Emotion and crowd behaviour often drive markets.
At Fairbridge, we focus on fundamentals and quality.
We provide investment advice and portfolio management services to wholesale, sophisticated investors. Our clients are high net worth individuals, family groups, trusts and self-managed superannuation funds.
About Us
Fairbridge Wealth Management is a privately owned, ASIC regulated business specialising in the construction and ongoing management of diversified investment portfolios.
Our aim for our clients is to produce superior investment returns through all market conditions.
We have a conservative and disciplined approach to investment selection and portfolio management.
Investment Strategy
We structure diversified investment portfolios, giving careful consideration to the combination and sizing of growth and defensive investments that are most likely to produce a maximum return potential with limited risk exposure.
Our track record over time has demonstrated our investment strategy to be successful in producing superior investment returns through all market conditions.
Our Approach
We aim to build a rewarding and enduring relationship with our clients through open and frank communication ensuring, from the outset, that their objectives and expectations are understood and achieved over time.
Our advice and approach is tailored to suit each client individually. We provide regular portfolio reviews to ensure the portfolio is meeting clients’ objectives.
We work in collaboration with our clients’ accountants and other advisors to ensure our advice is appropriate and that strategic objectives are met.
Research
Our Investment Committee is fundamental to our research and investment process.
The Committee comprises independent external experts Evergreen Consultants who compliment Fairbridge’s internal research and provide the foundation of our advice to our clients.
Evergreen Consultants is an experienced and independent investment consulting company. Evergreen provides research, independent advice and is an objective external sounding-board for our investment processes and philosophy.
Safe Custody
All client assets are held individually in client entities and in safe custody with independent custodians Macquarie Investment Management Ltd and Netwealth Investments Ltd.
Our clients have online access to their portfolios including transaction information and annual tax reporting.
We provide a comprehensive service including investment advice, portfolio administration and execution and reporting. By providing a full administration service we allow you to focus on the issues that matter.
Our Team
Martin Becker
Director & Head of Investments
Martin is a co-Founder and Director of Fairbridge Wealth Management and has worked in the financial industry and investment markets for over 20 years in both Sydney and London.
He provides investment advice and ongoing portfolio management services to many prominent individuals and families in Australia. Martin has extensive experience in the investment advisory industry, having worked closely with intermediaries in Sydney, Geneva, Singapore, London and New York for execution and custody.
Martin is a fully qualified Chartered Accountant and a current member of the Institute of Chartered Accountants in Australia and New Zealand.
Bradley Gerdis
Director
Bradley is a Director of Fairbridge Wealth Management.
Bradley joins Fairbridge from his most recent role as CEO and Managing Director of Smartpay Ltd, a successful ASX listed payments business which grew under his stewardship to become a leading electronic payments business across Australia and New Zealand.
His investment management experience includes senior roles with ANZ Bank, Private Equity firm Gresham Partners and ING Barings. Bradley’s broader commercial experience includes CEO, CFO and Director roles of both publicly listed and private businesses in Australia.
Bradley holds a B.Bus (Hons) and M.Com (Advanced Financial Management).
Roy Agranat
Director
Roy is a co-founder of both Fairbridge Wealth Management and Fairbridge Financial Services and is a director of Fairbridge Wealth Management. He has 37 years of experience in the financial services industry.
Roy provides strategic and management advice to both Fairbridge businesses.
Prior to the establishment of Fairbridge, he was a founding shareholder of Centric Wealth which grew into one of the largest financial advisory companies in Australia.
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Jon Pillemer
Director
Jon has 27 years of experience as a personal risk insurance adviser and is a co-founder and director of Fairbridge Wealth Management and Fairbridge Financial Services.
Prior to the establishment of Fairbridge, Jon was a director at Centric Wealth, a company of which he was also a founding shareholder.
Jon has contributed significantly to the insurance industry over the years. It is not only clients that benefit from his knowledge and experience, but insurers also consult him in relation to products and industry standards.
Iain Davidson
Client Adviser
Iain has 14 years of experience in private wealth management for leading institutions including Investec Bank (Australia), ANZ Private Bank and Deloitte Touche Tohmatsu Australia. During this time, Iain has advised and managed the affairs of high-net-worth clients, their families and foundations/associations focusing on investment advice and portfolio management services. Iain holds a Master of Applied Finance in Investment Management and Financial Planning and a Bachelor of Arts in Organisational Psychology. He is a Certified Financial Planner (CFP) and a Justice of the Peace.
Greg Shar
Financial Manager
Greg manages the financial operations of the company.
Greg has worked in financial services for over 10 years and is a qualified member of CPA Australia.
Angela Ashton
(Evergreen Consultants) Investment Committee Chair
Angela is the Chair of Fairbridge Wealth Management’s Investment Committee. She is a co-Founder of Evergreen Consultants with 25 years’ experience in investment markets. She has held senior investment roles at QIC and was Head of Ratings at van Eyk Research and General Manager - Managed Funds Research at IWL Ltd (CommSec).
Angela holds a Bachelor of Science, Bachelor of Economics, Graduate Diploma of Applied Finance and Investment and Masters of Commerce (Finance). She is a Fellow of FINSIA, a member of the Economics Society and has completed the CIMA qualification.
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Max Mulholland-Licht (Evergreen Consultants) Research Analyst
Max is a member of the Investment Committee and joined Evergreen Consultants in early 2017. He undertakes qualitative fund manager analysis and assists in portfolio construction for our clients.
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