A Holistic Approach to Managing your Finances

Kauri Asset Management is a boutique asset management firm based in Sydney with more than 70 years of collective global capital markets experience. Much like the resilient and enduring Kauri tree from which we have derived our name, our goal is to help you achieve a level of financial security underpinned by sustainable investment returns. 

Meet our Team
Michael Smith
Managing Partner
Investment Strategist
m.smith@kauriam.com.au

Mike is the Managing Partner of Kauri Asset Management and Chairman of the Investment Committee. He is also the Portfolio Manager of the Kauri Growth Portfolio.

With over 15 years of experience within the financial services industry, Mike possesses an outstanding acumen and extensive insight when it comes to global equity markets and a range of financial services products. This experience includes risk, investment management, wealth management and more.

Mike previously worked for Capital 19, working closely with his clients to build an investment portfolio with approximately $100m in funds under management. He has also worked with the likes of Commonwealth Bank, while his background extends to chemistry. In alignment with Kauri’s investment principles, Mike is a regular co-investor in the firm’s portfolios.

Afiq Malek
Partner 
Business Development
a.malek@kauriam.com.au

As Co-founder of Kauri Asset Management, Afiq brings with him a breadth of knowledge and experience in the portfolio management sector, as well as a pursuit for excellence that is at the core of his ethos.

 

Courtesy of his 8 years’ experience as a senior investment advisor, Afiq’s expert knowledge of financial markets spans across global equities, options and futures. Over the years he has developed an impeccable judgement when it comes to local ASX-listed shares, in addition to a specialty focus analysing US markets.

 

With a background in Economics from the University of Sydney, Afiq has worked with a wide range of clients to help them gain financial security in their own lives. As a strategic thinker, Afiq has an ability to summarise fundamental and technical information in a way that provides clarity and discipline to investment decisions.

George Wong
Senior Financial Planner
g.wong@kauriam.com.au

George is a Financial Advisor at Kauri Asset Management with extensive knowledge across the financial spectrum.

 

Before joining Kauri Asset Management, George previously worked at Dixon Advisory and E&P Financial Group. He brings across a breadth of wealth management knowledge and strong experience in superannuation, tax-effective wealth creation, retirement planning, investment management and wealth protection.

 

George is passionate about being an adviser as he gets the opportunity to make a significant impact on his clients lives. George also believes in the importance of forming personal connections with his clients to create long term, meaningful relationships and prioritises education so clients feel empowered to make informed decisions about their financial future.

 

George is a Certified Financial Planner®, holds a Bachelor of Commerce (Honours in Econometrics and Major in Finance) from the University of Sydney, a Diploma in Financial Planning from Kaplan and attained accreditation by the Stockbrokers Association of Australia to provide advice on securities and managed investments. George also completed the FASEA Financial Adviser Exam in June 2020.

Betty Lam
Strategic Partnerships

Betty is Responsible for strategic partnerships and business development.

 

Prior to partnering with Kauri, Betty has worked as a Fund Manager, private equity adviser and senior sales trader for Macquarie Bank, Bell Potter Securities, and CMC Markets.

 

Betty holds a Bachelors' of Commerce Degree from the University of Sydney.

Rene Anthony
Research Anaylst

As Research Analyst for Kauri Asset Management, Rene brings with him a wealth of analytical experience, including work with various financial services firms, as well as corporate businesses across a range of industries within the private sector.

 

Before joining Kauri, Rene’s most recent undertaking is a business development and digital marketing consultancy he founded in early 2016. Over the last 4 years he has worked with the likes of SelfWealth, Finder and IPO Society, among others, to hone their digital strategy and produce a suite of research reports covering equities and financial markets.

 

Rene holds a Master of Management from the University of Melbourne, which was attained with first-class honours. He is also working towards various finance-related qualifications.

Contact

T: 02 8379 1868​

E: info@kauriam.com.au

Physical Address

Level 8, 25 Bligh Street

Sydney 2000, NSW

Australia​

Postal Address

GPO Box 2348

Sydney 2001, NSW

Australia​

Important Documents
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© 2020 Kauri Asset Management

Castlereagh Financial Group Pty Ltd ABN 76 604 407 516 Trading as Kauri Asset Management is a Corporate Authorised Representative (No. 1275519) of AFSL Holdings Australia (AFS License No. 460 940). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. © 2020 Kauri Asset Management