Our dedicated group of qualified Investment Advisers carry expertise that span across the broad range of asset classes available for investment.
We pride ourselves on being the “go to” wealth manager in WA over the long term, that can cater for varying and different ambitions, goals and objectives.
Each person’s circumstances and financial goals, ambitions or requirements are different. Whatever the circumstances of a client we seek to be able to meet their requirements.
We have the specific skills and expertise along with the specialist technical and strategic financial planning capabilities to assist with your needs. This includes delivering wealth management advice and strategy to individuals, wealth accumulators or retirees, superannuation, self managed superannuation Trustees or Directors, family offices and not-for-profit organisations.
A service offering that thrives on excellent client service, delivering results and building and maintaining a strong relationship that endures.
We can utilise a broad range of investment options which include but are not limited to:
- Domestically Listed Shares
- Internationally Listed Shares
- Listed Yield Focused Securities
- Managed Funds
- Exchange Traded Funds (ETFs)
- Direct & Listed Property Investments
- Private Equity
- Cash & Term Deposits
Euroz Hartleys Private Wealth team is designed to meet the necessary demands and requirements of our clients over the long term. This design includes a structure that is transparent and efficient and includes:
- Corporate governance, strategy and oversight,
- a specialised team of Investment Advisers to provide long term strategic wealth management,
- a client focused Adviser Support team, and
- a dedicated Risk and Compliance function.
Euroz Hartleys Private Wealth team employ some 57 Investment Advisers many of who have been with the business for a long period of time. Some of the client relationships within the business have been in place since it’s inception which has been enormously rewarding.
Select a Euroz Hartleys Investment Adviser
Tick a box to match your objectives with one of our Investment Advisers.
StockbrokingEquities advice and execution, ASX listed product, Capital Raisings and Initial Public Offerings
Wealth ManagementMulti asset investment advice, Portfolio management and administration, Strategic advice
Financial PlanningFinancial strategy/planning including Superannuation, Insurance, Estate Planning and Portfolio investment advice
+61 8 9268 2832 | firstname.lastname@example.org
+61 8 9268 2878 | email@example.com
+61 8 9268 2845 | SBarnes@eurozhartleys.com
+61 8 9488 1411 | firstname.lastname@example.org
+61 8 9346 0352 | email@example.com
Michael has been working in the stockbroking industry since 2009. Michael joined Euroz Hartleys following the merger with Blackswan Equities, after beginning his career at accounting firm Grant Thornton. Michael holds a Bachelor of Commerce from Curtin University and a Graduate Diploma of Financial Planning from Kaplan Professional Education. Michael focuses on providing a comprehensive [more]
+61 8 9346 0314 | firstname.lastname@example.org
Brian has over 20 years of experience in stockbroking, investment and superannuation management. Brian holds a Bachelor of Commerce from UWA, and was previously a chartered accountant before moving in to investment management. Brian is a senior member of the Private Client Division and offers a comprehensive wealth management service to high net worth individuals.
+61 8 9346 0328 | email@example.com
Paul completed a Bachelor of Commerce from UWA majoring in Accounting and Finance before commencing in the stockbroking industry in 1999. Paul specialises in providing a comprehensive Wealth Management Service to private investors seeking advice on both their Superannuation and personal investment portfolios.
+61 8 9268 3067 | firstname.lastname@example.org
+61 8 9488 1443 | email@example.com
Jye Bolton joined Euroz Hartleys in 2021 after completing a Bachelor of Commerce, Majoring in Finance at Edith Cowan University. Jye is currently undertaking further study with Kaplan Professional, in order to obtain a Graduate Diploma in Financial Planning.
+61 8 9268 2840 | firstname.lastname@example.org
Nicola has been assisting clients with their investment and superannuation needs for over 28 years and holds the Diploma of Financial Planning and is a Senior Associate of the Financial Services Institute of Australasia. She joined Euroz Hartleys in 1998. She specialises in creating long term wealth for clients by professional management of individually tailored [more]
+61 8 9268 2873 | email@example.com
Brad 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 [more]
+61 8 9488 1476 | firstname.lastname@example.org
+61 8 9268 3065 | email@example.com
Adrian holds a commerce degree with a double major in economics and finance with a sub major in public accounting Adrian has been providing bespoke advise to institutional and retail client for 25 years
+61 8 9268 2874 | firstname.lastname@example.org
+61 8 9268 2847 | email@example.com
Sven 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.
+61 8 9268 2871 | firstname.lastname@example.org
+61 8 9476 3951 | email@example.com
+61 8 9268 2850 | firstname.lastname@example.org
Graduate of RMIT, Melbourne University (Mech. Eng. Hons.) and Curtin University (MBA), Fellow member of FINSIA; joined Hartley Poynton in year 2000 from a technical and management background. Tony is a former engineering executive with extensive international exposure to oil/gas, petrochemical, resource and energy industries. He speaks Chinese and German and is an active Rotarian [more]
+61 8 9268 2833 | email@example.com
+61 8 9488 1452 | firstname.lastname@example.org
+61 8 9346 0316 | email@example.com
Paul 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. Paul holds a Bachelor of Commerce, as well as furthering his education through the Chartered Financial Analyst program and Chinese language studies.
