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organisation

why we invest

Lumenary was created to bring the heart back into the investment industry. We believe in companies that possess a founder’s spirit and we believe that this intangible quality leads to long term business success.

We compound wealth over the long term by investing in these companies on behalf of our clients.

our values

Our values are equally as important as the returns we generate for our clients:

Heart

Do everything with genuine passion and belief for our investors

Integrity

Hold ourselves to the highest moral and ethical standards

Endurance

Have the resilience to persevere and succeed through challenges

Openness

Sharing our successes, mistakes and learnings with our investors

Heart

Do everything with genuine passion and belief for our investors

Integrity

Hold ourselves to the highest moral and ethical standards

Endurance

Have the resilience to persevere and succeed through challenges

Openness

Sharing our successes, mistakes and learnings with our investors

managing director and founder

Lawrence has over 14 years of investment markets experience and writes for Money Management and Equity magazines.

Prior to founding Lumenary, Lawrence spent over 6 years as an investment banker for Royal Bank of Scotland and Bank of Tokyo-Mitsubishi, 3 years as a financial advisor with Deloitte and has worked in government with the Australian Prudential Regulation Authority (APRA).

Lawrence holds a Master of Applied Finance, Graduate Diploma in Corporations & Securities Law and Bachelor of Commerce (Actuarial Science) all from The University of Melbourne.

lawrence lam

Read lawrence's articles in our Knowledge Bank.

knowledge bank

advisory panel

Linden is a founder who brings a track record of growing successful financial services businesses. His experience covers distribution, product development, responsible manager and board level roles across retail, intermediary and institutional markets. Linden’s passion is in creating a worthy contribution to society through financial products that are valued by clients.

Linden is CEO and founder of Apricity Finance Group, which provides transparent finance solutions for Australian and New Zealand businesses. Linden grew Apricity from an idea in 2014 into today’s operations spanning across Australia and New Zealand. Linden has also previously held roles with Ord Westpac, Macquarie Bank, HSBC and Multiplex Capital.

Linden brings a diverse perspective and a proven ability to add-value in today’s competitive financial services sector. Linden recognises the unique qualities of founder-led businesses and importance of heart in business.

Qualifications:
• Bachelor of Laws – Macquarie University

linden toll

Phil has over 20 years of management experience operating at CEO, Managing Director and Board level across Australia, Asia and the UK. Phil has a demonstrated track record of growing and leading businesses.

Phil’s previous roles include CEO and Managing Director of Countplus Ltd, an ASX-listed professional service company, CEO of Total Financial Solutions Australia, a financial advisory network, and Head of Credit Cards at Commonwealth Bank of Australia.

Phil was also previously Founder & Managing Director of Aris and Associates, a management consulting firm. Phil brings significant experience growing businesses from the ground up and now provides strategic input on a number of Advisory Panels.

Qualifications:
• Master of Management – Macquarie Graduate School of Management
• Bachelor of Economics – University of Western Australia
• Diploma of Financial Services, Financial Planning - FPA

phil aris

Ian is a pharmacist, entrepreneur, board director and national advocate. He has spent over 30 years in advocacy and board roles at state and national level. Ian is a former Chairman of Guildlink and Director of Guild Group, a national general and professional indemnity insurer to most allied health practitioners in Australia. Guild Group is also the trustee for Guild Super and Childcare Superannuation funds.

As an entrepreneur, Ian has previously established and grown pharmaceutical and medical practices, as well as a complimentary medicines business that became a multinational manufacturer and distributor across Australia, Singapore and the Middle East.

Ian brings a deep understanding a range of industries and understands the true value of businesses which possess a founder’s spirit.

Qualifications:
• Master of Business Administration – University of Adelaide
• Graduate Diploma in Company Directorship – University of New England
• Bachelor of Pharmacy – University of South Australia

ian todd

Lauren is a digital strategist with a background in financial services and training in social science. She is an Innovation Manager at NAB Labs, focused on creating new growth opportunities and disruptive customer propositions. Prior to NAB Labs, Lauren was Executive Manager Digital at National Australia Bank supporting the digital delivery of the bank’s marketing and customer initiatives. With a career spanning ten years across banking and financial services, Lauren thrives on delivering innovative solutions to market that delight customers.

Lauren brings a strong understanding of how companies drive business growth through the creation of positive customer experiences in increasingly open and digitised markets.

Qualifications:
• Master of Business Administration – Melbourne Business School
• Bachelor of Applied Social Science – Australian College of Applied Psychology
• Diploma of Counselling – Australian College of Applied Psychology

lauren morrey

Julien is an investment professional with experience across banking, funds management, accounting, advisory and markets. He is currently a Senior Banker at ANZ Private where he managers a portfolio of family office clients. Prior to this role, Julien was a Portfolio Manager at Alpha Fund Managers where he oversaw multiple funds across a range of asset classes. Julien also worked at Deloitte and CBA in Australia and held positions abroad including HSBC Investment Bank, Royal Bank of Scotland and Bank of America/Merrill Lynch in London.

Julien previously founded a car export business and brings strong investment and fund operations experience. Julien brings a unique perspective formed from his entrepreneurial, investment banking and funds management background.

Qualifications:
• Certified Practising Accountant (CPA)
• Bachelor of Commerce – Deakin University

julien brodie

organisation details

TRADING NAME
Lumenary Investment Management
LEGAL NAME
Lumen Investment Management Pty Ltd
AFS LICENCE
493790
ABN
31 616 119 941
ACN
616 119 941
ADDRESS
Level 5 North Tower
485 La Trobe Street
Melbourne VIC 3000
Australia
WEBSITE
www.lumenaryinvest.com
TELEPHONE
+61 3 9326 7852