https://www.byroncapital.com.au/board-members daily 0.75 2025-09-18 https://www.byroncapital.com.au/board-members/brett-walker monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758161845610-ODHPS4IANVHQWHZH26IT/Brett.jpg Board Members - Brett Walker - Managing Partner & Principal Adviser Brett has a Diploma of Financial Planning from the Financial Planning Association and holds a Bachelor of Commerce Degree from Griffith University, Queensland. Brett started his career in the Financial Planning Industry in 2000 and specialises in actively managing funds for high-net-worth clients. Brett is the Managing Partner and a Director of Byron Capital Pty Ltd. Brett's Client Service is managed by Robyn Dow. His qualifications include: Bachelor of Commerce (B Comm), Griffith University Diploma of Financial Planning, FPA Authorised Representative No. 253546. https://www.byroncapital.com.au/board-members/david-knott monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/f38af2c4-ec59-409f-8341-7b7fdc992192/David.jpg Board Members - David Knott - Partner & Principal Adviser David is a partner in the Toowoomba Practice, in operation for over 30 years, and is a Director of Byron Capital Pty Ltd. Before joining Byron Capital David was a Private Client Adviser with Ord Minnett. While working as a stockbroker, David was an Accredited Derivatives Adviser (Level 1 & 2) and an ASX licensed Designated Trading Representative. David has over 20 years’ experience in finance and specialises in portfolio construction and management. David’s Academic and professional qualifications are: Bachelor of Commerce (B Com), University of Queensland Graduate Diploma of Applied Finance and Investment Advanced Diploma of Financial Planning Byron Capital Authorised Representative No. 335579 https://www.byroncapital.com.au/board-members/matt-sanson monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758070642159-A541Q2EGAPAF5M7YGDII/Edits-16.jpg Board Members - Matt Sanson - Partner & Principal Adviser Matt became a partner in the Toowoomba Practice on 1st July 2014 after merging his business with Byron Capital. He became a Director of Byron Capital Pty Ltd in August 2017. Matt has over 18 years’ experience in the Financial Services Industry as an Accountant and a Financial Planner and focuses on personal strategies in all aspects of superannuation, retirement planning and wealth creation, as well as personal and business insurance protection. Matt’s Client Service is managed by Cathy Langdon. Matt’s qualifications include: Bachelor of Financial Administration (BFA), UNE Diploma of Financial Planning, FPA Certificate in Finance and Mortgage Broking, Kaplan Authorised Representative No. 234911 https://www.byroncapital.com.au/board-members/shail-gill monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/eb7d58c0-435c-4779-beae-9b0b53f4fd91/Shail.jpg Board Members - Shail Gill - General Manager Shail Gill is the General Manager of Byron Capital, leading the firm’s operations, finance, compliance, people and culture, and strategic delivery. With a background in accounting and management, Shail combines strong financial expertise with a collaborative, people-focused leadership style. She oversees financial planning, reporting, and compliance, while shaping the broader operational and cultural direction of the business. Shail plays a central role in connecting strategy with execution, ensuring Byron Capital consistently delivers for its clients, partners, and stakeholders. Working closely with the Board and leadership team, she drives governance, efficiency, and growth initiatives, while fostering an environment where staff feel valued, accountable, and supported. Her academic and professional qualifications include: Masters of Business Administration and Masters of Professional Accounting with a High Distinction in Accounting and Management Accounting Bachelor of Commerce with a High Distinction in Accounting https://www.byroncapital.com.au/board-members/mac-drysdale monthly 0.5 2025-06-03 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1627283228830-W7TJ7V36ZKIM2KRC35OG/_DSC7034.jpg Board Members - Mac Drysdale - Board Chairman Mac Drysdale, as Chair of our Board, brings many years of board experience having served in that position in both public and private companies for many years. The most notable being as Chairman of the Board at Seymour Whyte Limited for over 10 years and also as Board Chairman for both the Australian Wool Corporation and Country Road. https://www.byroncapital.com.au/financial-advisers daily 0.75 