James’s fascination with markets stretches over decades of working with national and international investment banks both domestically and overseas. An avid student of the theory and complexities of constructing and managing portfolios, he is driven to help people understand the whys and hows of successful long-term wealth management.

With his detailed knowledge of investments, superannuation and tax, Anthony has come from Australia’s most successful investment bank, working with clients to develop and manage their wealth strategies. Not only a Certified Financial Planner, he has added qualifications in tax and is an accredited Self-Managed Superannuation Fund specialist with expertise in multi-generational strategic planning.

Coming from a background rich in corporate advisory and tax advice in Asia, Ivan works as an authorised representative of Steward Wealth, applying his expertise for a select client base to structure tailored wealth solutions. Based in Sydney, he manages portfolios for wholesale clients, encompassing local and international investments.

Cameron’s deep experience and knowledge of financial processes not only relieves his clients of the administrative burden involved with some of the biggest purchases of their lives, but helps them to safely secure the best outcome for even the most complicated of loans.

Cameron Purdy is a credit representative (493913) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).

Lucinda brings international experience implementing and executing marketing campaigns for financial services businesses, both agency and client-side. Lucinda manages the marketing strategy supporting the commercial growth of our business. Her responsibilities include everything from the website to our marketing systems and how we communicate with clients.