Your relationship is the first critical investment to make.
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Brian Francis
Senior Adviser & Director
Brian has spent nearly 30 years servicing the needs of high-net-worth clients. Brian has built a successful career having worked for global investment banks including Merrill Lynch and Macquarie Bank. With his strong belief in markets, coupled with his extensive experience in financial services around the world, Brian guides clients by helping them to determine, implement and monitor investment actions that add value.
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Graham Gorman
Senior Consultant & Director
Graham utilises his over 30 years of experience in financial services to provide strategic support and thought leadership to Yarra Wealth and our clients. Graham has held Senior Advice roles at leading firms such as Macquarie Bank and Shaw and Partners, and more recently was the Responsible Manager at DomaCom, an ASX listed fractional property investment platform.
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Elena Lee
Office & Operations Manager
Elena is responsible for providing steady, unwavering support for our clients, while also managing the important systems and processes required to deliver exceptional advice. Elena worked closely with fellow team members at Merrill Lynch & Macquarie Bank as an advisor assistant and holds a Bachelor of Commerce and Bachelor of Arts from Melbourne University.
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Justin Francis
Investment Strategist
Justin analyses markets and monitors our client’s asset allocations. Prior to joining Yarra Wealth, Justin was a Senior Associate at Dimensional Fund Advisors, a leading global investment firm with over $1 trillion under management (as at Dec, 23). Justin has a strong academic grounding, holding a Master of Finance from Queen Mary College, University of London and a Bachelor of Commerce from Monash University.