2025-10-10 https://www.byroncapital.com.au/financial-advisers/ben-longergan monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1598492266715-2STXNTKBXCJYRL5D6X37/Byron+Capital%2C+Financial+Advisors%2C+Wealth+Management%2C+Mortgage+Brokers%2C+Medical+Lending%2C+Doctors+Insurance%2C+Investment+Management Financial Advisers - Ben Lonergan - FINANCIAL ADVISER Ben enjoys working with clients from all backgrounds and stages of life. Whether you’re still working hard or you’ve retired from a successful career, Ben specialises in providing tailored advice and innovative investment strategies to suit your unique circumstances and meet your personal ambitions. Through years of experience, he has learned many practical skills to guide you through life’s crucial shifts. No matter your circumstances, Ben can help simplify the most complex situations, helping you achieve financial clarity and peace of mind. Priding himself on providing personalised financial advice with the highest level of honesty and integrity, Ben offers a proactive and collaborative approach to developing long-lasting relationships. Ben works closely with Ashleigh Hoey to make the process as easy as possible for you. Ben and the team are available to discuss your situation anytime. Ben holds the following professional qualifications: Bachelor of Commerce Diploma of Financial Planning, Kaplan Professional Authorised Representative No. 1246209 https://www.byroncapital.com.au/financial-advisers/hugh-wright monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/bebd5092-6ed5-4879-b1fc-06cb45991e88/Hugh.jpg Financial Advisers - Hugh Wright - FINANCIAL ADVISER As a trusted adviser, Hugh provides clients with holistic wealth management advice including strategic superannuation and retirement planning advice, structuring of investments, and asset protection. Hugh's client service is managed by Kristie-Lee Davies. Hugh’s academic and professional qualifications: Bachelor of Commerce (Accounting and Finance), University of Queensland Diploma of Financial Planning, Kaplan Professional Authorised Representative No. 1261925. https://www.byroncapital.com.au/financial-advisers/ed-pullen monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758161571095-5MLF784MJJPOZ7W7IW6I/Ed.jpg Financial Advisers - Ed Pullen - FINANCIAL ADVISER Ed has been a dedicated professional in the financial services sector across the UK and Australia since 2005, fostering successful, long-term relationships with his clients. Ed enjoys taking the time to connect with clients, understand their goals and objectives and then develop innovative and tailored strategies. A significant aspect of his approach involves helping clients remove as many of the financial uncertainties, the ‘unknown unknowns’, from their lives as possible. Outside of work, Ed enjoys spending time with his wife and 2 children, as well as getting outside with the dog. Ed’s Client Service is managed by Ashleigh Hoey. Ed’s academic and professional qualifications: Bachelor of Arts with Honours in Business Economics (2nd Class, Upper Division) University of Exeter (UK) Advanced Diploma of Financial Planning, Kaplan Professional Private Client Investment Advice and Management Certificate – Distinction, The CISI (UK) Investment Management Certificate, The CISI (UK) Authorised Representative No. 1258175 https://www.byroncapital.com.au/financial-advisers/james-drysdale monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/e072a504-c1cc-4726-928e-87d0ce521c3f/James.jpg Financial Advisers - James Drysdale - FINANCIAL ADVISER James applies his technical experience and knowledge to develop optimum strategies and holistic wealth management advice for new and existing clients. He develops and constructs comprehensive medium and long-term wealth accumulation strategies that are tailored, researched and technically accurate, and valuable to our clients. James also uses his knowledge of macroeconomic and market themes in constructing and managing client portfolios. James’ client service is managed by Robyn Dow. James’ academic and professional qualifications: Bachelor of Business Management (Real Estate and Development), University of Queensland Bachelor of Commerce (Accounting), University of Queensland Graduate Diploma of Financial Planning, Kaplan Professional https://www.byroncapital.com.au/financial-advisers/alistair-schech monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1420aeb8-f88a-4abc-aa03-7b22b9b8af47/Edits-22.jpg Financial Advisers - Alistair Schech - FINANCIAL ADVISER Alistair brings a practical approach