PlayfairTan

We are a boutique investment adviser to wealthy individuals and families

PlayfairTan

We are committed to our founding principles: independence, confidentiality, transparency and accountability

PlayfairTan

Our purpose is to give our clients the greatest confidence by providing the best investment advice

About Us

PlayfairTan provides investment and financial advice to a select group of individuals, families and charities. We manage, save and grow our clients’ wealth.

We are highly trained. Our combination of specialist skills, teamwork and personal engagement with our clients is unique.

We are proudly independent. We are a boutique. For our clients we are determined and courageous and committed to upholding the highest standards. We are advocates for improving the quality and skills of the private wealth advice industry.

Our purpose is to give our clients confidence by providing the best investment advice now and for future generations.

We measure our success and seek feedback on our performance.

What we offer

Wealth Management

Wealth Management

We analyse and model family wealth and cash flows for the present and into the future. We advise on estate planning, philanthropy, family governance and savings plans. We recommend strategies to protect the wealth and independence of individual family members. We work with our clients’ accountants, tax advisers and other specialists whenever required to recommend the most appropriate investment structures (personal, corporate, trust, superannuation) and implement solutions.

Investment Advice

Investment Advice

We advise on financial investment. We assess our clients’ attitude to risk and recommend the appropriate asset allocation for them. We recommend investment in cash, bonds, shares, property and alternative investments. We review and analyse investment opportunities that are not ordinarily accessible. We take a global perspective on our clients’ portfolios.

Our recommended investments include direct investment in quoted securities and in wholesale managed funds. Our chosen fund managers are asset class specialists, recognised leaders in their fields of expertise and people with whom we have had long term relationships. Our investment portfolio is expected to continue to outperform our recognised benchmarks.

Specialist Partners

Specialist Partners

Our business partners, legal, tax, accounting, superannuation and, in particular, our custodian, Perpetual Trustees Australia, are experienced, trusted and leaders in their fields. They are committed to efficient and economic outcomes.

Family Governance

Family Governance

We help our clients establish a governance framework for family decision making in wealth and investment matters.  This is tailored to circumstances. It includes formal decision making and review processes and rules of engagement, as well as advice managing intergenerational change. The objective is to create a framework that is robust, accountable and inclusive.

Client Administration

Client Administration

We report to clients in person and online, regularly, for wealth management issues, investment performance, investment recommendations and for tax and accounting purposes. We respond to queries, ensure outstanding matters are addressed, make payments and provide reminders. It is demanding, detailed, essential and part of our offer.

Wealth Management

We analyse and model family wealth and cash flows for the present and into the future. We advise on estate planning, philanthropy, family governance and savings plans. We recommend strategies to protect the wealth and independence of individual family members. We work with our clients’ accountants, tax advisers and other specialists whenever required to recommend the most appropriate investment structures (personal, corporate, trust, superannuation) and implement solutions.

Investment Advice

We advise on financial investment. We assess our clients’ attitude to risk and recommend the appropriate asset allocation for them. We recommend investment in cash, bonds, shares, property and alternative investments. We review and analyse investment opportunities that are not ordinarily accessible. We take a global perspective on our clients’ portfolios.

Our recommended investments include direct investment in quoted securities and in wholesale managed funds. Our chosen fund managers are asset class specialists, recognised leaders in their fields of expertise and people with whom we have had long term relationships. Our investment portfolio is expected to continue to outperform our recognised benchmarks.

Specialist Partners

Our business partners, legal, tax, accounting, superannuation and, in particular, our custodian, Perpetual Trustees Australia, are experienced, trusted and leaders in their fields. They are committed to efficient and economic outcomes.

Family Governance

We help our clients establish a governance framework for family decision making in wealth and investment matters.  This is tailored to circumstances. It includes formal decision making and review processes and rules of engagement, as well as advice managing intergenerational change. The objective is to create a framework that is robust, accountable and inclusive.

Client Administration

We report to clients in person and online, regularly, for wealth management issues, investment performance, investment recommendations and for tax and accounting purposes. We respond to queries, ensure outstanding matters are addressed, make payments and provide reminders. It is demanding, detailed, essential and part of our offer.

Our People

Matthew Playfair

Director

Matthew Playfair has been providing client advice since 1984. He has expertise in wealth management and investment acumen for individuals, families, estates and not-for-profits.

Matthew has an ability to meet, identify, appraise and reassure clients about their private financial affairs. He combines insight, experience, common sense and gentle authority to provide clear direction, avoid pitfalls and plan for eventualities.

After 10 years with Potter Warburg/UBS in investment banking, private banking, equity and derivative sales, he was recruited to Macquarie Private Bank in 2002. As the senior partner, Matthew was responsible for clients. He set the standards and established the business practices for advising clients. Matthew was a member of the investment committee throughout, acting at different times as its chairman, head of the equity asset class and asset allocation.

He is a champion for transparency, independence, confidentiality and accountability in the management of clients’ private financial affairs.

Matthew has undergraduate degrees in Arts (1981) and Law (1983) from the University of Sydney and a Master of Laws from the University of Cambridge (1984). He has worked in London, Perth and Sydney in the legal, corporate and finance industries. Matthew has been a board member or head of a number of not-for-profit and charitable organisations, including previously as a director of the Sydney Theatre Company Foundation.

