Tony Bates, Adviser
B.Economics, Dip Fin Planning |
tonyb@bluepc.com.au

Tony was appointed a director in 2003. As a joint principal of the firm, Tony specialises in advising high net worth private clients, charitable and trustee organisations. He also has strong specialist knowledge in alternative investments and socially responsible investments. Tony is a member of the Responsible Investment Association Australasia.

Tony has served in senior positions with leading stockbrokers, fund managers, private banks and accounting firms. Tony is one of Sydney’s leading wealth management specialists, having chaired a number of regional conferences and provided wealth management consulting to two of Australia’s top four banks.

 

Todd Karamian, Adviser
MBus in Finance, BBus (Finance), Dip Fin Planning |
toddk@bluepc.com.au

Todd was appointed director in 2005. As a joint principal of the firm, Todd brings strong investment analysis and portfolio management skills to the team, having previously worked as a research analyst, broker and asset consultant to various large and boutique organisations.
Todd specialises in advising high net worth clients and Superannuation funds in the areas of fixed interest, equities and alternative assets.

 

Robert Lynden-Bell, Client Services Manager
LLB, Dip Fin Planning |
robertl@bluepc.com.au

Robert heads up Bluepoint Consulting's Client Services division and is responsible for the quality and compliance of our client service and administration. Robert previously enjoyed a long and successful career in corporate accounting, holding senior positions in multinational companies before making the change to financial planning.

 

Paola Ferragina
paolaf@bluepc.com.au

Paola heads up Bluepoint Consulting’s client administration division and is responsible for client related administration. Paola previously enjoyed a successful career with leading financial services companies including Commonwealth Bank and Perpetual Trustees.


 

 

 

Bluepc.com.au © 2001. Privacy Statement & Conditions of Use.