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Our History


Entrust was founded in 2002. We believed that the existing business model used by larger financial institutions was broken and there was a better way to meet our clients' needs. This saw the high profile departure of the founding directors and Senior Investment Advisers of Entrust, Graeme Yukich, Andrew Fry and Brad Gordon from one of WA's leading stock broking firms. Together they provided a strong foundation of knowledge and experience in servicing clients.

Our clients are successful individuals, families and Not For Profit providers with specific requirements. They value effortless access to the knowledge of highly experienced professionals, allowing them to focus on more important things. Entrust benefits from a team of highly skilled, educated and experienced individuals across a range of financial disciplines. Entrust enjoys the benefits of over 150 years investment experience across its team and employs some of the best and brightest in the industry.

In 2013 Entrust developed its internal core values to define the people and ethos we wanted for the business going forward. Entrust has ensured alignment of its existing staff and its employment policy with these core values which are:

Client First
Always Honest
One Team
Pride in What We Do


With a team focused on putting the client first and a structure that is well-resourced, other advisers were drawn to the model. In 2014, the Entrust business model was endorsed with the addition of four senior advisers joining our team. Our unique skills and position within the marketplace was further acknowledged with Entrust being acquired by Euroz Limited in July of 2015. This provided Entrust with additional scale and financial backing allowing us to leverage off a larger parent whilst maintaining our high boutique client experience.

 

Our Client Process

1

It's about you

Our no-obligation initial consultation provides a forum to understand your needs and determine how Entrust can help.

2

Engagement

Your financial position is unique. During this meeting, we seek to gain a deep understanding of your current financial circumstances, resources and structures. Following this you will be provided a letter of engagement detailing what our advice will cover and the flat fee for this advice.

3

Financial analysis

Having understood your goals and financial resources, we conduct modelling and analysis to identify any shortfalls or limitations.

4

Strategy Development

Utilising our highly qualified and specialist technical services team, your adviser develops your personalised approach to achieving your goals. Your personalised financial plan will also detail options available and model outcomes.

5

Portfolio Construction

With cutting-edge industry technology and investment opportunities from Markets across the globe, Entrust is able to build a personalised portfolio in accordance with your tax position, preferences and your tolerance to risk.

6

Review

We are about relationships, not transactions. The key to long-term success is ongoing structured review. Unlike larger groups, our high adviser-to-client ratio means we maintain active client relationships.

Our Team

Andrew Fry

Andrew Fry

Senior Investment Adviser / Executive Chairman

"I believe that investment ideas should not be limited to one asset class or form of asset. Sophisticated wealth management should not be limited to any single market."

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Brad Gordon

Brad Gordon

Senior Investment Adviser / Director

"Each portfolio should reflect the needs of the individual. It should account for the client's tax and cash flow position, as well as any personal preference."

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Robert Black

Robert Black

Director

Rob has been working in the Stockbroking industry since 1995 and has spent time based in Sydney, Melbourne and London and is the Managing Director of Euroz Securities.

Anthony Brittain

Anthony Brittain

Group Chief Operating and Financial Officer / Director

Anthony is the Chief Operating and Financial Officer and an Executive Director of Euroz Limited, Euroz Securities Limited, Entrust Private Wealth Management, Prodigy Investment Partners, Flinders Investment Partners and Dalton Street Capital.

Chris Webster

Chris Webster

Director

Chris is the Head of our Private Client Division of Euroz Securities. Chris has worked in financial services since 2003 holding a variety of positions in sales, operations, risk and compliance both in Perth and London.

Christian Golding

Christian Golding

Head of Advice / Director

"Long-term financial success finds it's foundation in the correct asset structuring and ensuring that risks are managed."

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Rowan Jones

Rowan Jones

Senior Investment Adviser /
Director
B.Comm, CFP, GDip. App Fin

"Everyone has their own unique goals and objectives therefore a tailored plan is a must."

Duncan MacKintosh

Duncan MacKintosh

Senior Investment Adviser/Chief Investment Officer/Assoc. Director

"Great portfolios come about by looking across different markets for opportunities, giving consideration to the optimal blend of these opportunities while being resolute in managing risk."

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Phil George

Phil George

Senior Investment Adviser/Associate Director

"Advice is about relationships, the deeper the connection and understanding, the better the advice and outcomes."

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Robert Prince

Robert Prince

Senior Investment Adviser/Associate Director

"I am focused on a goals based approach for my clients allowing us to acknowledge the milestones along the way."

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Simon Montgomery

Simon Montgomery

Senior Investment Adviser/Associate Director

"The technical, strategic and investment knowledge behind my advice provides me with an operational advantage."

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Gavin Hannagan

Gavin Hannagan

Investment Adviser
B.Comm, CFP

"My aim is to deliver a wealth management solution that provides a clear path for your financial success."

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Michael Vrankovich

Michael Vrankovich

Investment Adviser
B.Comm

"My aim is to provide a long term, strategy that helps clients grow their family wealth and protect it from unforseen risks."

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Matthew Reece

Matthew Reece

Investment Adviser
B.Comm, M.Acc

"I believe in holistic financial planning and solutions-based advice. By planning today, we are able to better prepare for tomorrow. "

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Giuliano Vinci

Giuliano Vinci

Paraplanner and Associate Adviser
B.Comm, Adv Dip. FS (FP)

"I believe that being organised in relation to your money provides a framework to make better decisions over time."

 

Client Facing Support Staff

Tamara Neel

Tamara Neel

Head of Client & Adviser Services
B.EC, HONS

"I'm passionate about delivering the highest level of service excellence to our clients and assisting the team to do the same."

Davinia Laughton

Davinia Laughton

Client Service Administrator
(B.COMM)

"Our core value of 'Clients first' means we are able to build and maintain long term relationships with our clients."

Rebecca Konning

Rebecca Konning

Client Service Administrator

"Starting at Entrust in 2005 and being one of many long term employees ensures a continuity in the service whilst demonstrating our commitment to the business. My commitment and relationship with our clients is my forte."

Sandra Entwistle

Sandra Entwistle

Client Service Administrator

"With over 15 years financial services experience across a range of businesses I understand the importance of working as a team in supporting our advisers."