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A dedicated team working with you

Every client and family is unique, so how we work with you is defined by your specific requirements. Our team of specialist bankers and advisers work with you to create and deliver solutions tailored to your needs.

Our leadership team

James-Dunlop staff photo

James Dunlop

General Manager, ANZ Private 

James is responsible for the end-to-end running of ANZ Private, which advises clients across banking, debt and investment solutions to meet their needs.

He has spent more than 20 years in the financial services industry, and was a partner in a successful financial advice business in Sydney for 10 years before joining ANZ 11 years ago.

 

Photo of Emma Dearlove

Emma Dearlove

Head of Private Clients, ANZ Private

Emma leads the Private Client segment and is passionate about supporting financial wellbeing for individuals and small businesses.

Over her 23-year banking career, she has held numerous frontline relationship management, sales leadership and customer service roles in Australia and the UK.

 

Ofer Greenberg

Ofer Greenberg

Head of Private Office, ANZ Private

Ofer manages the ANZ Private Office business nationally, working with ultra-high-net-worth and family office clients to achieve their financial goals.

Starting his career in institutional markets at ANZ in 1999, Ofer has since gained significant management experience, having led teams in financial institutions and held C-suite roles in several operating businesses.

 

James Birt staff photo

James Birt

Head of Investments, ANZ Private 

James has led the team in the Chief Investment Office at ANZ since 2019, delivering the investment management and product strategy for ANZ Private.

He joined ANZ in 2011 and his career spans more than 20 years - working as a Product Specialist for the BlackRock fundamental equities team in London, and for the European Small and Mid-Cap Equities team. He has also held roles with Aberdeen Asset Management, UBS and Perpetual.

 

Lakshman Anantakrishnan staff photo

Lakshman Anantakrishnan

Head of Investment Strategy, ANZ Private

Lakshman is responsible for the portfolio management, construction, and asset allocation of funds under management for ANZ Private.

With more than 20 years’ experience, Lakshman was previously AMP Ltd's Chief Investment Officer. For close to a decade, he was also Head of Portfolio Management at Credit Suisse, managing global multi-asset portfolios.

 

Chris Hoelter staff photo

Chris Hoelter

Head of Banking, ANZ Private

Chris joined ANZ Private in 2015 and is responsible for deposits and debt solutions.

​With 30+ years of experience working in various international markets, Chris ensures that ANZ Private has innovative, differentiated and market-leading client solutions.

 

Glen Macann staff photo

Glen Macann

Head of Private Advice, ANZ Private

Glen leads the private advisory team nationally. The advice team works with  selected clients and their families to provide professional wealth services and long-term partnership to enable clients to achieve what is important to them.

Over a financial services career spanning more than 25 years, Glen has held senior roles with firms including Shadforth, Macquarie and Vanguard, before joining ANZ Private in 2020.


Your personal team

Your private banking team can challenge your thinking and connect you to a world of financial specialists who can offer you a range of alternatives to suit your needs. Depending on your requirements, your team might be made up of the following people.

Team member chatting with lady

 

Senior Private Bankers

Our highly experienced Senior Private Bankers offer a dedicated service, personalised strategy and consolidated approach to help you to manage, grow and protect your wealth.

Working alongside you to make timely, informed and astute decisions, we can build a financial framework and tailored solution for each life stage of your wealth journey, providing guidance on topics from personalised banking to managing your investments.

Associate Bankers

Working with Senior Private Bankers, we are directly responsible for delivering an exceptional client experience, portfolio management, compliance and collaboration with the broader ANZ Private team and stakeholders.

Senior Investment Advisers

We build long-term relationships with self-directed and high-net-worth clients seeking holistic advice. This involves tailored market solutions and strategic investment advice across a spectrum of investments and trading products (including derivatives). 

Senior Private Wealth Advisers

We provide direction, partnership and guidance to clients, across wealth, insurance and investment solutions. With extensive experience with Private Wealth clients, SMSFs and all aspects of financial advice, we offer solutions tailored to a client's particular situation, preferences and risk tolerance.

Private Wealth Advisers

Working closely with our senior counterparts, Private Wealth Advisers focus on superannuation, insurance and retirement planning, amongst a range of other strategic needs to improve our clients' financial position. 

How we work with you

Our expert bankers and advisers offer a breadth of experience and facilitate the solutions you're seeking. Our advice is dynamic, personalised around your changing needs – we consider risks and maintain a long-term perspective for our solutions.

 

More about our approach

Clients we assist

From business owners and investors to executives and family offices, every client of ours is unique, so we create a tailored service based on your needs. Our private banking team supports you with the information you need to make insightful decisions.

 

More about our clients

Learn more about ANZ Private

Become a client

Contact us to discuss a tailored approach to wealth management.

Request a callback

Talk to an expert

Call us Mon-Fri 9am to 6pm (AEST)

1800 316 926

   

Financial Services Guide (PDF 1.62MB)

Information provided is general in nature only and does not take into account any person's personal needs, circumstances or objectives. ANZ recommends that you read the applicable Product Disclosure Statement or offer document before deciding to acquire or hold any product. Fees, charges and eligibility criteria apply.

ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ), the holder of an Australian Financial Services Licence.

  

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