Partner

Richard is a highly respected financial adviser specialising in advising ultra-high-net-worth families. Known for his trustworthiness, deep technical expertise and insightful approach, Richard provides comprehensive guidance which includes family governance advisory and aligning each family’s unique goals with tailored investment solutions.

Richard’s approach to wealth management is about fostering trust, preserving legacy, and building resilience for the future – qualities that define the enduring relationships he builds with his clients.

Richard maintains a number of family board and investment committee roles amongst his clients, which often include multi-generational family members.

• SPECIALIST AREAS
• Intergenerational Wealth Planning
• Tailored portfolio construction and investment management
• Superannuation and Investment strategy
• Industry leaders and family groups

Contact Richard
richard@belay.com.au   |   0426 499 085

Partner

Sid is as passionate today about learning as he was when he began working in the industry more than decade ago. His commitment to continuing professional development has enabled him to remain at the leading edge of development and change in the financial and business landscape. It is this constantly evolving awareness and knowledge base that makes Sid invaluable both as a Director and as a consultant.

Throughout his career Sid has had many successes including: assisting one client to grow from $450k turnover to over $60million and move to expand across three global markets; providing invaluable advise for three high net wealth individuals with an investment base of over $75million; and persevering over three years to successful claim R&D for a client for an amount of over $400k.

Contact Sid
sid@belay.com.au   |   0426 466 582

Partner

Having been in the accounting services industry for over 15 years, Sarah prides herself on her ability to offer a modern and holistic approach to a diverse range of challenges. Having identified significant weaknesses in the industry, she has developed an innate ability to cut through the noise and personalise the accounting process for her partners.

• SPECIALIST AREAS
•  External CFO role focusing on financial board reporting and modelling
•  SME (Small & Medium Enterprises) Businesses advice and assistance
•  Building & Construction
•  Manufacturing & Distribution
•  Fashion & Retail
•  Property & Development
•  Public Relations & Recruitment Agencies

Contact Sarah
sarah@belay.com.au   |   0414 710 432

Partner

Aleks is a trusted adviser to a range of ultra-high net worth family groups, providing considered insights and advice on all elements of their balance sheet and investment strategy. Aleks applies a dynamic approach to his advice and services, which aligns with an entrepreneurial client network and their aspirational objectives. Aleks has developed a strong reputation for his focus on relationships and acting as a partner alongside his clients to support their ongoing financial needs.

• SPECIALIST AREAS
• Balance sheet advisory
• Investment due diligence
• Portfolio construction
• Direct investment and asset management
• Family offices and Ultra High Net Worth families

Contact Aleks
aleks@belay.com.au   |   0419 722 357

Team and Operations Manager

Contact Jamie
jamie@belay.com.au

Senior Associate

Contact Hugo
hugo@belay.com.au

Junior Associate

Contact Olivia
olivia@belay.com.au

Investment Analyst

Contact Josh
josh@belay.com.au

Associate

Contact Lauren
lauren@belay.com.au

Associate

Contact Sarah
srutherford@belay.com.au

Junior Associate

Contact Ethan
ethan@belay.com.au

Adviser

As a Financial Adviser, Pascal specialises in helping families and business owners make informed financial decisions with confidence. Pascal’s role extends beyond investments to working closely with clients to simplify complexity, bring clarity to important decisions and develop tailored strategies that help them build, manage and preserve wealth over the long term.

Pascal is passionate about helping clients gain control of their financial future and providing the confidence that comes from knowing they have a clear plan in place.

Whether the objective is growing wealth, preparing for retirement, managing a family office, navigating business succession, or transferring wealth to the next generation, Pascal takes the time to understand each client’s unique circumstances, goals and concerns before developing practical solutions that are aligned to what matters most.

• SPECIALIST AREAS
• Investment management and portfolio construction
• Superannuation and SMSF strategies
• Tax-effective wealth structuring
• Estate planning and intergenerational wealth transfer
• High-net-worth and family office advice
• Family trusts and private company structures
• Business succession planning

Contact Pascal
pascal@belay.com.au | 0413 935 226

Senior Bookkeeper

Contact Katelyne
katelyne@belay.com.au

Operations Manager

Contact Claudia
claudia@belay.com.au

Accountant

Contact Nikki
nikki@belay.com.au

Client Service Officer

Contact Mai
mai@belay.com.au

Business Services Analyst

Contact Priscila
priscila@belay.com.au

Tax Director

Eddie has over 20 years of professional accounting and tax experience with a strong focus in services ultra high net wealth family groups and associated small to medium enterprises.

Eddie’s tax expertise is balanced with commercial practicality and is underpinned by long-term thinking, measured approach and with technical depth.

• SPECIALIST AREAS
• Personal and business taxation
• Wealth and tax structuring and management
• Trusts accounting including family and hybrid vehicles
• Business and tax advisory
• Complex tax transactions including small business CGT concessions, cross-border transactions, and tax consolidations
• Succession and retirement planning including SMSF and Estates
• ATO technical review and audits

Contact Eddie
eddie@belay.com.au | 0411 768 863

Client Manager

Contact Raveena
raveena@belay.com.au

Accountant

Contact Jocie
jocie@belay.com.au

Investment Partner

Gerard Minack has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.

Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist, and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.

Gerard founded Minack Advisors in 2013. It provides fundamentally-based research on financial markets for institutional investors, hedge funds, family offices and sovereign wealth funds around the world.

Investment Partner

Bryce Mitchelson is an experienced property and investment executive with more than 20 years’ experience across listed and unlisted property funds management, property investment, development and valuation.

Bryce joined Arena in 2009 and went on to serve as Managing Director of Arena REIT, helping lead the business through a significant period of growth and development as an ASX-listed real estate investment trust. Prior to Arena, he held funds management roles with Centro Properties Group and Heine Management Limited.

Investment Partner

Giselle, who joined Belay Advisory in July 2020, has been in investment markets for over 30 years, is a regular contributor to the Australian Financial Review and a participant in investment forums. With degrees in Geology and Economics it was inevitable that a young Giselle would start reviewing mining stocks. She quickly moved to industrial companies and has specialised in consumer stocks for most of her 20 years with Merrill Lynch and Citigroup.

An interest in other asset classes and a desire to connect directly with investor groups led her to the role of Chief Investment Officer at JBWere in 2008. This was followed by a similar position at Escala Partners.Giselle left Escala in late 2019 to consult to a small range of investment groups and related organisations. Now she is bringing her extensive experience to Belay, providing you with access to extensive industry knowledge, and helping you to better achieve your financial goals.