Escala Partners is the new standard in personalised wealth management.

Everything we do is designed to put our clients’ interests first and realise their financial aspirations. We develop tailored strategies focused on creating and preserving wealth; offer objective, considered advice based on market-leading research; and work collaboratively as a team so we can deliver superior outcomes. 

This is our point of difference: a completely new experience in wealth management.

Escala Partners Pty Ltd. is a Corporate Authorised Representative of Escala Wealth Management Pty Ltd (AFSL 456207). Our important information can be seen at https://escalapartners.com.au/important

Investment Management

Escala Partners

The Melbourne Sydney office focuses on investment advisory, wealth management, and alternative investments.

Melbourne Sydney

Cherie Feher

Tracey McNaughton

David O'Connell

Ben James

Heidi Davies

Kris James

Amanda Fong

Will Hauser

Rafi Jinnat

Travis Pitt

Dylan Verney

Tim Cudlipp

Stephen Dickinson

Harrison Terry

David Bruty

Simon Dawkins

The Investment Analysis Team at Escala Partners is responsible for conducting in-depth research and analysis of various investment opportunities to inform and enhance wealth management strategies. By evaluating alternative investments and market trends, team members collaborate to provide tailored, data-driven insights that align with clients’ financial goals, ultimately fostering informed decision-making and superior investment outcomes. Their expertise ensures that clients receive personalized advice grounded in comprehensive market-leading research.

Investment Analysis Team

This department manages financial planning, reporting, and operational logistics to support organizational efficiency.

Finance and Operations

This department focuses on providing guidance and support to clients, ensuring their needs are met and fostering strong relationships.

Client Services

This department oversees compliance with regulations and manages operational functions within the organization.

Compliance and Operations

This department provides strategic direction and oversight for the organization's operations and growth.

Executive Leadership

This department focuses on evaluating and analyzing investment opportunities across various alternative asset classes.

Escala Partners

Org chart

Teams

Investment Analysis Team

Finance and Operations

Client Services

Compliance and Operations

Executive Leadership

Investment Analysis

Offices

Escala Partners

Org chart

Teams

Investment Analysis Team

Finance and Operations

Client Services

Compliance and Operations

Executive Leadership

Investment Analysis

Offices

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