About Us
Partner with Cashel Family Office
Measure risk and grow your wealth
Secure your family’s financial future
The literal Irish translation of Cashel is “a stone fortress where one would hold and protect their wealth”. It is on this basis, that Cashel Family Office has the dedicated multi-skilled teams to help each of our family client members including our founding families, to protect, grow and maintain their wealth and lifestyle together.
Having grown from a single-family office, we have deep expertise in the areas of investment management, financial planning, debt advisory, insurance, corporate finance and administration. We partner with external experts in taxation planning and legal issues to ensure clients have a seamless and integrated advice approach.
Together this process aims to deliver tangible but practical outcomes for clients. Enabling them to spend more time with their growing families and on personal interests.
Our team of highly educated, experienced and energetic professionals work within their specialisations of investment and portfolio management, financial planning, debt advisory, insurance, corporate advisory and administration to impart their personal experience and knowledge to each of our family office clients.
Angus Mason
Chief Executive Officer
Investment Committee Member
Anthony Smith
Senior Portfolio Manager
Investment Committee Member
Wayne Brown
Senior Financial Planner
Investment Committee Member
Angus Mason
Chief Executive Officer
Investment Committee Member
[email protected]
+613 9209 9000
Linkedin
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.
Anthony Smith
Senior Portfolio Manager
Investment Committee Member
[email protected]
+613 9209 9000
Linkedin
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 Brown
Senior Financial Planner
Investment Committee Member
[email protected]
+613 9209 9000
Linkedin
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.
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 holds qualifications as a Chartered Accountant.
© 2024, Cashel Family Office (Australia) Pty Ltd, All Rights Reserved.
