Chairman/Founding Partner

Mark is a founding Partner and the Chairman of Omnia Capital Partners. From September 2008 until December 2018, Mark served as the Chief Executive Officer at Colonial First State Asset Management (Australia) Limited and First State Investments (now known as First Sentier) with over $240bn in Assets under Management (AuM).  Prior to this, Mark was based in London and served as the President, International and Executive Vice President at State Street Global Advisors (SSGA) with over $2trn in AuM.  Mark, when based in Tokyo, was the Chief Executive Officer, President State Street Japan and Principal and Regional Managing Director of SSGA’s businesses in Japan, Asia, and Australia.

Mark was the inaugural multi-year global Chair of CFA Institute’s Board of Governors (2021-24), a board member of the Children’s Cancer Institute of Australia, Fisher Funds Management and Yarra Capital Management.  He has served on a number of non-profit boards including Sydney Theatre Company and as Co-Chair of the Zero Childhood Cancer fundraising initiative. Mark was the 2019 recipient of the CFA Institute’s Distinguished Service Award. He has a BComm from the University of Western Australia and is a CFA charterholder.

Founding Partner

Paul is a founding Partner of Omnia Capital Partners and a chartered accountant, a CPA Fellow and has earned a Master of Taxation from the University of Sydney. Prior to being recruited by the Baillieu Family to lead the NSW expansion of Mutual Trust as a Partner of that business, Paul was a Senior Partner of Crowe Horwath Australasia. Paul spent over 11 years with Crowe Horwath Australasia and during his time he was the Lead Partner of the Sydney Business Advisory/Private Clients team with responsibility for 12 Partners and 90 staff.

Paul has extensive experience in managing client relationships, focussing on ultra-high net worth families and charities. His tax expertise is combined with experience encompassing estate planning and philanthropic advice. In his personal capacity, Paul is the Managing Director of ABI Behaviour Plus, a not-for-profit that specialises in positive behaviour therapy for children with Autism.

Paul is also a Chartered Tax Advisor (CTA) with the Institute of Taxation and a member of the AICD.

Founding Partner

Quan is a founding Partner of Omnia Capital Partners and a chartered accountant with a Bachelor of Business from the University of Technology, Sydney. Quan spent 13 years as a Director of the Myer Family Company (MFCo) and Mutual Trust, overseeing both businesses largest client grouping by funds under management. Prior to this he worked in chartered accountancy for 10 years.

Quan’s primary focus is the management of client relationships with expertise in accountancy and taxation. Quan’s operational excellence and attention to detail ensures the timely and accurate delivery of services to our clients.

Quan combines his accountancy expertise with a Diploma of Financial Services majoring in Financial Planning. Quan has over 25 years experience incorporating tax advice, audit, estate planning, investment advice, secretariat services, and philanthropic support.

Founding Partner

Shane is a founding Partner of Omnia Capital Partners and is a CFA charterholder. He has earned a Master of Finance and a Bachelor of Arts (Hons.) majoring in Economics from University College Dublin and began his career at J&E Davy in 2006. Having moved through Davy’s high net worth division, Shane departed for Australia in 2011, joining Macquarie Bank. At Macquarie, Shane was involved in crafting the Private Bank’s innovative investment proposition.

In late 2015, Shane was approached to run the Myer Family Company’s (MFCo’s) investment advice function where he led the research and investment management team and served as the primary investment adviser on all MFCo engagements nationwide. Shane was also a Director of Mutual Trust post that businesses merger with MFCo. In total Shane has over 15 years’ experience covering wealth management, governance development, and investment research.

Manager and Investment Adviser

Michael is a Manager and Investment Adviser for Omnia Capital Partners. Michael has earned a Bachelor of Commerce majoring in Finance and Economics from the University of Melbourne. Michael has also earned a Diploma of Financial Planning.

Michael spent almost 5 years with the Myer Family Company (MFCo) and Mutual Trust post the merger of those businesses, most recently as an Associate Adviser. Michael also chaired the MFCo Staff Foundation Investment Committee. Prior to joining MFCo, Michael worked with NAB as a Financial Planning Manager.

Michael is a core member of all client engagements and is responsible for the implementation and monitoring of client investment portfolios, the management of our investment reporting process, and is involved in the due diligence and monitoring of our external investment managers. Michael also contributes to the Omnia Capital Partners Investment Committee.

Associate

Vivian is an Associate for Omnia Capital Partners. Vivian has earned a Bachelor of Arts from the University of Melbourne.

Based in our Melbourne office, Vivian manages the administrative affairs of our clients as well as assisting the Partner group across a varied range of tasks. Having initially interned at MFCo while completing her studies Vivian quickly stood out for her attitude, attention to detail and dependability quickly progressing to the role of Associate Adviser.

Vivian is an indispensable member of the Omnia Capital Partners family providing capacity and capability across our investments, private office, and tax compliance functions.

Vivian manages the onboarding of client accounts, and is involved in the implementation of client portfolios, our investment reporting process, and the registration and reconciliation of our client’s directly held and international assets. Vivian also contributes significantly to Omnia Capital Partners’ tax compliance function.