Granite Bay Private Wealth was created to bring together the best of both worlds - the reach and rigour of an institution, delivered with the agility and care of a boutique. By stripping away outdated systems and unnecessary layers that create friction, we’re able to focus on what truly matters - growing and preserving your wealth.
Our name reflects our commitment to you. Granite for strength, discipline and resilience - qualities that shape how we invest and how we operate. Bay for protection, clarity and calm, offering a place of stability and perspective when navigating uncertainty.
The Granite Bay team draws on decades of experience gained across leading local and global institutions. Our values of authenticity, integrity and accountability shape how we work, how we make decisions and how we build trusted, long-term relationships.
With the support of an experienced Board and the backing of some of Australia’s most respected wealth leaders and investors, we’re united in one purpose: delivering great outcomes for our clients.
As Founder and Managing Partner, Steve is responsible for shaping the firm’s strategic direction, growth initiatives, and cultural standards which are uniquely linked to the long-term value proposition for clients, advisers, and Granite Bay’s partners.
Steve brings over two decades of private wealth experience across leading Australian and global firms, including Morgan Stanley, UBS, and Macquarie. Throughout his career, Steve has guided clients through major liquidity events, periods of volatility, complex restructures, and multi-jurisdictional challenges – providing the steady, informed perspective clients depend on during critical decision points. His depth of expertise directly influences Granite Bay’s investment philosophy and principles: disciplined, forward-looking, and individually aligned to each client’s goals.
Series 7 Qualified (NASD) / RG 146 Tier 1 Margin Lending / ASX Broker Exam
David is a Co-Founder of Granite Bay and brings more than 30 years of financial services experience across funds management, institutional distribution, and operational leadership. His career spans senior roles at QIC, Challenger and Colonial First State, including Deputy Managing Director and Head of Funds Management for QIC’s Global Real Estate division. He previously served as Chief Operating Officer for QIC GRE, led QIC’s Global Clients and Marketing team, and was Managing Director of Global Business Development.
Known for building high-performing, values-led teams, David is committed to developing people and elevating the standards that shape the client experience. As CEO, he oversees the execution of Granite Bay’s strategy, embedding the culture, capabilities, and conviction required for long-term success.
David also serves as a Director of the Brisbane Broncos Limited (ASX:BBL) and the Broncos Leagues Club.
Bachelor of Business (Accountancy) | Extended Major in Accounting, Minor in Finance
Matt is a Founding Partner of Granite Bay and private wealth management executive with 30 years of experience driving operational excellence and growth across global markets. His career includes senior leadership roles at Morgan Stanley and Macquarie, where he oversaw complex operating environments, built high-performing teams, and delivered large-scale change across adviser and client platforms.
Matt’s expertise spans business transformation, risk management, operations, and client experience – capabilities that ensure Granite Bay runs with precision, efficiency, and a relentless commitment to improvement. He is known for his steady, solutions-focused approach to complex challenges, and for creating environments where advisers and teams can deliver their best work.
As Chief Operating Officer, Matt is responsible for shaping Granite Bay’s operating model and embedding the investment solutions, processes and systems that support long-term scalability and an exceptional client and adviser experience.
Master of Business Administration | RG146 Tier 1
Jessica is a Founding Partner of Granite Bay with 20 years’ experience across Australia’s wealth advisory and platform sectors, Jessica draws from a career spanning risk and compliance, AFSL governance, operations, strategy and large-scale transformation. She has held senior roles at MLC, Macquarie, BT Financial Group, Westpac and Colonial First State, delivering complex projects, overseeing licensee and platforms operations, and shaping adviser and client propositions across national networks. Jessica also has significant expertise in selecting and managing third party providers and establishing strong supplier governance frameworks.
As General Manager, Jessica is responsible for bringing together the firm’s people, partnerships and processes to facilitate a highly connected, high-performance environment. She is committed to ensuring that advisers are given the tools and support to deliver exceptional outcomes and that clients benefit from a personalised, premium and secure experience.
Juris Doctor | Bachelor of Commerce (Accounting and Corporate Governance) | Diploma of Financial Services (Financial Planning)
As stewards of our clients’ capital, we combine BlackRock’s world-class portfolio construction and risk expertise with the Granite Bay Investment Committee’s disciplined oversight and forward-thinking philosophy. The result is thoughtfully constructed, deeply researched portfolios designed to deliver meaningful, repeatable outcomes aligned with your goals.
At Granite Bay, we share an unwavering commitment to putting our clients first. By combining purpose-built technology with leading investment capability and disciplined oversight, we bring clarity and confidence to every interaction. The result is a highly personalised advisory relationship that evolves with your needs.
Access the latest news and insights from our founders, advisers and partners as they unpack the themes impacting the modern investor.
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Read MoreTo explore how Granite Bay can help you manage, grow and protect your wealth, contact our team for a confidential discussion.
