Benjamin is a Partner and  Investment Adviser specialising in Entrepreneurs, Family Offices, the C-Suite and Philanthropic foundations. He advises clients across Australia from Perth to Cairns.

Having worked as a Financial Adviser since 1998, Benjamin has a unique perspective on financial markets and client needs and is one of the most experienced Investment Advisers in the Australian market for high net worth investors and for purpose organisations.

Benjamin is a founding Partner of Crestone Wealth Management. He previously worked as a Director at UBS Wealth Management and as a Division Director at Macquarie Private Bank during his 13 years there.

His devotion to the community and worthwhile causes led to 8 years as a Non-Executive Director at the Summer Foundation. Here Benjamin was part of an organisation that helped develop the strategies that resulted in Summer Housing being born and contributed to an organisation that is devoted to ensuring young people with acquired brain injury can achieve independent living. He is also currently a Non-Executive Director of the LGT Crestone Foundation. 

Benjamin has a deep specialisation and in depth experience in sustainable investing and is one of the leading allocators of capital to the space in Australia for those clients with a sustainability focus.

He holds a Masters of Business Administration (Melbourne Business School), a Bachelor of Commerce (University of Adelaide), a Diploma of Financial Planning (Deakin University) and has been a Certified Financial Planner since 2000.

Benjamin’s educational background, particularly having completed the MBA, equips him with a different perspective on investments and advising his clients. Being a Certified Financial Planner enables Benjamin to look at a client’s situation from a broader perspective and allows him to create enormous value in addition to portfolio management.
 

After starting his career in Law, Kunal moved into wealth management where he cultivated his skills at Goldman Sachs JBWere, Macquarie Private Bank and UBS, before becoming one of the founding Partner’s at Crestone.

Kunal draws upon his educational foundations, global experience and LGT Crestone’s leading research and investment access to deliver comprehensive, tailored wealth management advice and sophisticated multi-asset class portfolios that sustainably grow and protect wealth. He prides himself on diligently servicing a select group of Family Office, Ultra High Net Worth and Not for Profit clients and building trust through an unwavering commitment to meeting his client’s needs. Kunal has accumulated specialised knowledge in being able to construct Socially Responsible Investment portfolios that align with his client’s values without compromising on return or risk

Kunal holds a double degree of Law / Commerce from Monash University and a Post-graduate Diploma in Tax Law from the University of Melbourne. In addition to his regulatory qualifications, he has specialist qualifications in Derivatives (ADA1), Lending, FX and Superannuation.

Kunal also holds roles with not for profit organisations, including the Bionics Institute, The Old Wesley Collegians Association and the Energy & Resources Law Association which allow him to employ his experience to the benefit of the community.

Since joining the firm in 2022, Ryan has worked alongside Ben and Kunal to enhance the client offering and maintain a high-quality experience for their high net worth, family office, and not-for-profit client base. 
Ryan holds a Bachelor of Commerce from the University of Melbourne, majoring in Finance and Economics, and is currently completing his Master of Applied Finance from the University of New South Wales. He is also RG146 accredited.