Matthew Maher
Managing Director
With over a decade of experience in wealth management, Matthew excels in understanding and meeting the complex needs of clients, ensuring secure and high-quality service in every client relationship. He has managed substantial assets across multiple asset classes, bringing a wealth of expertise in advisory and wealth management that equips him to expertly handle client risk management and portfolio oversight.
As a seasoned financial leader, Matthew has consistently demonstrated success in trading, advisory, and management roles, showcasing his proficiency across diverse operations, risk management, and driving substantial growth in Funds Under Advisory (FUA). His expertise spans compliance, sales, marketing, portfolio management, and trading, with deep knowledge of various financial products, including derivatives, equities, managed investments, securities, cash, and margin lending.
Matthew’s extensive experience in global listed and derivative markets includes roles in FTSE and ASX-listed businesses, he has also held directorships, senior management positions, and senior portfolio management responsibilities. Throughout his career, Matthew has been instrumental in guiding organizations’ funds under advice to impressive sums exceeding $1 billion, highlighting his strategic acumen and expertise in navigating diverse asset classes. His unique blend of financial market proficiency and proven track record of exponential funds growth make Bayside an ideal partner for investors seeking exceptional results across a broad spectrum of investments.
Warren Behan
Adviser & Head of Desk
Warren Behan is an Advisor at Bayside Asset Management, offering a unique blend of property expertise, financial acumen, and a strong understanding of both domestic and international equity markets. With experience in financial sales, property advisory, and five years in the Australian construction industry, Warren provides valuable insights to clients seeking to optimize their investment strategies. He holds an honours degree in manufacturing engineering with business studies and is RG 146 certified in General Knowledge, Securities, and Managed Investments. Known for his personalized client care and commitment to continuous learning, Warren is dedicated to helping clients achieve their financial goals through property, equity, and income-focused investments.
Daniel Urbaniec
Adviser & Head of Desk
Daniel Urbaniec is a dedicated and results-driven finance professional with a strong foundation in stockbroking and investment services. With a career marked by strategic insight, disciplined risk management, and a client-first approach, Daniel has consistently delivered value in both corporate and advisory roles.
He holds dual degrees—a Bachelor of Commerce (Finance) and a Bachelor of Business (Entrepreneurship)—which reflect both his analytical depth and entrepreneurial mindset. His academic excellence was recognized with an invitation to the prestigious Golden Key International Honour Society, awarded to students in the top academic percentile.
Daniel began his career in financial services, quickly developing expertise in equities, managed funds, and market analysis. Over time, he expanded his scope by establishing his own company, contracting his specialist services to leading firms. His deep understanding of market dynamics, coupled with a hands-on approach to portfolio construction and wealth strategy, has earned him a reputation for integrity, precision, and client trust.
He has a particular interest in growth-oriented investments, including geared and emerging market strategies, and is well-versed in aligning portfolios with clients’ long-term goals. Known for his ability to communicate financial concepts clearly and confidently, Daniel empowers clients to make informed, strategic decisions.
Today, Daniel continues to build his professional footprint with a focus on long-term value creation and tailored investment outcomes. His disciplined mindset, academic excellence, and entrepreneurial drive reflect a commitment to excellence in every aspect of his work.
Chris Colaneri
Adviser
Chris is one of our senior wealth advisers & brings a wealth of experience building and managing bespoke portfolios for our high net-worth clients. He holds a Bachelor of Finance from Swinburne University and all relevant RG 146 qualifications in Securities & Managed Investments. He has high levels of interest & expertise in equities, bonds, credit funds & property ensuring an excellent service for clients.
Matt Longmuir
Operations Manager
Matthew is an experienced Operations Manager at Bayside Asset Management, where he drives operational efficiency and strategic growth. Holding a degree in Economics from the University of York, Matthew brings a robust blend of analytical, managerial, and accounting expertise to the table. His professional journey includes preparing financial statements, managing payroll services, and overseeing accounting functions for small businesses, demonstrating his deep understanding of finance and operations.
Tome Willie
Client Associate
Tom is a Client Associate at Bayside Asset Management, where he works closely with high-net-worth (HNW) clients to provide tailored financial solutions. With 15 years of experience in account and client management across the technology and property sectors, Tom is known for his client-centric approach. His ability to drive results through innovation and strategic thinking has made him a trusted partner, especially in managing the complex needs of HNW individuals
Christos Karmaniolos
Client Associate
Christos is a Client Associate at Bayside Asset Management, where they support the firm’s investment and client service efforts with a focus on precision, integrity, and long-term thinking. As part of the Bayside team, he is dedicated to helping clients navigate today’s complex financial landscape with confidence and clarity.
With a strong interest in financial markets and a commitment to continuous learning, Christos brings fresh perspective and a strong analytical mindset to every task. he takes pride in contributing to Bayside’s mission of delivering personalized, research-backed investment solutions.
Christos Studied a Bachelor of Business at Western Sydney University, and is passionate about building a long-term career in asset management.
Brycen Moore
Client Associate
Brycen Moore is a Associate at Bayside Asset Management, bringing a strong drive to learn, grow, and make a meaningful impact in the financial services space. Known for his practical mindset and strong work ethic, Brycen values clear communication and believes in building trust through honesty, reliability, and a genuine interest in each client’s goals. He is passionate about helping people make confident, informed decisions about their financial future and is committed to developing his expertise in investment and client advisory through ongoing learning and hands-on experience.
Intelligent Planning Team
Phil Osborne
Financial Planner
Phil’s career in financial planning began in 1998, when he launched his own compliance consultancy, Philborne, shortly after completing his Diploma of Financial Planning. Over the course of the past 25 years, Phil has provided common-sense compliance advice to numerous financial services entities, as a consultant and via employed roles. His experience at the coalface of advice, as a Director and Responsible Manager of AFSLs, translates to a deep understanding of governance issues, the management of financial planning practices and the provision of personal advice. Phil has previously held positions such as Member Advocate for National Tax & Accountants’ Association (NTAA) Advice; Director and Responsible Manager for SMSF Advisers Network; National Network Manager and Group General Manager (Compliance) for Lifestyle Asset Management and CEO and Director of Pinnacle Financial Services Academy. An accomplished public speaker, Phil presents at financial services conferences both locally and internationally. He has a Master of Commerce (Financial Planning), a Master of Laws (Enterprise Governance) and holds the Certified Financial Planner (CFP) designation.
Matthew Wallis
Advice Distribution Manager
Matt has more than 20 years’ experience in financial services, joining the industry in the year 2000 as a fund administrator for AON Consulting. He has held several positions over the course of his career, including two stints, over a combined six years, in sales with AIG/AIA Australia. Matt took a career break in 2007 to play cricket in England and most recently was State Manager NSW for Synchron, a role he held for more than four years. He established his own financial advice practice, Beta Advice, under the Dirigere Advisory (now Intelligent Planning) banner in 2022, and continues to provide tailored insurance solutions to families and business owners. Matt has completed study for the Advanced Diploma of Financial Planning and in the final stages of his Graduate Diploma of financial Planning.
Damian Grimes
Chief Investment Officer
Having joined the UK Financial Services industry in July 1987, Damian became a fully qualified Financial Adviser in 1998. He went on to advise clients for Wealth Management company J Rothschild’s Assurance before establishing his own UK Independent Financial planning practice in 2002 specialising in SIPPs, SSASs, Defined Benefits and Money Purchase Pensions.
Damian migrated to Australia in September 2008 and has been active in the Australian financial planning industry for over 15 years.
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