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Cashel Family Office is Australia’s leading multi-family office, committed to delivering value, service, and convenience to each of the private successful families we call clients. We are dedicated to sharing our knowledge of finance, debt, and strategic financial advice so each family member can make smarter choices about their financial wellbeing. Our teams of industry experts, access to globally compared products to assist our role in protecting and growing your generational wealth.

Our foundations

 

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 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

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

[email protected]
+613 9209 9000
Linkedin

View Bio

Anthony Smith
Senior Portfolio Manager
Investment Committee Member

[email protected]
+613 9209 9000
Linkedin

View Bio

Wayne Brown
Senior Financial Planner
Investment Committee Member

[email protected]
+613 9209 9000
Linkedin

View Bio

Angus Mason
Chief Executive Officer
Investment Committee Member

[email protected]
+613 9209 9000
Linkedin

Angus’s passion for innovation and family wealth management has driven the direction and development of the Cashel Family Office. As a member of Cashel Family Office you are more than a client, you are an extension of the family.

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.

Anthony Smith
Senior Portfolio Manager
Investment Committee Member

[email protected]
+613 9209 9000
Linkedin

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 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.

Sean Bischof
Senior Debt Adviser

[email protected]
+613 9209 9000
Linkedin

View Bio

Peter Basilios
Senior Debt Adviser

[email protected]
+613 9209 9000
Linkedin

View Bio

Chris Smith
Principal Dealer

[email protected]
+613 9209 9000

View Bio

Sean Bischof
Senior Debt Adviser

[email protected]
+613 9209 9000
Linkedin

Sean’s worldly experiences across private banking and private debt, provides clients of Cashel a unique insight into the vision we have for the high levels of service we expect our clients to receive.

As a Senior Debt Adviser Sean works with a range of our family office clients on various debt and capital management needs. Range from simple home and investment loan packages through to private debt and structured construction finance.

Utilising Cashel’s extensive database of debt, credit and hybrid debt providers, Sean and the debt advisory team can source debt solutions from both Australia and Globally to meet the needs of clients, all while working with other specialists in Cashel to ensure the structures drive the ultimate goal of wealth protection and growth.

Sean holds qualifications in Finance and Mortgage Brokering, Financial Services and a Bachelor of Arts.

Peter Basilios
Senior Debt Adviser

[email protected]
+613 9209 9000
Linkedin

Peter’s sheer tenacity and expert skills ensure that the interests of each client is represented with the best intentions possible.

As a Senior Debt Adviser, Peter works with a range of our family office clients on various debt and capital management needs. Providing self-employed, salary earners and developers with a full range of products and strategies and execution.

Utilising Cashel’s extensive database of debt, credit and hybrid debt providers, Peter and the debt advisory team can source debt solutions from both Australia and Globally to meet the needs of clients, all while working with other specialists in Cashel to ensure the structures drive the ultimate goal of wealth protection and growth.

Peter holds qualifications in Finance and Mortgage Brokering.

Chris Smith
Principal Dealer

[email protected]
+613 9209 9000

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.

 

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