Founded in 2007, Cashel Family Office seeks to replicate the culture of traditional European private banking, but with advanced technologies needed by modern Australian families.

Cashel Family Office is a unique service model that uses technology, diverse educations, skills and experience to merge the uncommon alignment of financial planning, investment management, asset allocation, risk management, investment banking, debt capital markets and administration into one service point.

As a leader within Cashel, Angus has a diverse education that he brings to each family; Bachelor of Engineering (Computer Systems), Bachelor of Business (European Economics and Finance), Graduate Diploma in Finance, Diploma in Finance and Mortgage Brokering, Artificial Intelligence (Northwestern University) and a candidate of the CFA Institution.

Both prior to, and following the foundation of Cashel, Angus has led corporate finance, private equity, turn-around, restructure, leveraged and structured finance transactions. He is a key member of the firm’s investment committee and its ongoing risk management process.

Tony’s experience at the coal face of investment selection, due diligence and securities management allows members of the Cashel Family to capture the true value of professional portfolio management.

As a leader within Cashel’s portfolio and investment management team, Tony brings mature and traditional investment selection, asset allocation, and trading experience to the forefront, focused on identifying sustainable value for current and future generations of clients.

As part of his role at Cashel, he holds several non-executive directorships within investee businesses, in order to protect the interests of Cashel’s clients and to drive value accretion within our portfolios.

Prior to Cashel, Tony held positions including, Head of Securities at PhilipCapital Australia and Austock. He is a key member of the firm’s investment committee and its ongoing risk management process.

Wayne’s extensive education, experience, and patient temperament allow him to shine a light on the most complex and tense of family matters. Delivering value through complex strategies, focused by diligent execution.

As a key relationship manager and expert strategic financial adviser, Wayne works seamlessly for clients to bring the combined strengths of Cashel to bear for each and every client.

Wayne holds a vast arrange of qualifications including Graduate Diploma of Financial Planning, Masters in International Business, a Chartered Accountant, Insolvency Practitioner and a Bachelor of Commerce. Having completed his FASEA qualifications he is now completing a Master of Financial Planning, the highest recognized qualification in the field.

Chris’s experience and focus provide Cashel’s portfolio management team and clients with confidence that investment execution can always be assured.

As Principle Dealer, Chris leads the execution of investments and daily management of Cashel investment models and investment filtering.

He is a key member of the investment committee and actively involved in managing Cashel’s proprietary research management systems.

Denise brings to Cashel Family Office a wide range of financial and accounting experience across Asia and Australia.

Denise holds qualifications as a Chartered Accountant.