Our People
The Talent Pool
With over 40 years of business, investment and security experience with individuals and businesses through to large listed enterprises, the Collective Team works with high net worth individuals, families and businesses to provide solutions that support growth plans and succession needs. With our unique blend of business and investment experience, and extensive business and networks, here’s what we bring to the table:
MICHAEL BROWN Michael has an extensive career spanning Banking, Financial Planning and Investment Management with a number of large financial institutions including Lumley Securities, the Commonwealth Bank and Westpac Private Bank. Having worked closely with his clients he maintains strong, long term relationships with a broad array of high net worth individuals. He has a special interest in, and focus on Investment Management, Estate Planning and Sophisticated (or Wholesale) Investors.
His successes with clients have included the first ever NSW Supreme Court directed will, numerous will restructures and the establishment of binding financial agreements. He works closely with both clients and selected lawyers on the construct and preparation of the required documentation.
For many, wealth or money is only important to a level of comfort, and further individual success and financial reward can bring unwanted attention. In these circumstances, privacy is crucial, and discretion/confidentiality is tailored to client’s needs.
Michael is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535, AFSL 357306.
SHARON WALSH For the past eight years Sharon has headed the paraplanning team that prepares all the necessary compliance documentation for clients in line with the regulatory requirements. The most recent changes in compliance and disclosure have seen a significant increase in the documentation for clients. Clearly the unsung hero of the business, Sharon and her team ensure all recommendations made for clients are documented correctly and meet all requirements.
LAWRIE COGSWELL Lawrie is the former Head of Compliance for Westpac Advice and now reviews the work, processes and client recommendations for the Collective Wealth Management. Technically adept and with an eye for detail, it is Lawrie’s role to monitor and review work completed for clients, ensuring all regulatory functions are adhered to and that our Best Interest Duty obligation to clients is always met.
NICK BROWN Nick has completed an undergraduate degree in Security Studies and is currently completing his Masters in Country and International Risk. He also holds a Masters in Financial Planning.
Nick works within the Collective Family Office and has been brought into the Collective Wealth Management arena to evaluate the risk perspectives of the confluence of factors currently facing financial markets. With this in mind, he will become responsible for our relationships with external fund managers as well as review and monitor all managed funds in use with clients, including the consideration for inclusion of new products and removal of existing products to our internal approved product list.