Meet The Team
Edward Jones-Bateman
Private Wealth Adviser
Edward Jones-Bateman is a seasoned Private Wealth Adviser and has become a trusted partner for high net worth individuals and family offices seeking comprehensive solutions in Wealth Management, Corporate Advisory, and Commercial Real Estate.
Originally hailing from the United Kingdom, Edward brings both a global and finely tuned investment approach that considers both macro and micro-economic trends. Edward specialises in identifying investment opportunities across mid to large market cap stocks, private credit, private equity, venture capital and commercial real estate. His expertise is backed by a solid foundation, ensuring that every aspect of your investment strategy is handled with the utmost professionalism.
Edward's dedication to transparency is a cornerstone of his practice. He believes in keeping clients well-informed by consistently communicating market conditions, news, and global financial data. His top priority is always risk-management, with a focus on delivering high-quality investment opportunities that strike a delicate balance between growth and yield.
Edward holds all relevant qualifications for Equities, Derivatives, Margin Lending, Securities, and Managed Investments.
Whether you're looking to enhance your wealth management strategies, receive expert advice on corporate matters, or explore opportunities in commercial real estate, Edward is dedicated to working with you on your financial journey.
Rebecca Tan
Head of Marketing & Operations for Edward
Rebecca Tan is an experienced professional with an extensive career in multinational organisations spanning over a decade. Currently assisting Edward with Marketing and operations, Rebecca has demonstrated remarkable expertise and leadership in various sectors.
Rebecca's professional journey commenced at Deloitte, where she excelled as a financial analyst in the financial advisory division. Her role involved collaborating with prominent banks, Self-Managed Superannuation Funds (SMSFs), and superannuation funds. During her tenure, Rebecca embarked on the path to becoming a Chartered Accountant and successfully obtained an RG146 Diploma of Financial Planning.
Building on her financial background, Rebecca transitioned into Management Consulting, honing her strategic acumen and problem-solving skills. Her astute business acumen and dedication were evident as she navigated through complex challenges and delivered innovative solutions to clients.
In subsequent years, Rebecca ventured into the realm of marketing, carving a niche for herself across the consumer goods, electronics, and healthcare industries.
Rebecca’s ability to seamlessly blend finance, consulting, and marketing expertise underscores her versatility and strategic mindset.
Rebecca holds a Bachelor of Commerce from the University of Sydney & a Graduate Diploma of Psychological Science from Deakin University.