Paul Saliba As Chief Investment Officer at Lachlan Partners, Paul is responsible for developing,
implementing and executing the investment strategy of Lachlan Partners clients. Paul has extensive industry and academic
experience, including many years as an Australian equity research and funds management specialist. Before joining Lachlan Partners,
Paul was a Supervisory Analyst for Citigroup where he was responsible for reviewing and approving research on Australian equities,
fixed interest securities, markets and economics. Prior to Citigroup, he was a Supervisory Analyst at Credit Suisse and Director of
Managed Investments at Lincoln Indicators. Paul has a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment,
and a Diploma in Financial Services. He is a Fellow of the Financial Services Institute of Australia and sits on the Ironbark Asset
Management Client Advisory Board. Paul is Managing Editor to the Investing Times newsletter and is a major contributor to every
edition of Investing Times newsletter.
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Philip Pezzi is Lachlan Partners' Managing Director and co-founder. Philip is an experienced banking and
financial services executive with Australian and International experience. He has considerable global and domestic
expertise in understanding and managing the financial needs of business and high net worth clients. Philip is realising
a vision to create a fully integrated Strategic Financial Advisory firm with core competencies built around wealth
management, accounting, tax, audit and business services, insurance and property advisory. Philip writes the
introductory lead article to Investing Times newsletter.
Mark Bennetts In addition to his Advanced Diploma of Financial Planning, Mark has over 28
years experience working in the finance industry. Previous to financial planning Mark worked for
almost 20 years within investment banking as a senior trader and as a treasury manager. He has
worked locally and overseas (Tokyo, Singapore, Amsterdam and Dusseldorf) for several major
international banks and has traded extensively in bonds, options, futures, interest rate and
cross-currency swaps, banks bills, and foreign exchange. For the last 11 years Mark has worked
as a senior financial advisor and manager of advisory services. He is focussed on providing financial
advice and services to executives and professionals and specialises in pre-retirement / retirement
planning, business succession planning and self managed superannuation fund (SMSF) advice.
Mark is a regular contributor to Investing Times newsletter.
Simon Bridgland assists in managing portfolios for high net wealth clients including individuals,
executives and small to medium sized business owners. He has extensive knowledge in financial markets and the
economic cycle - both domestically and internationally, and he enjoys the thrill of picking out a small cap winner.
Simon holds a Bachelor of Business (Accounting/Finance) and is continuing with outside study and development to
ensure that his knowledge of the industry second to none. He is driven to deliver the highest quality of advice possible
for his clients. Simon is a regular contributor to Investing Times newsletter.
Scott Dixon is building a reputation as an expert commentator on macroeconomic developments
and most recently has carved a niche in providing specialised financial advice for the widowed and those
preparing their legacy after death. His expertise includes a sensible 'rules-based' investment solution designed
to ably meet peoples needs/desires as well as providing expert advice on the most effective ways of transferring
wealth to future generations or charity. Scott is a big believer in statistically-backed solutions over 'gut-feel' and
utilises a strong academic background along with a substantial knowledge base on international developments
and economic history to achieve this. His education includes a Master of Wealth Management (distinction average)
as well as being the winner of multiple independent awards and being invited to join some of the world's more
prestigious societies/programs. Scott writes regularly for the Investing Times newsletter.
Michael Dwyer, As Senior Client Advisor in the Lachlan Partners Brisbane office, Michael has the sole responsibility of developing, implementing and executing strategy to ensure his clients’ goals and objectives become a reality. Michael has extensive experience in managing high net worth individuals from a broad cross-section of industries including medical, engineering and resource industries, and also business owners and directors of Small to Medium Enterprises as well as publicly listed companies.
Michael is tertiary educated with a Bachelor of Commerce majoring in Finance from the University of Southern Queensland, as well as post-graduate education in Financial Planning, and utilises this with a common sense approach to advising his clients.
Away from the office Michael plays Premier Grade Cricket during the summer, as well as enjoying time with his young family.
Ayush Srivastava has joined Lachlan Partners in 2012 in the role of Research Analyst covering
equity markets with experience across a range of global sectors and geographies. Prior to Lachlan
Partners, Ayush worked as an Equities Analyst covering global equities for Global Value Investors, a
Sydney based long only international equities boutique, focusing primarily on the Financials, Industrials
and Materials sectors across developed and emerging markets as well as currency risk management
and hedging. Prior to his role at GVI, Ayush held the positions of Portfolio Analyst and Portfolio Accountant
at various global institutions including JP Morgan Chase, ING Investment Management and State Street.
Ayush brings ten years of experience in the financial services sector including over 6 years of direct
investment experience to Lachlan Partners. Ayush is a CFA charter holder and also holds the Graduate
Diploma in Applied Finance & Investments and the Diploma of Financial Markets from FINSIA.
Ayush is a regular contributor to our newsletter, focusing specifically on the equities sector.
Mark Sullivan is a Senior Advisor with Lachlan Partners. Mark works closely with wealthy families,
business owners and professionals to foster and develop longer term wealth accumulation and wealth
preservation strategies focusing on portfolio and investment advice, tax management, wealth and asset
protection, debt management and succession planning/ intergenerational wealth transfer strategies. Mark
specialises in delivering advice strategies to those with complex financial needs and objectives. Mark holds
a Bachelor of Commerce with Honours in Economics from Deakin University (Melbourne), a Master of
Professional Ethics from the University of New South Wales (UNSW) and a Graduate Diploma of Financial
Planning from the Financial Services Institute of Australasia (FINSIA). Mark is a CFP ® practitioner member of
the Financial Planning Association of Australia (FPA), a Fellow of the Australian and New Zealand Institute of
Insurance and Finance (ANZIIF) and a Fellow of the Financial Services Institute of Australasia (FINSIA).
Mark is a regular contributor to The Investing Times newsletter.
Stuart Graham has had an extensive and broad ranging career spanning some 20 years in financial
services in a variety of superannuation, actuarial and consulting roles. This leaves him ideally qualified to
contribute interesting and incisive commentary to the Investing Times, as well as applying his analytical skills
to a variety of topical issues within the SMSF, retirement and investment environments. Stuart is a Senior
Advisor within Lachlan Partners, a Certified Financial Planner and a Fellow of the Institute of Actuaries of Australia.
He is a regular contributor to the Investing Times newsletter.|| |
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|Investing Times Co-ordinator || |
is Coordinator for 'The Investing Times' newsletter managing the publication of the newsletter
every six weeks as well as the management of the subscription database. Susan has
been directly involved with the newsletter since 1985.