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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.
Financial Services Guide - MC |
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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.
Financial Services Guide - CM |
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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 38 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. |
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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.
Financial Services Guide - PB |
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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 16 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.
Financial Services Guide - TM |
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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). |
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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.
Financial Services Guide - SK |
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Kelvin McNaughton
Kelvin is one of our most senior and experienced advisors with over 50 years experience ranging from employer/employee relations, general manager and director positions. Kelvin specialties include personal and corporate superannuation, risk protection products, including life, total and permanent disablement, trauma and income protection. Kelvin has a particular interest in family financial planning advice.
Financial Services Guide - KM |
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Brad Vaughan
Brad completed a Bachelor of Commerce degree in 1994 majoring in Accounting. He began his career in a chartered accounting practice while he was studying and after completing his university degree moved into financial services. He has spent 4 years at Perpetual Investments liaising with both financial planners and clients and approximately 8 years within financial planning practices. Brad has recently joined us having spent a number of years within a team leader, paraplanning and advisory role. He has significant technical experience and is currently completing his Certified Financial Planning Qualifications. |
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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). |
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Serhan Mackey
Serhan is a fully qualified Financial Advisor with a Masters Degree in Business, an Advanced Diploma in Financial Services and a Bachelor of Education. Serhan began her career as a financial services professional in 2002 and combines a wealth of experience with pleasant personality and a happy and friendly manner. Serhan is a firm believer in planning for the future and always takes a plain and simple common sense, partnering approach. She believes everyone deserves a strong financial future and in the happiness and peace of mind that comes with knowing you have one.
Financial Services Guide - SM |
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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 7 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.
Financial Services Guide - GJ |
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Stephen Gamble
Stephen has been with Partners for more than 4 years and is the General Manager of Partners Superannuation Tax Services (PSTS). He is an accountant who has 29 years experience working in the financial services industry with companies such as CBA, Norwich Union (now Aviva) and Super Concepts. Stephen's expertise is managing people, SMSF accounting and providing quality services to our clients. |
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Peter Towell
Peter is PARTNERS’ Business Development Manager – Accountants. With over 35 years experience working in the accountancy field, Peter is responsible for special projects and consulting work on accounting clients and how we can improve our services to our accounting practice partners.
Peter provides advice and assistance across all areas of accountancy, business relations and client management. He formerly held Director roles with major Australian companies, including Director and Shareholder of Compak Systems Australia Pty Ltd, Aintree Group (Chartered Accountants) and Principal of Webb & Co, Chartered Accountants. During his time at Webb & Co, Peter became Director of ACPA, an organisation of approximately 80 Accounting Practices around the world.
Peter holds is a Mediator with IAMA and a member of the CEO Institute. |
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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. |
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Dean Kitchin
Dean Kitchin is a Certified Practicing Valuer, with over 15 years experience in property valuations. He facilitates a broad range of property advice ranging from certified (sworn) property valuations, depreciation schedules, buyer advocacy services and syndication opportunities. As the manager of Partners Property Dean co-ordinates our property service offerings through our broader team of around 80 property valuers and advisors.
Dean experience includes property development feasibility studies and in-globo land valuations, prestige residential valuations and various management positions within the Marketline Opteon Valuation Group. He currently sits on the Board of Opteon Victoria.
"I am genuinely excited to be working with the Partners Group, and dealing with clients that will appreciate quality advice and our diligent approach to property investment. We are confident of providing both advice and opportunity that will leave our clients in a far stronger and knowledgeable position in the long term". |