to financial advice, working closely with clients to understand their unique needs and enhance their financial well-being. His experience in crafting tailored strategies is valued by clients and fellow advisers alike. Based at our Ascot office on Racecourse Road, Alistair is committed to providing strategic guidance to our clients in Brisbane and the surrounding regions. Alistair’s client service is managed by Rachael Curtis. Alistair’s academic and professional qualifications: Bachelor of Business (Finance) Bachelor of Information Technology (Computer Science) Graduate Diploma of Financial Planning, Kaplan Professional https://www.byroncapital.com.au/financial-advisers/peter-mccullough monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/5c61d89e-34b0-40f1-992a-0efcd0e0e54b/Peter.jpg Financial Advisers - Peter McCullough - FINANCIAL ADVISER As a trusted adviser, Peter provides clients with holistic wealth management advice including strategic superannuation and retirement planning advice, structuring of investments, and asset protection. Peter’s client service is managed by Rachael Curtis. Peter’s academic and professional qualifications: Bachelor of Commerce (Finance and Economics), University of Southern Queensland Graduate Diploma of Financial Planning, Kaplan Professional Authorised Representative No. 1233404. https://www.byroncapital.com.au/financial-advisers/ryan-oconnell monthly 0.5 2025-10-10 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/59565cfd-3cad-412c-8d88-38e6100f46e5/Ryan.jpg Financial Advisers - Ryan O’Connell - FINANCIAL ADVISER Ryan has experience in developing optimal wealth accumulation and protection strategies to enhance client positions. He is passionate about cultivating strong relationships with his clients, to foster a comprehensive understanding of their circumstances and needs. Ryan provides holistic wealth management advice, with a primary focus on superannuation and retirement planning, the construction and ongoing management of diversified investment portfolios, and personal and business risk insurance. Ryan’s client service is managed by Cathy Langdon. Ryan’s academic and professional qualifications: Bachelor of Business Management (International Business), University of Queensland Graduate Diploma of Financial Planning, Kaplan Professional Authorised Representative No. 1256573 https://www.byroncapital.com.au/client-services daily 0.75 2025-09-18 https://www.byroncapital.com.au/client-services/kristie-lee-davies monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/b27a4261-7af0-4500-bb09-23cad6e63e5b/Kristie.jpg Client Services - Kristie-Lee Davies - CLIENT SERVICE MANAGER As Client Service Manager to Brett Walker and Hugh Wright, Kristie-Lee takes pride in her client relationships. Kristie-Lee has a well-developed understanding of client values and priorities and provides a high level of service to meet individualised needs. Kristie-Lee brings energy to the team, has a high attention to detail and takes pride in her ability to support the provision of high-quality service to clients. She thrives on delivering the highest level of client service and excellence every day. https://www.byroncapital.com.au/client-services/cathy-langdon monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1598494755467-1LTNAWQYS1ZST6JPY63T/Financial+Adviser%2C+Financial+Advisor%2C+Wealth+Management%2C+Investment+Management%2C+Mortgage+Broker%2C+Doctors+Insurance%2C+Personal+Insurance Client Services - Cathy Langdon - CLIENT SERVICE MANAGER As Client Service Manager to Matt Sanson and Ryan O’Connell, Cathy’s role is to ensure that the individualised needs of clients are met with the highest attention to detail and customer service. Cathy is highly skilled in maintaining and nurturing the relationships of Matt’s clients with open communication channels, and a high level of attention to detail and accuracy. These traits have made Cathy an important and integral part of the team. Cathy’s academic and professional qualifications: Certificate III Accounts Administration Certificate II Retail https://www.byroncapital.com.au/client-services/ashleigh-hoey monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758162397771-J4P4SXT5SOVSG5X34YDV/Ash+Hoey.jpg Client Services - Ashleigh Hoey - CLIENT SERVICE MANAGER As Client Service Manager to Ben Lonergan and Ed Pullen, Ashleigh’s role is to ensure that the individualised needs of Ben and Ed’s clients are met with the highest attention to detail and customer service. Ashleigh is highly skilled in maintaining and nurturing client