OUR TEAM

PETER KENNEDY | Non-Executive Chairman

Peter has more than 35 years financial markets experience in equities, derivatives and investment management.In 2011 Peter founded Specialist Investment Management Pty Ltd (SIML) servicing wholesale investors in high yield fixed interest instruments, equities and derivatives. In 2016 the company evolved to a boutique wealth management service provider under the name of Kennedy Partners. The change of name recognised the evolution of the company to include, new partners, a larger number of advisors, clients and a larger suite of investment services including Swiss Bank external asset management and philanthropy services. In 2021, Peter transitioned to Non-executive Chairman of the company.

EVELYN VERTZAGIAS | Head of Wealth Management

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.

RUNE HENRIKSEN | Chief Operating Officer

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.

TIM BOWERS | Chief Investment Officer

Tim has more than 20 years of finance experience in equities, derivatives and investment management. Prior to joining Kennedy Partners Wealth Tim was Investment Manager at a single family office and later an Investment Advisor advising clients on Asset Allocation, Investment Strategy and Portfolio Management. He has particular expertise in Australian equities and is responsible for advising on stock selection for Australian Equity portfolios and Alternative Investments. Tim holds a Bachelor of Business from ACU, a Graduate Diploma in Applied Finance and Investment and recently completed CIMA accreditation as Certified Investment Management Analyst.

LAURA CONELIANO | Advisor

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).

PETER WEBSTER | Advisor

Peter has over 20 years’ experience in the financial services industry in both Australia and New Zealand including wealth management, managed funds and financial planning. Roles have included compliance, administration, operations management and advising clients for companies including Merrill Lynch, Morgan Stanley and Tower Managed Funds. Peter holds an Advance Diploma in Financial Planning.

MICHAEL CUI | Associate Analyst

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 ALLES | Investment Operations Manager

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.