Team
Shane Bransby - Executive Director Chesterfields Finacial Services
Shane is the founder and Executive Director of Chesterfields Financial Services who has over 15 years in Portfolio Management.
10 years ago Shane identified a gap in the financial advisory market where by clients were looking for more transparency , a fee model they could understand; fee for service, direct ownership and liquidity in their investments and a company that actively manages portfolios. With these beliefs Chesterfields has developed its culture which has now helped it to grow to over 150 million in assets under management.
Shane has continued and is presently involved via a substantial shareholding in Equities and Freeholds (EQF); a diversified Financial Services Company listed on the Australian Securities Exchange (ASX). Shane has been instrumental in the planning and vision of EQF’s push into Asia via its 100% owned subsidiary EQF Asia. EQF Asia’s mandate is to make investments in financial advisory and funds management businesses in the Asian region. EQF Asia seeks to provide a means for disparate advisory and or manufacturing businesses to gain scale and share in these valuation improvements through a joint ownership structure.
As part of Shane’s broader role within EQF he also sits on the board of Armytage Asset Management an alternative product and portfolio management solution for international clients. AAM also manages a number of traditional investment funds which are available through various offshore regulated platforms.
Mark Triggs - Senior Financial Adviser Adv Dip FS(FP)
Mark is Chesterfields’ most senior adviser. Mark has over 20 years experience in banking and financial services, and specialises in providing his individual, business and corporate clients, with the very best advice around wealth management, advanced strategies and SMSF's.
Sam Gray - Financial Adviser BCom , BSc(info sys), Dip FS(FP), Grad Dip App Fin (FP)
With a strong educational background and a core motivation for helping people in their quest to get closer to their financial goals, Sam brings a considerable amount of passion and drive to his role as a financial adviser.
Sam specialises in giving advice to individuals in the areas of wealth management, personal risk management and superannuation.
Campbell McComb - Investment Manager
Campbell has developed his extensive investment management and research skills over the past 15 years, working both in Australia and the United Kingdom.
Campbell started his career with a smaller companies focus at Providence Funds Management Ltd. He then gained international experience as an investment manager in the asset management division of Greig Middleton Ltd, now a subsidiary of Barclays Plc.
Campbell is currently Investment Director and CEO at Armytage Private Limited. In this role he has been instrumental in building the business from foundation to where it is today, managing over $200m. He is also a Director of a number of the Armytage Private subsidiary companies as well as being a founding Director of Incito Group Ltd.
Campbell’s achievements in the funds management industry were further highlighted in the recent publication of ‘Young Guns on the Sharemarket’, a book on Australia’s “emerging stars” in the Funds Management sector.
Campbell’s expertise spans retail and wholesale funds management, securities operations, corporate restructuring, corporate governance and risk management.
Tom Almond - Compliance and Technical services manager BEc, Adv Dip FP, AFP
Affiliations and Memberships - FPA Financial Planning Association, SPAA Self-Managed Superannuation Fund Professionals Association of Australia.
With over 12 years experience within the financial services industry, Tom brings significant professional knowledge as well as an intimate understanding of the challenges facing the industry. As part of leading advice networks, Tom has been employed in senior positions within some of Australia’s largest Financial Planning and Funds Management firms.
Within these networks Tom has played key roles chairing several investment committees and managing technical teams for dealer groups.Tom's skill set and expertise extends to presenting to accountants and lawyers on Self Managed Superannuation Fund issues and legislative updates. He is a member of various investment committees and has provided investment advice to many government employees with regard to defined benefit funds (State Super / ESSSuper). Tom has also provided superannuation and estate planning advice to professionals considering retiring or selling their business and is a consultant to various sporting bodies.Tom is currently the Chief Operations Officer at Equities & Freeholds. In this role he is primarily responsible to oversee the everyday operations and functions of the company and its subsidiary businesses. He is instrumental in monitoring and resolving issues regarding various aspects of the company's operations.
Shenae Crompton - Client services officer BBus
Shenae joined our team in May of 2010, after completion of her Bachelor of Business degree with Edith Cowan University. She has had hands on management experience and a strong background in dealing with client relations. Shenae is Chesterfields Client Services Officer who's key role includes portfolio administration and liaising with both clients and external fund managers.
Amanda Larsen - Paraplanner
Amanda has been in the financial planning industry for 7 years with her career beginning at South West Financial Management in Bunbury as a personal assistant, office manager and paraplanner. In 2006, she moved to Perth to work at The Wealth Designers (formally also part of Integro Private Financial Consulting). Amanda took care of administration, client service, paraplanning and in 2009 completed her Diploma in Financial Planning (DFP - RG164 Compliant).
In November 2011 she commenced her role at Chesterfields Financial Services as a paraplanner. Her next goals are to complete the Advanced Diploma in Financial Planning and a SMSF accreditation.
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