OUR STORY | Principal Partners

PRINCIPAL

PARTNERS

genuine advantage

Principal Partners is a leading asset manager focused on traditional strategies blended with specialised property investments.

With a 40 year history of delivering asset management solutions and earning the trust of our clients, we are committed to providing a complete and balanced financial solution that looks to maximise returns and minimise risk.

Our three Principals bring a combined service of 80+ years across the investment industry and provide experience and expertise for effective investing. Specialising in sophisticated, yet uncomplicated advice our clients trust us because we deliver unrivalled service and results.

privately owned

Privately owned and free to choose the right financial solution for you

proven results

Consistent high yielding results that match client's needs

dependable

Accomplished and knowledgeable long standing team

TRANSPARENT

Genuine and transparent advice built on understanding and trust

OUR TEAM

The Principal Partners team is led by three directors, bringing extensive and diverse experience and insights to the firm.

Our management team has an average tenure of 20 years and is supported by a highly competent and technical support team.

We know the industry and understand the importance of evolving with it to provide only the best services and results. At Principal Partners, you can be confident you have an experienced team working on your behalf.

john

brady

John is the Managing Director of Principal Partners and transitioned the business from partnering with some of Australia's largest accounting firms to individually operating in 2012 as Principal Partners.

He has been an adviser and manager in the financial services industry for 40 years, acting as a partner, director and shareholder for both his own practice and as part of a joint venture at one of Australia's top 5 accounting firms - BDO Wealth Management. Following a management buy-out, John established Principal Partners with fellow Directors Matt & Brad.

John oversees the ongoing development of the business service offering and has been instrumental in the expansion of the business into its property related portfolio offerings. The business' evolution across the past 40 years has been founded from relationships which John sees as central to the business' longevity.

matt

morley

Matt is a Director, Shareholder, and founding member of Principal Partners and in conjunction with John, leads the Specialised Property Investment Team.

In a career spanning nearly 30 years, Matt has held a number of senior positions within the financial services sector with some of Australia's major listed financial services companies prior to joining John in 2003.

Over the past 10 years, Matt's day to day focus is on the marriage of Principal Partners client's capital reserves with quality property developments, whilst maintaining appropriate governance measures.

When not working Matt is happiest entertaining family and friends at home or watching his beloved Magpies at the MCG.

brad akkerman

Brad is both a Director, Shareholder and founding member of Principal Partners. He is the Chief Operating Officer of Financial Planning & Advice and acts as co-head of the Investment Committee.

With over 17 years' experience within the financial services industry, specifically wealth management and financial services divisions, Brad has extensive knowledge and expertise in investment strategies, superannuation structuring, wealth creation, pre & post-retirement planning, and inter-generational wealth transfer. He works closely with some of Melbourne's wealthiest families in managing their private wealth. Brad is relationship-driven, with a focus on trust and communication.

Outside of the office, Brad can be found running around Stonnington and the Mornington Peninsula chasing after his three children.

the team

arthur cayton

client services manager

eRIKA YARNALL
SENIOR ACCOUNTANT

debbie shanley

senior accountant

david kinvig

senior paraplanner

asHLEY KAUFMANN
prOPERTY aNALYST

rochele de torres

accounts officer

emmerson salac
paraplanner

DILLANIA EDMONDS
ADMINISTRATION AND MARKETING

Maida warry
practice MANAGer

THOMAS SMITH
ADVISOR

PARTNERSHIPS

We engage and collaborate with a number of industry leaders to create and facilitate only the best investment opportunities and services to our clients.