HNW practice appoints Adelaide team
HNW practice appoints Adelaide team
A high-net-worth advice group has expanded into South Australia, recruiting a number of senior practitioners from the private banking and stockbroking space to lead its new Adelaide office.
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In a statement, Crestone Wealth Management said it had appointed “an experienced and local team of investment professionals” to bolster its presence in the southern state, where the firm already had a strong client base.
“Our entrance into SA presents dual opportunity. Firstly, for HNW and UHNW individuals based in SA, Crestone can provide access to a broader set of global diversified investment opportunities than may currently be available to them,” Crestone chief executive Michael Chisholm said.
Crestone expands into SA with new team 1 minute read 06 May 2021
Crestone Wealth Management has underpinned its expansion into the South Australian market with the appointment of a new team of investment professionals.
The new team includes five appointments, bringing the firm’s total adviser base to 91 and reflecting “a desire to deliver unparalleled insights and investment solutions to SA business owners, higher net worth individuals and their families”.
“Our entrance into SA presents dual opportunity. Firstly, for HNW and UHNW individuals based in SA, Crestone can provide access to a broader set of global diversified investment opportunities than may currently be available to them,” said chief executive Michael Chisholm.
Prior to Morgans, Purcell was Macquarie’s office head in South Australia where he was responsible for over 100 employees.
Brocklehurst had over 20 years’ experience and joined from NAB Australia where she was previously a senior private client manager.
McBride joined from ANZ Banking Group where he was a private banker, responsible for managing a portfolio of high net worth (HNW) families.
Hamersley joined from Westpac Private Bank SA where he was associate director for the SA Global Investment Service and had over 20 years’ industry experience with HNW clients.
Taylor joined from Westpac Premier where she was a lending area manager and had almost 20 years’ experience.