Achieve goals that matter most to you
We dive deep into understanding what money means to you.
Cameron McAllister
Cameron McAllister
- Certified Financial Planner
- CPA Accountant
- Bachelor of Commerce
Cameron is a director of McAllister Private Wealth having built a career in finance over many years. He is a Certified Financial Planner, qualified CPA Accountant, and holds a Bachelor of Commerce degree. Cameron has worked in the field of finance his entire career, spending time working for US investment banks Morgan Stanley and Chase Manhattan Bank in London, ANZ Investment Bank in Sydney and ANZ Private Bank in Melbourne.
Cameron takes great pride in helping clients understand what is important to them and how best to reach their goals. Cameron gives his clients confidence that the right financial decisions are being made. He is focused on his clients and constantly guides them through the ever-changing finance landscape to help them make smart choices about their money. Cameron has a clear purpose to assist his clients plan for their future and reach financial independence.
Cameron enjoys an active lifestyle and is often found running laps of the Melbourne Tan and riding his bike along the Yarra River trail. Cameron and his wife Caroline have four children, Sophie, William, Emily, and Lucy.
Contact Cameron
[email protected]
0401 577 528
Thelma McNerney
Thelma McNerney
- Bachelor of Commerce
Thelma is our Compliance and Operations Manager. She has a Bachelor of Commerce degree in Financial Planning and Marketing and has been in the industry for over 30 years, bringing a wealth of experience from the superannuation and financial advice sectors.
Thelma cares deeply about giving our clients the best advice possible. She makes sure that our advice is not only compliant with the laws and regulations, but also personalised to suit each client’s unique needs. She’s responsible for creating our company’s policies and procedures and ensuring they’re being followed. She also provides the team with support and training on compliance matters and keeping up with the latest industry trends.
Thelma is a great team player and loves working with our advisers who share her passion for helping our clients achieve their financial goals.
Out of the office, Thelma likes to stay fit and healthy by going to the gym and also loves catching up with her friends and family. Thelma and her spouse Sean have two children, Paris and Patrick.
Contact Thelma
[email protected]
0435 885 700
Sean Hurren
Sean Hurren
- Bachelor Financial Planning
- Diploma of Accounting
Sean Hurren is a Financial Adviser with a degree in Financial Planning and a diploma in Accounting. He started his career in 2011 and has since gained invaluable experience through his roles at Blackrock Investment Management and Pitcher Partners.
His mission goes beyond financial success; it’s about helping his clients realise their financial aspirations. Sean believes in delivering nothing short of high-quality financial advice, and his clients appreciate his unwavering commitment to their financial well-being.
Sean’s approach to financial planning is unique. He partners alongside his clients, working collaboratively to achieve a shared goal of financial independence. He has a keen interest in financial markets and an understanding of fundamental valuations of individual businesses. Sean’s dedication to staying ahead of market trends and developments ensures that his clients receive informed and strategic financial guidance.
Outside the world of finance, Sean maintains an active lifestyle by riding his bike to work daily, and when time permits, he enjoys snowboarding and surfing. At home, Sean is a husband to Sarah and a devoted father to his two children, Smith and Brooks.
Contact Sean
[email protected]
0422 176 955
Rafael Young
Rafael Young
- CPA Accountant
- Master of Applied Finance
Rafael is a Financial Advisor with over a decade of experience at McAllister Private Wealth. He is a qualified CPA Accountant and holds a Master of Applied Finance degree. Rafael’s career has been a progressive journey, starting as a financial analyst and ascending to the role of senior financial analyst before becoming an associate adviser. In 2018, he successfully completed his financial planning exam, officially becoming a financial adviser.
Rafael’s mission is to help clients discover their financial priorities and chart the most effective path to achieve their goals. He navigates his clients through the ever-evolving financial landscape and empowers them to make intelligent and well-informed choices regarding their finances. Ultimately, his goal is to guide clients in planning for their future and attaining financial independence.
Rafael is also part of our investment committee. He plays a key role in researching and reviewing new and existing investments, analysing markets and economies, and applying our investment philosophy to bring together our investment portfolios.
Beyond his career, Rafael embraces an active lifestyle filled with outdoor pursuits, including kite surfing, rock climbing, and more.
Contact Rafael
[email protected]
0422 844 307
James Grindrod
James Grindrod
- Double Degree in Commerce & Administration, Science
- Diploma in Financial Planning
James has been in the industry for 15 years, including 11 years as a dedicated Financial Adviser. James boasts a unique educational background, holding a Double Degree in Commerce & Administration (specialising in Money & Finance and Economics) and Science from Victoria University in Wellington, NZ. He has also completed a Graduate Diploma in Financial Planning from Kaplan.
