Select a Euroz Hartleys Investment Adviser

Tick a box to match your objectives with one of our Investment Advisers.


Wealth Management

Financial Planning


Jessica Atkinson, Dealers Assistant
+61 8 9268 2832 |

Helen Bamber, Dealers Assistant
+61 8 9268 2878 |

Sienna Barnes, Dealers Assistant
+61 8 9268 2845 |

Michael Bartley, Private Wealth Adviser
+61 8 9346 0352 |

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]

Olivia Barton, Dealers Assistant
+61 8 9488 1411 |

Brian Bates, Private Wealth Adviser
+61 8 9346 0314 |

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.

Tama Beaton, Junior Dealers Assistant
+61 8 9268 2811 |

Paul Berson, Private Wealth Adviser
+61 8 9346 0328 |

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.  

Rhian Blackley, Compliance Officer
+61 8 9268 3067 |

Jye Bolton, Associate Adviser
+61 8 9488 1443 |

Jye Bolton joined Euroz Hartleys in 2021 after completing a Bachelor of Commerce, Majoring in Finance at Edith Cowan University. He has since completed a Graduate Diploma in Financial Planning at Kaplan Professional. Jye has previously worked in a variety of industries, including property, marketing and finance. Jye’s focus is to build close working relationships, [more]

Brad Booth, Investment Adviser
+61 8 9268 2873 |

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]

Julie Boyer, Junior Paraplanner
+61 8 9268 2871 |

Amanda Boyce, Head of Advice
+61 8 9488 1487 |

Over an 18-year career in financial markets and wealth management, Amanda has taken on senior leadership roles in Advice, Institutional Wealth and Strategic Projects, giving her the breadth of experience and insight to focus on shaping the advice strategy as Head of Advice at Euroz Hartleys. Amanda began her career with Goldman Sachs JBWere, where she was appointed [more]

Tim Bousfield, Paraplanner
+61 8 9268 2827 |

Michael Boyatzis, Associate Adviser
+61 8 9488 1476 |

Michael Boyatzis joined Euroz Hartleys in 2020 after completing a Bachelor of Commerce, Majoring in Finance and Economics at the University of Western Australia. Michael is currently completing Graduate Diploma in Financial Planning through Kaplan Professional Education.

Adrian Brant, Investment Adviser
+61 8 9268 3065 |

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

Nathan Bray, Investment Adviser
+61 8 9268 2874 |

Sven Burrell, Investment Adviser
+61 8 9268 2847 |

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.

Nicola Butler, Dealers Assistant
+61 8 9268 2871 |

Donna Caird, Associate Director & Head of Risk
+61 8 9476 3951 |

Reagan Carr, Dealers Assistant
+61 8 9268 2846 |

Reagan joined Euroz Hartleys in 2017 where she gained experience on the private client desk. Reagan joined the Institutional division in 2019. She provides assistance to Institutional clients in facilitating roadshows as well as assisting the Institutional Sales team and their high net worth clients with all administrative tasks.

Alisha Clemente, Dealers Assistant
+61 8 9268 2833 |

Jessica Cooper, Senior Dealers Assistant
+61 8 9488 1452 |

Paul Cooper, Private Wealth Adviser
+61 8 9346 0316 |

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.

Tim Cottee, Investment Adviser
+61 8 9268 3064 |

David Cross, Investment Adviser
+61 8 9268 2860 |

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]

Nick Denny, Dealers Assistant
+61 8 9268 2850 |

Nicholas Draper, Investment Adviser
+61 8 9268 2883 |

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]

Zara Edgar, Associate Adviser
+61 8 9488 1480 |

Zara commenced employment as a Dealers Assistant at Euroz Hartleys Ltd in 2021 with a Bachelor of Business Administration from Curtin University, Majoring in Business Law. Zara holds her accreditation as a Designated Trading Representative (DTR) and is furthering her studies with a Graduate Diploma in Financial Planning. Zara commenced working as an Associate Adviser [more]

Ben Fleay, Private Wealth Adviser
+61 8 9268 2844 |

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]

Rachel Foy, Dealers Assistant
+61 8 9268 3057 |

Richard Gardner, Private Wealth Adviser
+61 8 9488 1444 |

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.

