PRINCIPAL

Working as an adviser since 1987, Ken has the experience and skills to offer Financial Clarity's clients well considered strategic financial planning and investment advice. Ken's background in financial analysis provides a sound backdrop to understanding both investment markets and the impact of financial decision making. Ken has a B Com from the University of Western Australia and is a Certified Financial Planner. Ken has been a regular member of Investment Committee’s of various organisations since 1989 and is an avid student of economic and market cycles. Ken has full responsibility for the investment function at Financial Clarity, and is backed by a diverse and experienced investment committee. Ken is the founder (2006) and principal of Financial Clarity.

HEAD OF FINANCIAL PLANNING

Mario Guillermo Gamboa is a Financial Adviser and an authorised representative of Financial Clarity Pty Ltd.

With an educational background anchored in Finance and Economics, Mario began his career working at one of Australia’s leading wealth management firms, BT Financial Group. After earning his master’s degree across universities in Australia and France, Mario returned to Australia to work at Macquarie Bank with Coin Software. Through his exposure to the financial planning industry, Mario became interested in the inextricable relationship between financial planning and psychology. Cementing this interest via post-graduate degrees in both Financial Planning and Psychology, Mario now enjoys assisting clients to meet their financial needs through individualised, client-specific approaches informed by therapeutic practice.

PORTFOLIO MANAGER

Nitesh is the Portfolio Manager at Financial Clarity, helping the investment team in managing and assessing portfolio investments. He has been a member of Financial Clarity’s investment advisory committee for over 8 years.

Originally from the UK, Nitesh has 25 years of experience in managing portfolios in a variety of asset classes across different geographies. Nitesh began his career at Foreign and Colonial Asset Management in the UK, where he completed all the IIMR exams at the CFA UK and was part of the UK and Global equities portfolio management teams. He has gained experience managing listed securities, private equity and hedge funds in Europe and Asia. As part of Financial Clarity’s investment team he is focused on the management of investments across all asset classes.

Nitesh has a BSc (Hons) in Mathematics and an MSc (Econ) from the LSE in London.

OPERATIONS MANAGER

Jeffrey manages all administration, tax reporting and investment placement requirements for our in-house wealth management service, Clarity Wealth Management. Jeffrey has a Bachelor of Business, Dip Financial Markets & Grad Dip of Applied Finance having worked in the areas of investment administration and markets within the financial services industry for a number of years.