Entrust was founded in 2002. We believed that the existing business model used by larger financial institutions was broken and there was a better way to meet our clients' needs. This saw the high profile departure of the founding directors and Senior Investment Advisers of Entrust, Graeme Yukich, Andrew Fry and Brad Gordon from one of WA's leading stock broking firms. Together they provided a strong foundation of knowledge and experience in servicing clients.
Our clients are successful individuals, families and Not For Profit providers with specific requirements. They value effortless access to the knowledge of highly experienced professionals, allowing them to focus on more important things. Entrust benefits from a team of highly skilled, educated and experienced individuals across a range of financial disciplines. Entrust enjoys the benefits of over 150 years investment experience across its team and employs some of the best and brightest in the industry.
In 2013 Entrust developed its internal core values to define the people and ethos we wanted for the business going forward. Entrust has ensured alignment of its existing staff and its employment policy with these core values which are:
Pride in What We Do
With a team focused on putting the client first and a structure that is well-resourced, other advisers were drawn to the model. In 2014, the Entrust business model was endorsed with the addition of four senior advisers joining our team. Our unique skills and position within the marketplace was further acknowledged with Entrust being acquired by Euroz Limited in July of 2015. This provided Entrust with additional scale and financial backing allowing us to leverage off a larger parent whilst maintaining our high boutique client experience.
Rob has been working in the Stockbroking industry since 1995 and has spent time based in Sydney, Melbourne and London and is the Managing Director of Euroz Securities.
Group Chief Operating and Financial Officer / Director
Anthony is the Chief Operating and Financial Officer and an Executive Director of Euroz Limited, Euroz Securities Limited, Entrust Wealth Management, Prodigy Investment Partners, Flinders Investment Partners, Dalton Street Capital and Equus Point Capital Pty Ltd.
Chris is the Head of our Private Client Division of Euroz Securities. Chris has worked in financial services since 2003 holding a variety of positions in sales, operations, risk and compliance both in Perth and London.
Senior Investment Adviser /
B.Comm, CFP, GDip. App Fin
"Everyone has their own unique goals and objectives therefore a tailored plan is a must."
Paraplanner and Associate Adviser
B.Comm, Adv Dip. FS (FP)
"I believe that being organised in relation to your money provides a framework to make better decisions over time."
Client Facing Support Staff
Client Service Administrator
"Starting at Entrust in 2005 and being one of many long term employees ensures a continuity in the service whilst demonstrating our commitment to the business. My commitment and relationship with our clients is my forte."
Client Service Administrator
"With over 15 years financial services experience across a range of businesses I understand the importance of working as a team in supporting our advisers."