The new appointments bring the firm’s total national adviser base to 91.

Commenting on the expansion, Michael Chisholm, chief executive of Crestone said that over the past several years, the Crestone client base in Queensland had grown, demanding the establishment of an expanded Queensland presence.

Shane Fisher has 28 plus years’ experience in Financial Services with a diverse background and joins Crestone from Westpac Private Bank and St George Private Bank. A former Director for Global Investment Services with the Westpac Group, Mr Fisher has extensive investment experience across all traditional and alternative asset classes, dealing with boutique and private wealth businesses, private banks, foreign investment banks, HNW clients and family office investors.

John Paul Geribello joins Crestone from Westpac Global Investment Services, where he was an Investment Director, responsible for the implementation and delivery of the direct wealth proposition for self-directed clients of Westpac Private Bank and St George Private across Queensland. With over 20 years’ financial services experience, Mr Geribello has a proven track record in providing investment advice, opportunities, insights and thought leadership to Institutional, Corporate, Family Offices and HNW investors on their investment strategies and risk management of traditional asset classes, structured solutions and alternative investments.

Darryl Wasserman is a financial services specialist with over 19 years’ experience in the banking and communications sector. Mr Wasserman joins Crestone from Westpac Private Bank where he was previously a Private Banker providing specialised service and advice to some of Queensland’s wealthiest families. Mr Wasserman has a double degree in Finance and Economics and is passionate about delivering exceptional outcomes for his clients.

Chris Mackenzie has 19 years’ experience and joins Crestone from ANZ Private, where he was a Private Wealth Adviser. He provided wealth management services through provision of retail and wholesale personal advice on structuring and investments to HNW families and individuals.

Simon Rogers joins Crestone from Perpetual Private, where he was a Partner, responsible for leading a high-performance wealth management team in the provision of both retail and wholesale advice. He has been providing personal advice to private clients for almost 15 years: his clients have included charitable foundations, wealthy families, not-for-profit organisations, medical specialists, successful business owners, landowners, senior executives and entrepreneurs.                                              

Jason Poppi has 10 plus years’ experience and joins Crestone from NAB Investor Sales, where he was previously an Associate Director. In this role, Mr Poppi was responsible for building and managing a portfolio of HNW investors and has a proven track record of building deep relationships with HNW and UHNW families. 

All new hires will report directly to Michael Tritton, Head of Advisory for NSW, QLD and SA.

Commenting on the new appointments, Mr Tritton said that the competency within the team reflects a continuing desire to deliver unparalleled insights and investment solutions to business owners, the not-for profit/charitable sector, HNW individuals and their families in Queensland.

“The new advisers are welcome additions to our growing team. Crestone offers global, multi- asset class portfolio construction and management solutions and we are confident the expertise these six advisers possess will complement our existing business and offering.”

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