https://www.playfairtan.com/team daily 0.75 2024-03-11 https://www.playfairtan.com/team/andrew-tay monthly 0.5 2024-03-11 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1588300506733-7OVY8EBGRVT9B7OFJGH6/PlayfairTan_People_Andrew_Tay.jpg Team - Andrew Tay - Andrew Tay Investment Manager Andrew joined PlayfairTan in October 2018 as an Investment Analyst. As a dedicated investment resource, Andrew works closely with Darren across all aspects of managing clients’ investment portfolios, formulating optimal strategies with regard to asset allocation, portfolio construction and manager selection. andrew.tay@playfairtan.com +61 2 8239 3393 https://www.playfairtan.com/team/darren-cunneen monthly 0.5 2024-02-28 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1709085397763-JALR8KHGT7BS2V4ERO00/Darren.jpg Team - Darren Cunneen - Darren Cunneen Partner Darren Cunneen joined PlayfairTan in May 2014 as an investment analyst. A dedicated investment resource, he is responsible for optimal asset allocation, macroeconomic research, manager selection and equity analysis. Darren closely monitors clients’ portfolios and continually scans the investment landscape for potential opportunities. His passion for putting investors’ needs first is admirable and respected. darren.cunneen@playfairtan.com +61 2 8239 3396 https://www.playfairtan.com/team/henry-mortlock monthly 0.5 2024-03-11 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1709085118782-NUNA1W36WH7P0FC58FQT/Henry.jpg Team - Henry Mortlock - Henry Mortlock Partner Henry holds a Bachelor of Agricultural Economics from the University of Sydney where he majored in Finance. He is a Certified Financial Planner® professional and a member of the Financial Planning Association of Australia. henry.mortlock@playfairtan.com +61 2 8239 3391 https://www.playfairtan.com/team/renee-souster monthly 0.5 2024-02-27 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1588300622531-6YNVN9TUJPH0CD5UZSS0/PlayfairTan_People_Renee_Souster.jpg Team - Renee Souster - Renee Souster Partner Renee is a highly qualified wealth adviser with over ten years of experience in Australia and overseas. Her career took her from Sydney to the Sunshine Coast and the Middle East, advising private clients from a broad range of backgrounds, experiences and needs. Her expertise in wealth management includes advising on cashflow planning, repatriation management, investment and financial planning. She joined PlayfairTan in 2017 and became a Partner in 2020. Renee started her career in Sydney in institutional banking which gave her a foundation of technical, financial and compliance experience. Renee holds a Bachelor of Business from the University of Technology, Sydney during which time she spent a year studying and working in France. She also holds a Masters in Applied Finance from Macquarie University, a Diploma in Financial Planning and is a Certified Financial Planner®. Renee prides herself on delivering considered and professional advice with a personal touch. renee.souster@playfairtan.com +61 2 8239 3394 https://www.playfairtan.com/team/van-tran monthly 0.5 2024-02-28 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1709085271053-BK3GP7P949ZH3ZQCKJYJ/Van.jpg Team - Van Tran - Van Tran Head of Finance Van joined PlayfairTan in May, 2016 as an Associate. Van’s role with PlayfairTan is twofold. First, as a trained and registered Chartered Accountant, Van has primary responsibility for managing PlayfairTan’s financial affairs. Second, Van is a dedicated operations resource, with critical implementation responsibilities. In particular, Van leads the ongoing implementation of clients’ fund-related investment decisions. Both roles require a meticulous eye and painstaking precision, making Van the right woman for the job. van.tran@playfairtan.com +61 2 8239 3396 https://www.playfairtan.com/team/francis-tan monthly 0.5 2022-06-30 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1588312613488-1YQKV4KYDGNEEJBUB0RS/PlayfairTan_People_Francis_Tan.jpg Team - Francis Tan - Francis Tan Partner Francis has 20 years of experience in giving financial advice to private families. Francis has deep expertise in engaging private clients in their wealth and investment affairs, and in executing their estate and philanthropic wishes. He headed the wealth management practice at Macquarie Private Bank from 2005 until 2011 and over this period taught and mentored a number of private bankers, headed investment research, established an international business and presented at various industry forums. francis.tan@playfairtan.com +61 2 8239 3392 https://www.playfairtan.com/team/matthew-playfair monthly 0.5 2024-02-28 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1709085175808-1YP0C79KNJT3WOWV18VR/Matt.jpg Team - Matthew Playfair - Matthew Playfair Partner Matthew Playfair has been providing client advice since starting his working career as a solicitor in London in 1984. Matthew has an ability to meet, identify, appraise and reassure clients about their private financial affairs. He combines insight, experience, common sense and gentle authority to provide clear direction, avoid pitfalls and plan for eventualities. matthew.playfair@playfairtan.com +61 2 8239 3398 