As a Financial Adviser, James excels at guiding clients through every aspect of their financial journey. His expertise spans diverse areas, including tax structures, superannuation, wealth creation, investment management, asset protection, and succession planning. James has a genuine passion for building meaningful connections. He delves deep into his clients’ lives, understanding not just their financial goals but also their personal achievements, families, hobbies, and interests. James sees his role not just as providing financial advice but as being a life coach and a trusted confidant, ensuring his clients feel secure and supported every step of the way.
Originally hailing from New Zealand, James has called Melbourne home for over 15 years. He is a passionate sports enthusiast, embracing various codes such as AFL, NRL, Rugby Union, NFL, NBA, MLB, and NHL. James cherishes his role with his wife Megan as parents to two energetic boys, Cody and Riley. He prioritises staying active, maintaining his fitness, and promoting overall wellbeing.
Contact James
[email protected]
0478 038 770
Etienne Beaumont
Etienne Beaumont
- Degree Agricultural Economics
Etienne holds the role of Client Service Officer at McAllister Private Wealth. With a Bachelor’s degree in agricultural economics from the University of Melbourne, Etienne brings a unique perspective and expertise to our team.
Etienne has a strong foundation in economics, and a wealth of experience in client service. He is an important part of our team, dedicated to delivering the best service and support to our advisers and clients. Etienne provides investment research support and undertakes investment trades to rebalance clients’ portfolios. He also assists with the onboarding of new clients and supporting advisers with administrative tasks.
Etienne grew up on his family vineyard in regional Victoria. It is there where he developed an interest in wine and winemaking processes. When Etienne isn’t serving our clients and ensuring their financial needs are being met, you’ll find him playing tennis, golf or passionately supporting the Geelong Cats!
Contact Etienne
[email protected]
0466 552 405
Zac Hancock
Zac Hancock
- Bachelor of Business (Financial Planning)
Zac is a Client Service Officer in the early stages of his financial planning journey. He completed his Bachelor of Business majoring in Financial Planning at RMIT. Zac aspires to grow and develop the skills necessary to become an adviser.
Zac is a motivated and friendly person who is driven to provide the best possible support to his colleagues and their clients. Zac’s role is to help advisers prepare documents for client meetings and assist with preparing applications and other advice documents.
Outside of work Zac has a passion for soccer following English Premier League side Chelsea. He also enjoys playing for a local team as a striker.
Contact Zac
[email protected]
0411 686 429
Will McAllister
Will McAllister
- Currently studying Double Degree Commerce and Arts
Will is a Client Service Officer at McAllister Private Wealth. He is currently in his fourth year studying a double degree in Commerce and Arts.
Will is tasked with providing organisational and administrative support to our team of advisers, while also playing a crucial role in assisting with trading support. These tasks include monitoring markets, executing trades as directed by the advisers, and helping to ensure that trading operations run smoothly. Will is a committed team member who works closely with the advisers to ensure the delivery of exceptional client service.
Will enjoys spending quality time with family and friends. Over the summer months, Will loves camping and is a keen 4-wheel driving enthusiast. Over the winter, Will enjoys following the Geelong Cats in the AFL and the Penrith Panthers in the NRL.
Contact Will
[email protected]
03 9975 7201
Jane Sardual
Jane Sardual
- Bachelor of Science in Business Administration
Jane is a Client Service Officer and a valuable member of our team. She completed her Bachelor of Science in Business Administration, majoring in Management Accounting, and brings a wealth of knowledge and expertise to our organisation.
Jane embodies the essence of professionalism and enthusiasm in her work. Her innate friendliness and positive demeanour not only make her a joy to work with but also ensures that she consistently delivers top-notch results.
With three years of hands-on experience in client service administration, including a stint with a prominent financial planning company in Sydney, Jane’s proficiency is undeniable. As a support person for our financial advisers, Jane meticulously handles all necessary details for client meetings, document lodgement and other administrative tasks. Her attention to detail and proactive approach guarantees smooth operations and client satisfaction.
Beyond her professional endeavours, Jane’s personal life is equally enriching. A proud family-oriented individual, she cherishes her Filipino roots and enjoys spending time with her Filipino friends in Melbourne. When she’s not busy at work or socialising, Jane indulges in her love for Korean series and Netflix romcom movies.
Contact Jane
[email protected]
0466 552 405