Anthony Baum
CEO
Appointed CEO of Intralink in July 2013 Tony brings a high degree of industry expertise to this key role. With 25 years experience both here and in the UK, he has held senior management roles at Credit Suisse, Bankers Trust (UK) and Monterrey Investment Management. As well as his CEO responsibilities, Tony has a leading role on our investment committee, supporting Fred Strauss and Mark Michelmore in developing sound investment strategies. He has a Bachelor of Business Degree in Banking and Finance from Monash University and a Graduate Diploma in Applied Finance and Investments from FINSIA.
Mark Serry
SENIOR ADVISER/PARTNER
Mark has 20 years financial planning experience including roles as Technical & Research Manager and Head of Strategic Advice before he joined Intralink in 2008 as a Partner and Senior Financial Adviser. Mark places significant emphasis on investment psychology and risk control as well as developing pragmatic client focussed strategies. Mark has a degree in Economics with First Class Honours from Monash University and a Graduate Diploma in Applied Finance and Investment, where he was awarded state prizes in Retirement Planning, Industrial Equity Analysis and Technical Analysis. He is a Certified Financial Planner and an Accredited Specialist in Self-Managed Superannuation.
Paul Sharkey
SENIOR ADVISER/PARTNER
With 15 years finance sector experience both here and in London, Paul advises business owners, executives, professionals and self-funded retirees on effective wealth building and wealth-preservation strategies. A Partner and Senior Adviser at Intralink since 2007, he has helped build the business and reaffirm its principles of providing transparent, fee-based, individually tailored wealth management advice. Paul has a Masters in Entrepreneurship & Innovation from Swinburne University of Technology, an Advanced Diploma in Financial Planning, a Bachelor of Applied Science and is a member of SPAA (Self-Managed Superannuation Professionals Association of Australia).
Christian Jarrad
SENIOR ADVISER/PARTNER
Since joining Intralink in 2006, Christian’s experience in project management and his move into a financial planning adviser role have given him extensive experience in working closely with many clients. He has formed many strong relationships with current clients and associates. With twelve years experience in the financial services industry his specialty skills are in wealth creation strategies, risk management, self-managed superannuation, retirement planning, estate planning and aged care strategies. Christian holds a Bachelor of Commerce and an Advanced Diploma in Financial Planning.
Timothy Arbon
ADVISER/PARTNER
Timothy joined the Intralink team in 2012, where working alongside likeminded individuals, he has developed a strong understanding of the intricate and multi-faceted financial affairs of high-net-worth individuals, families and businesses. His desire to achieve the best possible outcome for clients remains the driving force behind his energetic and passionate approach. Timothy has a Masters in Finance & Financial Planning, Bachelor of Commerce Degree majoring in Finance & Financial Planning, a Diploma in Financial Services; an Advance Diploma in Financial Planning and is a member of SPAA (Self-Managed Superannuation Professionals Association of Australia).
Brendan Waller
SENIOR PORTFOLIO MANAGER
Brendan joined Intralink in 2018 and brings more than 25 years investment market experience with global investment banks including Macquarie Bank and JP Morgan.
His experience includes Divisional Director and Head of Melbourne Desk at Macquarie Equities, Head of Melbourne Desk for JP Morgan, and Equity Sales and Trading for Credit Suisse. In these roles Brendan advised some of the biggest fund managers both globally and in Australia. As a result of this experience, he brings a broad and comprehensive understanding of the fund management industry, including portfolio construction and risk management.
Fred Strauss
INVESTMENT SPECIALIST
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With 30 years in accounting and the financial services industry, Fred’s extensive experience includes Investment Manager, Portfolio Manager, Head of Structured Finance and Group Treasurer. Currently he holds the important position of chair of the Intralink Investment Committee, which plays an invaluable role in advising clients on current investment trends and strategies. Fred also specialises in our Investment Consulting Services and Business Advisory Services and his qualifications include CFA & CA in Australia and CFA Institute in Charlottesville USA.
Mark Michelmore
INVESTMENT SPECIALIST
Mark has 30 years experience in the investment and finance industry, including positions in London and New York. He has worked in corporate finance, equity capital markets, portfolio management and institutional & retail stockbroking with various firms including Barclays Bank, BT Stockbroking and Credit Suisse Private. He has spent the last ten years with Citi/Morgan Stanley Wealth Management. With a Bachelor of Law and a Bachelor of Economics & Politics, Mark has further accreditation including ASX Derivatives Adviser Level 1.
Paul Ryan
SENIOR ADVISER
Paul has worked in the financial services industry since 1986 and became a Financial Adviser in 1999. Prior to joining Intralink he ran his own financial planning business for 15 years. Paul is committed to building long-term relationships with clients by providing them with appropriate personal and professional ongoing service. He has formed many strong relationships with clients to ensure their financial goals are achieved. With over 30 years experience in the financial services industry his specialty skills are in wealth creation strategies, risk management, self-managed superannuation, retirement planning, estate planning and aged care strategies. Paul holds a Bachelor of Business, an Advanced Diploma in Financial Services (Financial Planning) and is a member of the Australian Financial Advisers Association.