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.
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