Concentric Wealth

Our People.

We have curated a team of talented, innovative individuals with diverse backgrounds and exceptional skills.

Gordon Beanie

Gordon Bennie

CEO | Investment Consultant

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Leia Cambell

Leia Campbell

Research Analyst | Investment Consultant

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Kathryn McDonald

Kathryn McDonald

Research Analyst

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Chris Curtis

Chris Curtis

Director | Investment Consultant

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Adrian Rafa

Adrian Rafa

Director | Head of Research

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Mark Club

Mark Clubb

Non Executive Chairman

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Andrew de la Haye

Andrew De La Haye

Consultant

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Kevin Goodbody

Kevin Goodbody

Wealth Consultant

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Stephan LeFondre

Stephen Le Fondre

Wealth Consultant

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Tracey Freeman

Tracey Freeman

Compliance Officer

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Jeremiah O’Keeffe

Director | Treasury Consultant

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Andy Skimmings

Andy Skimmings

Director | Treasury Consultant

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Zack Morgan

Senior Treasury Analyst

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David Lockhart

David Lockhart

Business Development | Investment Consultant

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Richard Marshall

Richard Marshall

Wealth Consultant

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Louise Allenby

Louise Allenby

Office Manager | Finance Assistant

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Anastasia Smith

Compliance Support Officer

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Matthew Munns

Wealth Consultant

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John Medcalf

Wealth Consultant

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Jason Mills

Wealth Consultant

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