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
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
Michael Eagar
Michael Eagar
- Bachelor of Commerce
- Master of Financial Planning
Michael is a Senior Financial Adviser with more than a decade of experience helping individuals and families navigate important financial decisions with confidence. Having worked across industry super funds, major banking institutions and boutique advice practices, he brings a broad range of experience and a practical, client-focused approach to financial planning.
Michael holds a Bachelor of Commerce and a Master of Financial Planning and has successfully completed the advanced coursework and examinations required for the CFP certification program. He is passionate about building long-term relationships and helping clients make sense of complex financial matters. He enjoys developing tailored strategies that give clients clarity, confidence and a clear path towards achieving their goals. Known for his approachable nature and collaborative style, Michael believes great advice starts with listening and understanding what matters most to each client.
Outside of work, Michael has a lifelong passion for football, having played and captained teams in Victoria’s National Premier Leagues. He also enjoys coaching, professional development and spending time with family and friends.
Contact Michael
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
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
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
Patrick McNerney
Patrick McNerney
Patrick is an Investment Support Officer and provides essential organisational and administrative support to our team of advisers. He also plays a key role in delivering trading support, including monitoring markets, executing trades at the direction of advisers, and helping ensure all trading operations run efficiently. Patrick is a dedicated team member who works closely with the advisers to support the delivery of exceptional client service.
Outside of work, Patrick enjoys spending quality time with family and friends. He is passionate about health and fitness, and highly motivated by his interest in trading and investments.