relationships with open communication channels, and a high level of attention to detail and accuracy. These traits have made Ashleigh an important and integral part of the team. Ashleigh’s academic and professional qualifications are: Bachelor of Creative Industries (Art and Entertainment Management) https://www.byroncapital.com.au/client-services/robyn-dow monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/fca4e1e4-764a-49b5-93c7-60200a7d1e8f/BC-1+Robyn+1-7.jpg Client Services - Robyn Dow - CLIENT SERVICE MANAGER As Client Service Manager to Hugh Wright, Robyn takes pride in her client relationships. Robyn understands client values and priorities and provides a high level of service to meet individualised needs. Robyn has a wealth of knowledge from her experience in personal banking, and with a high attention to detail, takes pride in her ability to support the provision of high-quality service to clients. She thrives on delivering the highest level of client service and excellence every day. https://www.byroncapital.com.au/client-services/rachael-curtis monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/453f7ff0-29ac-4c5a-af4a-b8bdb4a8a7eb/Rachael.jpg Client Services - Rachael Curtis - CLIENT SERVICE MANAGER As Client Service Manager to David Knott and Peter McCullough, Rachael’s role is to ensure that the individualised needs of David and Peter’s clients are met with the highest attention to detail and customer service. Rachael is highly skilled in maintaining and nurturing client relationships with open communication channels, and a high level of attention to detail and accuracy. These traits have made Rachael an important and integral part of the team. https://www.byroncapital.com.au/corporate-services daily 0.75 2025-09-17 https://www.byroncapital.com.au/corporate-services/carlee-mesken monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1598496730097-C36IGFCVR88VAFZ3PQ8K/Financial+Adviser%2C+Financial+Advisor%2C+Wealth+Management%2C+Investment+Management%2C+Mortgage+Broker%2C+Doctors+Insurance%2C+Personal+Insurance Corporate Services - Carlee Mesken - CLIENT LIAISON COORDINATOR Carlee plays a crucial role in the delivery of excellent service to our clients. She is enthusiastic in ensuring business operations are run efficiently and our clients have an exceptional experience. Our clients often praise Carlee’s positive, can-do attitude and high attention to detail. https://www.byroncapital.com.au/corporate-services/josh-whybrow monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/065e2557-6375-46ee-bdaa-3e57c1008434/Edits-12.jpg Corporate Services - Josh Whybrow - ASSOCIATE ADVISER Josh is an expert in applying his technical experience and collaborating with the client facing advisers in developing optimum strategies for new clients and reviewing and enhancing the position of ongoing service clients. Josh develops and constructs comprehensive, quality and compliant strategy and advice documents for advisers that are tailored, researched and technically accurate, and valuable to our clients. He has a passion for developing strategies in investments, superannuation, retirement strategies and how these interact with government benefits such as age pension, disability support pensions, carer payments/ allowances and health care cards. Josh also has an in depth understanding of SMSF’s, trusts and companies. Josh’s academic and professional qualifications: Bachelor of Economics with Honours Advanced Diploma of Financial Planning Financial Planning Association (FPA) - Associate Member https://www.byroncapital.com.au/paraplanning daily 0.75 2026-03-31 https://www.byroncapital.com.au/paraplanning/alistair-schech-6t4ya monthly 0.5 2026-03-31 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/09e340dd-02c4-4847-bca8-7141fc679c2f/Jerry.jpg Paraplanning - Jerry Fawkner - PROVISIONAL FINANCIAL ADVISER Jerry is skilled in applying his technical experience and knowledge when collaborating with Financial Advisers in developing optimal strategies, as well as enhancing client positions. Jerry’s academic and professional qualifications: Bachelor of Business (Financial Planning) https://www.byroncapital.com.au/paraplanning/natalie-stein monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758161947159-3O5UAH48H1CTZG1CEJJJ/Nat.jpg Paraplanning - Natalie Stein - PARAPLANNER Natalie is skilled in applying her technical experience and knowledge when collaborating with Financial Advisers in developing optimal strategies, as well as enhancing client positions. Natalie develops and constructs