CHIEF EXECUTIVE OFFICER

With extensive industry experience and knowledge in all aspects of investment and wealth, Anthony is a specialist in investment advisory, portfolio management, group strategy and international business relations.

Relationships are integral to success; Anthony has developed many long-term partnerships with loyal investors and specialists. He also co-invests in Lucerne’s own dedicated funds. Previous experience includes Canaccord Genuity, Ord Minnett and Independent Economics. Anthony is also a member of the CEO Institute.

EXECUTIVE DIRECTOR

Michael is a senior finance and investment executive with more than 25 years’ experience in local and international private wealth management.

He has worked in wealth management, asset consulting, investment advice and portfolio construction. He has previously held senior roles with Macquarie Bank, Citibank Switzerland, JB Were and ANZ and Westpac Private Banks.

DIRECTOR - PRIVATE WEALTH

Steve is a dedicated and affable advisor. He brings a wealth of knowledge to his investor relations work at Lucerne from five fruitful years at professional services firm Ernst & Young, where he worked in both assurance (audit) and business valuations.

He holds a Bachelor of Commerce majoring in Accounting and Finance and is a Member of the Institute of Chartered Accountants.

DIRECTOR

For 35 years Brian has been advising clients in wealth management and superannuation and has built many successful long-term relationships with clients. Brian works with his clients to understand their individual values, needs and goals in determining appropriate strategies.

Clients value his holistic approach to advice and how the strategies adopted meet each client’s life goals. He joined Lee Partners (now Leebridge Group) in 2001 before joining Lucerne Partners in November 2024.

He holds a Bachelor of Business (Accounting) and Diploma of Financial Planning.

SENIOR FINANCIAL PLANNER

Jennifer brings over 25 years’ experience in the financial services industry as a financial adviser and educator. She brings wide-ranging experience with many different financial advice businesses, advisers and corporate organisations, including AXA Australia.

Jennifer specialises in working with clients to develop strategies that meet their needs and gives them peace of mind to achieve their lifestyle and financial goals.

Jennifer holds a Master of Financial Planning, Bachelor of Economics and Diploma of Financial Planning.

CFA - FUND ANALYST

Faariq is a technically astute and enthusiastic finance professional with funds management and accounting experience.

Faariq assists Lucerne with his strong ability to conduct equity research and analysis, provide portfolio management services and share his passion for analytics and investment.

Faariq is a CFA charter holder, and has a Master’s Degree in Accounting and International Finance. He previously worked at Yarra Valley Water covering treasuries and economics.

ADVISOR

Liam joined Lucerne in 2019 as an Associate in the Private Wealth team, focusing on growing and improving Lucerne’s service offering and operational efficiencies. Having been promoted to an Advisor in 2023, his passion for finance and investing translates to a high quality and detail oriented service to the Private Wealth client base, with a particular focus on expanding relationships and exploring new investment ideas.

Liam holds a Bachelor of Commerce & Liberal Studies, majoring in Finance and Business Information Systems from the University of Sydney, as well as a Graduate Diploma of Financial Advisory from Deakin University.

EXECUTIVE ASSISTANT

Sandra is a highly experienced Executive Assistant who has worked in large corporate environments for over 15 years.

In addition to excellent communication skills and an ability to work well under pressure, she prides herself on strong customer service and administration skills. Sandra has previously been an Executive Assistant to the CEOs of Hospira/Pfizer and AMP.

ASSOCIATE

Joining in his penultimate year of university as an intern, Alex is currently an associate involved in the Private Wealth and Funds Management teams. Combining his studies, passion for finance and investment management, Alex assists in the operations and analysis of new investments undertaken by Lucerne.

Alex recently graduated from Monash University with a Bachelor of Commerce majoring in Finance, and a Bachelor of Arts majoring in International Studies.

OPERATIONS MANAGER

An organised problem-solver with a passion for people and business, streamlining operations and enhancing productivity. Celeste enjoys finding creative solutions and fostering a customer-centric approach by understanding the requirements of business and clients.

Celeste holds a Bachelor of Business Administration and Honours in Marketing management.