Meet the team that will design, build and delivery your bespoke portfolio capabilities
Rick Klink - Chief Executive Officer
An IT specialist in financial services, Rick founded Paritech Pty Ltd (Paritech), a trading technology and infrastructure company, following a ten year career with IBM in both Australia and offshore.
Rick went on to develop Bespoke Pty Ltd and Open Markets Pty Ltd (OM). He was instrumental in building the technology that underpins the smooth operations of both and was an early pioneer of Managed Discretionary Accounts (MDA’s) in Australia.
Rick understands all facets of financial services in the modern age. His years of experience in trading and market data technology, perfectly lends itself to the inclusion of advanced technological systems for streamlining trading execution and account implementation processes.
Rick has a Bachelor of Engineering (Electrical and Computer Systems) from Monash University.
Philip Amery - 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.
Philip Amery has seventeen years experience in the financial services sector , providing corporate and personal advice in wealth management and private banking. He has been a proper authority holder and authorised representative since 2001 and also in banking (VP, Private Banking) with Credit Suisse AG. Philip has extensive experience in multi -asset class and multi-currency investing, financial modelling and equities markets.
Philip has completed a Diploma in Financial Services (Kaplan), a Diploma in Financial Asset Management and Engineering (Swiss Finance Institute, Geneva) and holds Bachelor of Laws and Arts degrees from the University of Adelaide. He is a practitioner member of the Financial Planning Association (FPA).
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 20 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 8 years. He has a special interest in finding solutions for Advisers and Authorised Representatives who want to integrate their business within a bespoke framework.
Peter has Certificates in Finance and Investment, Financial Markets Economics, Professional Financial Planning, Derivatives, Fundamentals, Conduct and Practices, and Securities. He obtained a Diploma of Applied Sciences with honors (Radio & Television Arts) at Seneca College (Toronto).
Sean Graham - Responsible Manager
Sean oversees compliance of the Bespoke MDA. He is also the Principal of Assured Support Pty Ltd and Director of Sales and Strategy with OpenAFSL Pty Ltd.
Since 1996, Sean has specialised in Financial Services Law, Innovation, Technology, Compliance and Risk Management. He has extensive experience in Distribution, Stockbroking, Product Manufacturing and Advice.
Professionally, Sean held consulting and policy roles with BT, Suncorp, the Association of Superannuation Funds of Australia and Mills Oakley Lawyers and senior executive roles with the Millennium3 Financial Services Group and subsidiary companies, Commonwealth Bank and Colonial First State. Sean is a contributing author to Thomson Reuters "Australian Financial Planning Handbook"
Sean has a Bachelor of Arts/Bachelor of Laws/Graduate Diploma In Legal Practice, Graduate Certificate in Applied Finance & Investment, Diploma of Financial Services (Financial Planning) and Certificates in Margin Lending & Geared Investments/Mortgage Broking.
Lisa Klink - Administration
Lisa has specialised in the provision of administration services and financial management of AFSL’s for over 15 years. Most recently with Bespoke Portfolio in her role as office manager, where she is responsible for the management of supplier relationships, adviser payments, commission reconciliations and financial reporting.
Lisa has a track record of excellence in the industry, with previous roles including responsibility for the financial administration of one of the largest on-line stock-broking firms in Australia.