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LGT Crestone Wealth Management

Industry: AFSL Holder
Headquarters: Sydney, NSW
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Ben Potter
Partner - Investment Adviser
Appointment
February 2024
Stephen Collins
Partner
Appointment
December 2023
Jonathan Vickers-Willis
Partner
Appointment
October 2023
William Allen
Investment Adviser
Appointment
September 2023
Matthew Tan
Senior Asset Allocation Specialist
Appointment
August 2023
Jennifer Griffiths
Investment Adviser
Appointment
May 2023
Amanda Hing
Investment Adviser
Appointment
January 2023
Jessica Clifford
Senior Investment Analyst
Appointment
December 2022
Amanda MacDonald
Head of Sustainability
Appointment
July 2022
Kevin Wan Lum
Deputy Chief Investment Officer
Appointment
April 2022
John Geribello
Investment Adviser
Appointment
July 2021
Edward Blight
Senior Partner
Departure
June 2021
Kieran Purcell
State Manager Advisory
Appointment
May 2021
Barbara Ward
Director
Appointment
November 2019
Anshula Venkataraman
Investment Consultant
Appointment
April 2019
Stan Shamu
Senior Portfolio Strategist
Appointment
April 2019
David Sokulsky
Chief Investment Officer
Departure
January 2018
Scott Haslem
Chief Investment Officer
Appointment
January 2018
John McDonald
Non-executive Director
Appointment
November 2017
Leigh Clifford
Chair
Appointment
November 2017
Michelle Inns
Director
Departure
November 2017
Sheila McGregor
Non-executive Director
Appointment
November 2017
Peter Hawkins
Director - Independent
Appointment
September 2017
Andrew Pearce
Investment Adviser
Appointment
March 2017
Leigh Clifford
Non-Executive Director
Appointment
October 2016
Michael Chisholm
Chief Executive Officer
Appointment
May 2015