Mark Serry

Headshot of Mark Serry, a professional with short, dark hair, wearing a suit jacket and a light blue shirt, smiling at the camera.

Senior Adviser and Partner of Intralink Wealth Management Group. He has over 20 years financial planning experience including roles as Technical and Research manager and Head of Strategic Advice.

Mark holds a Bachelor of Economics (First Class Honours) from Monash University and a Graduate Diploma in Applied Finance and Investments from FINSIA. He is a Certified Financial Planner and an accredited specialist in Self-Managed Superannuation.

Anthony Baum

Headshot of Anthony Baum, a professional with short, dark hair, wearing a dark suit and a white shirt, smiling at the camera.

CEO of Intralink Wealth Management Group. He has formerly held senior management roles at Credit Suisse, Bankers Trust (UK) and Monterrey Investment Management.

Anthony holds a Bachelor of Business in Banking and Finance from Monash University and a Graduate Diploma in Applied Finance and Investments from FINSIA.

Marisa Leone

Headshot of Marisa Leone, a professional with long, dark hair, wearing a dark-colored blouse and smiling at the camera.

CEO of Portside Credit Partners and a Principal of investment firm Swilken Capital. Formerly a Director of investment advisory firm MLS Capital, a Director of investment banking and advisory firm Grant Samuel, and a Manager of corporate finance at KPMG.

Marisa holds a Bachelor of Business (Economics and Finance) from RMIT University and has completed the company directors course at the Australian Institute of Company Directors.

John Morrison

Headshot of John Morrison, a professional with short, light hair, wearing a navy suit and a light blue shirt, smiling at the camera.

CEO and Principal of investment firm Swilken Capital. Formerly a Managing Director at investment banking and advisory firm Grant Samuel (where he worked for over 25 years). He has previously been a non-executive director of several ASX listed companies, including Chair of one.

John holds a Bachelor of Engineering (Hons) from the University of Western Australia and a Master of Business Administration from the University of Melbourne.