Hamish Blievers is an investment and asset allocation specialist with over 20 years’ experience in the financial services industry. Hamish’s wealth management career at Australia’s leading investment bank highlighted an opportunity for the founding directors to provide a more tailored, personalised service with the flexibility and agility their clients required to truly build and protect their own wealth.
A shared sense of responsibility for his clients’ success and a mandate to work collaboratively and openly with a client’s professional network ensure the Heritage Capital Group’s offering is a market-leading strategy.
Elizabeth is a wealth management specialist with over 10 years’ experience in the financial services industry and a detailed knowledge of superannuation and tax systems.
Elizabeth’s passion for developing holistic wealth strategies that are tailored to her client’s personal circumstances drive Heritage Capital Group’s core tenet of personalisation.
This client-centric approach to wealth management allows for unprecedented transparency, and the flexibility to customise a client’s plan according to their immediate needs.
Elizabeth is a Certified Financial Planner (CFP®) and holds a Bachelor of Commerce.
Michael has been in the financial services industry since 1983. Before making the move to Heritage Capital Group in 2021, Michael has worked at Randall Stockbroking, Potter Partners, UBS, Macquarie Private Wealth and Randall Daish Partners.
Michael is also on the board of Cottage By The Sea (Charity), Variety Victoria and is a founding director of the Financial Services Foundation.
When Michael isn’t at work, he enjoys spending time with his family and friends and his beautiful labradors.
Jack provides HCG’s investors with personalised and tailored support. He has a Bachelor of Commerce degree from the University of Melbourne, and also holds a Graduate Diploma of Financial Planning. Jack is passionate about the wealth management industry, with aspirations of becoming an Investment Adviser and is currently completing his Professional Year.
Hasan Tevfik is one of Australia’s leading equity analysts and has advised some of Australia’s largest institutional investors in recent decades. He has provided valuable investment advice and insights to Heritage Capital since 2018 in his role as Investment Strategist for independent research house MST Marquee, before formally joiningour Investment Committeein October 2020. Hasan has previously worked as an Australian, European and Global Equity Strategist with Credit Suisse, Citigroupand Morgan Stanley. He holds a Bachelor of Economics (First Class Hons) and is a CFA charter holder.
Giselle Roux is one of Australia’s most respected investment professionals with more than 30 years of experience. After beginning her financial career as an equity analyst with Merrill Lynch and Citigroup, she joined JBWereas Chief Investment Officer role and more recently, Escala Partners, in the same role. Giselle has worked closely with Heritage Capital as an independent investment strategist since mid-2020 to further strengthen and refine our investment process and philosophy. She then formally joined the Investment Committee when it was formed in October 2020.She continues to advise a select number of financial institutions and regularly participates in investment forums. She holds degrees in Geology and Economics.
Anita has over 20 years’ experience in equity markets. She has both buy side and sell side experience, most recently as a Portfolio Manager at Fidelity Australia. Anita has covered most sectors in the Australian market including real estate, banks, consumer, mining services, and energy. Anita holds a Bachelor of Economics from Macquarie University and is a graduate in Applied Finance and Investment from FINSIA.