comprehensive, quality and compliant advice documents for Advisers that are tailored, researched and technically accurate, and valuable to our clients. She has a passion for developing strategies in investments, superannuation, insurance and retirement strategies and takes into consideration how these interact with government benefits such as age pension, disability support pensions, carer payments and allowances, and health care cards. Natalie has an in depth understanding of Risk Insurance covers such as Life, TPD, Trauma and Income Protection policies. Natalie is studying her Graduate Diploma of Financial Planning. https://www.byroncapital.com.au/our-goals daily 0.75 2024-02-28 https://www.byroncapital.com.au/our-goals/excellence monthly 0.5 2021-05-07 https://www.byroncapital.com.au/our-goals/blog-post-client-focussed monthly 0.5 2021-05-07 https://www.byroncapital.com.au/our-goals/innovation monthly 0.5 2021-05-07 https://www.byroncapital.com.au/our-goals/professional monthly 0.5 2021-05-07 https://www.byroncapital.com.au/our-goals/integrity monthly 0.5 2021-05-07 https://www.byroncapital.com.au/mortgage-lending daily 0.75 2025-10-17 https://www.byroncapital.com.au/mortgage-lending/clayton monthly 0.5 2025-10-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/8809ce5c-0c75-4382-9ee0-3f3fea1a8cae/Edits-4.jpg Mortgage Lending - Clayton Christie - LENDING AND FINANCE SPECIALIST Clayton has established a successful career through helping doctors, medical specialists and professionals with their mortgages and commercial loan requirements. Clayton utilises his in-depth knowledge and experience to find you the best loan and deal on the market to suit your specific needs. Not only does this save you time and energy, but it could also save you thousands over the life of your loan. The interest rate is important but should not be the only priority when seeking a suitable solution or lender. Clayton benefits from having strong partnerships with providers and enjoys forming personable, long-term relationships with clients. Borrowing money can often be a daunting experience and Clayton enjoys proactively helping you through each and every step of your journey. Clayton's academic and professional qualifications are: Bachelor of Commerce (BCom Management Accounting), University of Stellenbosch Advanced Graduate Diploma of Applied Finance and Investment Accredited Derivatives Adviser Level 1 and Level 2 Cert IV in Financial Services and Mortgage Broking Commissioner for Declarations https://www.byroncapital.com.au/mortgage-lending/ben3 monthly 0.5 2025-10-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758070183033-16CZ6EOMHC82PH5J1MWL/Edits-8.jpg Mortgage Lending - Ben Dougherty - AGRI LENDING SPECIALIST Ben is an experienced professional with a strong background in agricultural operations and finance. He represents farmers, graziers, and agribusiness professionals to both bank and non-bank lenders, ensuring the right finance for their businesses. His hands-on experience in cattle buying, farm, and feedlot operations has given him a deep understanding of the unique challenges and opportunities within the agricultural sector. Ben has a proven ability to secure customised financial solutions that align with clients’ goals, helping to save time, reduce costs, and enhance long-term sustainability. With strong relationships across financial providers, he offers access to a wide range of lending options designed to address the complexities of agriculture. He is committed to building personable, long-term relationships with clients and ensuring a seamless and supportive borrowing experience. Ben's goal is to help rural clients navigate the financial process with confidence and ease. https://www.byroncapital.com.au/mortgage-lending/laura monthly 0.5 2025-10-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758065045203-1MQ0QVV0G144MEA4HMJ6/Edits-2.jpg Mortgage Lending - Laura Walters - CREDIT ANALYST With over 20 years of experience in the banking and finance industry, Laura brings deep expertise and unwavering commitment to her role as a Credit Analyst supporting the Lending Team at Byron Capital. For the past 15 years, she has specialised in providing tailored mortgage solutions to doctors, medical specialists, and other professionals. Laura’s driving motivation is helping clients turn their goals into reality. Whether it’s the excitement of securing a first home or the fulfilment of building a dream home, she takes pride in being part of each milestone. Working diligently behind the scenes, Laura ensures