About Invia Wealth Partners
We exist to protect and grow the wealth of our clients across generations.
In a world of short-term thinking and transactional relationships, we take the long view. We provide the stability, expertise, and counsel that allows our clients to focus on what matters most to them—knowing their financial affairs are in safe hands.
Our Heritage
Invia Wealth Partners was established on 3 March 1983 with a simple but powerful mission: to provide secure, independent custodial services for Australian families and institutions seeking a trusted partner to safeguard their wealth.
For over 40 years, we have remained true to that mission. Through multiple market cycles, economic shifts, and regulatory changes, our focus has never wavered—protect our clients' assets, act in their best interests, and build relationships that last across generations.
- 1983: Company registered in Melbourne
- 1990s: Expansion of custodial services to institutional clients
- 2000s: Launch of private wealth advisory practice
- 2010s: Strategic acquisition by one of Australia's Big Four banking groups
- Present: Serving over 200 families with $4.2 billion under custody and advice
Our Values
| Value | What It Means |
|---|---|
| Integrity | We act with honesty and transparency in everything we do. Our clients' interests always come first. |
| Security | We employ bank-grade systems and rigorous oversight to safeguard client assets. |
| Expertise | Our Team brings decades of experience in custody, wealth management, and philanthropy. |
| Partnership | We build lasting relationships based on trust, understanding, and mutual respect. |
Our Strategic Association
Invia Wealth Partners operates in association with one of Australia's Big Four banking groups. This relationship gives our clients distinct advantages:
| Advantage | What It Means For You |
|---|---|
| Institutional Strength | Your assets are held within a structure backed by significant institutional capital and oversight |
| Exclusive Access | Opportunities typically reserved for institutional investors, including primary market access |
| Integrated Solutions | Seamless coordination with private banking, lending, and transactional banking services |
| Deep Research | Access to economics and markets research from one of Australia's leading banking groups |
Yet unlike a large bank, we remain focused and accessible. You deal with the same small team of experienced professionals year after year. There is no rotating cast of relationship managers. There is no call centre. There is simply a partnership between you and people who genuinely understand your circumstances.
Our Leadership
Michael Davies
Managing Director
Michael joined Invia in 1998 and has led the firm since 2010. Previously a senior adviser at JBWere, he holds a Master of Applied Finance from FINSIA and is a Graduate of the Australian Institute of Company Directors. Michael advises several of the firm's largest family office clients and sits on the investment committee.
Sarah O'Connor
Head of Wealth Advisory
Sarah leads our advisory team, bringing 25 years of experience in private wealth management. She is a Certified Financial Planner (CFP) and holds a Bachelor of Economics from the University of Sydney. Sarah specialises in complex portfolio construction and intergenerational planning.
David MacKinnon
Head of Custodial Services
David oversees all custodial operations, ensuring the security and accuracy of client asset holdings. He previously held senior roles at National Australia Bank and JP Morgan, with over 20 years experience in custody, settlements, and operations.
Penelope Wong
Head of Philanthropic Services
Penelope leads our philanthropy practice, advising families on strategic giving. She holds a Master of Public Policy from the University of Melbourne and serves on several charitable boards. Penelope works with clients to develop giving strategies that create lasting impact.
Chris Williams
Head of Fixed Income
Chris leads the Fixed Income Division, bringing extensive international experience from senior roles at Deutsche Bank, UBS, and Citibank across London, New York, and Australia. He specialises in investment strategy and client portfolio construction, focusing on delivering stable income solutions in evolving market conditions.
Our Advisory Council
- Geoffrey Reynolds – Former Managing Partner, JBWere
- Dr. Helen Marshall – Economist and Non-Executive Director
- Robert Molloy – Family Office Principal, Fourth-generation client family
Our Advisory Council provides independent perspective and guidance, ensuring we remain at the forefront of industry best practice.
Why Clients Stay
We are proud that 98% of our clients have remained with us for over a decade. Many are now working with the same adviser who first welcomed their parents or grandparents.
This is not coincidence. It is the result of a philosophy that values relationships over transactions, and a commitment to always putting our clients first.
Next Steps
If our approach resonates with you, we would welcome the opportunity to understand your objectives.
Contact us for a confidential conversation