+61 8 9268 3064 | firstname.lastname@example.org
+61 8 9268 2860 | email@example.com
David has been with Euroz Hartleys since 1996, during which time he has built strong relationships with a range of institutional, HNW and private clients in Australia and overseas. During the past 25 years, David has provided his clients with effective and appropriate advice across a range of structures and sectors, having a diverse range [more]
+61 8 9268 2832 | firstname.lastname@example.org
+61 8 9268 2883 | email@example.com
Nick completed a Bachelor of Economics from UWA and also holds a Graduate Diploma in Applied Finance. He commenced stockbroking with Hartley Poynton Ltd 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. [more]
+61 8 9488 1480 | firstname.lastname@example.org
+61 8 9488 1424 | email@example.com
Michael has a background in both the resources sector and as a resources research analyst. Prior to joining Euroz Hartleys, he spent 8 years with BHP as a mining engineer and operations manager. Michael holds a Bachelor of Engineering (Mining) and a Masters of Business Administration (MBA) with a Finance specialisation from UWA.
+61 8 9268 2811 | firstname.lastname@example.org
John has over 30 years of broking experience with Hartley Poynton – Hartleys, serving as Chairman for several years, and now Euroz Hartleys. John formerly worked for State Treasury of WA, with experience in money and bond markets. John specialises in small to mid-cap resources and has an extensive client base of High Net Worth [more]
+61 8 9268 2844 | email@example.com
Ben has over 17 years-experience in financial services. Graduated from University of WA with a Bachelor of Computer and Mathematical Science. Ben commenced with Hartleys in 2004 and continued his studies through FINSIA completing a Graduate Diploma in Applied Finance and Investment and at Curtin University with a Masters of Business Administration. Ben is accredited [more]
+61 8 9268 3057 | firstname.lastname@example.org
+61 8 9488 1444 | email@example.com
Richard’s role involves servicing high net worth investors specialising in mid-cap investment and wealth management, he strives to build close working relationships with clients focused on strategic investment to achieve mutual goals. Prior to joining Euroz Hartleys Richard worked in property and marketing, he holds a Bachelor of Commerce.
+61 8 9268 3025 | firstname.lastname@example.org
James is an experienced investment adviser, who joined Hartleys in 2010. Prior to Hartleys, 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 firsthand the results that can be achieved by working in a [more]
+61 8 9268 2890 | email@example.com
John R Goodlad 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. John provides a full range of Australian-based services – including advice on shares, fixed interest, financial [more]
+61 8 9476 3937 | firstname.lastname@example.org
+61 8 9268 2854 | email@example.com
Kelly has over 20 years’ experience working in stockbroking, and is part of the David Smyth/James Gatti team. 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 [more]
+61 8 9488 1419 | firstname.lastname@example.org
Laurence Grescos joined Euroz Hartleys in 2018 after completing a Bachelor of Commerce, Majoring in Finance at Curtin University. Laurence is currently completing Graduate Diploma in Financial Planning through Kaplan Professional.
+61 8 9268 2842 | email@example.com
For 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 [more]
+61 8 9268 3040 | firstname.lastname@example.org
David has over 20 years’ experience in equity markets. He commenced at Euroz Hartleys in 2009 and is principally focused on identifying high growth micro and small cap investment opportunities.
+61 8 9268 2825 | email@example.com
+61 8 9488 1422 | firstname.lastname@example.org
Ian 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 [more]
+61 8 9268 2848 | email@example.com
+61 8 9268 2812 | firstname.lastname@example.org
+61 8 9268 2892 | email@example.com
Murray has 20 years of experience in financial services and is a senior member of our Private Client division servicing a diverse client base of Institutional Clients, high and ultra-high net worth clients and an array of ASX Listed Company directors. Murray started his career with Euroz Hartleys prior to September 2001 and has guided [more]
+61 8 9346 0371 | firstname.lastname@example.org
+61 8 9268 2895 | email@example.com
Worked over 20 years as a senior Investment Adviser, focusing on the investment and management of tailored individual portfolio’s working with high net worth clients to tailor the investments for long term growth as well as taking the opportunity in shorter term positions when they become available. Gavin previously worked in corporate superannuation and financial [more]
+61 8 9268 2897 | firstname.lastname@example.org
Shane 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, options overlay, managed funds, term deposits and [more]
+61 8 9268 2891 | email@example.com
Marc has worked in financial services for more than 25 years. Prior to returning to Euroz Hartleys, where his stockbroking experience began in the late 90’s, he was State Manager at Bell Potter WA and spent time managing a multi-state commercial insurance sales team.
+61 8 9268 2841 | firstname.lastname@example.org
Sam joined Euroz Hartleys in 2017 after completing a Bachelor of Commerce majoring in Economics and Finance. Sam provides strategic, tailored investment advice for high net worth individuals and families across a range of Wealth Management areas.
