OUR TEAM

Evelyn has over 30 years’ experience in banking, private banking and wealth management gained in Hong Kong and Sydney. Her focus is holistic investment advice to high net worth individuals, family offices and not for profit entities with particular expertise in asset allocation, international equities, fixed income and multi-currency investing. Evelyn holds a SAB/LPAB Diploma in Law in association with the University of Sydney, a GAICD from the Australian Institute of Corporate Directors and has completed the Asset Management Program at Wharton School of the University of Pennsylvania.

Tim has more than 20 years of finance experience in equities, derivatives, and investment management. Prior to joining Kennedy Partners Wealth, Tim was an Investment Manager at a single-family office and later an Investment Advisor, where he provided guidance to clients on Asset Allocation, Investment Strategy, and Portfolio Management. He has particular expertise in Australian equities and is responsible for the construction of Australian Equity and Alternative Investments portfolios. Tim holds a Bachelor of Business from ACU, a Graduate Diploma in Applied Finance and Investment, and is a Certified Investment Management Analyst (CIMA ®).

Rune has worked in accounting and finance for more than 25 years both in Australia and Europe with substantial experience in financial services. Prior to joining Kennedy Partners Wealth, Rune was the COO/CFO at a boutique investment management and advisory firm focusing on the alternative asset space. Rune holds Bachelor of Business degrees in Accounting and Business Administration and is a member of the Chartered Accountants Australia & New Zealand and a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW). Rune also holds a Graduate Diploma of Applied Finance.

Robert joined Kennedy Partners Wealth in July 2023 from Perpetual, where he was Partner responsible for High-Net-Worth clients within the private clients practice for a period of six years. Previously, he was an Investment Consultant with Private Investment Consulting (a division of NAB Asset Management), Head of Fixed Income at Wilsons and an Investment Specialist with fund managers Nikko AM and AMP Capital. He also co-founded capital markets firm, Columbus Capital Ltd and prior to this, he was responsible for credit markets research at Westpac Institutional Bank.  Earlier in his career he held positions with Bankers Trust International PLC and ING Barings. Robert holds a Master of Applied Finance from Macquarie University and an undergraduate degree in Finance and Accounting. Robert was included in The Australian and Barron’s ‘Top 100 Financial Advisers’ list for 2022/2023 and is a member of the CFA Institute, registered as an individual tax (financial) adviser with the Tax Practitioners Board of Australia and completed the requirements of the Financial Adviser Standards & Ethics Authority (FASEA).

Patrick joined Kennedy Partners Wealth in November 2023 from Strategy First Financial Planning, where he was Managing Director for over 6 years and Financial Planner for over 17 years. He was responsible for High-Net-Worth and Wholesale clients within the firm. His experience in wealth management spans almost 30 years. Patrick holds a Bachelor of Commerce from Western Sydney University, a Graduate Diploma in Applied Finance and Investments from FINSIA (formerly the Securities Institute of Australia) and is a GAICD from the Australian Institute of Company Directors. Patrick was included in The Australian and Barron’s ‘Top 50 Financial Advisers’ list for 2017 and is a SMSF Specialist Adviser with the SMSF Association, registered as a qualified tax relevant provider with ASIC and completed the requirements of the Financial Adviser Standards & Ethics Authority (FASEA).

In addition, Patrick is a Telephone Crisis Support volunteer with Lifeline Australia (Harbour to Hawkesbury)

Laura joined Kennedy Partners Wealth in 2021. Prior to joining Kennedy Partners Wealth, Laura worked in Financial Planning and then as an Investment Adviser, providing highly personalised advice which identifies investment solutions tailored to the needs and expectations of each client. Laura is strongly focused on building strong relationships with clients and enjoys assisting them in achieving their financial goals through tailored portfolio management. Laura holds a Bachelor of Economics and a Bachelor of Commerce (Finance and Marketing). Laura also holds a Diploma of Financial Planning and has completed the Financial Adviser Standards & Ethics Authority (FASEA) exam.

Michael joined Kennedy Partners Wealth in 2019 as an intern during university and came onboard full-time in 2021. He graduated from the University of New South Wales (UNSW) with a Bachelor of Commerce (International) with majors in Accounting, Finance, and a minor in Chinese Studies. Prior to his current role, Michael interned at Westpac and the International Trade Administration. Michael also completed exchange programs in London and Hong Kong as a part of his undergraduate degree. In addition, he is a CFA candidate and is fluent in Mandarin.

Harsha is a financial services professional with over 20 years’ experience in the finance industry, having worked for investment managers, custodians, domestic and multi-national banks. Roles have included investment operations, fund accounting, unit registry and custody operations at Dimensional Fund Advisors, Russell Investment Management Limited and JP Morgan. Harsha holds a Diploma in Financial Markets from FINSIA and has also obtained a CFA Investment Foundations Certificate.