Meet the People Behind Your Financial Future
Our diverse team of financial experts brings together decades of experience, innovative thinking, and a shared commitment to helping Australians achieve their investment goals through personalized strategies and education.
Years Experience
Clients Served
Assets Managed
Client Satisfaction
Our Leadership Team
Each member of our leadership team brings unique expertise and perspective to ethiravaliso. From traditional investment strategies to emerging market opportunities, our collective knowledge spans every aspect of modern financial planning and wealth management.
Sarah Mitchell
Senior Investment Strategist
Sarah joined ethiravaliso in 2018 after spending eight years with major Australian investment firms. She specializes in sustainable investing and has helped develop our ESG portfolio strategies. Her approach combines traditional financial analysis with environmental and social impact considerations, making her particularly valuable for clients who want their investments to align with their values.
Marcus Chen
Portfolio Management Director
With over twelve years in financial services, Marcus leads our portfolio management team and oversees client investment strategies. He holds a Master's degree in Finance from University of Sydney and is known for his methodical approach to asset allocation. Marcus particularly enjoys working with clients who are planning for retirement and need comprehensive long-term strategies.
Our Values Drive Everything We Do
Client-First Approach
Every decision we make starts with one question: How does this benefit our clients? We measure our success by your financial growth and peace of mind, not by short-term profits or industry benchmarks.
Continuous Learning
Financial markets evolve constantly, and so do we. Our team dedicates significant time to professional development, market research, and staying current with regulatory changes that might affect your investments.
Transparent Communication
We believe in clear, honest communication without financial jargon. You'll always understand exactly what's happening with your investments, why we're making specific recommendations, and what to expect moving forward.