Our Key Personnel
Our advisers are Authorised Representatives with Charter Financial Planning Limited Australian Financial Services Licensee Licence No. 234665.
|
|
 |
Chris McMahon
Chris is CEO and the founding partner of the Partners Group where he is responsible for strategic direction of the group, management of Partners high performing investment portfolios and the provision of solutions to complex client problems.Chris has over 25 years experience within the financial services sector. His experience covers Funds Management, Banking, Broking, Life and General Insurance and Academia at some of Australias largest institutions. He speaks regularly on matters to do with economics and investment and has been recognised by the industry for the quality of his advice. Core to his approach is understanding the role finance and investing plays in a balanced and happy life.
Chris McMahon FSG |
|
|
|
|
|
|
Mathew Cassidy
Mathew is a partner of the firm and commenced his career as a Chartered Accountant with Ernst & Young in their Perth office providing clients with taxation and accounting solutions. After four years, he moved to London and then to New York working in investment banking, specialisng in fixed interest and FX markets. Mathew then returned to Australia after 3 years abroad and worked in the Wealth Management business for ANZ before moving to private client advising. Mathew is one of the founding partners of the PARTNERS Group and works as a client advisor with the financial planning practice.
Mathew Cassidy FSG |
 |
|
|
 |
|
Martin Murden
Martin was one of the founding partners of the Partners Group. He is one of Australia’s leading authorities on self managed superannuation funds (SMSF’s) with 40 years experience in Financial Services. He is a Fellow CPA and also a Fellow of the Australian & New Zealand Institute of Insurance and Finance. Martin was one of the first people in Victoria to be accredited as a Specialist Superannuation Adviser by the Self Managed Superannuation Funds Professionals Association of Australia. He is also accredited as a Specialist Superannuation Auditor. Martin is acknowledged within the accounting profession for his expertise on superannuation, taxation and self managed super funds. He has written for accounting magazines and other publications and regularly presents at seminars. |
|
|
|
 |
|
Patrick Barry
Patrick joined Partners in December 2005. Prior to this Patrick was employed at Perpetual where he worked as an adviser in Perpetual's 'Private Clients Business'. Patrick has a Bachelor of Commerce and has also completed post graduate studies to obtain a Graduate Diploma and Masters in Financial Planning. Patrick is also a Certified Financial Planner. His passion is working with clients to achieve their financial goals.
Patrick Barry FSG |
|
|
 |
|
Tim Meaden
Tim Meaden is our Life insurance and Income Protection specialist. Tim’s primary focus is Business Succession and Protection, Life insurance in Superannuation, Income Protection and Trauma Insurance.
Tim has over 18 years experience with financial planning and practice management, focusing on superannuation and insurance. Tim has also worked as a tertiary university lecturer and has extensive commercial experience having managed a manufacturing business.
Tim Meaden FSG |
|
|
|
 |
|
Peter Gandolfo
Peter Gandolfo (LL.B., B.Comm.) brings a commercial edge to legal practice. With legal and commercial experience gained since he was admitted to practice as a Barrister & Solicitor over three decades ago, Peter advises his clients on a broad range of private and commercial legal issues, practically and effectively.
During this time, Peter has served in professional and business leadership roles such as President of the Law Institute of Victoria, Chairman of Legal Aid Commission of Victoria and Deputy President of Victorian Chamber of Commerce & Industry (VECCI). |
|
|
|
 |
|
Steven Klacar
Steven Klacar joined Partners Retirement Planning & Investment Advisors in February 2010 after more than 10 years experience in the financial services sector. Steven has worked with organisations including NAB, Commonwealth Securities, Bell Potter and Ord Minnett.
Steven specialises in providing advice to high net worth clients and specialises in superannuation and financial planning, direct equities advice, portfolio protection strategies and personal risk protection cover.
Steven Klacar FSG |
|
|
|
|
|
 |
|
John Lethbridge
Prior to commencing with Partners in June 2007, John had previously worked for a firm of consulting actuaries for a period of 10 years. During this period John specialised in SMSF establishments, Reasonable Benefit Limits, SMSF income streams and SMSF tax strategies. John’s current role is Superannuation & Pension Consultant at Partners and was involved in the drafting process of our SMSF trust deed through Partners Legal. John assists clients with SMSF compliance issues, heads our fund establishment and pension areas and presents at seminars for the Partners Group. John is also an accredited SMSF specialist adviser through the SMSF Professional Association of Australia (SPAA). |
|
|
|
|
|
|
|
|
|
 |
|
Greg Johnson
Greg has joined the team at Partners as a financial planner. Greg has held a financial planner role with NAB and has been running his own financial planning practice before joining the PARTNERS Group. Greg has an Advanced Diploma of Financial Planning and a Bachelor of Science. With over 8 years experience in financial services industry involving superannuation, allocated pensions, investments and insurance, Greg has a wealth of knowledge of what is required for a sound financial future.
Greg Johnson FSG |
|
|
|
 |
|
Phil Boyle
Phil has been a Director of Partners Mortgage and Lending Service (PML) since incorporation. He has over 35 years of experience in the finance industry, including senior positions with an institutional bank. He is a Senior Associate of the Finance Institute of Australia, (S.A.Fin) and is involved in many facets of lending. Phil is a key executive, responsible for the management and operations of PML. Phil is also Executive Director of a number of other associated Finance industry company's. |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