a smooth and efficient lending experience from application through to settlement. Her support doesn’t end there—she continues to assist clients post-settlement and has a particular passion for the complexities and rewards of construction lending. Laura’s academic and professional qualifications: Certificate IV in Financial Services Diploma of Finance and Mortgage Broking Management Commissioner of Declarations https://www.byroncapital.com.au/investment-management daily 0.75 2025-09-17 https://www.byroncapital.com.au/investment-management/ben-banting monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1758072088623-6ZIOZ2T2L0W8O15Q4J6U/Edits-15.jpg Investment Management - Ben Banting - PORTFOLIO MANAGER Ben commenced his career in 2008 as an early employee of Evans and Partners, ultimately becoming a Partner before joining global investment house Canaccord Genuity in 2021. Throughout his career Ben has worked closely with a variety of clients, from institutions, family offices, and private clients to advise them on their unique investment needs. Having worked closely with Byron Capital since 2009, Ben has joined the team in 2024 in the role of Portfolio Manager to strengthen the Investment Committee’s internal expertise and provide all the Advisers and clients of Byron Capital with additional resources. In this role, Ben engages with a range of external resources including our consultants and brokers, to maximise our client outcomes. https://www.byroncapital.com.au/investment-management/jared monthly 0.5 2025-09-17 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1598496290247-62ULWPDE3QGSI2WVRC3W/Jared_Golding_Portrait.jpg Investment Management - Jared Golding - INVESTMENT SYSTEMS COORDINATOR Jared’s role is to collect data and manage models to assist in investment decisions as well implement individual and large-scale trading. He provides support to the investment team and liaises with external consultants to ensure Byron Capital provides optimal advice and investment outcomes. Jared’s academic and professional qualifications: Bachelor of Engineering (Co-op), Central Queensland University Graduate Diploma in Financial Planning, Central Queensland University https://www.byroncapital.com.au/about-us daily 0.75 2025-09-18 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/355563b7-0f5c-4b6b-baa8-d5df6ce8fe86/About+Byron+Capital+on+About+us+page.jpg https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/743dddf8-3d22-4bce-817e-1bfcf5c7663e/About+us+page-+Our+Services.jpg https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/56e517b9-a6df-49be-b518-9bf70da8cf59/About+us+page-+Client+First.jpg https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1ef3b1b5-1345-4d5e-90c2-e603a2de658f/About+us+page-+relationship+based.jpg https://www.byroncapital.com.au/our-services daily 0.75 2024-02-28 https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606970742859-KCPD60HXNSROGBHPYT2D/friendship-through-the-years-DZKULFE-BLUE.png Our Services https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1607395580926-XT6OTHXWYKUKSAS5BPCG/Strategic-Advice-Financial-Adviser.png Our Services https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606386605601-HAJ4IZ6GGPCXHRLSA0C4/woman-calculating-budget-at-home-RQKHXMB.png Our Services https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606970631153-LDSJKRVVJMNZAR1SUUVX/friendship-through-the-years-DZKULFE.png Our Services - Investment Management Our team of independent specialists in global investment strategies and portfolio management work closely with each client to understand their unique situation and desired outcomes. We simplify the complexities of investment markets and create an investment strategy that is relevant for your circumstances. Byron Capital operates robust and flexible Managed Discretionary Accounts (MDA’s) that enable us to make time sensitive, tactical investment decisions. We are not limited by a corporate product list or any other corporate interests. https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606374511683-S9MAKZDYHXJDILPZ6QD1/Integrity.jpg Our Services Our financial advisers are supported by both a dedicated internal and external investment team. These teams work together to harness global investment solutions for our clients’ portfolios. We also have access to the strategic research and tactical views of seasoned and respected investment professionals, so you can rest assured your assets are in good hands. Our investment committee comprises talented investment professionals who regularly