Our People
The Euroz Hartleys Private Wealth team is structured to be transparent and efficient, to ensure we meet the demands and needs of our clients over the long term. The Euroz Hartleys Private Wealth team employs over 60 Investment and Private Wealth Advisers, each bringing a wealth of experience, specialised expertise and a dedication to ensuring you achieve your goals.
Corporate governance, strategy and oversight
A specialised team of Investment and Private Wealth Advisers
A client focused Adviser Support team
A dedicated Risk and Compliance function
Sylvia Munjodzi
Client Services AdministratorSylvia Munjodzi
Client Services AdministratorAdrian Brant
Investment AdviserRead More: Adrian BrantAdrian has been providing bespoke advice to institutional and retail client for 25 years. He specialises in equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.
Alicia Nguyen
Client Services AdministratorAlicia Nguyen
Client Services AdministratorAlison Radbone
Client Services AdministratorAlison Radbone
Client Services AdministratorAmanda Boyce
Executive Director and Head of AdviceAmanda Boyce
Executive Director and Head of AdviceRead More: Amanda BoyceAmanda is an experienced financial market professional with over 20 years of experience in the industry, joining Euroz Hartleys in July 2022. She has held senior leadership roles in Advice, Institutional Wealth, and Strategic Projects and has a proven track record of success. Her career began with Goldman Sachs JBWere and later became Head of Syndicate at JBWere before becoming Head of Advice for WA & SA.
Amanda Lynam
Dealers AssistantAmanda Lynam
Dealers AssistantAmanda Tomlins
Senior Dealers AssistantAndrew Fry
Private Wealth AdviserRead More: Andrew FryAndrew’s core expertise is the management of multi asset class portfolios to meet each client’s specific circumstances. He has a focus on protecting and growing his clients’ wealth with particular emphasis on investing when he believes reward significantly exceeds risk.
Andrew holds a Bachelor of Commerce degree and was admitted as a Chartered Accountant in the Institute of Chartered Accountants in 1996.
Andrew joined Entrust in 2003 as a senior investment adviser. He was appointed a Director in November of that year and at various times since, has served as our Managing Director and Executive Chairman.
He has extensive experience providing wealth management advice to private clients. Andrew has a deep investment knowledge and experience that can only be gained over a number of investment cycles. Combined with his strong understanding of accounting and strategic financial planning principles, this results in a high level of personalised, quality advice to each client.
Andrew Gribble
Investment AdviserAndrew Gribble
Investment AdviserRead More: Andrew GribbleFor more than 20 years Andrew has been working as an Investment Adviser, taking an holistic approach when working with clients to navigate the complexities of the wealth management industry. With his breadth of experience Andrew is well equipped to help his clients achieve their financials goals by creating a tailored plan to achieve long-term wealth creation.
Andrew Macnaughtan
Investment AdviserAndrew Macnaughtan
Investment AdviserRead More: Andrew MacnaughtanAndrew has more than 25 years experience in financial markets as an Investment Adviser. He initially gained his experience with Colonial Mutual which included time working for the company in London. He returned to Perth and joined Euroz Hartleys (then Hartley Poynton) in 1995.
Ben Statham
Private Wealth AdviserBen Statham
Private Wealth AdviserRead More: Ben StathamBen commenced employment with Macquarie Bank in 2000 and after 10 years he became one of their leading Investment Advisers. Ben joined Euroz Hartleys (then Euroz Securities) in 2009 where he is a senior member of the Private Wealth Division servicing high net worth families. Ben’s valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and broad investment advice.
Benjamin Fleay
Investment AdviserBenjamin Fleay
Investment AdviserRead More: Benjamin FleayBen commenced with Euroz Hartleys (then Hartleys) in 2004 and has over 19 years’ experience in financial services. Ben services a high net worth client base offering traditional stockbroking services, portfolio management, derivatives trading and sophisticated investor offerings in the small to mid-cap resources sector. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Brad Gordon
Private Wealth AdviserRead More: Brad GordonBrad joined Entrust as a Senior Investment Adviser in January 2003, and has served as a Director.
Brad’s experience in the financial services industry began in 1987 and in this time he has gained a deep knowledge across stockbroking, financial planning and trustee services. He is one of the most experienced advisers in Western Australia.
