Investment Manager
Bernie is a co-founder of Akambo Financial Group, having teamed up with Anthony Kapetanovic in early 2007 to help shape and manage the company’s investment portfolio.
Bernie began his journey in financial markets in 1983 with a career spanning over four decades. He has gained extensive experience trading fixed interest, futures, options, commodities, currencies, and equities at various broking houses. Bernie’s expertise in technical analysis—his long-held specialty—has also led him to lecture for the ASX and continues to play a key role in reinforcing Akambo’s risk management discipline.
Bernie brings a deep understanding of market dynamics, a hands-on approach to investment management, and a sharp eye for detail that comes only with time and experience. His influence remains foundational to Akambo’s strategic thinking and portfolio design.
Bernie is a passionate triathlete outside the markets. He has proudly represented Australia at world championship events across the Ironman and sprint distances.
He was also part of the winning corporate triathlon team in Melbourne’s finance and insurance division. Bernard is working on two new challenges when not training or travelling: learning to play the keyboard and speaking Italian.
Bernie’s qualifications include:
ASX Accredited Derivatives Adviser (ADA) 1 and 2
RG147 accreditation
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Dynamic portfolio management, high-quality investments, risk management and diversified portfolio management.
Customisation and
Responsiveness
Tailored portfolios, responsiveness, and proactive communications are core to our philosophy.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
Consistent performance and an experienced investment team with over 260 years of combined experience.