Meet the team that will design, build and deliver your bespoke portfolio capabilities
Philip amery BA, LLB - Director
Mr. Amery is an experienced capital markets advisor and private banker. He holds BA and LLB degrees (Adelaide) and is a graduate of the Financial Asset Management and Engineering Program of the Swiss Finance Institute.
Peter Turbach - Responsible Manager
Peter is a Responsible Manager of Bespoke Portfolio Pty Ltd. He oversees the compliance and operations with regards to the licensee’s Managed Discretionary Account (MDA) authorities. Peter is also a partner at MDA Guru consultancy. www.mdaguru.com.au
Peter has worked for more than 25 years in the financial services sector in both Canada and Australia. He has extensive experience in Client Relations, Stockbroking, Financial Planning, Systems Development and Platforms.
Peter has been involved with all aspects of operating MDA’s for the last 10 years. He has a special interest in finding solutions for Advisers and Authorised Representatives who want to integrate their business within a bespoke framework.
John Brownsea - Responsible Manager/officer
Since commencing his career with KPMG, John has been working with investors and small to large business owners for over 30 years. A Chartered Accountant, and Financial Adviser he has provided business consulting, coaching, strategic tax planning and financial planning advice to individuals and businesses of all shapes and sizes.
He acts as a Director of a retail financial services provider and as Responsible Manager for Bespoke Portfolio and an Australian stockbroker.