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Our Advisors Print E-mail


Brett Davis LLM, BEc, CFP®

Brett was appointed CEO – Director of Portfolio Managers Pty. Ltd. in March, 1999. He is a CERTIFIED FINANCIAL PLANNER™, and has over 25 years experience in financial planning, taxation, superannuation and estate planning. He is an accredited Self Managed Super Fund specialist. Brett has a Master of Laws and a Bachelor of Economics degree and has also been admitted to practice as a Barrister and Solicitor in Victoria. He is a member of the Financial Planning Association.

Prior to joining Portfolio Managers he was Manager of the Financial Planning and Taxation branches at State Trustees Ltd with the added responsibility for estate planning matters. Previously Brett was a Senior Tax Manager with Chartered Accounting firms Ernst & Young (Melbourne), Deloitte Ross Tohmatsu (Melbourne), and Coopers & Lybrand (Melbourne and London). Brett has had several articles published in professional journals as well as giving a number of presentations for the Taxation Institute of Australia and other seminar organisers. Topics included estate planning, international tax, capital gains, and superannuation. He has also been an examiner for the Securities Institute of Australia and a guest lecturer at Monash University.

Brett has a wife and two children, and lives in Melbourne.

 

 

Paul Hewins CFP®, Dip FP, ANIA.

Paul joined Portfolio Managers in 2001 is now a Director of the company. He is a CERTIFIED FINANCIAL PLANNER™ and has over 15 years experience in accounting and financial planning. Paul holds a Diploma of Financial Planning, an Advanced Diploma in Accounting and a Diploma of Management. He is a member of the Financial Planning Association and an associate member of the
National Institute of Accountants.

He had previously worked as a financial adviser with Harts Australasia Ltd. Prior to moving into the financial advisory industry, Paul worked in accounting in the Commonwealth Government for a period of 10 years, based variously in Sydney, Brisbane and Melbourne.

Paul is married with two young children and lives in Melbourne.

 

 

 

 

 

 

 

 

Danielle Barber CFP®, Adv Dip FP.

Danielle joined Portfolio Managers Pty Ltd in 2001 and has over 5 years experience in the financial planning industry. Danielle has completed her Advanced Diploma of Financial Planning. She is a practicing member of the Financial Planning Association of Australia.Sample Image

Danielle and her partner are currently renovating their home and live in Melbourne.
 
Our Client Service Team Print E-mail


Our dedicated Client Service Team works in conjunction with your Adviser to assist with the implementation of your approved advice, and provide ongoing administrative support for our clients.

 

Jin Wei Shi Jin joined Portfolio Managers in 2006, and is currently the company's Paraplanner. He has completed his Bachelor of Economics, and is studying towards his Advanced Diploma of Financial Services (Financial Planning). He has been working in the financial service industries since 1997, both in Melbourne and overseas. Jin is married and has a seven year old son.
 

Filiz Kaya Filiz joined Portfolio Managers in 2008. She has completed her Bachelor of Business Administration and is studying towards her diploma of Financial Services (Financial Planning). She has been working in the financial services industries since 1998, both in Melbourne and overseas. Filiz is married.
 

Keith McDermott Keith joined Portfolio Managers in 2008 after completing an Advanced Diploma in Accounting, as well as a bachelors degree in Commerce, majoring in Accounting, Finance and Financial Planning. He has previously worked in the banking sector, the public sector, and as a labourer. Keith is married and has a three year old son.

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