Paul Bodimeade
Managing Director

Paul brings a wealth of experience and a progressive vision to the Managed team. Having built a reputation for innovative and outstanding client service in the private client sphere, specialising in taxation, superannuation and corporate finance, Paul is now focussed on evolving Managed as a market leader in wealth management services.

Andrew Albury
Director

Regularly called upon by CPA Australia to share his expertise, Andrew believes that building a long-term relationship with his clients is the key to gaining a comprehensive understanding of their needs, and creating a specialised Total Wealth Management plan to achieve their goals. He holds a Business Degree in Accounting and Management from the University of New England and a Graduate Diploma in Financial Planning.
 

Scott Amos
Director

A Chartered Accountant with over 20 years experience in professional practice, and a myriad of other businesses, Scott brings a wealth of broad expertise to the Managed board.  He has a keen interest in seeing Managed Financial Strategy develop its integrated financial service offering to the market place which he sees as demanding a wider spectrum of services than in times past 

Michael Lorimer
Director

Instrumental in the design of Self Managed Allocated Pensions and Complying Pension fund structures, Michael is one of a very rare breed of experts in the ever-changing field of Self-Managed Superannuation Funds. As a graduate he holds a Bachelor of Business in Professional Accountancy and has acquired a Diploma of Financial Planning through The Financial Planning Association.
 

Brett Schmidt
Director

A Chartered Accountant who has always advised his private clients as part of a specialist team, Brett understands the benefits that specialisation delivers.  As a co-author and uncompromising advocate of our Total Wealth Management methodology Brett has incorporated that specialist approach into the formulation and implementation of our compelling wealth management solutions.  Brett has a strong domestic and international tax pedigree and with tax so vital to the success of any business or investment decision this gives the Managed solution and our clients a distinct advantage. Having spent many years in the accounting profession advising on high level tax matters Brett relishes applying his accounting and taxation skills to the wealth management equation and playing an even more strategic part in his client’s affairs.