Partners
Will Hamilton
CEO & Managing Partner
Throughout more than 30 years in the financial industry, Will has advised many families and individuals on both sides of their balance sheet. He has experienced many investment cycles both here and overseas, which has given him a thorough understanding of the complexity and unpredictability of markets. Needless to say, it’s been well spent; many of Will’s clients have benefited from his wisdom and expertise.
Career Highlights
- Three years based in London
- Four years based in Hong Kong – Managing Director and Chief Executive Officer, Deutsche Securities Asia Limited
- Head of Goldman Sachs JB Were Private Wealth Management
- General Manager Wealth Services, NAB Private Wealth
Academic Qualifications
- Bachelor of Business in Accountancy, RMIT University
- Post Graduate Diplomas in Applied Finance and Investment, Securities Institute of Australia, now FINSIA
- Master of Business Administration, Melbourne Business School – University of Melbourne
- Diploma, Australian Institute of Company Directors
- Senior Executive Program (SEP92), London Business School
Professional Recognition
- Senior Fellow of FINSIA
- Fellow Australian Institute of Company Directors
- Fellow Hong Kong Securities and Investment Institute
- Member of the Responsible Investment Association of Australasia
Ian Gillies
Founding Partner
Ian’s depth of knowledge is considerable. His career in private wealth management spans over three decades, during which time he has tackled and resolved a myriad of financial challenges. Underlying this breadth of experience is a strong client service philosophy. Ian’s commitment to wealth management excellence extends to every one of his clients, ensuring you are appropriately prepared for your financial future.
Career Highlights
- State Manager Financial Planning, Noble Lowndes PFS
- Country Head – Wealth Planning UBS Wealth Management
- Country Head – Wealth Planning Credit Suisse Private Banking
Academic Qualifications
- Bachelor of Business in Management, RMIT University
- Diploma of Financial Planning – Financial Planning Association
- Certified Financial Planner
Professional Recognition
- Financial Planning Association of Australia
- Fellow of FINSIA
- Society of Trust and Estate Practitioners (London)
- Member of the Responsible Investment Association of Australasia
John Green
Partner
John has worked for more than 30 years in financial markets in Australia, North America and Asia. Both institutional and private clients have valued his integrity, commitment to service and depth of experience across all major asset classes.
Career Highlights
- Three years based in New York – Manager of Fixed Income and Derivatives, Bankers Trust Australia Limited
- Managing Director, Alternative Investments, Zurich Capital Markets Asia Limited
- Five years based in Tokyo – Managing Director, Asset Management Products, RBS Securities Japan Limited
- Head of Markets, NAB Private Wealth
Academic Qualifications
- Bachelor of Laws, University of Melbourne
Professional Recognition
- Senior Associate of FINSIA
- Member of the Responsible Investment Association of Australasia
The Team
The other members of our expert team:
Kane Baranow
Research Manager
Kane graduated with a Bachelor of Finance from LaTrobe University in 2012 and is currently completing a Master of Applied Finance at Monash University. Prior to joining Hamilton Wealth Management in February 2015, he spent two years in Asset Financing, both at a major bank and at a boutique firm. Kane is an associate of FINSIA.
Jessica White
Client Services Administrator
Jessica joined Hamilton Wealth Management in April 2018. Prior to joining Jessica worked in a client support officer role for an Accounting and Financial Planning firm in Queensland for nearly seven years.
Nick Watson
Analyst
Nick is currently completing a Bachelor of Business degree at Monash University.
Hannah Wijesinghe
Analyst
Hannah is currently completing a Bachelor of Commerce (B-Com) degree at the University of Melbourne
Deidre Truccolo
Administration Manager
Deidre joined Hamilton Wealth Management in June 2013. Prior to joining, Deidre was a Personal Assistant in the finance industry co-ordinating, planning and supporting daily operational and administrative functions.
Advisory Board
The Hamilton Wealth Management Advisory Board comprises Will Hamilton, Ian Gillies, John Green and three independent Board Members.
We are fortunate to have an Advisory Board of the calibre we do. Our board represents different skill sets with sound experience and knowledge in our industry, with both the seniority and experience outside the industry to provide a valuable, unique perspective.
The Investment Policy Board (IPB) is Chaired by Amanda Rethus and reports directly to the Advisory Board. Also, on the IPB are Damien Hennessy MD of Heuristic Investments Services, David Wright MD of Zenith Investment Partners and the Partners of Hamilton Wealth Management.