monitor economic and market conditions. These professionals provide rationale, research and commentary for tactical asset allocation recommendations. We utilise these recommendations to shape our investment outlook and design investment portfolios. We respect the trust our clients have in us. Our number one objective is to help you achieve your financial goals. Clients first, that is our promise. https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1607395432316-TBY14YFR6XGJDL5MY99I/senior-planning-investments-financial-adviser.png Our Services - Strategic Advice We partner with some of the most talented specialists in the industry to ensure that we remain ahead of global trends. Our MDA allows us to remain agile, proactively adjusting your portfolio to leverage opportunities in the market that we believe will protect and grow your assets. Our innovative, friendly, and client-focused team has the skills, expertise and tenacity to help you turn your financial goals into a reality. https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606386800392-5M687ZXZXCTT8A4F49YA/business-people-discuss-and-planing-for-the-new-pr-RYNGEW2.png Our Services - We can help you Develop a wealth creation strategy Manage your private portfolio, including direct investments and asset allocation Manage your superannuation, including providing tailored advice on self-managed superannuation funds Manage social security implications, including advice on Centrelink and Aged Care Assist you in managing your estate and succession plan Create a personal insurance plan, including risk assessment and management https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606387215050-7XTO0TG69WTK6A25JFA7/woman-calculating-budget-at-home-RQKHXMB.png Our Services - Personal Insurance No two individuals are the same, and at Byron Capital, we work with this in mind. We understand that clients wish to consider their options when it comes to personal insurance. Our clients are involved in the needs analysis calculations which ensures we have a comprehensive understanding of the cover you require. Our expert team want you to have peace of mind that you have chosen the right cover based on your unique circumstances. https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606387143243-ACR711SJCZA3QFD7QJ76/insurance-agent-at-work-KRDGYN5.png Our Services After gaining a comprehensive understanding of your needs, we can help you anticipate the unexpected, and work on creating a plan to manage it. We partner with some of Australia’s largest life insurance brands to ensure you and your family are cared for during difficult times. We support you through the entire process from start to finish, application to claim. https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606971253525-HWYLONOI5JF7YPWUTDV7/BC-Icon_Life.png Our Services - Life insurance Life insurance can help provide financial security for your family in the event of your death or terminal illness. It can assist in eliminating debt, funding education costs and providing income for your loved ones. https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606389021203-TCNJM7S9RIK4L4OP9CZB/BC-Icon-03.png Our Services - Total and permanent disability (TPD) Total and permanent disability (TPD) https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606389036661-VOKC9JSCC3ELI9KBAKO6/BC-Icon-01.png Our Services - Income protection Income protection offers you an alternative source of income if you are temporarily unable to work due to an illness or injury that has left you partially disabled or totally disabled. 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We simplify the complexities of investment markets and create an investment strategy that is relevant for your circumstances. Byron Capital operates robust and flexible Managed Discretionary Accounts (MDA’s) that enable us to make time sensitive, tactical investment decisions. We are not limited by a corporate product list or any other corporate interests. https://images.squarespace-cdn.com/content/v1/5f0fb6669f90b25b6dff3c83/1606374511683-S9MAKZDYHXJDILPZ6QD1/Integrity.jpg Our Services - Investment Management Our financial advisers are supported by both a dedicated internal and external investment team. These teams work together to harness global investment solutions for our clients’ portfolios. We also have access to the strategic research and tactical views of seasoned and respected investment professionals, so you can rest assured your assets are in good hands. 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