James Gatti, Investment Adviser
+61 8 9268 3025 |

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]

John Goodlad, Investment Adviser
+61 8 9268 2890 |

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]

Rebecca Gordon, Senior Compliance Officer
+61 8 9476 3937 |

Kelly Gostt, Dealers Assistant
+61 8 9268 2854 |

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]

Laurence Grescos, Associate Adviser
+61 8 9488 1419 |

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.  

Andrew Gribble, Investment Adviser
+61 8 9268 2842 |

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]

Tia Hall, Dealers Assistant
+61 8 9268 2825 |

Robbie Hanrahan Smith, Associate Adviser
+61 8 9488 1436 |

Robbie commenced employment at Euroz Hartleys in early 2018 as an Institutional Sales Trader. Robbie is a Designated Trading Representative, holds a Bachelor of Commerce from UWA Majoring in Business Law and Marketing and is currently completing post-graduate studies in Finance. Robbie commenced working as an Associate Adviser in the Private Wealth division early 2022.

Ian Harrison, Private Wealth Adviser
+61 8 9488 1422 |

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]

Kirsty Hopson, Trainee Dealers Assistant
+61 8 9268 2812 |

Tyler Hurley, Senior Financial Planner
+61 8 9488 1424 |

Tyler is a Senior Financial Planner who has been in the wealth management industry since 2014, with experience in providing goals based strategic and investment advice to high net worth families and structures. Tyler is a Certified Financial Planning (CFP®) professional and completed a Bachelor of Business, majoring in financial planning at RMIT.

Murray Jacob, Investment Adviser
+61 8 9268 2892 |

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]

Russell Kane, Private Wealth Director
+61 8 9488 1426 |

Russell commenced his Stockbroking career with Hartley Poynton in 1994 in the Trust Division and by the year 2000 Russell had earned a position on the Executive Council.  In early 2001 Russell was invited to join the newly formed Euroz Limited. In 2004 Russell was appointed as an Associate Director and in 2006 appointed as an [more]

Karen Kernaghan, Head of Adviser Support & Associate Director
+61 8 9346 0371 |

Jess Langer, Associate Adviser
+61 8 9268 3073 |

Jess joined the Euroz Hartleys Wealth team as an Associate Adviser in October 2023, transitioning from our inaugural 2023 Graduate Program. 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 [more]

Gavin Lehmann, Investment Adviser
+61 8 9268 2895 |

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]

Shane Lehmann, Investment Adviser
+61 8 9268 2897 |

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]

Ryan Li, Private Wealth Adviser
+61 8 9488 1463 |

Ryan is a highly technical wealth management professional who has been in the industry since 2015. He has worked within many well-known institutions including banks, investment banks and boutique private wealth firms.  Ryan is a Chartered Financial Analyst® or CFA® Charterholder and has a Master of Science majoring in Actuarial Science as well as a Bachelor of [more]

Marc Lincoln, Head of Private Wealth
+61 8 9268 2891 |

Marc 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 [more]

Steven Loxley, Investment Adviser
+61 8 9268 2857 |

Steven has been working as a stockbroker for nearly 20 years,  starting at DJ Carmichael before moving to Euroz Hartleys in 2008.  Prior to that, he worked as a senior journalist with The  West Australian, including a stint as Business Editor, and The Australian Financial Review.  Steven provides a range of specialised investment advice to [more]

Amanda Lynam, Dealers Assistant
+61 8 9488 1410 |

Tim Lyons, Investment Adviser
+61 8 9346 0324 |

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]

Jamie Mackie, Private Wealth Adviser
+61 8 9488 1416 |

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.