Bradley Booth
Private Wealth AdviserBradley Booth
Private Wealth AdviserRead More: Bradley BoothBrad has been employed at Euroz Hartleys Limited for 25 years and has built a client community that relies on his expertise for portfolio management and getting clients to their goals. By providing individualised solutions to each family group, Brad and his team have steered their clients through the variety of life and financial stages to a place where they have maximised their chances of financial success.
Brian Bates
Private Wealth AdviserRead More: Brian BatesBrian has over 25 years of experience in stockbroking, investment and superannuation management and is a senior member of the Private Client Division offering a comprehensive wealth management service to high net worth individuals. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Chris Munro
Investment AdviserRead More: Chris MunroChris commenced with Euroz Hartleys (then Hartley Poynton) some 24 years ago. Chris specialises in holding valued, deep relationships with Western Australian company leaders, equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.
Cleo Kenny
Junior ParaplannerCleo Kenny
Junior ParaplannerDavid Cross
Head of Desk Syndication and Investment AdviserDavid Cross
Head of Desk Syndication and Investment AdviserRead More: David CrossDavid has been with Euroz Hartleys since 1996 (then Hartley Poynton), during which time he has built strong relationships with a range of institutional, high net worth and private clients in Australia and overseas. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
David Michael
Investment AdviserRead More: David MichaelDavid joined Euroz Hartleys (then Hartleys) in 2004 having some 30 years of financial markets experience as an Investment Adviser. David specialises in holding valued, deep relationships with Western Australian company leaders, equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.
David Smyth
Executive Director & Senior Investment AdviserDavid Smyth
Executive Director & Senior Investment AdviserRead More: David SmythDavid Smyth, a Senior Investment Adviser and Executive Director at Euroz Hartleys Limited, brings over 23 years of experience, including a previous role on the Hartleys Limited Board of Directors. With a Graduate Diploma in Financial Planning, he has been in business since his early 20s, learning the importance of effective money management. David specialises in personalised financial strategies, simplifying superannuation advice, and constructing high-quality investment portfolios.
Dawn Partridge
Financial PlannerRead More: Dawn PartridgeDawn is a qualified Financial Planner with over ten years of experience in the finance industry, she has worked for a major bank and nationwide financial planning company before joining Euroz Hartleys in 2023.
Dirk Vanderstruyf
Investment AdviserRead More: Dirk VanderstruyfDirk has over 30 years’ experience in financial services starting at Euroz Hartleys (then Hartley Poynton) in 1994. He is a senior member of our Private Client Division, servicing high net worth individuals and families. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising and investment opportunities, access to IPOs, deal flow and investment advice. Dirk is a Director of the Euroz Hartleys Charitable Foundation.
Duncan MacKintosh, CFA
Private Wealth AdviserDuncan MacKintosh, CFA
Private Wealth AdviserRead More: Duncan MacKintosh, CFAWith over 20 years of experience, Duncan has developed a true passion for delivering risk adjusted investment portfolios with an emphasis on accommodating his client’s personal circumstances and needs.
Graduating in 1998 with a Bachelor of Commerce from the University of Western Australia, Duncan began his career as an equities analyst. This experience helped him forge a considered and analytical investment approach, which he further developed as a Senior Investment Adviser at Macquarie Equities.
Elizabeth Burton
Client Service AdministratorElizabeth Burton
Client Service AdministratorElliot Rockett
Dealers AssistantGavin Lehmann
Investment AdviserGavin Lehmann
Investment AdviserRead More: Gavin LehmannGavin has worked for over 23 years as a senior Investment Adviser, focusing on the investment and management of tailored individual portfolios. Gavin services high net worth clients to customise investments for long term growth as well as taking the opportunity for shorter term positions when they become available. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Georgia Horton
Associate AdviserGeorgia Horton
Associate AdviserRead More: Georgia HortonGeorgia joined Euroz Hartleys in 2024 as an Associate Adviser in the Strategic Advice team. She has a solid foundation in financial services, drawing on her experience in associate, paraplanning and client services roles. Georgia’s passionate about nurturing meaningful client relationships and is driven by a genuine desire to provide tailored solutions to meet client’s financial needs.
