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Our Advisers

David French
David French is Managing Director of CIPL (Holding) Limited. He has 30 years’ experience in finance and economics, most of which are in investment markets and personal finance. David has been responsible for building the business of The Investment Collective to a point where it now manages over $600 million for individuals, small business and managed investment schemes. He holds a Bachelor of Economics, a Diploma of Corporate Management and is a graduate of the Australian Institute of Company Directors. David has completed a range of other courses related to the valuation of companies, investments and personal financial planning. David is passionate about helping doctors deal with the unique stressors of their profession, empowerment of people with disabilities, and regional economic development. Currently, he is Treasurer of the Doctors Health Advisory Service (Queensland). He is a past director of Home Support Association, a disability services provider, Rockhampton Regional Development Limited and the Rockhampton Chamber of Commerce.

David French

Managing Director
Robert Syben
Robert has a passion for people, and helping them meet their financial goals. Prior to financial planning, Robert spent many years in treasury and fund management roles. He holds a Bachelor of Economics and the Certified Financial Planner (CFA) designation from the Financial Planning Association of Australia.

Robert Syben

Head of Financial Planning
Cheng Qian
Cheng is a highly motivated individual who has a passion for providing advice. He entered the finance industry in 2013 and has been providing comprehensive advice since attaining his license in 2016. Qualifications held include a Bachelor of Commerce (Accounting and Finance) with the University of Melbourne, Diploma of Financial Planning with Monarch Institute and he is currently working towards an Advanced Diploma of Financial Planning through Kaplan Education. Cheng has also passed the financial advisor national exam in 2021 with every intention of meeting the higher education requirements set by FASEA by the 2026 deadline.

Cheng Qian

Managing Adviser
Tracey Briggs
Tracey hails from South Africa, where she worked at Investec Wealth and Investment for several years, building a wealth of experience as a Team Leader within client services. Tracey holds a Bachelor of Commerce and Diploma of Financial Planning. She joined The Investment Collective in 2016 and has worked in client services and paraplanning before moving to her role as a Financial Adviser. Tracey is passionate about helping her clients 'live their best life' through personal financial planning.

Tracey Briggs

Managing Adviser
Allan McGregor
Allan has been a qualified Financial Adviser since 2018 and currently holds a Graduate Diploma in Financial Planning. Allan has lived in Gladstone for over 25 years, having previously held roles in local industry as a Chemical Engineer before becoming a Financial Adviser. Joining the company in 2020, Allan seeks to help his clients achieve their goals through strong and lasting relationships, matched with sound financial advice.

Allan McGregor

Financial Adviser
2020