- David Gordon Chairman
- George Lucas Managing Director
- Ian Rae Director
- Justin Byrne Sales and Business Development Principal
- Gabriel Carey Sales Director
David Gordon Chairman
David Gordon has over 25 years experience in the advisory industry specialising in financial, tax and business advisory. He has been a partner since 1985 in GHR Accounting Group (www.ghr.com.au), a BRW top 100 accounting practice and is a foundation director of Premium Wealth Management Ltd. Premium has over 20 investment advisory firms as members and supervises the investment of over $2.5 billion of clients’ monies. David is also on the board of Premium.
David has extensive experience in portfolio construction and in ensuring that managed investment schemes and structured and other financial products are relevant for individual investment portfolios.
David holds a practising certificate with CPA Australia, is a registered tax agent and a current member of the Financial Planning Association of Australia. He also has a Bachelor of Business (Accounting) from University of Technology Sydney. Back to Top
George Lucas Managing Director
George Lucas has over 24 years experience in the investment banking and fund management industry specialising in developing, managing and structuring financial products. George was previously a director of two listed investment trusts, the Chief Investment officer of Mariner Financial, the head of the London equity derivative trading and structuring department for First Chicago and the head trader of equity derivatives with Citibank in the United Kingdom.
George is responsible for managing Instreet, setting the strategy in conjunction with the board, developing and structuring financial products. He has extensive experience in product strategy, managing investment risk, portfolio management, and regulatory compliance. He is also experienced in using financial instruments to manage foreign exchange risk and interest rate exposure.George has consulted to hedge fund managers both in Australia and internationally and is a regular presenter at finance industry forums. He has also written books and tertiary courses regarding the use of derivatives.
George holds a Bachelor of Science from the University of New South Wales and is a member ofthe Australian Institute of Company Directors. Back to Top
Ian Rae Director
Ian Rae has over 25 years experience in the advisory industry specialising in financial, tax and business advisory. Ian has been a partner since 1993 at GHR Accounting Group (www.ghr.com.au), a BRW Top 100 Accounting practice with over $200 million of assets under advisement. He has extensive experience in portfolio construction and in ensuring that managed investment schemes and structured and other financial products are relevant for individual investment portfolios.
Ian holds a practising certificate with CPA Australia, is a Fellow of the Tax Institute of Australia, a registered Tax Agent and a current member of the Financial Planning Association of Australia. He also has a Bachelor of Business Studies from the University of Technology Sydney. Back to Top
Justin Byrne Sales and Business Development Principal
Justin Byrne has over 10 years experience in the bank and fund management industry specialising in retail banking and managed investment scheme products. Justin was previously a business development manager at Mariner Financial, responsible for developing and maintaining relationships with financial advisers, brokers and private banks in the NSW region.
Justin is responsible for managing Instreet’s sales and marketing strategy and has experience in selling structured products, property and infrastructure managed investment schemes and other financial products. Justin has also been involved in business development at Zurich and a manager at Westpac. Justin was involved with Mariner Financial from inception and helped to raise $1.2 billion of assets under management.
Justin has a Graduate Certificate in Finance from the University of Technology Sydney and is currently completing his Masters in Finance. Back to Top
Gabriel has over 10 years’ experience in the financial services industry, specialising in designing, structuring and distributing financial products. Gabriel was previously Southern Regional Manager for Macquarie's Funds Management Group, director of a private equity fund and spent five years as National Marketing and Distribution Manager for Rural Funds Management. .
Before commencing his career in finance, Gabriel spent 10 years as an Officer in the Royal Australian Air Force where he held several positions including Queensland Recruitment Manager, Human Resources Manager and was Engineer Flight Commander on a number of international operations..
Gabriel was the top national graduate for his Diploma of Financial Planning in 2001, was the Boutique Business Development Manager of the Year in 2007, SA BDM of the Year, holds an honours degree in Civil Engineering, a Diploma of Financial Planning from Deakin University, a Graduate Diploma of Management and is in the final year of his MBA at the Australian Graduate School of Management.