Our team comprises individuals with diverse backgrounds and expertise across various areas such as financial planning and strategy, risk management, strategic asset allocation, and ongoing investment advice.
Founding Partner
Brad Symes
Founder and Director: Bratton Wealth
A founding partner of Bratton Wealth, Brad launched his professional career at Morgan Stanley, a leading US investment bank, where he became a Financial Adviser in 2018. At Bratton Wealth, Brad specialises in portfolio construction for high-net-worth families, offering expert advice across major listed and unlisted asset classes. Before transitioning to finance, Brad enjoyed a distinguished nine-year career as a professional footballer with the Adelaide Crows and Port Adelaide. He is also a recipient of the 40 Under 40 Award.
Founding Partner
Matt McRae
Founder and Director: Bratton Wealth
Matt is a founding partner and director of Bratton Wealth, where he specializes in research and investment strategy. Matt began his professional career at Morgan Stanley, a premier US investment bank, where he worked as an associate alongside Brad Symes of the Grenfell Group. He holds a Bachelor of Commerce (Finance) from Adelaide University and a Graduate Diploma of Financial Planning from Kaplan.
Analyst
Freddie Piercey
Analyst: Bratton Wealth
Freddie Piercey is an Analyst at Bratton Wealth, specializing in the research, implementation, and oversight of the firm’s investment operations. He began at Stellan Capital, supporting asset administration and trade execution. Freddie holds a Bachelor of International Business from the University of Adelaide. He is currently completing a Graduate Diploma of Financial Planning through Kaplan Professional alongside his role as a member of the University of Adelaide's Young Alumni Network Committee.
Investment Committee
Peter Johansson
Chief Investment Officer: JCE Advisory
Peter operates JCE Advisory where he provides Financial Advisory Groups and Family Offices investment advice and committee services with a focus on Alternative and Credit investments. His prior experience involved investment research within wealth management environments, culminating in leading these capabilities at a Melbourne based firm for a number of years. Peter is a Chartered Financial Analyst (CFA), holds a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute and has completed a Bachelor of Commerce (Accounting & Finance) from Deakin University.
Investment Committee
Cain Cooke
Independent Chair: Real Estate Institute of SA
Cain is a seasoned business leader and strategist with over 20 years of experience in the real estate industry. He is currently the Chairman of the Real Estate Institute of South Australia and the Chief Executive of LEKI EV & ModMade. Cain holds an MBA, is a graduate of the Australian Institute of Company Directors, and an alumni of the Industry Leaders Fund, having studied at Harvard Business School with their support. He is also a recipient of the 40 Under 40 Award.
Investment Committee
Tony Skinner
Founder and Director: Wealth IQ Group
Tony has over 35 years of business experience, specialising in financial planning, taxation, trust administration, lending, debt consolidation, funds processing, administration, and investment management. He holds qualifications in accounting, financial planning, self-managed superannuation, and various business disciplines, accredited by the SSA as a Self Managed Super Fund Specialist Adviser and SAPEPAAA as an Accredited Adviser for Succession, Asset Protection and Estate Planning. Recognised for service excellence, Tony offers personalised financial strategies to meet your needs.
Advisory Board
Chanel Martin
Director: Resolve Divorce
Chanel Martin is the Director at Resolve Divorce, a leading family law firm in Australia dedicated to transforming family law practices. With a Master of Law (Family Law), Chanel is an Accredited Specialist and Certified Divorce Coach, bringing extensive expertise in human conflict dynamics, negotiation tactics, and dispute resolution, honed both locally and internationally. Under Chanel's leadership, Resolve Divorce was honored as Boutique Law Firm of the Year at the 2023 Australian Law Awards. She champions a collaborative approach within her team, inspiring them to align with Resolve's visionary goals and find purpose in their work. Chanel's strategic foresight has been pivotal in driving Resolve's rapid yet sustainable growth.
Advisory Board
Geoff Robertson
Executive Director: MRS Property
With nearly four decades in commercial real estate, Geoff is dedicated to aiding clients in building wealth through property investment. In 2002, he co-founded MRS Property (formerly McIntyre Robertson Scarborough) alongside Andrew McIntyre, assembling a team of dedicated professionals committed to assisting clients in reaching their property investment objectives. Geoff is recognised for his attentive approach, listening carefully to clients to grasp their needs and align MRS’s strategies accordingly. His customer-centric ethos prioritises clear communication and proactive action plans to achieve desired outcomes, reflecting his passion for wealth creation and commitment to exceptional service.
Advisory Board
Chris Overton
Founder and Director: SMSF Australia & Bartley Partners
Christopher is an experienced executive with a strong legal and accounting background to complement his wide experience in board roles across the financial and technology industries. Most notably he serves as Executive Director of RegenCo, a leading natural capital businesses, specialising in agricultural productivity, land management and carbon projects. He also sits as Chairman of GTS Group, a nationally operated technology company and is the founder and director of two accounting firms, SMSF Australia & Bartley Partners. Christopher holds a Bachelor of Laws, Bachelor of Commerce (Accounting), Master of Business Administration and Master of Laws as well as being a Chartered Tax Adviser, a Fellow of the Tax Institute, and a Practising Solicitor.