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CEO & Founder
As the founder and CEO, Stuart is responsible for leading all aspects of Vested’s business with a focus on leading the corporate team and chairing the investment committee.
Mr. McClure holds a Bachelor in Business majoring in finance and is a qualified financial adviser holding RG146, ADA 1 & 2, and is a member of the Australian Institute of Company Directors. (AICD)
Kris is our numbers guy, with expert knowledge of financial modelling and strategy.
Having worked around the globe for investment banks, he now assists clients with capital markets transactions.
Kris has a bachelor's degree in economics from Ohio State University focusing on Game Theory and Comparative Economics. Kris is a Chartered Financial Analyst
Jonathan has a diverse background within the financial markets having worked in the industry since 2005. Upon joining the Vested team in 2014 his focus has been on providing clients with quality advice to maximise their long-term wealth potential.
Jonathan holds a Bachelor of Commerce and Bachelor of Science degree from the University of Sydney majoring in Accounting, Marketing & Psychology. And is a qualified financial adviser holding RG146 as well as ADA 1 & 2.
Steve has over 20 years of experience in Australian financial markets, specialising in equities, ETF’s Managed Funds, Ethical investing, and Options. Steve has RG146, ADA1, and ADA2 qualifications.
Steve builds personalised portfolios tailored to the client’s needs and risk tolerances. Steve welcomes new client inquiries and is always happy to grab a coffee to find out how he can help you with your portfolio.
Mr. Khan has over 20 years of financial markets experience, advising corporate and retail clients. Working with Vested's corporate clients on M&A and capital transactions, Mr. Khan leverages his significant network of HNW, Family Office, VC, PE, and Institutional investors.
Mr. Khan has a deep understanding of the metrics required to successfully grow multi-faceted businesses and is a director of several businesses in the HR, Fintech, and retail sectors.
Mitchell is an experienced financial adviser, who upon joining the Vested team in 2018 has been helping clients to tailor personalised investment strategies to maximise their long-term wealth.
Mitchell holds a Bachelor of Commerce degree from Griffith University majoring in Finance. He is also a qualified financial adviser holding RG146 as well as ADA 1&2.
Head of investor relations
Harley drives our corporate and investor relations team. Harley has held numerous financial advisory roles which has given him solid acumen around risk management, major investment products, and financial markets applied to process of portfolio planning and construction and financial advice.
Harley has extensive experience working with investors maintaining strong relationships with clients, driving engagement and positive client outcomes, and ensuring existing clientele is managed to the highest standards in the financial services industry. Harley holds a Bachelor of Commerce majoring in finance, diploma of financial planning (RG146.), and Master of Finance.
William has more than 20 years of experience trading in the Australian and international markets. Mr. Chien specialises in Equities, Derivatives (Options and CFD's), Commodities, and Foreign Exchange (FX) markets.
William is fully accredited in RG146 (Futures and FX) and holds an ADA Level 1 and Level 2. He is also fluent in both English and Chinese.
Head of Operations
Paul is our operations man and go to for any client queries. He has previously spent time in an operations role at a leading global investment bank.
He holds a Bachelor of Commerce, majoring in finance and financial planning. Paul is currently doing his Master of Financial Planning Part-time at Griffith University.