Financial Advisers

David Alder

BCom CFP® DipFP DipArts

David co-founded Alder and Partners in 2010. He is a Director and Representative of Alder and Partners Pty Ltd and a member of our Investment Committee.

Continuing the family tradition (sixth generation) of providing financial advisory and investment management services to private clients, not for profit entities, and corporate clients, he has been employed in the Australian securities industry since 2001.

He specialises in the provision of strategic and technical advice, self-managed superannuation as well as portfolio investment management. David has extensive experience in investing, both directly and via unlisted managed funds, in equities, real estate investment trusts, interest rate securities and exchange traded funds.

David is a member of the Western Australian Anglicare Winter Appeal Committee which raises funds to assist people to cope with the challenges of life and relationships. He is also a Councillor with the Art Gallery of WA Foundation whose role it is to raise funds and encourage donations to assist in acquiring works to the State Art Collection. The Foundation also aims to broaden the knowledge, understanding and appreciation of art in the community and assists with the Art Gallery’s education program.

Steven Tulloch

BCom GDipAppFin AdvDipFS

Steven has been employed in the financial services industry since 2005, commencing his career in stockbroking in Perth. He then spent three years in London working in Fixed Income Derivatives for global investment bank Morgan Stanley where he gained valuable experience and insights into risk management and hedging for some of the largest institutional investors in the world. Working through the Global Financial Crises in one of the epicentres of the world’s financial system provided an invaluable learning experience.

Steven joined our team in January 2013 and is responsible for the provision of strategic and technical advice to clients. Steven specialises in superannuation, investment management, taxation planning and insurance. Steven is a Director and Representative of Alder and Partners Pty Ltd and a member of our Investment Committee.

Matthew Bushell

BBus GradDipFinPlan

Matt began his financial services career in 2016 and gained valuable experience working for a financial services firm in Melbourne before relocating to Perth.

Matt holds a Bachelor of Business from RMIT University majoring in Economics and Finance along with a Graduate Diploma in Financial Planning from Kaplan Professional.

Matt has also completed an additional qualification in Self-Managed Superannuation Funds.

Matt is a Representative of Alder and Partners Pty Ltd.

Associate Advisers

Hilah Ahmadzai

BCom CFP® GDipFinPlanning

Hilah joined Alder & Partners in 2013, applying the experience and acumen she honed in her previous roles as a technical and Associate Adviser.

Hilah helps our clients navigate the broad and complex world of financial advice and has a special interest in superannuation, retirement planning, wealth accumulation, cash flow management and estate and family succession planning.

Hilah’s calm, considered approach combined with creative problem solving skills and her ability to process complex information make her a valuable part of our advisory team.

Hilah is a Representative of Alder and Partners Pty Ltd.

Josh Metcalf

BCom CFP®

Josh began his financial services career in 2011 and has gained valuable experience working as an Associate Adviser for a leading national financial services firm.

Josh has a passion for financial markets and identifying opportunities for client portfolios. He helps prepare comprehensive financial advice for clients as well as carrying out technical research and complex strategy development. Josh has strong analytical background and enjoys preparing complex financial modelling for clients.

Josh is a Representative of Alder and Partners Pty Ltd.

Investment Analysts

Sky Walker

BCom GradDipFinPlan

Sky is Chief Investment Officer and a member of our Investment Committee.

As CIO Sky’s core responsibilities are following macro-economic and financial market trends, asset allocation guidance, investment research and monitoring, investment execution guidance and group portfolio exposure and risk management systems. Sky has substantially built and enhanced Alder and Partners research process and group exposure reporting systems over an extended period.

Alder and Partners undertakes detailed research on Australian and international companies, property trusts, development companies and loans, interest rate securities including corporate and government bonds as well as listed and unlisted funds that we engage in these sectors. This process includes constant interaction with company management, fund managers and sector specialists via one on one meetings, presentations including company results and investment bank conferences.

Sky’s core strengths are in both bottom up fundamental business analysis and macro-economic analysis, where the vast majority of his time is focused. He leads discussion in meetings with company management and fund managers, at monthly Investment Committee meetings, weekly portfolio meetings and bi-annual asset allocation meetings.

Sky has over 15 years investment experience having been professionally active in financial markets and analysing equities since 2005. He has been employed by Alder and Partners since 2009.

Simon Taylor

BCom

Simon is an investment analyst who works alongside the Chief Investment Officer to develop investment theses and security valuations. He presents his analysis to members of our Investment Committee.

Prior to joining our team, Simon gained valuable experience at a long/short hedge fund and then as a portfolio manager of a global macro fund.

With five years of experience in financial markets, he has developed a deep understanding of industry trends, market dynamics, and risk management strategies.

Technical Manager

Paul Nagle

BBus DipFP

As Technical Manager, Paul not only provides our clients wealth management services, he is also a valuable team member providing clients and staff with advice on complex strategy matters.

Paul has been employed in the financial services industry since 1999 in a variety of advisory, professional standards and management roles.

Paraplanners and Client Service Managers

Judit Law

BCom GDipAppFin AdvDipFS

Judit is our Head of Advice and Professional Standards and is responsible for managing the preparation and delivery of our advice documents. Judit has worked in the financial services industry since 1999.

Judit specialises in the areas of superannuation/retirement income, debt management, estate planning, corporate/trust structures, insurance, aged care and social security. She is an enthusiastic problem solver and her methodical and detail oriented approach is highly valued by clients.

Kerialea Bryde

Kerialea started in the financial services industry in 2020 as a Client Service Officer. She has worked with multiple firms in Queensland and Western Australia enabling her to have extensive experience across various superannuation, investment, and insurance platforms. Combined with her strong understanding for advice implementation, Kerialea enjoys researching financial products, preparing documents and explaining the implementation process to clients to deliver high quality service.