Andrew Macnaughtan, Investment Adviser
+61 8 9268 2898 |

Chris May, Compliance Manager
+61 8 9268 2852 |

Giles McCaw, Private Wealth Adviser
+61 8 9488 1462 |

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.  

Scott Metcalf, Investment Adviser
+61 8 9268 2807 |

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

David Michael, Investment Adviser
+61 8 9268 2835 |

Jess Mirchef, Dealers Assistant
+61 8 9268 2899 |

Sandra Mirco, Investment Adviser
+61 8 9268 2853 |

Sandra has been involved in the financial planning industry for over 25 years. She joined Euroz Hartleys in 2003 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.  Sandra [more]

Heather Moffitt, Compliance Officer
+61 8 9268 2849 |

Jamie Moullin, Investment Adviser
+61 8 9268 2856 |

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]

Chris Munro, Investment Adviser
+61 8 9268 2858 |

Michael Munro, Investment Adviser
+61 8 9268 2820 |

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]

Lucas Ntoumenopoulos, Associate Adviser
+61 8 9268 3059 |

Ian Parker, Investment Adviser
+61 8 9268 2810 |

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 Hartleys Group Limited and works as an Investment Adviser in the Private Wealth division. Ian specialises in advising high net worth clients in all aspects [more]

Matthew Parker, Investment Adviser
+61 8 9268 2826 |

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.

Sam Parker, Dealers Assistant
+61 8 9268 2848 |

Dawn Partridge, Financial Planner
+61 9488 1405 |

Dawn is a highly skilled FASEA 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. Dawn holds a Bachelor of Business, Majoring in Finance and completed a Master of Financial Planning with Kaplan [more]

Madelaine Pollard, Dealers Assistant
+61 8 9268 2889 |

Madi 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.

Jack Prendiville, Associate Adviser
+61 8 9268 3051 |

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]

Heath Ryan, Investment Adviser
+61 8 9268 3053 |

Tom Shackles, Associate Adviser
+61 8 9268 2802 |

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]

Shauni Simpson, Manager - Dealers Assistants
+61 8 9268 2804 |

Laura Smillie, Senior Paraplanner
+61 8 9488 1488 |

David Smyth, Investment Adviser
+61 8 9268 2839 |

David Smyth grew up in a close knit farming family in York, and being part of the agricultural sector has long been an important part of his life. After going away to boarding school at Scotch College and the completing a Bachelor of Business degree David went on to jointly own and run a seed [more]

Sonya Soudure, Private Wealth Adviser
+61 8 9268 2865 |

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]

Ben Statham, Private Wealth Adviser
+61 8 9488 1417 |

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 Adviser  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]

Oliver Stevens, Investment Specialist
+61 8 9268 3040 |

Oliver 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. Oliver holds a Bachelor of Economics from Curtin University and an Master [more]

Ryan Stewart, Investment Adviser
+61 8 9488 1441 |

Ryan has worked in the broking industry for 19 years and is a Senior Private Client Adviser. He commenced at Euroz Hartleys in 2003 and in that time has built a predominantly high net worth private client base.

Melissa Street, Administrative Assistant
+61 8 9268 3010 |

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]

Hudson Swick, Junior Paraplanner
+61 8 9488 1494 |

Lauren Tarry, Junior Paraplanner
+61 8 9268 3027 |

Laviana Tirtajaya, Client Services Administrator
+61 8 9268 2818 |

Amanda Tomlins, Dealers Assistant
+61 8 9268 2809 |

Dirk Vanderstruyf, Investment Adviser
+61 8 9268 2855 |

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]

Tanya White, Administrative Assistant
+61 8 9488 1466 |

Mitch Yeo, Dealers Assistant
+61 8 9268 2830 |

Simon Yeo, Private Wealth Director
+61 8 9488 1404 |

Simon has worked in the financial services industry since 1993. In November 2000 he established the Private Client division of Euroz Hartleys Securities Limited before moving to a specialised role within our Institutional Sales division in 2013. Simon recently moved back to the Private Client division in 2022. Simon was formerly an Executive Director of [more]