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 Co-Chairman 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 Representative of Alder and Partners Pty Ltd and is also 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.

Technical Manager

Paul Nagle

BBus CFP® 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. Paul is currently a Director of Alder and Partners Pty Ltd.

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.

Amanda Hurren

DipFinMarkets (Sec Inst) CertSM

Amanda is responsible for providing administrative assistance to our clients and advisory team. Amanda has vast knowledge in portfolio, superannuation and stockbroker administration which she obtained while working for various portfolio and superannuation administration firms and leading stockbroking firms.

Amanda has been employed in the financial services industry since 1997 and joined us in 2015.

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.

James Telders

MSc CFA

James joined our Investment Committee as an independent member in 2019. He’s a partner at Three Springs Technology, a Perth based Medical software company.

Prior to Three Springs Technology he spent close to 10 years working in Investment Banking. He started his career working as a Corporate Finance Analyst at Rabobank in Amsterdam (2004-2006) and progressed to the level of Vice President in the M&A department at Dresdner Kleinwort Wasserstein in London (2006-2011). During these years he spent most of his time financial modeling and advising clients in corporate takeovers and divestments across Europe and Russia.

At the height of the European debt crisis, James spent three years in the Middle East, where he worked at QIA (2012-2014), Qatar’s state-owned sovereign wealth fund. He was a member of the fund’s direct investments team reviewing and recommending on buying and selling large positions in equities, hybrids and alternative investments.

Richard Alder

A Fin FAICD

Richard has worked in the securities industry since 1965 and brings extensive experience to our investment committee. He was employed by JB Were for 31 years – in Melbourne, London, and as a Partner and Director of the Perth office for 17 years until September 2003.

Richard’s responsibilities at JB Were included representing the firm within the corporate sector, advising professional investment and superannuation funds on their investment strategy and facilitating the placement of new and existing capital for ASX listed companies. During his time at JB Were, Richard was involved in facilitating the capitalisation of local companies, such as West Australian Newspapers Holdings Limited, Alinta Limited and Wesfarmers Limited.

From 2003 to June 2014 Richard consulted to Australia’s largest ASX listed investment company – Australian Foundation Investment Company (founded by his grandfather, Staniforth Ricketson in 1928).

From 2008 to 2017, Richard was an employer director with Western Australia’s largest industry superannuation fund, the Government Employees Superannuation Board.

He has also been active within Perth industry associations, including The Association of Superannuation Funds (ASFA), Committee for Economic Development of Australia (CEDA) and the Securities Institute of Australia (now the Financial Services Institute of Australasia).

At various stages from June 1998 until March 2018 Richard was a member of the Murdoch University Foundation, Trustee of the Murdoch University Veterinary Trust, and a member of the Veterinary Trust Advisory Committee.

From October 1999 until May 2018 Richard was a Trustee of the Scotch College Foundation. Richard is currently active in honorary advisory roles with the Investment Sub-Committee of the Scotch College Foundation (since 2003), as a Director of the Lions Eye Institute (since October 2017) and a Trustee of the JP Stratton Trust (since 2005).

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 Co-Chairman 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 Representative of Alder and Partners Pty Ltd and is also a member of our Investment Committee.

Our Services

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