Our PEOPLE

Jarrod Broadbent - Managing Director

Jarrod has 16 years experience in managing assets for high net worth private client investors.

Jarrod’s most recent role was as Executive Director and Team Leader at UBS Wealth Management Australia where he was employed from 2000 through to 2009. Prior to that Jarrod spent two years with Merrill Lynch.

Jarrod holds a Bachelor of Economics Degree and a Bachelor of Law degree from Monash University in Melbourne. Jarrod is RG146 compliant in managed investments, securities, futures markets and superannuation and is an accredited derivatives advisor.

Simone Kaissar - Office Manager

Simone has 12 years experience in the finance industry as a research analyst and advisor’s assistant. She was at UBS for eight years and Merrill Lynch prior to that. Simone is also PS146 industry compliant. Simone has supported Jarrod for eleven years and is well aware of clients’ needs and demands.

Chris Carron – Investment Advisor

Chris has over 5 years experience in the finance and investment industry.

Chris spent 3 years at Dixon Advisory managing assets for high net worth private clients and an additional 2 years working as an investment analyst within the commercial and listed property sector.

Chris holds a Bachelor of Business (Economics & Finance) from RMIT University in Melbourne, a Graduate Certificate of Financial Planning and a Graduate Diploma of Applied Finance from FINSIA. Chris is RG 146 compliant and is an accredited derivatives advisor.

Rachel Whitney - Personal Assistant

Rachel has a permanent part-time role, assisting Simone with the administrative side of the business.