Founded in 2004 by Aaron McMurray and Matthew Stephens, TMS Capital is a boutique, Private Wealth Advisory firm specialising in managing direct investments. In 2006, Ben Clark, Jeremy Hook, and Matthew Salmon joined the team as shareholders, with the shared goal of providing a hands-on and personalised service for high net worth families and individuals.
Today, TMS Capital is a modern firm, 100% owned by employees who share the same values and vision, with the freedom to provide truly tailored investment advice.
Matthew oversees the management and operations of TMS Capital. A highly-qualified Wealth Adviser with over 25 years’ experience, he specialises in structural and investment advice - utilising his expertise to manage the TMS team whilst delivering personalised financial guidance to clients. Matt also co-manages the TMS Capital Australian Share Fund. Matthew has a Bachelor of Economics with a major in Business Law, Diploma of Financial Planning and is a Certified Financial Planner (CFP).
Aaron commenced working in investment markets in 1996. He uses his wealth of experience to manage the TMS team, overseeing compliance and risk management. Aaron provides personalised investment strategies to select high net clients and family offices, working to build intergenerational wealth.
Barbara manages the day-to-day administration, client services and office management, assisting Wealth Advisors with everything they need. From data management to establishing new accounts, she's the glue that holds the team together. Drawing on 17 years of financial services experience, Barbara approaches her myriad of tasks with professionalism and a positive attitude.
Jeremy has over 25 years' experience working in equities. He's responsible for assessing Australian and international equities for TMS Capital, as well managing portfolios and other investments. Jeremy is highly skilled at identifying growth and income investments and he co-manages the TMS Australian Share Fund. His unique experience means he's perfectly positioned to support clients with asset allocation and stock selection. Jeremy holds a Bachelor of Economics from Sydney University and a Graduate Diploma of Finance and Investment from Finsia.
Ben has a passion for providing clients with education and guidance. With over 20 years’ experience, he’s principally responsible for analysing, selecting and monitoring the businesses that TMS Capital invests in, he also provides advice on overall portfolio construction. Whether visiting companies or performing deep dive analysis of outlooks, Ben is a highly skilled and hands-on investor, sharing his insights with the TMS team and clients alike. An excellent communicator, Ben regularly features in the media. Ben completed a Bachelor of Commerce at the University of Sydney, majoring in Finance and Economics.
Matthew is an experienced Wealth Advisor who specialises in providing investment and strategic structural advice across complex entities. As an SMSF expert, he supports clients with all facets of their investment portfolios, assisting them at every step. He's highly adept at understanding intricate details in order to maximise after-tax wealth. Matthew has a history of building long lasting client relationships with his down-to-earth approach to complex wealth management advice.
Michael is a highly skilled and experienced Wealth Advisor with over 14 years’ experience in Australia and abroad. He provides his clients with a range of investment advice, including structural and financial planning. A true problem solver, he's committed to helping private clients and high net worth families achieve their financial goals, utilising his knowledge of tax structures and markets to develop personalised investment strategies. Michael has a Bachelor of Institutional Investments, Advanced Diploma of Financial Planning and is a Certified Financial Planner (CFP).
Gemma is a highly organised professional who supports the TMS Capital team. Goal orientated and driven, she ensures the back office runs effectively, giving the team the freedom to perform their jobs effectively.
Matthew supplies comprehensive and personalised financial advice to high net worth individuals and families, so they can live the life they want. He is the focal point of all things financial for his clients. This includes portfolio construction, investment strategies and specific investment recommendations. He also continually ensures clients are getting the optimal results in an ever- changing investment landscape. With 25 years' experience, Matthew builds strong relationships by understanding the complexities of the market in order to deliver the best outcomes. Matthew holds a Bachelor of Economics, majoring in Finance and an Associate Diploma of Financial Planning.
James started his career in Retail Banking with HSBC Bank before moving into Private Wealth management in 2014. He holds a Bachelor of Business, Advanced Diploma of Financial Planning and is an accredited SMSF adviser. James expertise lies in providing detailed advice on wealth creation strategies, investment management and retirement advice.
Joel began working in Private Wealth Management in 2016 and holds a double Bachelor Degree in Economics and Commerce. Upon graduating, Joel spent two years working in London and New York prior to settling in Sydney in 2018. He has since completed his Graduate Diploma of Financial Planning and is passionate about finding holistic wealth management solutions for high-net-worth private clients and Self-Managed Super Funds (SMSFs). Joel was previously employed by Perpetual Limited where he specialised in providing investment/structural advice for a diverse range of clients.