• Rob commenced his investment market career at Macquarie Bank in 1996. He moved to JM Financial Group in 2004.  During his time at Macquarie and JM he was a market leader in moving his clients from traditional trading to a long-term portfolio focussed model that has now become market practice for long term investors.
• In 2010 Rob founded Endeavor Asset Management where he was Managing Director and Chief Investment Officer. From 2010 to 2021 Endeavor’s Long-Only Australian Equities Balanced, Growth and High Conviction MDA portfolios outperformed the ASX All Ords Accum by 87%, 107% and 193% respectively.
• In 2021 Endeavor was sold in a partial management buyout.  At the time of sale Endeavor had approximately  $400M of sophisticated client investment funds under management.
• Rob’s investment expertise encompasses the Australian equities markets and non listed businesses. Rob is currently involved in a diverse range of portfolio investments from listed equities to property developments, technology focussed companies and hospitality.
• Rob is an investor and member of the Board of Directors of Naturo Technologies Ltd and Standing Room Coffee Pty Ltd. He holds a Bachelor of Business (Banking and Finance) from Monash University.

Erminio has over 35 years experience working with privately owned and family businesses in addition to family offices.

From October 2007 to January 2024, Erminio was the Finance Director and Company Secretary for all entities within the Gschwenter Family Office. This role included managing all accounting, taxation, finance, insurance, third party relationships, operational and family matters.

Prior to the Gschwenter Family Office, Erminio was the CFO for a family owned national retail business (January 2006 to July 2007) where he was responsible for all finance related business matters including all the family investment entities.

Erminio began his career with Deloitte Private and spent 18 years (January 1988 to January 2006) dealing with privately owned and family businesses and was the Lead Client Service Director on his client portfolio.  His experience, along with accounting and taxation matters, included being involved in a variety of transactional roles.

Angus worked in Deloitte’s Melbourne Private Tax and Legal team from December 2017 to January 2021 where he was responsible for working and engaging with clients regarding opportunities to improve their business operations while dealing with a range of tax and financial problems in the short and long term. In addition, Angus worked with high wealth families to improve their financial functions and reports which enabled them to make decisions about how best to invest funds.

Prior to working at Deloitte, Angus was at Mutual Trust from 2014. In this role he was responsible for preparing client deliverables including tax and financial reports, and cash flow forecasts. He also spent 12 months with Mutual Trust’s wealth management team creating investment analysis documents for clients.

While at Mutual Trust he served on their Next Gen committee. This committee centered around creating plans to ensure families had successful transfers of wealth from generation to generation.

David is a well-known and respected businessman who over the past 12 years has become one of Australia’s leading family advisors. Based on his 25 years at Smorgon Consolidated Industries, which was one of Australia’s largest family businesses, David understands the real issues that impact on wealthy families, and he has assisted many families to achieve their goals of family succession, governance, and family harmony and unity.

David has a history of being involved in and supporting many organisations in the health, education and sporting sectors, and was awarded the Order of Australia Medal for his contribution to the community in 2001.