Phone:
(03) 9188 2290(03) 9188 2290
The BBTD Group at Morgan Stanley
Direct:
(03) 9188 2306(03) 9188 2306
Our Mission Statement
The BBTD Group offers their experience, intellectual capital and dedicated personal service to help you meet your life goals. Chad Brendish, Nick Batrouney and Arjang Taylor were recently awarded positions in the top 50 in Barron’s Top 100 Australian Financial Advisers List.
Welcome to the BBTD Group
For the past 20 years, the BBTD Group has helped a select group of individuals, families and not-for-profit organisations achieve their investment goals.
We offer the objective and consultative approach of a boutique firm, with guided access to the global resources and institutional capabilities of Morgan Stanley.
Our team is a broad, experienced, and diverse group of professionals who are passionate about working with clients in all aspects of their financial well- being including asset management, retirement planning, estate and tax planning strategies, and most importantly, lifestyle preservation.
We measure our success by the quality and strength of our relationships with our clients.
The BBTD Group is highly-regarded in the Wealth Management sector throughout Australia and within Morgan Stanley Victoria, the team is a leader in the Not-for-Profit sector.
The team was recently awarded three positions in the Barron’s Australia’s Top 150 Australian Financial Advisers List, with Chad Brendish (#21), Nick Batrouney (#35) and Arjang Taylor (#84) all placing in the top 85 advisers in Australia.
We offer the objective and consultative approach of a boutique firm, with guided access to the global resources and institutional capabilities of Morgan Stanley.
Our team is a broad, experienced, and diverse group of professionals who are passionate about working with clients in all aspects of their financial well- being including asset management, retirement planning, estate and tax planning strategies, and most importantly, lifestyle preservation.
We measure our success by the quality and strength of our relationships with our clients.
The BBTD Group is highly-regarded in the Wealth Management sector throughout Australia and within Morgan Stanley Victoria, the team is a leader in the Not-for-Profit sector.
The team was recently awarded three positions in the Barron’s Australia’s Top 150 Australian Financial Advisers List, with Chad Brendish (#21), Nick Batrouney (#35) and Arjang Taylor (#84) all placing in the top 85 advisers in Australia.
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
The BBTD Group at Morgan Stanley
We are dedicated to our clients. Our focus is to provide financial advice founded on a culture of excellence, driven by global insight and devoted to helping our clients grow and preserve their wealth.
Truly Personal Service
We understand the importance of building a relationship that reflects your personal needs, preferences and aspirations. Our team strives to deliver results that meet your goals by utilizing Morgan Stanley’s resources in a way that helps you achieve your investment objectives.
Confidence that comes from experience
In an environment of constant change, demonstrated strength and stability are valuable assets. Morgan Stanley globally has successfully navigated more than 80 years of market cycles, continually gaining new experience, perspective and confidence.
Global Resources
Whatever your financial goals are, and however you prefer to pursue them, our team and Morgan Stanley offers you flexibility, capability and insight to help you achieve them. You can benefit from access to the strategic and tactical views of our seasoned and respected investment professionals.
Clarity Through Simplicity
We simplify financial complexity to help you achieve clarity and control. They will work through the complexity of your personal circumstances and the abundance of investment opportunities available to you and provide you with financial advice that is simple, clear and targeted to your individual circumstances. Simplicity is empowering and inspires confidence.
Success Built on Shared Values
We are committed to maintaining the principles that have placed Morgan Stanley at the forefront of financial markets since 1935. They will help you align your investment strategy with the values that have shaped your life and constitute the core of your legacy.
Our Capabilities
Investment advice
covering a broad range of asset classes; from the simple to the sophisticated
Investment implementation
across major global investment markets
Financial planning
which includes holistic advice across superannuation, insurance and estate planning
Research and insights
from our experienced and awarded research analysts and industry experts
Dedicated not-for-profit advice
and investment management to assist organisations to achieve their mission
Bespoke investment solutions
tailored investment portfolios to meet investors’ specific needs
Location
101 Collins Street
Level 43
Melbourne, VIC 3000
AU
Direct:
(03) 9188 2306(03) 9188 2306
Meet The BBTD Group at Morgan Stanley
Phone:
(03) 9188 2334(03) 9188 2334
Phone:
(03) 9188 2339(03) 9188 2339
Phone:
(03) 9188 2306(03) 9188 2306
Darren Harris
Client Service Manager
Phone:
(03) 9188 2024(03) 9188 2024
Lily Shea
Client Service Manager
Phone:
(03) 9188 2388(03) 9188 2388
Nick Brown
Client Service Manager
Phone:
(03) 9188 2309(03) 9188 2309
About Me
Chad is an Executive Director at Morgan Stanley and provides investment and strategic financial planning advice.
Having worked in the financial services industry for over 30 years and having held advisory roles at UBS, Merrill Lynch and Commonwealth Bank, Chad’s market knowledge and investment skills on domestic and global investments are widely sought after by clients.
Chad’s focus is on portfolio construction and investment management, with an emphasis on self-managed superannuation fund advice and providing clients with strategic advice to help them reach their financial goals.