https://www.playfairtan.com/team/victoria-rigopoulos monthly 0.5 2024-03-11 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1591756253372-CRVMNA3B4FR4VIL0DEWM/PlayfairTan_People_Victoria_Rigopoulos.jpg Team - Victoria Rigopoulos - Victoria Rigopoulos Operations Victoria joined PlayfairTan in 2018 as an Intern through the University of Sydney Business School Industry Placement Program. After completing her studies in 2020 she became a full-time member of our team. Victoria completed her Bachelor of Science majoring in Chemistry and Psychology from the University of Sydney before electing to take on a new challenge and completed a Bachelor of Commerce majoring in Banking and Finance. Victoria’s multidisciplinary approach brings a unique perspective to their role. Driven by a deep desire to learn and understand the world around her, Victoria's hard work and diligent attention to detail shine through in her contributions at PlayfairTan. As an integral member of the PlayfairTan team, she remains focused on delivering results, exceeding expectations, and driving operational excellence to contribute to the organisation's ongoing success. Throughout her tenure, Victoria has been instrumental in optimising processes and ensuring operational efficiency within the organisation. Known for her problem-solving prowess, Victoria thrives in navigating challenges and finding innovative solutions to boost team success. victoria.rigopoulos@playfairtan.com +61 2 8239 3322 https://www.playfairtan.com/team/dajana-spiroski monthly 0.5 2024-02-28 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1709085043486-VRKMAL4SDYVYH57R62BI/Dajana.jpg Team - Dajana Spiroski - Dajana Spiroski Operations PlayfairTan welcomed Dajana into the fold as Office Manager in April 2021. In her role, Dajana’s warm and friendly personality makes her the ideal first point of contact for PlayfairTan’s clients. On top of being the welcoming face and voice for the business, Dajana is responsible for the operational and logistical management of PlayfairTan’s office, which she keeps whirring with ease. dajana.spiroski@playfairtan.com +61 2 8239 3395 https://www.playfairtan.com/team/annalise-blackshaw monthly 0.5 2024-02-27 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1624831934829-VODRL6F226LSNN6UNLWM/PlayfairTan_Annalise.jpg Team - Annalise Blackshaw - Annalise Blackshaw Associate Annalise holds a Bachelor’s degree in Property and Sustainable Development from Bond University and later completed a Graduate Diploma in Financial Planning. Annalise joined PlayfairTan’s Wealth Management team in 2021 and has since joined the Financial Adviser’s Register. She is currently pursuing a Master’s Degree in Financial Planning. Prior to transitioning to the finance industry, Annalise worked domestically and in Asia in commercial and corporate real estate, holding roles at JLL and DTZ in Hong Kong. She also has business experience, having owned, operated and sold a café business in Sydney’s CBD. During this time, Annalise recognised her passion for personal finance and investment markets, and so turned her attention to qualifications and a career in financial and investment advice. Known for her client-centric approach, Annalise revels in the opportunity to develop strong relationships with clients, seeking to thoroughly understand each family’s unique objectives and to empower them to make better and more informed decisions about their financial affairs. annalise.blackshaw@playfairtan.com +61 2 8239 3323 https://www.playfairtan.com/team/dominic-fisher monthly 0.5 2024-03-11 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1709084924002-VI9YQPQDQZP8821ACCTI/Dominic.jpg Team - Dominic Fisher - Dominic Fisher Associate Dominic joined PlayfairTan in 2023 as an Associate, having moved to Sydney from his hometown Goulburn in NSW. Dominic worked in Canberra for the two prior years at a boutique financial planning firm. Dominic holds a Bachelor of Economics from the University of Sydney where he majored in Accounting and Agricultural Economics. He is currently completing his study to obtain the Graduate Diploma of Financial Planning. He plans to become an Adviser and have his name added to the Financial Advisers Register in the coming years. Dominic is driven to develop trusting relationships and help clients realise their personal goals. He believes in making the complex simple, streamlining the intricacies of wealth management and emphasising its role in helping create inter-generational wealth. He provides clients with peace of mind, knowing that their families are well-supported by solid financial foundations. dominic.fisher@playfairtan.com +61 2 8239 3324 https://www.playfairtan.com/home daily 1.0 2024-02-28 https://www.playfairtan.com/company daily 0.75 2024-02-28 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/994a50b7-0a88-4773-807c-fbfd5b4d0571/PT.280.jpg Company https://www.playfairtan.com/advice daily 0.75 2024-02-28 https://www.playfairtan.com/people daily 0.75 2024-03-11 https://www.playfairtan.com/contact daily 0.75 2021-06-27 https://images.squarespace-cdn.com/content/v1/5e9f83715915774658499d37/1624832847862-KCCWEGNLBOHSZH3JFP0X/PlayfairTan_Contact.jpeg Contact https://www.playfairtan.com/disclaimer daily 0.75 2020-06-18