Giles McCaw
Private Wealth AdviserRead More: Giles McCawGiles has been in broking since 1991, starting his career as a bond broker in London and spending the last 26 years as a retail adviser in the Australian stockbroking industry. Giles’ main area of interest is in the small to mid-cap sector, particularly resources.
Giuliano Vinci
Private Wealth AdviserGiuliano Vinci
Private Wealth AdviserRead More: Giuliano VinciGiuliano holds a Bachelor of Commerce from The University of Western Australia and an Advanced Diploma of Financial Planning (Kaplan).
Prior to joining Entrust in 2014, Giuliano’s background in financial services includes experience with securities, derivatives, insurance and superannuation. Giuliano’s focus involves formulating personalised and comprehensive advice for clients serviced by the wider adviser team.
Heath Ryan
Investment AdviserRead More: Heath RyanHeath joined Euroz Hartleys in 2017 and offers wealth management and investment advice to retail and high net worth clients. He holds a Bachelor of Commerce and CPA accreditation and also has over 10 years of commercial and accounting experience across the resources & industrials sectors.
Helen Bamber
Dealers AssistantRead More: Helen BamberHelen is an Executive Assistant with 20+ year’s experience before joining Euroz Hartleys in 2017.
She worked and lived in London, the UK and US early in her career specialising in the provision of Senior Executive support. Helen became part of a team specialising in junior resources, exploration and small to mid-cap companies. She has sound relationship with various Company Secretaries and shares registries which helps all clients in their day-to-day portfolio administration.
Hudson Swick
Junior ParaplannerIan Harrison
Private Wealth AdviserRead More: Ian HarrisonIan joined Euroz Hartleys after 20 years with Macquarie Group in their Wealth Management Division, having begun his career at accounting firm BDO. Ian provides his clients with advice and strategies across a range of Wealth Management areas, opening up opportunities to a range of investors and senior management teams that can help them achieve their personal investment, superannuation & broader strategic goals.
Ian Parker
Investment AdviserRead More: Ian ParkerIan has been in the Stockbroking industry since 1991. He was the Executive Chairman of Hartley’s Limited before its merger with Euroz Limited. Ian is now a director of Euroz Hartleys Group Limited and works as an Investment Adviser in the Private Wealth division specialising in advising high net worth clients in all aspects of share market investing. He has established long term, highly valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Jack Prendiville
Investment AdviserRead More: Jack PrendivilleJack joined Euroz Hartleys (then Hartleys) in 2018. Jack’s role involves servicing investors specialising in small to mid-cap investments as well as wealth management. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Jake Mckay
Dealers AssistantJames Gatti
Investment AdviserRead More: James GattiJames Gatti is an experienced Investment Adviser, who joined Euroz Hartleys in 2010. Prior to this, James worked as an accountant and studied economics and marketing.
With a background in elite sport, James is driven to achieve the best possible outcomes for his clients, and understands first-hand the results that can be achieved by working in a team. James enjoys working with a diverse range of clients to support their financial goals.
Jamie Mackie
Private Wealth AdviserJamie Mackie
Private Wealth AdviserRead More: Jamie MackieJames has been working in the stockbroking industry since 1998 and is a senior member of our Private Client Division. He provides tailored Wealth Management investment advice with a goals based strategic investment focus to high net worth families. He teams up with specialist paraplanners to provide a holistic service of strategy, structure and investment advice. He also holds deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities and access to IPOs.
Jamie Moullin
Private Wealth AdviserJamie Moullin
Private Wealth AdviserRead More: Jamie MoullinJamie has been working in the stockbroking and investment bank industry since 1999. He specialises in providing a comprehensive wealth management service to assist clients achieve their goals and is currently a member of the Stockbrokers and Investment Advisers Association (SIAA).
Jasmine Kingston
Dealers AssistantJasmine Kingston
Dealers AssistantJess Atkinson
Dealers AssistantJess Langer
Associate AdviserRead More: Jess LangerJess joined the Euroz Hartleys as an Associate Adviser in 2023. Drawing on nearly a decade of experience working nationally and internationally in Investor Relations, Communications and Philanthropy, Jess applies her attention to detail, passion for fostering relationships and knowledge in wealth creation to deliver tailored, value-oriented solutions.
