Wally is an experienced accountant and manager with a background of 35 years in business and 14 years in financial services. During this time he served in the public corporate sector as chief technical officer, business analyst, and managing director, and since then has worked as a business adviser, financial adviser, accountant and company director. He has extensive experience in business structuring, and business and financial advice. Wally is also the Managing Director of Wholesale Funds Management Pty Ltd which provides financial investment products to the wholesale market

Phi has 5 years experience in both commercial and public practice accounting for small businesses. He is a qualified accountant, a member of CPA Australia, and holds a Master of Accounting degree.

Hao joined Rhodes Asset Management with years of experience in corporate advisory and funds management with clear cross border business strategies. During that time, Hao has held responsibilities in providing capital market services for real estate and mining companies with mandate size between $5 - $80 million. Hao holds a Bachelor of Economics and a Graduate Certificate of Commerce from the University of Queensland.

Chris is a professional accountant, serves as a director of a growing accounting firm in Brisbane, and has worked in public practice for 19 years. He has accumulated a wealth of knowledge in all areas of tax, business services, and accounting, with strong skill sets in property and SMSFs, and held a financial services authorisation for a number of years. He is highly regarded among many of his peers in the accounting industry and has a strong network of colleagues who collaborate on complex projects. Chris is a Fellow of Chartered Accountants Australia.

Ian has 40 years experience in the Financial Services industry, including Financial Services management roles & over 20 years as a Certified Financial Planner (CFP). He is a former Chairman of the Financial Planning Association (Brisbane Chapter), as well as a Fellow and Distinguished Service Award recipient. Ian is also a former University Lecturer in Financial Planning & Superannuation at Graduate and Masters levels.

Jacob is a solicitor admitted to practise in the Supreme Courts of Queensland and South Africa. He has over 25 years’ experience practising as a solicitor mainly specialising in structuring financial transactions, investments, loans and restructuring of debt. During this time he also gained extensive experience in commercial litigation matters, and has been involved in structuring private equity funding and venture capital for niche products. Jacob also spent some time as in-house counsel for a funds management firm.