Meet the Team

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.

George Lucas

Managing Director

George Lucas has over 27 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, and 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 and Sky Business. 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.

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