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Our Team

Serg Premier
Managing Director
Responsible for leading Partnervest including managing the team, developing strategy, and engaging with key partners.
Education: MBA, Grad Dip Finance, Diploma Fin Services, RG146, SA Fin, Member FSU.

Serg

Adam Bullock
Head of Investment Operations
Responsible for Partnervest model portfolios and approved product list, operational processes and account management backup for not-for-profit investors.
Education: CIMA®, Chartered Accountant (Aus), Chartered Certified Accountant (UK), BA (hons) Business.

Adam

Peter Robotis
Senior Investment Adviser (Wholesale Clients)
Responsible for providing investment advice to not-for-profits. This includes initial strategic advice - construction and implementation of investment portfolios - and ongoing reviews.
Education: BA (Eco) Melb, GradDipFinPlan.

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Tayla Love
Client Operations Manager
Responsible for providing a high level of client services including on-boarding new investors. In addition, Tayla is heavily involved in analysing data and preparing product reports.
Education: Bbus (Accounting), Diploma of Financial Planning.

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