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Hamish Blievers is an investment and asset allocation specialist with over 25 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 15 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.
Anthony Iser has over 25 years investment experience and has advised clients from novice investors to the world’s largest Sovereign Wealth Funds.
Anthony began his career at Ord Minnett in Melbourne in 1995 working in Wealth Management specialising in advice regarding the Australia share and derivatives markets. In 2000 he joined JPMorgan’s Institution Desk advising Australia’s largest fund managers on their Australian Investments. From 2004 to 2019 Anthony was based in Singapore during which time he worked for JPMorgan and UBS advising clients including the world’s largest Sovereign Wealth Funds and Managed Funds.
With his proven track record in creating successful investment portfolios, Anthony has built a reputation for delivering exceptional returns for clients and was regularly ranked in the top 3 across all of Australia and Asia for advice provided to his clients.
He brings a wealth of knowledge and expertise to our team and is a proven asset in helping HGC clients to achieve their financial goals.
Jacinta is a highly experienced professional in the investment and finance industry. With over 25 years of experience, she deeply understands the financial lifecycle of investors and their needs. Her client-centric approach ensures that all aspects of the HCG business are managed effectively, delivering an excellent client experience from start to finish. She is committed to meeting clients’ needs while ensuring HCG’s regulatory and compliance requirements are met. She is focused on embedding solutions to deliver an exceptional and secure digital client experience.
William Morgan has 18 years’ experience in equities funds management with Intrinsic Investment Management (Australian long-only) and Triple Eight Capital (global future energy, gold). Intrinsic won various industry awards for its Style Neutral and the Sustainable Australian Shares portfolios it managed.
William has managed analysts, portfolios, business development, reporting, and company research and valuation.
Prior to entering funds management William worked in various engineering roles in manufacturing and construction. He holds qualifications in engineering, arts and finance.
His philanthropic efforts are focused on the fields of personal and political liberty.
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 joining our Investment Committee in October 2020.
Hasan has previously worked as an Australian, European and Global Equity Strategist with Credit Suisse, Citigroup and 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 JBWere as 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.