Financial Planning with Clime

Financial Advice by Clime

Clime – Your Financial Advice Partner

CLIME

Marcus Today provides General Advice only. We can talk markets, strategy and ideas, but we cannot advise you on your personal circumstances.

If you want personal financial advice, you need a licensed financial adviser. For that, we refer members to Clime.

One of the Clime Executive Management team will work with you to understand more about your situation and aspirations and to help you find the right Adviser for you. There is no obligation-this is simply your opportunity to explore your need for financial advice or not.

Advisers

Private Wealth Adviser

David Novotny

With 19 years of extensive experience in the financial services industry, David excels at providing tailored advice in wealth accumulation, self-managed superannuation funds (SMSF), wealth protection, retirement planning, and aged care strategies. His adept understanding of complex financial frameworks allows him to craft solutions that address the multifaceted needs of his clients.

David values long-term relationships built on communication, loyalty, and trust as the cornerstone of successful financial planning. David is renowned for his friendly and approachable demeanor. He is deeply passionate about helping clients achieve their financial aspirations, supporting them at every stage with dedication. In his leisure time, David enjoys engaging in sports and spending cherished moments on his family farm in South Gippsland, reflecting a balanced lifestyle.

Private Wealth Adviser

Alan O'Reilly

Alan holds financial advice qualifications in both Australia and Ireland. He brings a calm, practical approach to helping clients make informed decisions about their money.

Alan provides advice across investments, superannuation, retirement planning and tax-effective wealth strategies. He believes financial advice should be clear and easy to follow, with a well-structured plan that gives clients confidence in the decisions they make.Building strong client relationships is central to Alan’s approach. He takes the time to understand what matters to each client, explain their options clearly and develop a strategy that works in real life.

Outside work, Alan enjoys travelling with his family, discovering new places to eat and following his favourite football team.

Advice Associate

Jasmine Chaudhry

I have over 6 years of experience in the financial planning industry, building a strong foundation in client service, advice implementation and wealth management administration. Throughout my career, I have worked closely with financial advisers to deliver high-quality advice, manage complex client portfolios, and implement strategic financial planning recommendations.

I am passionate about helping clients achieve their financial goals and continue to develop my expertise within the financial planning profession as I work towards becoming a qualified Financial Adviser.

Leadership Team

Kieran Berry - CEO Managing Director
CEO | Managing Director

Kieran Berry

With more than a decade of frontline experience across domestic and international markets, Kieran has personally invested in and advised on multiple asset classes spanning traditional equities, fixed income, property, venture capital, private equity, and alternative assets. His investment philosophy is anchored in independence, client-centricity, and best-of-breed asset selection, that allow clients to achieve their goals and objectives—principles that continue to define his career as both a business owner and professional investor.

Before Investing in Clime, Kieran built and scaled his wealth management businesses within Shaw and Partners and River X, consistently ranking among the firm’s top advisors.

The firm’s mission is to incorporate sophisticated and exclusive investment solutions into each client’s broader wealth creation strategy—whether navigating a liquidity event, managing an inheritance, or investing for future generations—delivering bespoke planning and structuring advice that aligns with their lifetime goals and objectives.

A self-made entrepreneur and investor, Kieran’s journey is defined by vision, resilience, and execution. His extensive network across the wealth ecosystem continues to unlock strategic partnerships, unique deal flow, and innovative strategies that deliver long-term value for both clients and advisors alike.

Phil Hand - Head of Private Wealth
Head of Private Wealth

Phil Hand

Phil has over 30 years’ experience in Global Wealth Management working for top tier financial institutions in Australia, Channel Islands and the United Kingdom.

Phil was an Executive Director and the COO of Morgan Stanley Wealth Management Australia. There he oversaw the governance of the business and was responsible for implementing their strategic initiatives. Phil was also the State Manager for NSW and Queensland during his time with Morgan Stanley, where he was responsible for Client Advisers growth and supervision. Phil spent 14 years with UBS AG, initially in Jersey before relocating with his family to Sydney in 2007. Phil started at UBS as a Client Adviser before moving on to running teams of Advisers covering private wealth, intermediaries and family offices. Phil joined the boutique wealth management firm, River X in 2025 and through that affiliation came to work with Clime.

Kim Anstis - Head of Compliance & Operations
Head of Compliance & Operations

Kim Anstis

Kim Anstis is a senior financial services executive with over 20 years’ experience in banking and wealth management, specialising in operational leadership, governance, and adviser enablement. She has held key roles at NAB, including Director of Ultra High Net Worth and Manager of the Wealth Associates Centre of Excellence where she led national teams supporting sophisticated investors and advisers.

Kim also served on the board of NAB’s captive insurance subsidiary, contributing to strategic oversight and regulatory alignment. Her expertise spans scalable service delivery, post-merger integration and capability uplift, underpinned by a dual degree in Law and Business Administration. Kim brings a pragmatic, outcomes-focused approach to investment operations, aligning service models to strategic goals and delivering high-performance solutions across the wealth ecosystem.

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