Our People

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, 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, 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