Please find below our Advisor Profiles...
Andy Comas
Ashok Desai
Barry Atkinson
Donald Smith
Brian Gow
Chris McGrath
Garry Button
Karl Laufmann
Mark Niutta
Owen Clare
Paul Lambrecht
Rod McMahon
Travis Hansen
Andy has been an investment advisor since 1997 when he joined the industry with Saw James Capel which then became Citigroup Wealth Advisors. Previously, Andy was a geologist with over 10 years experience in successful mining and exploration projects in Australia and overseas.
Andy offers clients the utmost in personal service and a complete financial advisory business based on their own particular investment needs and criteria. Andy has a keen interest in the resources sector, gearing strategies and excels in constructing portfolio's for longer term wealth creation and income.
andy.comas@wa.asandas.com.au
Ph. (08) 6364 9626
Donald has fifty five years experience in the finance and stockbroking industry. After seventeen years in banking, he joined T.A James and Co in 1969 and became a partner a year later.
During the next thirty years, Donald remained with the company through several name changes, a merger and takeovers - Saw James Limited,
Kleinwart Saw James Ltd, Saw James Capel, HSBC Securities, Salomon Smith Barney, and more latterly, Citigroup Wealth Advisors.
He was managing director of Saw James Ltd from 1992 until 2000.
Donald believes in long term relationships with his clients and specialises in building wealth through well structured portfolios and self managed superannuation funds.
Several of his groups of investors are fourth generation clients.
donald.smith@wa.asandas.com.au
Ph. (08) 6364 9631
Brian entered the Financial Services Industry in 1986 as a Financial Planner with National Australia Bank.During the 90s he operated a success family publishing business for 10 years,where he gained substantial overseas business experience.Prior to joining Asandas he was an Investment Advisor with Hartleys.
Brian has a diverse client base ranging from short term traders seeking capital growth through to retirees seeking low risk,high yielding returns.Brian aims to build a longterm relationship with his clients through a comprehensive Portfolio Management Service tailored to the specific needs of individual investors.
brian.gow@wa.asandas.com.au
Ph: (08) 6364 9648
Ashok is an experienced Financial Consultant who has been in both the financial and accounting industries for many years. He advises a number of corporate and retail clients on wealth management advice.
Ashok specialises in providing a “client tailored’ approach by using a careful combination of investment options such as:
Direct shares,
Managed funds,
Term deposits, and
Gearing.
His portfolio management style allows him to help clients achieve their specific personal goals and objectives by managing their investments on a day to day basis to maximize their after tax returns.
Ashok provides investment advice in all areas including:
Ashok is past Chairman for the Institute of Chartered Accountants in Western Australia and has been a Council member since 2002. He is also a member of the Institute’s Financial Planning Special Interest Group. Ashok is currently Treasurer for Convocation, the UWA Graduates Association, and has been a member of the Convocation Council since 2002. He is a past President of the Graduate Management Association, the alumni body of the University of Western Australia’s MBA program. Ashok is also past Treasurer for The Health Consumers’ Council WA Inc and is currently a member of The PLC Parents’ Committee.
ashok.desai@wa.asandas.com.au
Ph. (08) 6364 9640
Barry has almost 50 years experience in the finance and stockbroking industry. This includes a period of time in Europe managing A C Goode & Co’s operation which entailed advising European Fund Managers on Australian equities. On his return to WA, Barry managed A C Goode & Co’s Perth office embracing equity advising, managing an official money market operation, underwriting of IPO’s & property financing.
In 1976 Barry became a member of the Perth Stock Exchange which later became the Australian Stock Exchange. At the same time he became a partner in TA James & Co. Through a series of mergers and acquisitions Barry remained with the same company which then became Saw James Capel, HSBC Securities, Salomon Smith Barney and finally Citigroup Wealth Advisors.
Barry’s high level of integrity and long term relationship with his client base, has allowed him to continue to enhance and upgrade their portfolios with a view to maximising capital growth, dividend income and to provide ongoing management and advice for longer term wealth creation.
barry.atkinson@wa.asandas.com.au
Ph. (08) 6364 9620
Chris has had experience as an Investment Advisor in the industry for the last eight years. His role consists of portfolio management and strategy planning for a broad range of clients including blue chip growth portfolios, self Managed Super funds, sophisticated investors and options traders.