He is also heavily involved in assisting families, not-for-profit groups, charities and foundations formulate sound investment policies and strategies to manage their funds effectively.
Chad was recently ranked as number 7 on Barron’s list of Australia’s Top 100 Financial Advisers for 2020.
Having worked in the financial services industry for over 30 years and having held advisory roles at UBS, Merrill Lynch and Commonwealth Bank, Chad’s market knowledge and investment skills on domestic and global investments are widely sought after by clients.
Chad’s focus is on portfolio construction and investment management, with an emphasis on self-managed superannuation fund advice and providing clients with strategic advice to help them reach their financial goals.
He is also heavily involved in assisting families, not-for-profit groups, charities and foundations formulate sound investment policies and strategies to manage their funds effectively.
Chad was recently ranked as number 7 on Barron’s list of Australia’s Top 100 Financial Advisers for 2020.
About Me
Nick is an Executive Director at Morgan Stanley with extensive experience in managing investments for Not-For-Profits, Charities and High Net Worth Individuals for more than 25 years.
He provides full asset allocation advice including multi-asset, multicurrency product solutions.
Nick focuses on domestic and global equity portfolio construction with an ethical and sustainable investment overlay. This allows him to construct tailored portfolios for clients using direct investments and other complex instruments.
As a member of the Morgan Stanley Philanthropy Committee and the Morgan Stanley Advisory Council, Nick promotes and embodies Morgan Stanley’s focus on Giving Back to the community and assisting the NFP sector.
Nick was recently ranked as number 10 on Barron’s list of Australia’s Top 100 Financial Advisers for 2020.
He provides full asset allocation advice including multi-asset, multicurrency product solutions.
Nick focuses on domestic and global equity portfolio construction with an ethical and sustainable investment overlay. This allows him to construct tailored portfolios for clients using direct investments and other complex instruments.
As a member of the Morgan Stanley Philanthropy Committee and the Morgan Stanley Advisory Council, Nick promotes and embodies Morgan Stanley’s focus on Giving Back to the community and assisting the NFP sector.
Nick was recently ranked as number 10 on Barron’s list of Australia’s Top 100 Financial Advisers for 2020.
About Me
Arjang is a Senior Vice President at Morgan Stanley and has more than 20 years’ global experience in investment management across European and American Investment Banks and Consultancies.
Prior to starting with Morgan Stanley in 2009, Arjang joined the Association of Chartered Certified Accountants in his role at Accenture London, and entered the securities industry in 2005. At Lehman Brothers, as an equity sales trader, Arjang deepened his research and analysis skill set, before transitioning to UBS Melbourne in 2007.
Arjang has substantial experience in tailoring multi asset class investment solutions for Investment Committees – Not-for-Profit organisations, foundations and family committees.
Arjang was recently ranked as number 49 on Barron’s list of Australia’s Top 100 Financial Advisers for 2020.
Prior to starting with Morgan Stanley in 2009, Arjang joined the Association of Chartered Certified Accountants in his role at Accenture London, and entered the securities industry in 2005. At Lehman Brothers, as an equity sales trader, Arjang deepened his research and analysis skill set, before transitioning to UBS Melbourne in 2007.
Arjang has substantial experience in tailoring multi asset class investment solutions for Investment Committees – Not-for-Profit organisations, foundations and family committees.
Arjang was recently ranked as number 49 on Barron’s list of Australia’s Top 100 Financial Advisers for 2020.
About Me
Andrew Durakovic is a Director and founding member of The BBTD Group at Morgan Stanley. Andrew provides tailored advice and investment opportunities within a defined framework to high net worth individuals, multi-generational families and for-purpose organisations in Melbourne and across the country.
At an early age, Andrew learned the importance of determination, tenacity and financial independence. It was at the University of Melbourne where he took a number of business and economics courses while studying science and civil engineering, that he discovered his true calling for finance.
Andrew began his career in wealth management as a member of the Morgan Stanley family in 2013. He later joined financial advisers Chad Brendish, Nick Batrouney and Arjang Taylor to establish The BBTD Group, a wealth management team with global capabilities devoted to helping their clients grow and preserve their wealth.
He concentrates on customising bespoke investment solutions for clients, and takes great pride in his ability to effectively communicate complex financial concepts to his clients.
At an early age, Andrew learned the importance of determination, tenacity and financial independence. It was at the University of Melbourne where he took a number of business and economics courses while studying science and civil engineering, that he discovered his true calling for finance.
Andrew began his career in wealth management as a member of the Morgan Stanley family in 2013. He later joined financial advisers Chad Brendish, Nick Batrouney and Arjang Taylor to establish The BBTD Group, a wealth management team with global capabilities devoted to helping their clients grow and preserve their wealth.
He concentrates on customising bespoke investment solutions for clients, and takes great pride in his ability to effectively communicate complex financial concepts to his clients.
International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
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Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
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General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Ready to start a conversation? Contact The BBTD Group at Morgan Stanley today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.