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Laura Willis

Investment Assistant

“We have the ideal format to deliver on behalf of clients – at Escala we’re flexible enough to do things on a bespoke level in managing clients’ assets, with the optimal level of intellectual and technological application and expertise.”

Paul is a qualified financial planner and has provided advice to high net worth clients since 2002 when he completed a Bachelor of Commerce degree majoring in financial planning. He first worked with Goldman Sachs JBWere as a tax analyst in its private client division, later joining UBS in 2006 as a financial planner and investment advisor.

Paul is also qualified to provide advice on options, derivatives and currency trading. His core expertise resides in providing strategic advice tailored to meet clients’ specific objectives. Additionally, Paul provides advice in relation to investment structures (superannuation funds, trusts, companies), and estate, retirement, superannuation, insurance and succession planning.

For Paul, Escala’s independence is vital: “We’re not reliant on one major bank or investment house for investment research, ideas or deal flow. We receive this information from many research houses. And the CIO process we have firmly in place gives us independent, non-biased views on investment markets.”

When Paul joined Escala in mid-2013 his goal in sharing in the ownership of an advisory business marked a further milestone and highpoint in his career.

Keri Agg

MELBOURNE 

Keri Agg

Events Manager / Executive Assistant
Mason Allamby

MELBOURNE 

Mason Allamby

Investment Advisor / Partner
Will Allen

MELBOURNE 

Will Allen

Investment Advisor
Nick Blakiston

SYDNEY & PERTH 

Nick Blakiston

Investment Advisor
Giuseppe Boemo

MELBOURNE 

Giuseppe Boemo

Investment Advisor
Leo Brady

PERTH 

Leo Brady

Investment Advisor / Partner
Ed Brooke

SYDNEY 

Ed Brooke

Investment Advisor
David Bruty

MELBOURNE 

David Bruty

Investment Analyst
Scott Carmichael

MELBOURNE 

Scott Carmichael

Investment Advisor / Partner
Gabrielle Coles

MELBOURNE 

Gabrielle Coles

Associate
Greer Collins

MELBOURNE 

Greer Collins

Compliance Officer
Stephen Collins

MELBOURNE 

Stephen Collins

Investment Advisor / Partner
Mark Cooper

SYDNEY 

Mark Cooper

Investment Advisor
Tim Cudlipp

SYDNEY 

Tim Cudlipp

Investment Advisor
Heidi Davies

SYDNEY 

Heidi Davies

Investment Advisor / Partner
Simon Dawkins

MELBOURNE 

Simon Dawkins

Head – Capital Markets / Partner
Amanda Fong

MELBOURNE 

Amanda Fong

Investment Advisor / Partner
Larissa Fonseca

SYDNEY 

Larissa Fonseca

Investment Assistant
Constance Gaidatzis

MELBOURNE 

Constance Gaidatzis

Associate Advisor
Matt Gavshon

SYDNEY & PERTH 

Matt Gavshon

Investment Advisor
Gisele Greig

MELBOURNE 

Gisele Greig

Executive Assistant to the CEO
Will Hauser

MELBOURNE 

Will Hauser

Investment Advisor
Sandy Hartley

MELBOURNE 

Sandy Hartley

Associate – Fixed Income Markets
Garrick Higgins

MELBOURNE 

Garrick Higgins

Non-Executive Director
Ben James

MELBOURNE 

Ben James

Investment Advisor / Partner
Kris James

MELBOURNE 

Kris James

Investment Advisor
Rafi Jinnat

SYDNEY 

Rafi Jinnat

Investment Assistant
Coire Jones

MELBOURNE 

Coire Jones

Chief Technology Officer
Stuart Kay

MELBOURNE 

Stuart Kay

Investment Advisor / Partner
Amelia Kelaher

MELBOURNE 

Amelia Kelaher

Investment Assistant
Darragh Kennelly

SYDNEY 

Darragh Kennelly

Investment Analyst
Maggie Laister

MELBOURNE 

Maggie Laister

Investment Assistant
Joshua Lin

MELBOURNE 

Joshua Lin

Investment Analyst
Luca Locantro

MELBOURNE 

Luca Locantro

Investment Advisor
Tracey McNaughton

SYDNEY 

Tracey McNaughton

Chief Investment Officer
Tom Meagher

SYDNEY 

Tom Meagher

Investment Advisor / Partner
Jack Morley

MELBOURNE 

Jack Morley

Associate Advisor
Darren Moy

SYDNEY 

Darren Moy

Investment Advisor
Jonathan Mukadana

SYDNEY 

Jonathan Mukadana

Associate Advisor
Dr George Nassios

MELBOURNE 

Dr George Nassios

Chief Product & Strategy Officer / Partner
Brett Paton

MELBOURNE 

Brett Paton

Chairman
Meaghan Pellicano

MELBOURNE 

Meaghan Pellicano

Financial Controller
Pep Perry

MELBOURNE 

Pep Perry

Chief Executive Officer / Partner
Travis Pitt

MELBOURNE 

Travis Pitt

Investment Advisor
Ben Potter

MELBOURNE 

Ben Potter

Investment Advisor / Partner
Juliana Rajkovic

MELBOURNE 

Juliana Rajkovic

Investment Advisor
James Robins

SYDNEY 

James Robins

Investment Advisor
Paul Sealey

MELBOURNE 

Paul Sealey

Investment Advisor / Partner
Chris Selby

SYDNEY 

Chris Selby

Vice Chairman / Non Executive Director
Natalie Simpson

SYDNEY 

Natalie Simpson

Front of House
Harry Stephens

MELBOURNE 

Harry Stephens

Investment Assistant
Stephanie Taing

MELBOURNE 

Stephanie Taing

Investment Assistant
Con Tsioutsis

MELBOURNE 

Con Tsioutsis

Senior Advisor / Capital Markets
Dylan Verney

MELBOURNE 

Dylan Verney

Associate Advisor
Jonathan Vickers-Willis

MELBOURNE 

Jonathan Vickers-Willis

Investment Advisor / Partner
Laura Willis

MELBOURNE 

Laura Willis

Investment Assistant

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