Meet our team of Senior Advisors
Lindsay Somerville
Chief Executive Officer - Keystone Private Advisory
Lindsay Somerville
Chief Executive Officer - Keystone Private Advisory
Lindsay Somerville has over 35 years’ experience in advising corporations (large and small), family businesses, high net worth families, individuals and entrepreneurs. read more
Stuart Moody
Director - Property
Stuart Moody
Director - Property
Stuart Moody is a highly respected commercial property specialist with 20 years’ experience in leasing and sales in Brisbane and Melbourne. read more
TOPJoshua Derrington
Head of Investment
Joshua Derrington
Head of Investment
Joshua Derrington is a financial assets investment specialist, offering extensive credentials in finance and economics and a diverse range of experience with major investment houses. read more
Jo Lowrie
Senior Finance Manager
Jo Lowrie
Senior Finance Manager
Jo Lowrie is the ‘go to’ contact for property, investment and self-managed super fund accounting administration. read more
TOPGemma Levy
Senior Finance Manager
Gemma Levy
Senior Finance Manager
Gemma Levy brings 14 years’ experience working with high net wealth individuals and families to the Keystone Private team. read more
Marina Mangano
Associate Director – Byron Bay
Marina Mangano
Associate Director – Byron Bay
For over fifteen years, Marina has partnered with clients to assist them in further developing their operations and successfully achieving their business goals. read more
TOPBill McCarthy
Senior Facilities Manager
Bill McCarthy
Senior Facilities Manager
Bill McCarthy’s distinctive skills and experience is equally matched by his 100% commitment to every property asset under management at K2 Private. read more
Nicholas Clarke
Manager
Nicholas Clarke
Manager
Nick’s unique skillset brings to the Keystone Team the ability to provide commercial solutions to complex and technical transactions. read more
TOPRoss Jackson
Director Keystone Cyber Security
Ross Jackson
Director Keystone Cyber Security
Ross is a governance, risk and compliance specialist who is passionate about ensuring that security and risk management practices align to business driven needs and outcomes. read more
Jack Jessen
Director Keystone Cyber Security
Jack Jessen
Director Keystone Cyber Security
Jack’s extensive information security experience is founded on military communications, high risk/threat crisis planning, management and response in the Special Operations realm. read more
TOPStaff Directory Call Us On: 07 3229 7955
| Staff Name | Position | YOUR EXPERIENCED ADVISOR FOR | Contact |
|---|---|---|---|
| David Jackson | Director | family continuity, trusted advisor roles, estate planning and management, family councils and boards | Click here to email |
| Lesa Jackson | Director | corporate accounting, cash flow management, family education programs, operations management |
Click here to email |
| Lindsay Somerville | Chief Executive Officer - Keystone Private Advisory | high net worth specialist, independent, commercial and pragmatic advice, trusted advisor roles | Click here to email |
| Stuart Moody | Director - Property | sales, leasing and tenant representation, CBD commercial specialist, independent property advice |
Click here to email |
| Joshua Derrington | Head of Investments | independent investment advice, investment policies and committees, asset allocation and manager selection | Click here to email |
| Jo Lowrie | Senior Manager | property and SMSF specialist, family office management, cash flow management | Click here to email |
| Gemma Levy | Senior Manager | property, financial and management accounting, family office management, cash flow management | Click here to email |
| Liana Judges | Company Accountant | financial and management accounting, financial and investment reporting, funds management | Click here to email |
| Marina Mangano | Associate Director – Byron Bay | corporate CFO, structural and strategic planning for business and families, trusted advisor roles | Click here to email |
| Bill McCarthy | Senior Facilities Manager | commercial facilities management, retail operations management, construction and air-conditioning services | Click here to email |
| Nick Clarke | Manager | financial and investment reporting, cash flow analysis, sale and acquisition due diligence | Click here to email |
| Aidan Lamberth | Facilities Manager | facilities management, BMS systems, air conditioning services | Click here to email |
| Alex Parker | Leasing Executive | CBD leasing | Click here to email |
| Leenika Smith | Property Manager | property management, relationship management | Click here to email |
| Stephanie Woods | Receptionist | administration support | Click here to email |
| Caroline Taylor | Accountant | extensive administration and accounting experience across multiple accounting platforms | Click here to email |
| James Hollis | Accountant | property accounting, accounts receivable and payable, GST, financial accounting and reporting | Click here to email |
| Chris Kinder | Account Manager | client relationship management, tenant management, financial control, technical maintenance and support, investment analysis, capital program control | Click here to email |
| Sean Holdaway | Facilities Manager | facilities management, BMS systems, air conditioning services | Click here to email |
| Cathy Ellul | Administration Assistant | IT and administration support, resource management | Click here to email |
| Glynnis Henderson | Property Manager | retail, bulky goods, commercial and industrial property management, financial and tenant management, lease negotiations | Click here to email |
| James Duffy | Portfolio Manager | independent investment advice across all asset classes, Financial analysis, Strategy and Execution | Click here to email |
| Chris Scarpato | Portfolio Manager | leading the research and analysis for the Australian and international equity portfolios. | Click here to email |
| Jim Briscoe | Accountant | financial and property accounting, financial control, SMSF reporting | Click here to email |
| Jo Cairns | Property Administrator | accounting and administration support, project management support | Click here to email |
| Jon Roase | Senior Property Manager | property management, leasing, investment analysis, relationship management, property development, financial markets | Click here to email |
| Leisa Patrick | Accountant | property, financial and management accounting, financial reporting, GST and cash flow management | Click here to email |
| Melita De Leo | Accountant | payroll, GST, client accounting, cash flow projections |
Click here to email |
| Nadine Verna | Executive Assistant | executive support, concierge services, accounting, HR and administration support | Click here to email |
| Neville Olbitzky | Building Supervisor | facilities management, contractor management, tenant relations and security | Click here to email |
| Peter Costello | Commercial Property Advisor (Contractor) | sales, leasing and tenant representation, CBD commercial specialist | Click here to email |
| Princess Amado | Accountant | property accounting, accounts receivable and payable, GST, financial accounting and reporting | Click here to email |
| Rebekah Walton | Property Manager | commercial, retail and industrial property management, lease negotiations and tenant management |
Click here to email |
| Tarrah Vallender | Assistant Facilities Manager | facilities management, BMS systems, air conditioning services | Click here to email |
