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We’re
people people

Whether you are a retail or wholesale investor or an adviser looking for solutions for your client, we are here to help.

Our Approach
Our Team

Our Approach

We help Australians understand, look after and expand their wealth.

We’re driven by understanding, offering objectivity and big picture expertise. We work to provide a progressive and principled financial services offering.

  • Money

    We invest alongside our clients.

  • Total Management

    We prefer empowerment to total management.

  • Our Responsibility

    We remember our responsibility is to humans & their lives.

  • $1.3bn*
    Funds Under Management
  • $4bn*
    Funds under advice
  • 150
    years of combined portfolio manager's investing experience
    *As of July 2022
Brand Story

Investing
in Australia

Clime was created to help Australians understand, manage and expand their wealth.

Since our inception in 1996 by Founder & Chairman John Abernethy, we have grown consistently underpinned by a culture of integrity, transparency, conviction and progress.

Listed on the ASX in 2001, our team of investment professionals have been helping more and more Australians invest confidently. We are an established company with a future focus.

We believe in investing in Australia’s future, to support small business owners, innovators and founders.

We ultimately believe in building a better Australia.

Core Values

Integrity
Integrity
Transparency
Transparency
Conviction
Conviction
Progress

Our team

Invest in people, who invest in you.

CLIME team

Our team

Garth Curry

Private Wealth Adviser - Sydney
Garth has over 33 years’ experience as a investment manager looking after investor portfolios in the South African and global markets. Before joining Clime in September 2022, Garth was a senior portfolio manager at Sanlam Private Wealth. Prior to that he was the managing director of Merrill Lynch private client division in South Africa. He is married with 3 children & enjoying living in Sydney.

Sean Cummins

Private Wealth Adviser - Melbourne
B.BUS/ACC, CFP®
Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and has been in advice for 10 years focusing on the provision of advice to high net worth individuals and their families with an open and consultative approach.

Stephen Wilson

Private Wealth Adviser - Sydney
B. Bus (Econ. & Finance), M.Financial Planning
Stephen spent his early career trading derivatives in the financial markets running trading desks in Sydney, Abu Dhabi, and London. He switched to advice as he enjoys working with people to achieve their goals and help them understand and improve their financial world. He is a married father of two fantastic children who take advantage of him daily.

Pauline Hammer

Private Wealth Adviser - Melbourne
Certified Financial Planner, Diploma of Financial Planning, SMSF Fellow Specialist Adviser, Fellow Chartered Financial Practitioner
Pauline is a Private Wealth Adviser and has over 30 years’ experience in the Financial Services Industry, both institutional and planning. Pauline is a standout in the Financial Planning Industry due to her depth of knowledge, experience and outstanding credentials in the area of Self Managed Superannuation Funds. Pauline specialises in Family Office Advice, a comprehensive advisory service for High Net Worth Clients. This strategic service reflects clients’ individual values and aspirations, embraces their unique family circumstances and deals with the full spectrum of wealth management issues, including family governance, generational wealth transfer, investment mandates and philanthropic activities.

Anna Garuccio

Private Wealth Adviser - Melbourne
Diploma of Financial Planning, SMSF Specialist Adviser, Fellow Chartered Financial Practitioner
Anna has extensive technical knowledge and experience in all aspects of financial planning. This includes specialising in the Self-Managed Super Funds sector and all its complexities. Anna assists clients with retirement, aged care and estate planning. Anna is a highly sought after financial planner based on her technical knowledge and capability, her integrity and reputation for building and maintaining strong client relationships. She enjoys providing advice, care and direction to her clients and their families. She has a reputation of being driven and passionate in working alongside her clients. Her ethics, integrity and commitment are of the highest standard.

David Novotny

Private Wealth Adviser - Melbourne
B. Bus (Financial Planning), SMSF Specialist Adviser, ASX Accredited Direct Equities Adviser
David is one of the Private Wealth Advisers at MTIS Wealth Management. With 19 years’ experience in all facets of financial planning, with thorough knowledge in the area of self managed superannuation funds (SMSF), David provides advice solutions to clients in complex wealth accumulation strategies, superannuation and SMSF, wealth protection, as well as retirement, aged care and Centrelink strategies. David believes that a strong relationship between the advisor and client is conducive to great results, which must be based on communication, longevity and loyalty. He is friendly and approachable, and is passionate about seeing clients achieve their goals and the opportunities it provides them. David is an Accredited Specialist with SMSF Association and an ASX Accredited Listed Product Adviser. Outside of supporting his clients, when not participating in his sporting activities, David enjoys spending time on the family farm in South Gippsland.

Community

Investing in communities

We care about our community.

We are driven to create a sustainable Australian organisation. This enables our people to better serve our clients and the communities in which we engage. We partner with companies and professional services who share this philosophy.

We are committed to building better business innovation and decision-making through workplace diversity. We celebrate our diverse backgrounds, cultures, knowledge, experience and abilities.

Clime became a fund manager with Future Generation Australia in May 2016. Future Generations invests in charities which focus on supporting children and youth at risk, and youth mental health. The funds raised help to break the cycle of disadvantage, improve social wellbeing and community engagement.

Find out more here

Clime has been supporting the education and training to the women and children of Timor-Leste through the Emerge Foundation since 2020, helping to bring hope to a nation with such a devastating past. The Emerge Foundation builds on the relationship forged between Australian and Timor-Leste during both World Wars.

Find out more here

Our business partners

We proudly partner with Australian businesses.

Clime believes in supporting fellow Australian businesses and business owners. We engage with local expertise to collaborate on special projects.

Software development
and data solutions
Governance documents
and communication
Specialist commercial
law firm
Business technology
and systems

Looking for tips?

Information, guides and tools to help you achieve your investment goals

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