© 2026 Cumulus Wealth Pty Ltd
Our Story
Our Story
Who We Are
At Cumulus Wealth, accumulation isn’t incidental — it’s engineered through intelligent strategy and disciplined stewardship. We specialise in high-conviction investment opportunities grounded in rigorous research and market insight.
Integrity, long-term thinking, and enduring client relationships form the foundation of Cumulus Wealth. Our approach is underpinned by ensuring capital is deployed with purpose, conviction, and alignment to your objectives.
Who We Are
At Cumulus Wealth, accumulation isn’t incidental — it’s engineered through intelligent strategy and disciplined stewardship. We specialise in high-conviction investment opportunities grounded in rigorous research and market insight.
Integrity, long-term thinking, and enduring client relationships form the foundation of Cumulus Wealth. Our approach is underpinned by ensuring capital is deployed with purpose, conviction, and alignment to your objectives.
Why We Exist
Cumulus Wealth was founded as a bespoke provider of independent financial advice built to address the full spectrum of our clients’ capital needs. We believe financial advice is more than numbers; it’s a relationship grounded in trust, insight, and shared purpose.
Our ethos is defined by clarity, conviction, and care. We distil complexity into clear guidance, deliver high-conviction opportunities grounded in research, and always act with our clients’ long-term goals in mind. We focus on creating enduring value through thoughtful, long-term strategies.
We’re committed to building lasting wealth through partnerships founded on trust. By operating independently, acting with urgency, and staying agile in a rapidly changing world, we help our clients succeed across market cycles.
Why We Exist
Cumulus Wealth was founded as a bespoke provider of independent financial advice built to address the full spectrum of our clients’ capital needs. We believe financial advice is more than numbers; it’s a relationship grounded in trust, insight, and shared purpose.
Our ethos is defined by clarity, conviction, and care. We distil complexity into clear guidance, deliver high-conviction opportunities grounded in research, and always act with our clients’ long-term goals in mind. We focus on creating enduring value through thoughtful, long-term strategies.
We’re committed to building lasting wealth through partnerships founded on trust. By operating independently, acting with urgency, and staying agile in a rapidly changing world, we help our clients succeed across market cycles.
Meet Our Team
We are a dedicated group of wealth management professionals committed to helping clients plan, preserve and grow their wealth. With a personalised approach and a focus on long-term success, we guide you through every step of your financial journey.
Mark is a Co-Founder and Partner at Cumulus Wealth, with over 25 years of experience in the securities industry. He specialises in a broad range of advisory services, including portfolio management for high-net-worth and institutional clients. Additionally, Mark provides corporate and strategic advice to emerging public companies and high-growth, pre IPO-stage businesses.
Mark manages portfolios for high-net-worth individuals and self-managed superannuation funds primarily via managed discretionary accounts. Portfolios are individually tailored with a primary focus on wealth preservation via absolute-return-based strategies. Mark’s experience within ECM has been driven by a passionate curiosity to understand how each business operates, its position within its respective industry, and how best to assist the company in achieving its growth objectives. He has led and been actively involved in pre- IPOs, IPOs, placements, and underwritings across the gold, technology, medical device, resources, and biotechnology sectors.
Marco is a Co-Founder and Partner at Cumulus Wealth, with over 24 years of experience in financial markets. He spent four years in London working for Capital Group, one of the world’s largest and most successful fund management firms. This experience provided a strong foundation for applying portfolio management skills and processes in constructing portfolios for high-net-worth clients seeking exposure to equities.
Marco primarily manages portfolios under managed discretionary accounts. Additionally, he participates in select corporate opportunities via IPOs, placements, and underwritings in ASX-listed companies for “sophisticated investors”.
Julian is a Co-Founder and Partner at Cumulus Wealth, with over 25 years of experience in financial markets. He possesses notable knowledge in the investment advisory industry and provides professional, considered investment advice to individuals, high-net-worth investors, corporates, accountants, and financial planners. Julian has led and been actively involved in pre-IPOs, IPOs, placements, and underwritings.
James, the manager of corporate finance at Cumulus Wealth, has a deep understanding of financial markets. He has significant experience in structuring equity capital market transactions. James places particular emphasis on nurturing long-term relationships with small capitalisation companies and enjoys providing corporate and strategic advice to assist them in achieving their growth objectives.
Before joining Cumulus Wealth, James served as Managing Director of ClearSky Industries Limited, a mining services company, and spent over 10 years in the meat industry preceding that.
Pavly, a Portfolio Analyst at Cumulus Wealth, holds a Bachelor of Banking and Finance and a Bachelor of Accounting from Monash University, as well as a Graduate Certificate in Applied Finance. He has a passion for exploring innovative businesses, which he uses as a touchstone when conducting research to identify attractive companies for portfolios. Pavly focuses on fundamental research and portfolio management for Cumulus managed discretionary accounts.
Before joining Cumulus Wealth, Pavly gained over two years of experience at a stockbroking firm, contributing to the oversight and dissemination of a range of leveraged investment products nationwide. During this tenure, he prioritised cultivating robust relationships with financial advisers and direct clients.
With over 25 years of experience supporting retail and institutional advising teams, Lianna is a professional with a deep expertise in Australian shares, managed funds, margin lending, and fixed interest. She holds RG146 accreditation and is highly proficient in managing and executing client orders.
As Operations Manager at Cumulus Wealth, Lianna plays a pivotal role in the strategic planning and seamless execution of daily operations, driving efficiency and optimising the overall performance of the business.
