Kam brings nearly two decades of deep expertise across financial planning, funds management, and accounting to his role as Co-Founder of Ginkgo Private Wealth. With a career in financial services spanning since 2006, he has built a reputation as a thoughtful and technically rigorous adviser who places client outcomes at the centre of everything he does.

Before establishing Ginkgo Private Wealth, Kam co-founded CoWealth Partners. Earlier in his career, Kam worked as a financial adviser with a boutique financial planning firm where he also served as a founding member of a boutique licensee’s investment committee — a role that reflects both his analytical acumen and the trust his peers place in his judgement and as a research manager with a funds management firm, giving him a rare breadth of perspective across advice, investment research, and portfolio strategy.

Kam holds a Bachelor of Commerce and is a Certified Practising Accountant (CPA) and a registered Tax (Financial) Adviser with the Tax Practitioners Board.

 He further holds a Diploma of Financial Planning and an Advanced Diploma of Financial Services, and is an Associate Member of the Financial Planning Association of Australia (FPA). He is also a Justice of the Peace for New South Wales.

This combination of academic rigour, professional credentials, and hands-on industry experience positions Kam to deliver holistic, sophisticated advice to individuals, families, and business owners navigating complex financial landscapes.

Eric has been a dedicated professional in the financial services industry since 2008. He previously played a key role in the compliance and financial advice coaching teams at one of Australia’s Big Four banks. With extensive experience in paraplanning and retail banking, Eric brings a deep understanding of high-quality advice processes and client needs.

His commitment to delivering exceptional financial advice is evidenced by the numerous awards he has received throughout his career, along with strong endorsements from both industry peers and clients alike.

Eric is a Certified Financial Planner® (CFP®) and a Professional Member of the Financial Advice Association of Australia (formerly the Financial Planning Association of Australia). He holds a double Bachelor Degree in Business Administration and Commerce (Accounting) from Macquarie University, an Advanced Diploma in Financial Planning, and a Diploma in Finance and Mortgage Broking from Kaplan Professional.

Outside of work, Eric is passionate about sports. He enjoys playing golf with friends and is a dedicated purple belt in Brazilian Jiu-Jitsu, where he regularly competes in state-level events. He also gives back by coaching and training children in Brazilian Jiu-Jitsu every Saturday.

Max has been in the financial services industry since 2011. Before founding Ginkgo Private, he worked as a financial adviser under a national financial services licensee. Simultaneously, he operated a consulting business providing paraplanning, compliance, and investment research services to over 10 financial planning practices, leveraging his deep technical and research expertise.

Max specialises in tailored investment strategies, portfolio management, and tax-efficient wealth solutions designed to help clients grow and preserve their wealth. He takes a holistic approach, considering risk management, estate planning, and intergenerational wealth transfer to align financial strategies with clients’ long-term objectives.

Max is a Certified Financial Planner® and holds a Bachelor's degree in Accounting from The University of Sydney, as well as an Advanced Diploma in Financial Planning from Kaplan Professional.