Jessica Cooper
Senior Dealers AssistantJessica Cooper
Senior Dealers AssistantJohn Goodlad
Investment AdviserRead More: John GoodladJohn is a former Australian diplomat and an experienced Investment Adviser who specialises in assisting Australian and International clients manage their wealth. His focus is on the establishment and ongoing management of long term, quality growth portfolios.
Jordyn Shepherd
Associate AdviserJordyn Shepherd
Associate AdviserRead More: Jordyn ShepherdJordyn joined the Entrust Wealth Management team at Euroz Hartleys as an Associate Adviser in 2024.
Julie Boyer
Junior ParaplannerJulie Boyer
Junior ParaplannerJye Bolton
Investment AdviserRead More: Jye BoltonJye Bolton joined Euroz Hartleys as an Associate Adviser in 2021 and became an Investment Adviser in early 2024.
Jye has completed a Bachelor of Commerce, majoring in Finance at Edith Cowan University and a Graduate Diploma in Financial Planning at Kaplan Professional. Jye has previously worked in a variety of industries, including property, marketing and finance.
Karen Kernaghan
Associate Director & Head of Adviser SupportKaren Kernaghan
Associate Director & Head of Adviser SupportKatrina Ryan
Private Wealth AdviserKatrina Ryan
Private Wealth AdviserRead More: Katrina RyanKatrina specialises in personalised comprehensive strategic advice for clients, and is integral in the wider financial advice provision given her expertise in asset structuring, superannuation, retirement planning, insurance and estate planning.
Kelly Gostt
Senior Dealers AssistantKelly Gostt
Senior Dealers AssistantRead More: Kelly GosttKelly Gostt, with over 20 years in stockbroking, excels as a Senior Dealers Assistant in client administration. She specialises in administration management for clients by taking a hands on, holistic approach from the very start. Kelly works closely with clients to establish key relationships necessary in dealing with their investment structures. In knowing the administration is being managed professionally, clients can focus on their day to day livelihood or retirement.
Laura Smillie
Financial Planner | Paraplanning Team LeadLaura Smillie
Financial Planner | Paraplanning Team LeadLaurence Grescos
Private Wealth AdviserRead More: Laurence GrescosLaurence joined Euroz Hartleys in 2018 and specialises in wealth management with a particular emphasis on building and maintaining long-term, high-quality growth investment portfolios. Collaborating closely with specialist paraplanners, Laurence provides a comprehensive service that encompasses strategy, structure, and investment guidance.
Laviana Tirtajaya
Client Service AdministratorLaviana Tirtajaya
Client Service AdministratorRead More: Laviana TirtajayaLaviana Tirtajaya began her career at Euroz Hartleys (then Hartleys) in 2010, working in Operations and managing settlement in the back office. She holds dual degrees in Accounting & Finance and Biomedical Science & Pharmacology, and she obtained her CPA qualification in 2012. After rejoining our team in 2023 in a client-facing role, she utilises her administrative expertise and client relationship skills to enhance our services, delivering exceptional support and personalised attention to our clients.
Lucas Ntoumenopoulos
Associate AdviserRead More: Lucas NtoumenopoulosLucas joined Euroz Hartleys in 2019. He specialises in providing comprehensive wealth management services to clients to meet their specific needs. This ranges from complete investment portfolio management to servicing high net worth clients offering traditional stockbroking services in the small to mid-cap resources sector such as equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow.
He is passionate about utilising his experience to assist clients in achieving their financial goals and ambitions over the long term.
Lucas has completed a Bachelor of Science majoring in Finance from the University of Western Australia.
Madi Pollardd
Dealers AssistantRead More: Madi PollarddMadi has over 15 years’ experience in the stockbroking industry. She made the move over from Patersons Securities to Euroz Hartleys in 2013 and continues to provide a high level of dealing support to her team and clients.
Marc Lincoln
Executive Director & Head of Private WealthMarc Lincoln
Executive Director & Head of Private WealthRead More: Marc LincolnMarc is currently serving as Head of Private Wealth and an Executive Director of Euroz Hartleys having spent more than 25 years in financial services.
Marc’s journey in Stockbroking/Wealth Management began at Hartleys (then Hartley Poynton) in the late 90’s before assuming the role of WA State Manager at Bell Potter.
In 2021, Marc returned to Euroz Hartleys, where he is dedicated to helping the Private Wealth advisers deliver exceptional service and investment solutions to private wealth clients.
