About Us

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We are independent of any large institution and operate under our own AFSL (Australian Financial Services Licence), which means we can provide you with real advice and focus on your financial goals.

Our core principles include providing you with the right advice, developing strong long term relationships in an advisory capacity in order to acheive good financial outcomes to both preserve and grow your wealth.

Our core offerings include:
We offer these services through:

About You

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Your advice needs are unique. You want a personalised investment strategy designed to meet your lifestyle, to suit what you want to do today, not just tomorrow.

We can assist you and your family at every life stage. Why wait, our advice can start today.

We are proactive in addressing short term and long term goals. Got a question? We are here.

We would like to know more about you and your situation. Contact us and let us get to know you and your financial future.

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Our Services

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We tailor advice and consider your total lifestyle and financial situation before providing recommendations through Gamma Advisory. This advice can cover areas such as:

  • Asset & Wealth Protection
  • Estate Planning
  • Investment Planning & Structures
  • Personal & Business Risk Insurance
  • Portfolio & Asset Management
  • Retirement Planning
  • Wealth Accumulation
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Gamma Asset Management provides clients with a discretionary portfolio management service. We have a dedicated investment committee with a proven track record of strong returns within a supportive environment. Gamma Asset Management is suitable for family offices, not-for-profit organisations, high net worth private investors, self-managed super funds and financial intermediaries seeking advice.

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The Super Fund Co. is your alternative to a Self-Managed Super Fund (SMSF). It provides investors with the opportunity to have direct access to their super investments. It is suitable for those clients who are interested in receiving personalised advice for their super and future. We want to advise you appropriately along your journey to retirement and ensure that you are receiving the best possible advice at an affordable price.

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Our Team

Fraser Kahler

Fraser founded Gamma Wealth Group in February 2009. He had a desire to be independent of the large institutions, to be a full service advisory firm and to be client focussed. Fraser previously worked in advisory roles offering financial strategies and investment solutions with J B Were & Son. He then moved onto working with global companies Merrill Lynch Australia and Citi Smith Barney for well over a decade. He has a proven track record of supporting financial objectives and providing flexible investment options for his clients.

Fraser sits on the investment committee and is a director of Gamma Advisory, Gamma Asset Management and The Super Fund Co. Fraser holds an Associate Diploma in Market Research, a Bachelor of Business and a Graduate Diploma in Financial Planning from the Securities Institute of Australia. He is RG146 compliant and has obtained ASX Level 1 & 2 Derivatives Accreditation. Fraser also holds a Series 7 accreditation from the Securities Exchange Commission in the US.

-- 07 5665 3633   

Ty Laird

Ty Laird joined Gamma Wealth Group (Gamma) in January 2012 following 5 years at both Macquarie Bank and Goldman Sachs JBWere in various financial and investment advisory roles. In leaving the large corporate world, he wanted to join a firm that held their own Australian Financial Services License (AFSL) and therefore could provide true independent advice to clients. Advice that is outcome orientated as opposed to product focused.

In addition to providing ongoing advice to clients he also sits on the Investment Committee of Gamma’s various Managed Discretionary Account Service offerings. He is also a director of Gamma’s three distinct service offerings, being, Gamma Advisory, Gamma Asset Management and The Super Fund Co.

Ty holds a Masters of Applied Finance (QUT), a Bachelor of Business (Business & Human Resource Management), a Diploma of Financial Planning and is currently studying the CPA program. This will further his knowledge and skillset and be of great benefit to clients. Ty supports and advises his clients to fulfil their investments.

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John Kotzur

John is an energetic and resourceful commercial adviser with a proven record of strategy development to deliver sustainable improvements to businesses. As a financial analyst with one of the country’s leading banking institutions John then joined the accounting profession. He is a Partner of Hanrick Curran and leads the Firm’s Agribusiness and Information Technology divisions.

John was Chairman of the progressive unlisted public company Shortcuts Software overseeing an 8 year period of rapid business growth before successfully negotiating the sale to a North American private equity group.

John has held several non-executive board positions, including a current role as non-executive director of Dealer Trade, an innovative business connecting motor dealers around the country to participate in virtual car auctions from an App. In addition, John provides board advisory services to numerous clients in his industries of expertise, providing the right balance of financial rigour, risk management, thought leadership and commercial acumen.

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Chris Pearce

Chris started his career in the City of London where he rose to become a senior foreign exchange dealer for a major Japanese bank trading both spot and forward currencies. This background has provided him with the experience to understand risk management and international markets. Chris emigrated to Australia 20 years ago where he has worked as a financial adviser for several national and international investment companies. Before moving to Gamma Wealth Management at its inception in 2009. As well as providing advice on investments, Chris has used his extensive knowledge of Exchange Traded Options (ETO’s) to enhance income for suitable client portfolio’s. Chris is RG 146 compliant, has obtained ASX Level 1 and Level 2 accreditation.

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Katherine Gibbs

Katherine Gibbs is a Risk Adviser and Client Manager for The Super Fund Co. Katherine has worked in the finance industry for 7 years. Prior to joining Gamma Wealth Management/The Super Fund Co., Katherine worked for one of New Zealand’s largest investment advisory and management firms Craigs Investment Partners in Adviser Assistant and Paraplanning roles.
Katherine’s aim is to provide sound advice, with a high level of integrity to tailor life risk insurance products to each individual client’s needs.

Katherine is RG146 compliant, holds a Diploma in Financial Planning and a Bachelor of Business Studies majoring in Financial Economics.

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Vanessa Edwards

Vanessa has worked in the financial services industry for over 10 years. In 2006 she became a Client Service Associate for Citi Smith Barney, this allowed her to gain valuable first-hand experience of working directly with a group of financial advisers in a fast-paced and professional environment.
Vanessa moved to Gamma Wealth Management in 2009 as an Associate Adviser where she continued to increase her knowledge and experience within the industry.
Vanessa later took up the role of office manager where she maintains an exceedingly functional office environment while providing administrative support directly to the advisers and their clients. Vanessa is RG146 compliant.

-- 07 5665 3613   

Gamma News

23 Mar 2017

Gamma Advisory

Plato Income

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21 Mar 2017

Gamma Advisory

Benjamin Hornigold Ltd

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21 Mar 2017

Gamma Advisory

You’re Invited…

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15 Feb 2017

Gamma Advisory

CBA Perls IX

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Capital Raisings

Gamma Wealth Group and our clients had the opportunity to invest in the following recent new issues and capital raisings:

ISSUE SIZE $20 million
Benjamin Hornigold
29th March, 2017
ISSUE SIZE $250 million
Suncorp
Suncorp Capital Notes
27th March, 2017
ISSUE SIZE $330 million
Plato Investment Management
Plato Income Maximiser
1st March, 2017
ISSUE SIZE $350 million
Challenger
Challenger Capital Notes 2
28th February, 2017
ISSUE SIZE $1.45 billion
Commonwealth Bank
CBA Perls IX
20th February, 2017
ISSUE SIZE $400 million
iag
IAG Capital Notes
21st November, 2017

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