Advisory Board Members:
Greg Richards
Chairman
Greg has been on the Hamilton Wealth Management’s Advisory Board since 2013 and has also been Chair of our Investment Policy Board (IPB). Greg became Chair of our Advisory Board on July 1, 2018. Greg is currently Chairman Non-Executive Director of JB Hi-Fi Limited (listed on ASX). He was appointed to the Board of JB Hi-Fi in December 2007 and was appointed Chairman of the Board in June 2012. Greg is a member and Chairman of the Remuneration Committee and was also a member and Chairman of the Audit and Risk Management Committee.
Prior to 2006, Greg had more than 25 years’ experience in the investment banking industry. Most recently he was with Goldman Sachs JBWere for over 19 years where he was an equity partner for 17 years, working primarily in fixed income and equity capital markets. Greg was also the non-executive Chairman of Vitaco Holdings Limited (listed on ASX) from August 2015 to December 2016.
Greg has a Bachelor of Economics with Honours from Monash University.
Amanda Rethus
Amanda is a Director and Co-Founder of Gateway Financial Marketing. Amanda has over 30 years of experience in the Financial Services industry and was formerly a Divisional Director in the Financial Services Group of Macquarie. Amanda has a rich experience in representing funds to the Australian market including retail gatekeepers, superannuation funds, asset consultants, research houses, platforms, boutique advisory firms and family offices. Amanda has been involved in market strategy, product development, market research, development of marketing materials and has consulted to a wide variety of investment management firms. Amanda is currently serving on the AIMA Education Committee.
In Amanda’s previous positions at both JB Were and Macquarie she managed investment portfolios at times managing in excess of $2 Billion in funds under management. She was varyingly responsible for the management of Australian Equities, Cash, Fixed Interest and Property Securities Trusts as well as strategic asset allocation and strategy development for diversified funds.
Amanda has a Bachelor of Science with Honours from Melbourne University and a Diploma in Financial Markets from FINSIA.
Michael Sayers
Michael has been a chartered accountant for more than 40 years and managing partner of Sayers Partners for more than 34 years. He has extensive experience in dispute resolution, corporate governance, taxation and corporate advisory.
Michael since 1990, had in partnership, established significant interests in the serviced office industry which was sold in 2014. Since 2016 he has developed six sites on the eastern seaboard of flexible workspace solutions as well as operations in the Phillippines.
A registered tax agent, company auditor and Fellow of the Institute of Chartered Accountants in Australia and New Zealand, Michael holds a Bachelor of Business (Accounting) from Swinburne University.
Partners
Will Hamilton
CEO & Managing Partner
Throughout more than 30 years in the financial industry, Will has advised many families and individuals on both sides of their balance sheet. He has experienced many investment cycles both here and overseas, which has given him a thorough understanding of the complexity and unpredictability of markets. Needless to say, it’s been well spent; many of Will’s clients have benefited from his wisdom and expertise.
Career Highlights
- Three years based in London
- Four years based in Hong Kong – Managing Director and Chief Executive Officer, Deutsche Securities Asia Limited
- Head of Goldman Sachs JB Were Private Wealth Management
- General Manager Wealth Services, NAB Private Wealth
Academic Qualifications
- Bachelor of Business in Accountancy, RMIT University
- Post Graduate Diplomas in Applied Finance and Investment, Securities Institute of Australia, now FINSIA
- Master of Business Administration, Melbourne Business School – University of Melbourne
- Diploma, Australian Institute of Company Directors
- Senior Executive Program (SEP92), London Business School
Professional Recognition
- Senior Fellow of FINSIA
- Fellow Australian Institute of Company Directors
- Fellow Hong Kong Securities and Investment Institute
- Member of the Responsible Investment Association of Australasia
Ian Gillies
Founding Partner
Ian’s depth of knowledge is considerable. His career in private wealth management spans over three decades, during which time he has tackled and resolved a myriad of financial challenges. Underlying this breadth of experience is a strong client service philosophy. Ian’s commitment to wealth management excellence extends to every one of his clients, ensuring you are appropriately prepared for your financial future.
Career Highlights
- State Manager Financial Planning, Noble Lowndes PFS
- Country Head – Wealth Planning UBS Wealth Management
- Country Head – Wealth Planning Credit Suisse Private Banking
Academic Qualifications
- Bachelor of Business in Management, RMIT University
- Diploma of Financial Planning – Financial Planning Association
- Certified Financial Planner
Professional Recognition
- Financial Planning Association of Australia
- Fellow of FINSIA
- Society of Trust and Estate Practitioners (London)
- Member of the Responsible Investment Association of Australasia
John Green
Partner
John has worked for more than 30 years in financial markets in Australia, North America and Asia. Both institutional and private clients have valued his integrity, commitment to service and depth of experience across all major asset classes.
