Our Team

Jason Taleb

Jason’s combined passions for client service and investing led him to establish his own advisory practice to help people make better financial decisions.

Jason has more than 20 years experience in professional services and has held senior executive roles with leading global advisory firms, including PriceWaterhouseCoopers and A.T. Kearney.   His highly developed analytical skills have been applied across a broad range of complex client problems.

Prior to embarking on a full-time career as an investor and financial advisor, Jason worked as a strategy consultant for many leading organisations, both internationally and in Australia.

Jason holds a Bachelor of Economics (Sydney University) and a Diploma in Financial Planning.  He is certified with the Chartered Institute of Management Accountants (CIMA) and is a member of the Institute of Company Directors.

Outside of work, Jason enjoys spending time with his wife Anna and three children, and participating in a wide range of sporting activities including diving, skiing, surfing and squash.

BEN MULHERIN

Ben has united his lifelong passion of helping others with his passion for financial independence to help clients achieve their financial goals. 

Ben started his career with global professional services firm Ernst & Young prior to holding various transformation roles in Private Equity portfolio companies. Through this, Ben developed his ability to analyse company performance, identify key value drivers and implement strategies to extract value from businesses. This experience continues to serve Ben well as he analyses investment opportunities for clients. 

Ben believes that a well-structured financial plan coupled with sound investment advice provides clients a balanced sense of security and prosperity. 

Ben holds a Bachelor of Commerce (University of Technology Sydney). 

Outside of work, you will find Ben at either the beach, golf course or one of Sydney’s many restaurants with his partner Taylor.