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We’re Growing Our Wealth Offering: Meet BlueRock’s New Leadership Team

2 min read

There’s no stopping us here at BlueRock as we continue to grow our wealth offering through some new key hires. Meet our new executive team members and find out how they’ll boost our investment and financial advisory service offerings.

Excited is an understatement. We’re absolutely pumped to announce the expansion of our wealth offering with the appointment of Lyle Meaney and Trent McCamley to our executive team. This marks a pivotal moment for BlueRock as we focus on our global growth strategy to support SME business owners in every aspect of their business and family lives.

As Executive Managing Partner (EMP) of Wealth, Lyle Meaney brings over 25 years of experience in public and private practice. He will lead the investments and wealth strategy across our group, including the delivery of financial advisory, estate planning, and life insurance services. We are confident that Lyle's wealth of experience and expertise in the industry will be instrumental in helping us achieve our goals and drive the business forward.

"I'm excited to be joining the BlueRock team, where I can leverage my extensive experience and insights," said Lyle.

Trent McCamley joins us with over 20 years of wealth management experience, working as an adviser or in senior management positions, and most recently as the founder of the McCamley Investment Group.

"We are thrilled to have Lyle and Trent join our team to lead our investments and wealth strategy. They both bring a fresh perspective and innovative ideas to our existing wealth management practices, challenging the status quo and driving the company to adopt new approaches for our clients in a rapidly changing financial services landscape," said Peter Lalor , our Founder.

The addition of Lyle and Trent to our team further enhances the capability and experience of Jarrod Broadbent, Managing Director of Investments, whose team joined us in July 2021 following a merger with his company Broadbent Financial. This new structure also provides Adam Morse , our Managing Director of Private Wealth, the opportunity to focus on delivering our family office services. With these new appointments, we’re now in a stronger position to offer end-to-end financial advisory and investment management services .

Talk To Our Wealth and Investment Experts

At BlueRock, our team of skilled wealth and financial advisors provides best-in-class financial guidance and estate planning, unique investment management, superannuation advice, and a range of other financial services tailored to individuals at all stages of life. With our commitment to excellence, we offer professional support throughout the entire process to help people achieve their financial goals. Get in touch to start your wealth adventure with BlueRock.

Liability limited by a scheme approved under Professional Standards Legislation. © BlueRock 2023.

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