Kerialea is currently studying her Advanced Diploma of Paraplanning and has joined the team in January 2023 as a Junior Paraplanner.

Linda Katsikandarakis

AdvDipFS

Linda joined our team in May 2013.

She has been employed in the financial services industry since 2000, working in boutique financial planning businesses. Linda has experience in many roles from administrator through to para-planner.

Linda has completed the Advanced Diploma of Financial Services (Financial Planning).

Investment Committee

David Hadingham

BCom CA FFin

David is Chairman of the Investment Committee. From February 2010 to February 2017 David held the position of Investment Manager for the Clough Superannuation Fund, a $250 million Corporate Fund with just under 2,000 members. As Investment Manager David was responsible for the day to day monitoring of investments, idea generation, assessment and implementation. He was a member of the Fund’s Investment Committee and reported to the Fund’s Trustee Board. The Fund was in the top quartile of Balanced Superannuation Funds during this period.

The Fund invested both directly (equities, fixed interest, cash and property) and through some specific fund managers. The primary focus was on direct investment.

David was seconded the CBH Superannuation Fund (October 2010 to September 2013) to act as their Investment Manager during a transition phase for their Fund, while at the same time continuing his primary role with the Clough Fund.

Prior to his role at Clough, David had previously worked in Australia at PricewaterhouseCoopers (Audit). JB Were (Assistant Financial Planner) and Perpetual (Private Client Adviser).

During a four year period in London he worked at Brewin Dolphin Securities (Split Capital Investment Trust Analyst) and GAM (Hedge Fund Analyst).

Matt Ward

BEcon (Honours) CA Harvard Management Leadership

Matt is an Investment Manager for a leading investment firm based in Perth. During his 9 years in the accounting profession, Matthew completed a broad range of assignments for KPMG in London and Johannesburg before transitioning into investment evaluation and commercial advisory work in senior commercial management roles for large corporates.

He has also held senior analytical and investment management roles in stockbroking and in funds management over the past 12 years in Australia. Matt specialises in bottom-up value investing, high-conviction mid-cap and large-cap opportunities, industrial and financial services sectors and macro thematics.

Joseph Gonzalez

BCom MBA (Macquarie)

Joe is an investment professional who manages a Family Office and spends a lot of time as a Director of a Sydney based Charity and various amateur sporting organisations.  He has a Finance and Economics background and has been involved in a number of M&A assignments in Australia and Asia over the years working for an Insurance Corporation in Australia. He has led a team of investment professionals in SE Asia and managed a diverse portfolio of investment Managers in the UK.

During his professional career Joe was also a Trustee Director of a large Corporate Superannuation Fund for 15 years with a combination of Accumulation, Pension and Define Benefit members.  Joe has a passion of value based, high conviction investing in mid-cap and small companies.  He particularly prides himself on keeping abreast of technology thematics for different industries.

David Alder

BCom CFP® DipFP DipArts

David co-founded Alder and Partners in 2010. He is a Director and Representative of Alder and Partners Pty Ltd and a member of our Investment Committee.

Continuing the family tradition (sixth generation) of providing financial advisory and investment management services to private clients, not for profit entities, and corporate clients, he has been employed in the Australian securities industry since 2001.

He specialises in the provision of strategic and technical advice, self-managed superannuation as well as portfolio investment management. David has extensive experience in investing, both directly and via unlisted managed funds, in equities, real estate investment trusts, interest rate securities and exchange traded funds.

David is a member of the Western Australian Anglicare Winter Appeal Committee which raises funds to assist people to cope with the challenges of life and relationships. He is also a Councillor with the Art Gallery of WA Foundation whose role it is to raise funds and encourage donations to assist in acquiring works to the State Art Collection. The Foundation also aims to broaden the knowledge, understanding and appreciation of art in the community and assists with the Art Gallery’s education program.

Steven Tulloch

BCom GDipAppFin AdvDipFS

Steven has been employed in the financial services industry since 2005, commencing his career in stockbroking in Perth. He then spent three years in London working in Fixed Income Derivatives for global investment bank Morgan Stanley where he gained valuable experience and insights into risk management and hedging for some of the largest institutional investors in the world. Working through the Global Financial Crises in one of the epicentres of the world’s financial system provided an invaluable learning experience.

Steven joined our team in January 2013 and is responsible for the provision of strategic and technical advice to clients. Steven specialises in superannuation, investment management, taxation planning and insurance. Steven is a Director and Representative of Alder and Partners Pty Ltd and a member of our Investment Committee.

Sky Walker

BCom GradDipFinPlan

Sky is Chief Investment Officer and a member of our Investment Committee.

As CIO Sky’s core responsibilities are following macro-economic and financial market trends, asset allocation guidance, investment research and monitoring, investment execution guidance and group portfolio exposure and risk management systems. Sky has substantially built and enhanced Alder and Partners research process and group exposure reporting systems over an extended period.

Alder and Partners undertakes detailed research on Australian and international companies, property trusts, development companies and loans, interest rate securities including corporate and government bonds as well as listed and unlisted funds that we engage in these sectors. This process includes constant interaction with company management, fund managers and sector specialists via one on one meetings, presentations including company results and investment bank conferences.

Sky’s core strengths are in both bottom up fundamental business analysis and macro-economic analysis, where the vast majority of his time is focused. He leads discussion in meetings with company management and fund managers, at monthly Investment Committee meetings, weekly portfolio meetings and bi-annual asset allocation meetings.

Sky has over 15 years investment experience having been professionally active in financial markets and analysing equities since 2005. He has been employed by Alder and Partners since 2009.

Our Services

Strategic Financial Planning Advice Investment Portfolio Management