Matthew Maher
Managing Director
With over a decade of experience in wealth management, Matthew excels in understanding and meeting the complex needs of clients, ensuring secure and high-quality service in every client relationship. He has managed substantial assets across multiple asset classes, bringing a wealth of expertise in advisory and wealth management that equips him to expertly handle client risk management and portfolio oversight.
As a seasoned financial leader, Matthew has consistently demonstrated success in trading, advisory, and management roles, showcasing his proficiency across diverse operations, risk management, and driving substantial growth in Funds Under Advisory (FUA). His expertise spans compliance, sales, marketing, portfolio management, and trading, with deep knowledge of various financial products, including derivatives, equities, managed investments, securities, cash, and margin lending.
Matthew’s extensive experience in global listed and derivative markets includes roles in FTSE and ASX-listed businesses, he has also held directorships, senior management positions, and senior portfolio management responsibilities. Throughout his career, Matthew has been instrumental in guiding organizations’ funds under advice to impressive sums exceeding $1 billion, highlighting his strategic acumen and expertise in navigating diverse asset classes. His unique blend of financial market proficiency and proven track record of exponential funds growth make Montgomery an ideal partner for investors seeking exceptional results across a broad spectrum of investments.
Warren Behan
Adviser
Warren Behan is an Advisor at Montgomery & Partners, offering a unique blend of property expertise, financial acumen, and a strong understanding of both domestic and international equity markets. With experience in financial sales, property advisory, and five years in the Australian construction industry, Warren provides valuable insights to clients seeking to optimize their investment strategies. He holds an honours degree in manufacturing engineering with business studies and is RG 146 certified in General Knowledge, Securities, and Managed Investments. Known for his personalized client care and commitment to continuous learning, Warren is dedicated to helping clients achieve their financial goals through property, equity, and income-focused investments.
Chris Colaneri
Adviser
Chris is one of our senior wealth advisers & brings a wealth of experience building and managing bespoke portfolios for our high net-worth clients. He holds a Bachelor of Finance from Swinburne University and all relevant RG 146 qualifications in Securities & Managed Investments. He has high levels of interest & expertise in equities, bonds, credit funds & property ensuring an excellent service for clients.
Bao Huynh
Head of Marketing
Bao brings over a decade of financial services marketing experience to the team at Montgomery & Partners. Before joining the Montgomery, he spent time at heavyweights such as Perpetual, Morningstar and BBY Limited, where he spearheaded the marketing initiatives to help these businesses grow their FUM. Bao holds a Bachelor of Commerce degree from the University of New South Wales and boasts accreditations in securities, derivatives and managed investments.
Matt Longmuir
Operations Manager
Matthew is an experienced Operations Manager at Montgomery & Partners, where he drives operational efficiency and strategic growth. Holding a degree in Economics from the University of York, Matthew brings a robust blend of analytical, managerial, and accounting expertise to the table. His professional journey includes preparing financial statements, managing payroll services, and overseeing accounting functions for small businesses, demonstrating his deep understanding of finance and operations.
Tome Willie
Client Associate
Tom is a Client Associate at Montgomery & Partners, where he works closely with high-net-worth (HNW) clients to provide tailored financial solutions. With 15 years of experience in account and client management across the technology and property sectors, Tom is known for his client-centric approach. His ability to drive results through innovation and strategic thinking has made him a trusted partner, especially in managing the complex needs of HNW individuals
Intelligent Planning Team
Phil Osborne
Financial Planner
Phil’s career in financial planning began in 1998, when he launched his own compliance consultancy, Philborne, shortly after completing his Diploma of Financial Planning. Over the course of the past 25 years, Phil has provided common-sense compliance advice to numerous financial services entities, as a consultant and via employed roles. His experience at the coalface of advice, as a Director and Responsible Manager of AFSLs, translates to a deep understanding of governance issues, the management of financial planning practices and the provision of personal advice. Phil has previously held positions such as Member Advocate for National Tax & Accountants’ Association (NTAA) Advice; Director and Responsible Manager for SMSF Advisers Network; National Network Manager and Group General Manager (Compliance) for Lifestyle Asset Management and CEO and Director of Pinnacle Financial Services Academy. An accomplished public speaker, Phil presents at financial services conferences both locally and internationally. He has a Master of Commerce (Financial Planning), a Master of Laws (Enterprise Governance) and holds the Certified Financial Planner (CFP) designation.
Matthew Wallis
Advice Distribution Manager
Matt has more than 20 years’ experience in financial services, joining the industry in the year 2000 as a fund administrator for AON Consulting. He has held several positions over the course of his career, including two stints, over a combined six years, in sales with AIG/AIA Australia. Matt took a career break in 2007 to play cricket in England and most recently was State Manager NSW for Synchron, a role he held for more than four years. He established his own financial advice practice, Beta Advice, under the Dirigere Advisory (now Intelligent Planning) banner in 2022, and continues to provide tailored insurance solutions to families and business owners. Matt has completed study for the Advanced Diploma of Financial Planning and in the final stages of his Graduate Diploma of financial Planning.
Damian Grimes
Chief Investment Officer
Having joined the UK Financial Services industry in July 1987, Damian became a fully qualified Financial Adviser in 1998. He went on to advise clients for Wealth Management company J Rothschild’s Assurance before establishing his own UK Independent Financial planning practice in 2002 specialising in SIPPs, SSASs, Defined Benefits and Money Purchase Pensions.
Damian migrated to Australia in September 2008 and has been active in the Australian financial planning industry for over 15 years.
