Our Team
Our team has a combined experience of more than 25 years and our two principals are:
Frank Peh,
Managing Director
MBA (London Business School)
Bachelor of Accountancy (National University of Singapore)
Advanced Diploma of Financial Services, Australia (with High Distinctions)
Diploma from Australian Institute of Company Directors
Diploma of Financial Services, Australia
Fellow, Financial Services Institute of Australasia (FINSIA)
Graduate Member of Australian Institute of Company Directors
Hong Kong Institute of Investment Analysts (Former Full Ordinary Member)
Frank has more than fifteen years of investment and financial markets experience. Some of the financial institutions he has worked with in senior roles including as a Board Director, are the biggest US investment management company and some of the top global investment banks. He also serves in the asset allocation investment committee of another financial wealth management company.
Simon Byrne,
Director
B.Bus (FinancialPlanning)
Graduate Diploma of Applied Finance and Investments
Certified Financial Planner™
Fellow, Financial Services Institute of Australasia
Simon has more than nine years of experience in the investment and financial services industry.
He was accepted into the Masterclass for Financial Planning in 2010 by the Australian Financial Review's Smart Investor as one of the top 50 financial advisers in Australia.
Inauro Wealth Management
Legacy is an affiliate of Inauro Wealth Management and has access to the expertise within the group.
We also have a panel of external specialists including accountants and lawyers to draw upon where required.
Australian Financial Services Licence
IWM Advisors Australia Pty Ltd
PO Box 605, Toorak VIC 3142
Australian Financial Services Licence (No 343582)
ABN 38 133 517 021
Legacy Wealth Partners
ABN 11 034 425 295
Authorised Representative No. 358678
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