Private Wealth Team
General Manager Private Wealth & Distribution
Adam is a Senior Executive with over 18 years Financial Services experience. He commenced with Clime as the General Manager of Private Wealth & Distribution in January 2019 with the responsibility to execute on strategy to deliver substantial growth in total assets under management within the Clime Group. Further to this he will also lead & oversee the Private Wealth & Distribution functions of Clime including Private Wealth Advice, Clime Direct, Clime Super (SMSF Administration), external distribution and referral partnerships across the Clime group.
Prior to joining Clime Adam has held positions as General Manager of Yellow Brick Road Wealth Management, Head of BT Private Wealth Financial Planning and Head of Financial Advice & Investments at NAB Private Wealth. Across all those companies Adam’s key responsibility was to oversee all aspects of Private Wealth Services & Distribution of solutions to High Net Worth Clients.
Adam holds a Bachelor Degrees in both Economics, Banking & Finance with a Sub Major in Law. In addition to this he has an Advanced Diploma in Financial Services and is a Certified Financial Planner (CFP) having completed the certification with the Financial Planning Australia (FPA) association.
Ryan Brill BCOMM Honours DFP ADFP CFP®
Private Wealth Adviser (NSW & ACT)
With over 17 years financial services experience including the provision of service to high net worth clients, Ryan is a Private Wealth Adviser for NSW and ACT. Ryan has a bachelors and honours degree, specialising in finance and is also a registered certified financial planner – CFP ®
Ryan’s most recent role, prior to joining Clime, was with BT Private Bank as a private client adviser.
Contact Number: 0455 054 149
Joseph Daguio CA FPS, BBus, DFP AFP®
Private Wealth Adviser (NSW)
Joseph is a qualified Chartered Accountant with a specialist designation in Financial Planning.
He has over 15 years’ experience in wealth and investment management having previously been an Investment Analyst working for both a large multi-national and local boutique fund manager located in London and Sydney.
Prior to joining Clime Joseph was a Financial Adviser for a boutique advisory firm specialising in working with high net worth clients.
Contact Number: 0497 886 602
Sean Cummins B.Bus (Accounting) CFP®
Private Wealth Adviser (VIC & TAS)
Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and has been in advice for 10 years focusing on the provision of advice to high net worth individuals and their families with an open and consultative approach.
Contact Number: 0455 052 236
Fanoula Stathatos B.Bus (Accounting) DFP FCPA (FPS)
Private Wealth Adviser (VIC & SA)
Fanoula Stathatos is a strategic private wealth adviser with over 20 years’ experience in the finance industry. She holds a Bachelors Degree in Accounting, is a fellow of CPA Australia and was designated a Specialist in Financial Planning by CPA Australia. Over the years, Fanoula has held the position of Partner in a leading private wealth firm and worked as a tax adviser in a well-established accounting firm specialising in medical professionals. Fanoula draws on her wealth of experience to formulate and present complex strategies and concepts, providing solutions to clients with sophisticated structures, including SMSFs, SME, Companies and Trusts, whilst also incorporating Estate Planning solutions to provide a holistic offering.
Contact Number: 0455 054 152
Private Wealth Adviser (QLD)
Steven joined Clime as a Private Wealth Adviser in late 2018. He has over 9 years experience in Private Wealth as a Financial Adviser with Macquarie Private Wealth, Morgan Stanley and Shaw and Partners.
Steven has a focus on advice to self-funded retirees, SMSF setup, and Family Office Clients.
Contact Number: 0497 996 606
Ackhim Poon MAppFin BBus(Bkg&Fin, Ec)®
Private Wealth Associate
Ackhim joined Clime as a Private Wealth Associate and has experience working in the Financial Services industry. He holds a Masters Degree in Applied Finance and a Bachelors Degree in Business specialising in Banking & Finance and Economics. Ackhim commenced his career as a Paraplanner providing sound financial, risk and wealth-management services and assisted in developing advice focusing on Superannuation & Wealth structures (including SMSFs), Risk Management, Finance & Lending solutions, Tax planning & Structures, and Estate planning.
Contact Number: (03) 8637 0100
Larry Francis BAppFin, BEc, ADFP ®
Private Wealth Associate
Larry is a Private Wealth Adviser at Clime. He holds a Bachelor of Applied Finance and Economics along with an Advanced Diploma of Financial Planning.
Before joining Clime, Larry held various roles within numerous high performing private wealth boutiques and global professional services firms.
Contact Number: (02) 8917 2137
National Manager – Clime Direct
Simon joined Clime in June 2019 as National Manager of Clime Direct and brings 6 years of experience across Australian and International Equities, Margin Lending and Wealth Management.
Clime Direct is a powerful research and valuation platform underpinned by Clime’s value investing approach. Talk to Simon about Clime Direct’s research capabilities.