+61 8 9268 2857 | email@example.com
+61 8 9346 0324 | firstname.lastname@example.org
Tim has worked in the stockbroking industry for over 25 years and is a senior member of our Private Client Division. Tim 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 a partner at Porter Western [more]
+61 8 9488 1416 | email@example.com
James has been working in the stockbroking industry since 1998. James services high net worth investors and is a senior member of our Private Client Division. He holds a Bachelor of Commerce from Curtin University and a Graduate Diploma in Applied Finance and Investment from FINSIA.
+61 8 9268 2898 | firstname.lastname@example.org
+61 8 9268 2852 | email@example.com
+61 8 9488 1462 | firstname.lastname@example.org
Giles has been in broking since 1991, starting his career as a bond broker in London and spending the last 17 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.
+61 8 9268 2817 | email@example.com
James joined the stockbroking industry in 2016 after graduating from the University of Western Australia with a Bachelor of Commerce majoring in Economics & Finance. James is an accredited ASX Designated Trade Representative (DTR) and currently studying a Master of Science (Minerals & Energy Economics) at Curtin University. James specialises in providing comprehensive advice to [more]
+61 8 9268 2807 | firstname.lastname@example.org
Scott 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
+61 8 9268 2835 | email@example.com
+61 8 9268 2899 | firstname.lastname@example.org
+61 8 9268 2853 | email@example.com
+61 8 9268 2849 | firstname.lastname@example.org
+61 8 9268 2856 | email@example.com
Jamie has been working in the stockbroking and investment bank industry since 1999. He holds a Bachelor of Commerce from Curtin University, a Graduate Diploma in Applied Finance and Investment from FINSIA and is an accredited derivatives adviser. Jamie specialises in providing a comprehensive Wealth Management Service to assist clients achieve their goals and is currently [more]
+61 8 9268 2858 | firstname.lastname@example.org
+61 8 9268 2820 | email@example.com
Mike 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 [more]
+61 8 9268 3059 | firstname.lastname@example.org
+61 8 9268 2810 | email@example.com
Ian 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 Limited and works as an Investment Advisor in the Private Wealth division. Ian specialises in advising high net worth clients in all aspects of [more]
+61 8 9268 2826 | firstname.lastname@example.org
Matthew joined Euroz Hartleys in 2014 on the Private Client Desk and specialises in the small cap / speculative end of the market providing investment advice to retail and high net worth clients. Matthew holds a Bachelor of Laws from Murdoch University and completed his articles at Lavan Legal working in the corporate services team.
+61 8 9268 2889 | email@example.com
+61 8 9268 3051 | firstname.lastname@example.org
Jack joined Euroz Hartleys in 2018 after completing a Bachelor of Commerce at UWA and is currently completing a Graduate Diploma of Financial Planning. Jack’s role involves servicing investors specialising in small to mid-cap investments as well as wealth management. Jack strives to build close working relationships with clients whilst providing strategic advice to evolve [more]
+61 8 9268 3043 | email@example.com
+61 8 9268 3053 | firstname.lastname@example.org
+61 8 9268 2802 | email@example.com
Tom has worked in the Accounting and Finance industry since 2015. Tom specialises in wealth management and investment portfolio advice using his knowledge of superannuation strategies, financial planning and taxation to build wealth. Tom has a Bachelor of Commerce majoring in Accounting and Finance, a Diploma of Financial Planning and is a fully Accredited Derivatives [more]
+61 8 9268 2804 | firstname.lastname@example.org
+61 8 9268 2839 | email@example.com
David is an experienced Senior Investment Adviser who joined the industry in 2000 and who works closely with clients to manage and build their wealth. By having a complete understanding of each clients financial position and goals , David and his team are able to develop and manage a specifically tailored strategy for each client. [more]
+61 8 9268 2865 | firstname.lastname@example.org
Sonya joined 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. Sonya graduated with a Bachelor of Psychology and a Master [more]
+61 8 9488 1417 | email@example.com
Ben completed a Bachelor of Economics from UWA before commencing employment with Macquarie Bank in 2000 where he left for Euroz Hartleys in 2009 as one of their top advisors. Ben is a senior member of our Private Client Division and services high net worth families. Ben holds a Graduate Diploma in Applied Finance and [more]
+61 8 9488 1441 | firstname.lastname@example.org
Ryan has worked in the broking industry for 19 years and is a Senior Private Client Advisor. He commenced at Euroz Hartleys in 2003 and in that time has built a predominantly high net worth private client base.
+61 8 9268 3010 | email@example.com
Melissa has over 18 years’ experience working in both stockbroking and Investment Banking, first starting with Hartleys in 2003. During this time, Melissa travelled to the UK, continuing to work within the industry at Morgan Stanley, within the Global Capital Markets, and also taking some time away to have her two sons. Melissa has now [more]
+61 8 9268 3027 | firstname.lastname@example.org
+61 8 9268 2809 | email@example.com
+61 8 9268 2855 | firstname.lastname@example.org
Dirk has over 25 years experience in financial services and is a senior member of our Private Client Division. Dirk graduated from Edith Cowan University in 1991 with a Bachelor of Business majoring in Banking and Finance, he was awarded the Australian Institute of Bankers Prize at Graduation, then worked as a Credit Analyst at [more]
+61 8 9268 2889 | email@example.com
+61 8 9488 1466 | firstname.lastname@example.org