His wife Fiona and two university-aged sons are cheerleaders for PlayfairTan.

Francis Tan

Director

Francis has 20 years of experience in giving financial advice to private families. Francis has deep expertise in engaging private clients in their wealth and investment affairs, and in executing their estate and philanthropic wishes. He headed the wealth management practice at Macquarie Private Bank from 2005 until 2011 and over this period taught and mentored a number of private bankers, headed investment research, established an international business and presented at various industry forums.

Francis is a strong client-advocate who always puts clients’ interests first. He has represented clients in Government and industry submissions.

He completed his MBA at the Macquarie Graduate School of Management in 2012, is a Fellow of Financial Services Institute of Australasia, Associate of the Tax Institute of Australia, admitted as a solicitor by the Supreme Court of the ACT and completed his undergraduate degrees of Commerce and Law at the University of Sydney.

He is married to Phi and two daughters.

Maeve Donoghue

Director

Maeve joined PlayfairTan in September, 2012.

Prior to joining PlayfairTan, Maeve spent four years at Macquarie Private Bank as a Wealth Management Associate, working with both Matthew Playfair and Francis Tan. During this time she advised private clients and families on a large variety of wealth management matters, including structuring, cash flow planning, residency issues, executive remuneration considerations, estate planning and philanthropy.

Before Macquarie Private Bank, from 2007 to 2008, Maeve worked as a Financial Planner for AGS Financial Group, a financial planning firm which is a subsidiary of AMP Financial Planning.

Maeve brings an international perspective, warmth and balance to the management of client affairs. Her eye for detail is admired and relied upon by clients and colleagues alike.

Maeve holds a Bachelor of Corporate Law and a Bachelor of Laws from the National University of Ireland, Galway. Further professional qualifications include a Diploma and an Advanced Diploma in Financial Services.

Darren Cunneen

Investment Director

Darren Cunneen joined PlayfairTan in May 2014 as an investment analyst. A dedicated investment resource, he is responsible for optimal asset allocation, macroeconomic research, manager selection and equity analysis. Darren closely monitors clients’ portfolios and continually scans the investment landscape for potential opportunities. His passion for putting investors’ needs first is admirable and respected.

Before joining PlayfairTan, Darren was a research analyst at Morningstar Australasia where he conducted extensive quantitative and qualitative analysis of the full spectrum of asset classes. Previous to Morningstar, Darren worked as an investment manager representative in State Street’s Sydney office where he was responsible for efficient portfolio implementation. Darren’s career started in a derivatives role at Bank of Ireland. He then worked on an equities trading desk for London-based M&G Investment Management, one of the UK’s largest asset managers, before relocating to Australia.

Darren has a Bachelor of Finance degree with honours from the National University of Ireland, Cork, a Certificate in Mutual Funds from the Institute of Bankers in Ireland, and holds the United Kingdom Investment Management Certificate. He is also a Chartered Financial Analyst® (CFA®) charter holder after passing all three CFA exams in three consecutive years. The globally recognised CFA designation attests to Darren’s success in rigorous and comprehensive investment management and research analysis.

As an avid traveller, Darren immigrated to Australia from London via a lengthy and adventurous world trip spanning more than 30 countries. Darren remains passionate about travelling, though prefers much shorter trips these days. 

Van Tran

Associate

Van joined PlayfairTan in May, 2016 after ten years of financial services experience in London.

Previously she held roles within Barclay’s Private Equity and Deutsche Bank’s Product control teams.

Van holds a Bachelor of Commerce from the University of New South Wales, and registered as a Chartered Accountant of Australia.

+612 8239 3396

Caroline Arnott

Office Manager

Caroline Arnott joined PlayfairTan in June 2016, having spent the previous 7 years at Macquarie Bank in the Legal and Risk Management groups.

Caroline holds an Arts/Law degree from Sydney University and has worked for Clayton Utz, Freehills and Allens.

Renee Souster

Wealth Adviser

Renee is a highly qualified wealth adviser with over ten years of experience in Australia and overseas. Her career took her from Sydney, to the Sunshine Coast and Middle East, advising private clients from a broad range of backgrounds, experiences and needs. Her expertise in wealth management includes advising on cashflow planning, repatriation management, investment and financial planning.

Renee started her career in Sydney as a graduate with NAB, working in the institutional banking division which gave her a foundation of technical, financial and compliance experience.

Renee holds a Bachelor of Business from the University of Technology, Sydney. She spent a semester studying in France. She also holds a Masters in Applied Finance from Macquarie University, a Diploma in Financial Planning and is working her way towards further study in this area.

Renee prides herself on delivering considered and professional advice with a personal touch.

Resources

Third Year Anniversary

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Berkshire Hathaway AGM 2015

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2014 - It's Not What It Seems

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PlayfairTan Second Year Anniversary

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Chipping Away at the Four Pillars - FSI Submission

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Old school hybrids - Remain our preference

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Emerging market Updates - It's companies not geographies

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PlayfairTan in Australian Financial Review

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Philanthropy

PlayfairTan is an organisation with a social conscience and is engaged in furthering three primary areas of concern:

  1. Wellbeing and education of our next generation
  2. Health
  3. The arts.