Phillip most recently worked as an associate adviser at Patersons Securities Limited, working alongside directors of the firm, providing operational and technical support while ensuring clients have a seamless experience at every interaction.
Phillip has over 16 years of experience in financial markets and has worked across various roles. He is highly motivated and committed to professional client engagement and providing excellent service to clients.
Andrew commenced his financial services career at Cumulus Wealth immediately after receiving his VCE Certificate from Whitefriars College. While working in an administrative role, Andrew furthered his studies to become RG146 accredited in Securities and General Advice and is passionate about acquiring a deeper understanding of financial markets. As Client Operations Associate, Andrew works diligently to ensure all account and settlement operations at Cumulus Wealth perform seamlessly.
Meet Our Team
We are a dedicated group of wealth management professionals committed to helping clients plan, preserve and grow their wealth. With a personalised approach and a focus on long-term success, we guide you through every step of your financial journey.
Mark is a Co-Founder and Partner at Cumulus Wealth, with over 25 years of experience in the securities industry. He specialises in a broad range of advisory services, including portfolio management for high-net-worth and institutional clients. Additionally, Mark provides corporate and strategic advice to emerging public companies and high-growth, pre IPO-stage businesses.
Mark manages portfolios for high-net-worth individuals and self-managed superannuation funds primarily via managed discretionary accounts. Portfolios are individually tailored with a primary focus on wealth preservation via absolute-return-based strategies. Mark’s experience within ECM has been driven by a passionate curiosity to understand how each business operates, its position within its respective industry, and how best to assist the company in achieving its growth objectives. He has led and been actively involved in pre- IPOs, IPOs, placements, and underwritings across the gold, technology, medical device, resources, and biotechnology sectors.
Marco is a Co-Founder and Partner at Cumulus Wealth, with over 24 years of experience in financial markets. He spent four years in London working for Capital Group, one of the world’s largest and most successful fund management firms. This experience provided a strong foundation for applying portfolio management skills and processes in constructing portfolios for high-net-worth clients seeking exposure to equities.
Marco primarily manages portfolios under managed discretionary accounts. Additionally, he participates in select corporate opportunities via IPOs, placements, and underwritings in ASX-listed companies for “sophisticated investors”.
Julian is a Co-Founder and Partner at Cumulus Wealth, with over 25 years of experience in financial markets. He possesses notable knowledge in the investment advisory industry and provides professional, considered investment advice to individuals, high-net-worth investors, corporates, accountants, and financial planners. Julian has led and been actively involved in pre-IPOs, IPOs, placements, and underwritings.
James, the manager of corporate finance at Cumulus Wealth, has a deep understanding of financial markets. He has significant experience in structuring equity capital market transactions. James places particular emphasis on nurturing long-term relationships with small capitalisation companies and enjoys providing corporate and strategic advice to assist them in achieving their growth objectives.
Before joining Cumulus Wealth, James served as Managing Director of ClearSky Industries Limited, a mining services company, and spent over 10 years in the meat industry preceding that.
Pavly, a Portfolio Analyst at Cumulus Wealth, holds a Bachelor of Banking and Finance and a Bachelor of Accounting from Monash University, as well as a Graduate Certificate in Applied Finance. He has a passion for exploring innovative businesses, which he uses as a touchstone when conducting research to identify attractive companies for portfolios. Pavly focuses on fundamental research and portfolio management for Cumulus managed discretionary accounts.
Before joining Cumulus Wealth, Pavly gained over two years of experience at a stockbroking firm, contributing to the oversight and dissemination of a range of leveraged investment products nationwide. During this tenure, he prioritised cultivating robust relationships with financial advisers and direct clients.
With over 25 years of experience supporting retail and institutional advising teams, Lianna is a professional with a deep expertise in Australian shares, managed funds, margin lending, and fixed interest. She holds RG146 accreditation and is highly proficient in managing and executing client orders.
As Operations Manager at Cumulus Wealth, Lianna plays a pivotal role in the strategic planning and seamless execution of daily operations, driving efficiency and optimising the overall performance of the business.
Phillip most recently worked as an associate adviser at Patersons Securities Limited, working alongside directors of the firm, providing operational and technical support while ensuring clients have a seamless experience at every interaction.
Phillip has over 16 years of experience in financial markets and has worked across various roles. He is highly motivated and committed to professional client engagement and providing excellent service to clients.
Andrew commenced his financial services career at Cumulus Wealth immediately after receiving his VCE Certificate from Whitefriars College. While working in an administrative role, Andrew furthered his studies to become RG146 accredited in Securities and General Advice and is passionate about acquiring a deeper understanding of financial markets. As Client Operations Associate, Andrew works diligently to ensure all account and settlement operations at Cumulus Wealth perform seamlessly.
Find Us
Level 7, 330 Collins St, Melbourne
VIC 3000
Postal Address
GPO BOX 1688, Melbourne, VIC 3001
Connect
ABN 44 634 297 279 AFSL 524 450
Cumulus Wealth Pty Ltd (ABN 44 634 297 279) (“Cumulus” or “Cumulus Wealth”) holds an Australian Financial Services Licence (“AFSL”) 524 450.
Find Us
Level 7, 330 Collins St, Melbourne
VIC 3000
Postal Address
GPO BOX 1688, Melbourne, VIC 3001
Connect
© 2026 Cumulus Wealth
ABN 4463 4297 279 AFSL 524 450
Cumulus Wealth Pty Ltd (ABN 44634297279) (“Cumulus” or “Cumulus Wealth”) holds an Australian Financial Services Licence (“AFSL”) 524 450.