Founder & Chief Executive Officer
Mark is an entrepreneur and the founder of Brite Advisors. His innovative approach uses technology to enhance the customer experience, reduce fees and automate trading to increase returns.
Senior Investment Advisor
Peter has a Law degree from De Montfort University in the UK, specialising in Commercial and Business Law. Peter has spent over 20 years in financial services, over 10 of these working in the Middle East and Dubai for both personal and corporate clients. He holds the Chartered Insurance Institute (CII) level 4 UK Diploma in Financial Planning and is a Chartered Member of the Chartered Institute of Securities and Investment (CISI). Peter is committed to continual improvement and raising standards to help clients achieve their financial objectives in the most tax efficient and appropriate investment structures. Peter’s clients include a wide range of nationalities all with the need for a comprehensive holistic approach to financial advice.
Karan began his financial consulting journey in 2014 and is well recognised for his ability to identify ways to help manage client assets. He goes above and beyond in helping them achieve their financial goals.
Having worked in locations such as India and Middle East, Karan has a deep understanding of the market and how to maximise client wealth. Prior to joining Brite Advisors, Karan has been part of international institutions such as BMR Advisors and KMPG.
Holding an MBA degree from University of Liverpool, he has adequate knowledge in Mergers & acquisition and also has technical trading knowledge of the US stock market.
Away from work, Karan is a fitness and outdoor enthusiast who loves hiking, kayaking and traveling.
I have been fortunate to have spent many successful and informative years managing an extensive portfolio of international clients. My clients tell me that I am approachable, provide clear targeted advice and all in a professional transparent manor.
My philosophy of a positive mindset, whilst listening and working together with my clients as individuals is one of the key drivers of my success.
This is one of the reasons why our clients speak so highly of me and why so much of our new business comes from recommendations and referrals.
Senior Investment Advisor
Richard is head of advisory, with over 25 years experience in sales and financial advice. Rich is qualified in both the UK and Hong Kong, He is passionate about putting the clients interest first and adopting technology to drive down costs.
Joe, originally from the Northeast of England, lives in Perth and is a senior advisor specialising in UK pension transfers to Australia. With over 25 years experience in financial services he holds a Diploma of Financial Planning from the UK and Advanced Diploma of Financial Planning in Australia.
Senior Investment Advisor
Richard lives in Sydney and is a Director and Country Manager for Brite Advisors in Australia. He earned his doctorate in economics in Uppsala (Sweden), Oxford and Sydney Universities. He has 20 years’ experience in financial services as an executive financial advisor, as a President & CEO of a wealth management company and as a private banking executive. He has worked with international cross border pensions on three continents since 2005. Richard has been engaged by a leading financial advisor educator to tap into his UK pension transfer expertise. He is well-known for his professionalism, his ability to explain things in plain language and his down-to-earth approach.
Steve has over 10 years’ experience working as an international financial advisor across Switzerland, France and the UAE. His clients mainly comprise of senior professionals from large blue-chip companies, and expats with UK pensions.
He has progressed over the years mainly working from client referrals and recommendations.
He specialises in offering clients a comprehensive, structured and transparent approach which includes an all-encompassing initial meet. Steve’s goal is to ensure he listens to clients thoroughly, and provide best possible advice and guidance for their individual needs so best achieving their longer-term financial goals.
George is a Senior Investment Advisor and international commodity trader with over 12 years’ experience.
George has a specialist focus on goals based investing in order to achieve retirement objectives, identifying opportunities and implementing successful new business strategies, as well as relationship development and ongoing client management. George specialises in advice for Investments and financial advice including, Superannuation, Self Managed Super Funds, QROPS, SIPPs and UK Pensions. George has a 5 star compliance record within the financial services industry which is regulated by the Australian Securities and Investment Commission (ASIC)
Antony is from the UK and has had over 17 years’ experience working in financial services since leaving university. He has worked for some of the world’s largest onshore and offshore financial institutions. Amongst his full UK Investment qualifications he is a level 6 (Chartered) UK Pension Transfer Specialist and a member of the London Institute of Banking and Finance.
Antony works globally with clients helping them achieve their financial goals. His approach is very relaxed and ensures clients feel completely comfortable. This is why a significant amount of Antony’s clients come from recommendations and referrals.