His educational background consists of a Bachelor of Science, a Post Graduate Diploma of Science and a Masters of Business Administration. Chris’s work experience prior to joining the financial services industry includes roles as business management and business advisory roles.
Chris likes to build a long term relationship with clients to fully understand their needs and develop an appropriate strategy that includes strategy development, portfolio construction and blue chip trading. He provides a holistic approach to the clients financial strategy to create and maximize long term wealth.
chris.mcgrath@wa.asandas.com.au
Ph. (08) 6364 9602
Garry likes to obtain full information on clients with a view to creating a long term relationship with them to fully understand their needs and objectives.
His focus is on medium to long term investments being the core component of portfolios, made up from the ASX 200. Short term trading opportunities are taken when and where appropriate. Gary has a particular interest in portfolio management, self managed super funds and gearing strategies for longer term wealth creation.
garry.button@wa.asandas.com.au
Ph. (08) 6364 9605
Karl has over 13 years of experience in the broking industry with the likes of Saw James Capel, HSBC Securities and Citigroup Wealth Advisors. He holds an economics degree and specialises in all aspects of equities, options and fixed interest advice.
karl.laufmann@wa.asandas.com.au
Ph. (08) 6364 9623
Mark started with the Perth Stock Exchange in 1986 where he worked as an operator on the trading floor until 1987. He then joined the stockbroking firm R M Black Morgan until 1988 which eventually became Morgan Stockbroking. After a stint on the oil and gas fields, in 1994 Mark rejoined ABN Amro Morgans as a client advisor.
Mark has a particular interest in medium to long term investment strategies as a core component of an investment portfolio, but also focuses on short term trading opportunities. He specialises in direct equities and derivatives.
mark.niutta@wa.asandas.com.au
Ph. (08) 6364 9608
Owen holds a Bachelor of Commerce degree from the University of Western Australia. He went on to qualify as a Chartered Accountant and has now been an Investment advisor for over 12 years.
Owen specialises in portfolio management, self managed super funds and sophisticated investors with a view to long term wealth creation.
owen.clare@wa.asandas.com.au
Ph. (08) 6364 9629
Paul has over 11 years experience in the financial industry working with Trustee companies and then in broking houses, starting with Saw James Capel which then became Citigroup Wealth Advisors.
He holds a Bachelor of Business degree and a Graduate Diploma in Applied Finance & Investment. Paul is currently a Fellow Member of the Financial Services Institute of Australasia.
paul.lambrecht@wa.asandas.com.au
Ph. (08) 6364 9614
Rod has over ten years of experience in broking, eight of them spent with Smith Barney Citigroup and their predecessor ANZ Stockbroking. He holds a Bachelor of Business from Curtin, a Graduate Diploma in Applied Finance & Investment from the Securities Institute of Australia and has completed the Certified Financial Planner qualification, the highest professional credential available to a financial planner.
Rod’s aim is to make wealth creation simple again by acting as your prime point of contact for all aspects of finance and investment. He combines all of your requirements into one integrated and ongoing service ranging from strategy setting and vehicle selection, right down to individual stock selection and options enhancement. He has a particular interest in financial planning, superannuation, gearing and portfolio performance enhancement through low risk option strategies.
rod.mcmahon@wa.asandas.com.au
Ph. (08) 6364 9611
Travis’ stock broking career began 10 years ago when he joined local Perth firm Saw James Capel before it was taken over by HSBC Securities, and then Citigroup Wealth Advisors. Travis joins Asandas and is once again looking forward to being able to provide quality independent investment advice to a range of mum and dad investors.
Travis’ investment philosophy is simple – maintain independence, the highest level of integrity and accumulate quality blue chip shares forming well balanced portfolios. He also views being WA based , and exposed to the many start up resource and smaller capitalised companies, as being able to provide additional investment opportunities to his diverse client base.
travis.hansen@wa.asandas.com.au
Ph. (08) 6364 9617
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