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About
Royston Capital was established in 2013 as a carve out of a well-known Melbourne family office. Our background and experience from family office and private banking continues to influence our advisory process and services to clients as does our own family history. We are committed to building long term relationships with our clients and future generations.
Royston Capital provides a range of coordinated services to establish and deeply understand the client's financial goals and objectives, develop a strategy to build and preserve wealth, implement the strategy and monitor the strategies progress.
We have a core set of values at Royston Capital that put you first. We also adhere to the Code of Ethics as set out by peak body ‘The Financial Planning Association of Australia’.
Royston Capital Pty Ltd prides itself on being privately owned and operated.
Philosophy and Values
Royston Capital focuses on providing advice that puts the clients’ best interests first. The provision of advice is overlaid with an in-depth understanding of the wealth objectives and taxation considerations.
We seek to preserve the real value of capital while prudently enhancing wealth over the long term. Our logo uses a stylised version of the Boag family crest to help represent the values of Royston Capital and our heritage, with each part of the family crest having a traditional meaning.
Our Crest
- White shield symbolises ‘peace and sincerity’
- Hourglass symbolises ‘flight of time; mortality’
- Helmet denotes ‘wisdom and security in defense; strength and protection’
- Chevron symbolises ‘protection and faithful service’
- Stars symbolises ‘celestial goodness; noble person; excellence’
- Stag symbolises ‘peace and harmony’
- Acacia leaves symbolise ‘eternal and affectionate remembrance’
The Boag family arrived in Australia in the late 1800’s and established J. Boag & Son in 1881. The Brewery on the Esk River in Tasmania remains one of Australia’s most well-known, as does the high-quality beer. Through the success of family, the Boags have ensured a legacy that will span many generations.
People
Dedicated, experienced and knowledgeable, the Royston Capital team is committed to building long-term client relationships and Legacies for future generations through wealth management. Led by Director Chris Boag with over 20 years industry experience, we provide a range of coordinated services that is focused on delivering the best results for your individual needs.
Investment Committee Personnel
Royston Capital operates a formal Investment Committee which is chaired by Chris Boag. Other committee members include Ofer Karliner and Victor Yeung.
Chris Boag
Founder
Chris has been involved in the superannuation and financial services industry since 1998 as an analyst valuing defined benefit schemes to the provision of personal wealth advice to individuals and families. Chris has worked for Towers Perrin, Delloitte Touche Thomatsu, UniSuper, Godfrey Pembroke, ANZ Private Bank and Mutual Trust before establishing Royston Capital. Chris has a Master of Financial Planning, the highest qualification presently available in the financial advice industry.
Imogen Leaver
Associate Advisor
As an Associate Advisor at Royston Capital, Imogen assists the team with providing the three key areas of expertise: Investment, Insurance and Strategic Wealth advice. Imogen joined the team at Royston Capital as an Associate Advisor in 2022. She draws on her experience in small business operations, client services and operations with major hotel groups such as Accor Hotels /Oz Property Group and on her time as international cabin crew with Emirates. Imogen's interest in financial planning began in 2017 when she embarked on a business degree majoring in financial planning. Over the subsequent 5 years, she studied part-time, whilst working in the family construction business.
Ofer Karliner
Committee Member
Ofer has over 20 years experience in financial markets including the last 10 working on equity valuation and portfolio management across listed and unlisted investments. Ofer is a Portfolio Manager at Magellan Financial Group. Prior to this he worked for the Colonial First State Global Listed Infrastructure Fund where he was the best performing analyst over 1, 2 and 3 years. He brings a wealth experience in finance, having worked in many different facets of the investment resulting in extensive interaction with management, government and operators of companies and assets.
Brad Rosenthal
Senior Adviser
Brad has been in the finance industry since 2012 and has been working as a Financial Adviser since 2015 specialising in holistic financial advice. Brad has extensive knowledge and enjoys providing advice on a diverse and complex range of financial matters. Brad has previously worked for MyLife Financial Planning and most recently was the Head Financial Planner for EL&C Baillieu’s Melbourne office. He has a Bachelor of Commence specialising in Finance and Financial Planning, is a member of the Financial Planning Association of Australia, the Tax Practitioners Board and holds the designation as a Certified Financial Planner (CFP). Outside the office, he enjoys spending time with his daughter Sloane, reading, cycling, and exploring new restaurants and cafes.
Advisory Committee