Matthew Parker
Investment AdviserRead More: Matthew ParkerMatthew joined Euroz Hartleys (then Hartleys) in 2014 on the Private Client Desk. He specialises in the small cap, speculative end of the market providing investment advice to high net worth and retail clients . His valued, deep relationships with Western Australian company leaders and industry corporates provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Matthew Reece
Private Wealth AdviserMatthew Reece
Private Wealth AdviserRead More: Matthew ReeceMatthew Reece is a Financial Adviser who has worked within the financial services and wealth management industry for over a decade after joining Entrust in June 2008. He was a national finalist for the Financial Adviser of the Year in the Young Leaders in Finance Awards 2018.
Melissa Street
Administrative AssistantMelissa Street
Administrative AssistantRead More: Melissa StreetMelissa Street began her financial services career with Hartleys in 2003, later moving to the UK to work at Morgan Stanley in Investment Banking. The international experience deepened her expertise in financial administration and client relations. After a break to raise her two sons, Melissa rejoined Euroz Hartleys in 2019, continuing to focus on building strong, long-lasting client relationships and providing personalised, high quality administration and client support.
Michael Bartley
Private Wealth AdviserMichael Bartley
Private Wealth AdviserRead More: Michael BartleyMichael has been working in the stockbroking industry since 2009. He joined Euroz Hartleys following the merger with Blackswan Equities, after beginning his career at accounting firm Grant Thornton. Michael focuses on providing a comprehensive wealth management service to high net worth clients. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Michael Boyatzis
Associate AdviserRead More: Michael BoyatzisMichael joined Euroz Hartleys in 2020 and is an Associate Adviser. He is passionate about, and specialises in, analysing and investing in small to mid-cap companies listed on the ASX and delivering strategic insights and time sensitive opportunities for both retail and high net worth clients. He remains focused on market trends and the opportunity to capitalise on emerging possibilities.
Michael Munro
Investment AdviserRead More: Michael MunroMike holds a Bachelor of Commerce from UWA and is a Chartered Accountant. After 14 years working with Arthur Andersen, he decided to change careers and moved to stockbroking in 2000. He is able to utilise the experience he gained as an Accountant in helping people to develop their portfolios, manage their wealth and advise on Superannuation.
Michael Vrankovich
Private Wealth AdviserRead More: Michael VrankovichMichael joined Entrust in August 2008 with a background in providing technical and strategic solutions for individual client needs. His focus involves educating clients so they gain a greater understanding of investment markets as well as strategic opportunities that can be utilised to meet their personal financial goals.
Mitch Yeo
Dealers AssistantNathan Bray
Investment AdviserNathan Bray
Investment AdviserRead More: Nathan BrayNathan has over 20 years of financial markets experience and specialises in active ASX portfolio management across the full spectrum of Australian equities. He has built strong client relationships over many years utilising his significant expertise in small and mid-cap companies to assist his clients in achieving their desired financial outcomes. Euroz Hartleys along with Nathan’s valued relationships with Western Australian company leaders, provides exclusive capital raising, investment opportunities, access to IPOs and deal flow.
Nicholas Draper
Investment AdviserNicholas Draper
Investment AdviserRead More: Nicholas DraperNick commenced stockbroking with Euroz Hartleys (then Hartley Poynton) in 1996 and is a Senior Adviser on the Private Client Desk. Nick has a history of building long term relationships with private clients focusing primarily in wealth & portfolio management. He also works with ASX entities assisting with numerous primary and secondary capital raising. His valued, deep relationships with Western Australian company leaders, provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.
Nick Denny
Associate AdviserOliver Stevens
Investment SpecialistRead More: Oliver StevensOliver has over 20 years’ experience in financial markets, working in various capacities, including as a Fund Manager and Analyst. Oliver focusses on the research and evaluation of investment opportunities within the ASX200, providing input and support for Advisers constructing client investment portfolios.
Olivia Barton
Dealers AssistantPaul Cooper
Private Wealth AdviserPaul Cooper
Private Wealth AdviserRead More: Paul CooperPaul has background in both stockbroking and investment banking. Prior to equities dealing he spent time based in Sydney and Singapore providing structured debt financing to resource companies.