Career Highlights
- Three years based in New York – Manager of Fixed Income and Derivatives, Bankers Trust Australia Limited
- Managing Director, Alternative Investments, Zurich Capital Markets Asia Limited
- Five years based in Tokyo – Managing Director, Asset Management Products, RBS Securities Japan Limited
- Head of Markets, NAB Private Wealth
Academic Qualifications
- Bachelor of Laws, University of Melbourne
Professional Recognition
- Senior Associate of FINSIA
- Member of the Responsible Investment Association of Australasia
The Team
The other members of our expert team:
Kane Baranow
Research Manager
Kane graduated with a Bachelor of Finance from LaTrobe University in 2012 and is currently completing a Master of Applied Finance at Monash University. Prior to joining Hamilton Wealth Management in February 2015, he spent two years in Asset Financing, both at a major bank and at a boutique firm. Kane is an associate of FINSIA.
Jessica White
Client Services Administrator
Jessica joined Hamilton Wealth Management in April 2018. Prior to joining Jessica worked in a client support officer role for an Accounting and Financial Planning firm in Queensland for nearly seven years.
Nick Watson
Analyst
Nick is currently completing a Bachelor of Business degree at Monash University.
Hannah Wijesinghe
Analyst
Hannah is currently completing a Bachelor of Commerce (B-Com) degree at the University of Melbourne
Deidre Truccolo
Administration Manager
Deidre joined Hamilton Wealth Management in June 2013. Prior to joining, Deidre was a Personal Assistant in the finance industry co-ordinating, planning and supporting daily operational and administrative functions.
Advisory Board
The Hamilton Wealth Management Advisory Board comprises Will Hamilton, Ian Gillies, John Green and three independent Board Members.
We are fortunate to have an Advisory Board of the calibre we do. Our board represents different skill sets with sound experience and knowledge in our industry, with both the seniority and experience outside the industry to provide a valuable, unique perspective.
The Investment Policy Board (IPB) is Chaired by Amanda Rethus and reports directly to the Advisory Board. Also, on the IPB are Damien Hennessy MD of Heuristic Investments Services, David Wright MD of Zenith Investment Partners and the Partners of Hamilton Wealth Management.
Advisory Board Members:
Greg Richards
Chairman
Greg has been on the Hamilton Wealth Management’s Advisory Board since 2013 and has also been Chair of our Investment Policy Board (IPB). Greg became Chair of our Advisory Board on July 1, 2018. Greg is currently Chairman Non-Executive Director of JB Hi-Fi Limited (listed on ASX). He was appointed to the Board of JB Hi-Fi in December 2007 and was appointed Chairman of the Board in June 2012. Greg is a member and Chairman of the Remuneration Committee and was also a member and Chairman of the Audit and Risk Management Committee.
Prior to 2006, Greg had more than 25 years’ experience in the investment banking industry. Most recently he was with Goldman Sachs JBWere for over 19 years where he was an equity partner for 17 years, working primarily in fixed income and equity capital markets. Greg was also the non-executive Chairman of Vitaco Holdings Limited (listed on ASX) from August 2015 to December 2016.
Greg has a Bachelor of Economics with Honours from Monash University.
Amanda Rethus
Amanda is a Director and Co-Founder of Gateway Financial Marketing. Amanda has over 30 years of experience in the Financial Services industry and was formerly a Divisional Director in the Financial Services Group of Macquarie. Amanda has a rich experience in representing funds to the Australian market including retail gatekeepers, superannuation funds, asset consultants, research houses, platforms, boutique advisory firms and family offices. Amanda has been involved in market strategy, product development, market research, development of marketing materials and has consulted to a wide variety of investment management firms. Amanda is currently serving on the AIMA Education Committee.
In Amanda’s previous positions at both JB Were and Macquarie she managed investment portfolios at times managing in excess of $2 Billion in funds under management. She was varyingly responsible for the management of Australian Equities, Cash, Fixed Interest and Property Securities Trusts as well as strategic asset allocation and strategy development for diversified funds.
Amanda has a Bachelor of Science with Honours from Melbourne University and a Diploma in Financial Markets from FINSIA.
Michael Sayers
Michael has been a chartered accountant for more than 40 years and managing partner of Sayers Partners for more than 34 years. He has extensive experience in dispute resolution, corporate governance, taxation and corporate advisory.
Michael since 1990, had in partnership, established significant interests in the serviced office industry which was sold in 2014. Since 2016 he has developed six sites on the eastern seaboard of flexible workspace solutions as well as operations in the Phillippines.
A registered tax agent, company auditor and Fellow of the Institute of Chartered Accountants in Australia and New Zealand, Michael holds a Bachelor of Business (Accounting) from Swinburne University.