and BCS Capital Partners and is an Investment Committee member at Laguna Bay.

At the firm, he serves as Independent Non-Executive Chair of the Investment Committee, providing governance, independent oversight, and disciplined investment decision-making. He focuses on portfolio construction, manager evaluation, and risk management, with expertise in complex and private market asset classes.

Steven is also a Professor of Practice at UNSW Business School, co-leading the Investment Management Program. He holds a Bachelor of Commerce from the University of New South Wales and has completed extensive executive development throughout his career.

Suzanne Johnston is a Senior Financial Adviser with more than 25 years’ experience in the financial services industry, beginning her career at Macquarie Bank, Citibank, and JP Morgan. She transitioned into financial planning, combining her technical knowledge with a focus on understanding clients’ motivations and helping them achieve their goals.

At the firm, Suzanne serves as a Senior Adviser, providing tailored advice and solutions that align with clients’ financial and personal objectives.

She holds a Bachelor of Commerce, majoring in Economics and Finance, an Advanced Diploma in Financial Planning, and is a Certified Financial Planner (CFP) and FASEA qualified.

Tony Crawford has more than thirty years of experience as a lawyer and commercial litigator, with deep expertise in insurance law and dispute resolution. He served as Chief Executive Officer and Chair of DLA Phillips Fox, leading national operations for over a decade. He has extensive experience as a non‑executive director and chair across health, insurance, not-for-profit and governance sectors.

He currently serves as Chair of Bolton Clarke and Chair of the NSW Waratahs. His previous board roles include Chair of HBF Health, Chair of Grant Thornton Australia, Director at Heart Research Australia, and Chair at the Energy and Water Ombudsman NSW. He has also been involved with our firm in an advisory capacity for many years and served as President of Norths Rugby.

Tony serves on the firm’s Advisory Board. He holds a BA and LLB and is a Fellow of the Australian Institute of Company Directors.

Victoria Fitzgerald has been a key team member since the firm’s beginnings over two decades ago. She has deep experience with family office style portfolio execution and management.

Having seen the evolution of private market opportunities, Victoria applies her understanding of this space to serve the nuanced needs of clients when it comes to critical transactions, investment execution, reporting and stakeholder engagement.

She holds a Graduate Certificate of Financial Planning.

Warren Dunne is an Investment Committee member and Senior Adviser at SentinelWealth, with over 25 years’ experience in banking and wealth management. He has held senior leadership roles at Westpac, including Head of Policy and Operations, and at BT Financial Group as Head of Operations and Head of Customer Experience and Enablement. His specialist Investment Committee focus is on the potential client impact of portfolio changes beyond risk and return.

Warren is known for implementing highly complex technical solutions for business while maintaining a deep understanding of individual client needs.

He holds a Bachelor of Business (Accounting and Computing), an Advanced Diploma of Financial Planning, and specialist qualifications in SMSF advice. He is a Certified Financial Planner (CFP) and is a Certified Practising Accountant (CPA).

Zoe Yeats is an Associate at our firm. Zoe has experience with complex portfolios and private market advice. She supports the team in delivering high-quality financial advice and client service, drawing on her experience in paraplanning and operational support from her previous role at Bob Reus & Co.

Zoe has completed both a Graduate Diploma and a Graduate Certificate in Financial Planning through Kaplan Professional. She also holds a Business Administration Certificate III and Certificate IV

Her expertise in paraplanning and administration underpins the firm’s advice delivery, ensuring accurate, efficient, and compliant support for clients and advisers.