Phil George
Private Wealth AdviserRead More: Phil GeorgePhil emphasises the importance of a team-based philosophy in combining Portfolio Management, Financial Planning and Portfolio Administration to create a comprehensive, bespoke financial solution for each client. The aim of this unique operating model is to deliver true value by allowing clients the time to focus on the important aspects of their lives, comfortable in the knowledge that their financial affairs are being professionally managed.
Rachel Foy
Senior Dealers AssistantReagan Carr
Dealers AssistantRead More: Reagan CarrReagan joined Euroz Hartleys in 2017 as the office junior before joining the private client desk and gaining experience with day to day admin tasks for clients with funds under management.
In 2019, Reagan joined the Institutional division where she focused on providing assistance to Institutional clients in facilitating roadshows.
Reagan now assists Private Wealth Advisers Simon Yeo and Russell Kane providing essential administrative support for the team and their high net worth clients.
Rebecca Konning
Client Service AdministratorRebecca Konning
Client Service AdministratorRichard Gardner
Private Wealth AdviserRead More: Richard GardnerRichard joined Euroz Hartleys in 2012. He has built a career in stockbroking and financial advice servicing high net worth, professional and corporate investors specialising in mid-cap investment and wealth management. He builds close working relationships with clients focused on strategic investment to achieve their financial goals. His experience in analysing investment opportunities and broad professional network consistently finds an edge for his clients.
Rowan Jones
Executive Director & Private Wealth AdviserRowan Jones
Executive Director & Private Wealth AdviserRead More: Rowan JonesRowan joined Entrust in January 2008 and has served as a director, and is currently the Head of Entrust Wealth Management. Rowan provides strategic and investment advice to a broad range of clients, although as a recognised SMSF Specialist adviser he specialises in providing advice to Self-Managed Superannuation Fund (SMSF) members. Rowan’s main focus is to provide personalised advice that will help grow and protect your family’s wealth.
Russell Kane
Private Wealth AdviserRead More: Russell KaneRussell commenced his Stockbroking career with Hartley Poynton in 1994 in the Trust Division and by the year 2000 he had earned a position on the Executive Council. In early 2001 Russell was invited to join the newly formed Euroz Limited. In 2004 he was appointed as an Associate Director and in 2006 appointed as an Executive Director of Euroz Securities Ltd. In 2013 Russell was appointed as an Executive Director of Euroz Limited, where he remained until the merger of Euroz Hartleys was completed in October 2021.
Ryan Li
Private Wealth AdviserRead More: Ryan LiRyan is a highly technical wealth management professional who commenced with Euroz Hartleys in 2022. Ryan’s previous experience includes working in a technical role with ANZ Wealth and Macquarie Private Wealth.
Ryan Stewart
Investment AdviserRead More: Ryan StewartRyan is a Senior Private Wealth Adviser who commenced at Euroz Hartleys in 2003 and has worked as a stockbroker for some 20 years.
Sandra Entwistle
Senior Client Service AdministratorSandra Entwistle
Senior Client Service AdministratorSandra Mirco
Investment AdviserRead More: Sandra MircoSandra has been involved in the financial planning industry for over 25 years. She joined Euroz Hartleys in 2003 (then Hartleys) and during this time, Sandra consolidated her experience as a Senior Paraplanner in preparing and providing strategic and technical Statements of Advice, complex financial modelling and technical research in the development of client financial plans. She is highly qualified to assist her clients meet their financial goals and investment objectives.
Scott Metcalf
Investment AdviserScott Metcalf
Investment AdviserRead More: Scott MetcalfScott has over 25 years’ experience as an investment adviser. He has a focus on portfolio management, overlaying exchange traded option strategies for high net worth clients.
Shane Lehmann
Investment AdviserRead More: Shane LehmannShane Lehmann is a Senior Investment Adviser who specialises in providing bespoke funds management and tailored professional wealth management advice. Shane focuses on assisting clients to achieve their own financial independence through careful investment choice. This involves looking at strategy planning, as well as advising both in equities, exchange traded funds, hybrids, options overlay, managed funds, term deposits and government bonds.
Shauni Simpson
Manager – Dealers AssistantsSienna Barnes
Wealth Strategy AssociateSienna Barnes
Wealth Strategy AssociateRead More: Sienna BarnesSienna joined Euroz Hartleys in 2018, starting her career as a Dealers Assistant. She holds a Bachelor of Commerce (Accounting & Finance) from Edith Cowan University, is RG 146 accredited, and is currently completing a Graduate Diploma of Financial Planning through Kaplan Professional.
In her current role as a Wealth Strategy Associate, Sienna works closely with the Head of Advice and the Wealth Investment Specialist to support the firm’s strategic growth objectives. She plays a crucial role in delivering insights and client investment opportunities, leveraging her extensive knowledge in wealth creation.
Sienna’s attention to detail, passion for fostering relationships, and dedication to continuous learning and professional development enable her to provide exceptional support and expertise, helping clients achieve their financial goals.
Simon Yeo
Private Wealth AdviserRead More: Simon YeoSimon has worked in the financial services industry since 1993. In November 2000 he established the Private Client division of Euroz Securities Limited before moving to a specialised role within the Institutional Sales division in 2013. He recently returned to the Private Wealth division in 2022 providing a comprehensive service offering for his high net worth and family office client base. Simon specialises in holding valued, deep relationships with Western Australian company leaders, equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.
Sonya Soudure
Private Wealth AdviserRead More: Sonya SoudureSonya joined Euroz Hartleys (then Hartleys) in 2001, and specialises in the construction and ongoing management of discrete private investment portfolios, held within SMSFs, private companies / trusts, or personal names. Her focus is on achieving a combination of income and growth in a transparent and tax-efficient environment.
Steven Loxley
Investment AdviserRead More: Steven LoxleySteven has been working as a stockbroker for 20 years, commencing with DJ Carmichael before moving to Euroz Hartleys in 2008. He provides a range of specialised investment advice to high net worth and “mum and dad” clients.
Sven Burrell
Investment AdviserRead More: Sven BurrellSven has over 20 years of experience in stockbroking, with his expertise lying in constructing long and short-term trading strategies utilising his knowledge of technical analysis. Combined with sound experience in retirement planning, superannuation and wealth management, Sven is able to offer his clients a bespoke approach to achieving their long- and short-term investment objectives.
Tama Beaton
Junior Dealers AssistantTama Beaton
Junior Dealers AssistantTanya White
Administrative AssistantTia Hall
Senior Dealers AssistantTia Hall
Senior Dealers AssistantTim Cottee
Investment AdviserRead More: Tim CotteeTim commenced with Euroz Hartleys in 2009 after gaining experience as an Analyst in Audit and Assurance with Maxim Hall Chadwick.
Tim Lyons
Investment AdviserTim Lyons
Investment AdviserRead More: Tim LyonsTim has worked in the stockbroking industry for over 25 years and is a senior member of our Private Wealth Division. He was previously Executive Chairman of Blackswan Equities where his role included maintaining the firm’s corporate relationships and servicing his high net worth private client base. Tim was also Founding Partner and Managing Director of Porter Western Limited until it was acquired by Macquarie Bank.
Timothy Bousfield
Associate AdviserTom Shackles
Associate AdviserRead More: Tom ShacklesTom Shackles has been a dedicated professional in the Accounting and Finance industry since 2015. He specialises in wealth management and investment portfolio advice leveraging his expertise in superannuation strategies, financial planning and taxation to build and grow wealth.
Tom holds a Bachelor of Commerce majoring in Accounting and Finance, a Diploma of Financial Planning and is a fully Accredited Derivatives Adviser in Exchange Traded Options.
Tyler Hurley
Senior Financial PlannerRead More: Tyler HurleyTyler is a Senior Financial Planner with 10 years’ experience in the wealth management industry.
Zara Edgar
Associate AdviserRead More: Zara EdgarZara has been a part of the Euroz Hartleys Private Wealth division since 2021, where she began her career as a Dealers Assistant. Her academic foundation is built on a Bachelor of Business Administration from Curtin University, (Business Law and Business Project Management). She has since completed a Graduate Diploma in Financial Planning and holds certifications as a Designated Trading Representative (DTR) and an Accredited Derivatives Adviser (ADA Level 1). Zara collaborates closely with Paul Cooper, who brings 15 years of experience across stockbroking, wealth management and investment banking.
Euroz Hartleys Foundation
Euroz Hartleys are proudly Western Australian focused and we believe we have an obligation to give back to our Western Australian community.