Strategem VIP Event
We invite you to join us for an exclusive evening hosted by Strategem Partner and Lead Advisor, Kris Tatt, as we bring together valued experts for investment insights and conversation.
We invite you to bring along a guestand enjoy this evening with us.
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TUESDAY 28 OCTOBER, 2025
5.30PM - 7.30PM
RACV CLUB, 501 BOURKE STREET, MELBOURNE 3000
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Your host
Kris Tatt | Strategem Partner and Lead Advisor
Kris Tatt is the General Manager of our Strategem Investment Services business.
Kris is the host of the Enriched Wealth Podcast and has over 15-years experience in the financial industry and leads both our Investment Services and Self Managed Superannuation Teams. His focus is to provide relevant advice and ensure clients are positioned to meet their financial goals.
Our speakers
Antony Bucello | National Property Buyers
Antony has a passion for property and has bought and assisted in sales for investors and home buyers all over Melbourne, ranging from $300,000 to multi-million dollar properties.
After spending 10 years working for another organisation as a buyer advocate, he commenced with National Property Buyers in 2011 as State Manager and is now the Director and owner of National Property Buyers Victoria. His meticulous approach and sound negotiation skills ensures he leaves no stone unturned in his quest to purchase the right property at the right price. With his extensive knowledge, vast network of contacts and overall determination, he is able to achieve the best possible results for his clients.
Having been involved in countless property transactions for his clients over the years, he is now a leading Melbourne Property Advocate, specialising in Buyer and Vendor Advocacy services. He has been a finalist for multiple industry awards, including the prestigious REIV Awards for Excellence for Buyer Agent of the Year 2025, 2024, 2023 and 2019, a finalist in REB’s ‘Buyer Agent or Agency of the Year’ 7 times and PIPA’s winner of Medium Buyer Agency of the Year 2024.
Antony is married with 2 adult children and lives in Lower Templestowe, Victoria. Educated at Swinburne University, his sales and marketing career has spanned over 35 years in both the Financial Services and Property sectors. He is an overall sports enthusiast and loves the mighty Collingwood Magpies, Melbourne Storm and Melbourne Victory Football Clubs.
Evidentia Group
Josh Phillips, CFA – Senior Asset Consultant, Evidentia Group
Josh is a Senior Asset Consultant at Evidentia Group with deep expertise in direct equities investing and over a decade of experience in equity research and portfolio management. A CFA Charterholder, he has built a distinguished career across leading investment firms, specialising in both domestic and global equities across a wide range of sectors and market capitalisations.
Before joining Evidentia, Josh held senior investment roles at Aware Super, Tyndall Asset Management, Auscap Asset Management, and Perpetual, where he developed a strong reputation for fundamental company analysis, valuation, and disciplined portfolio construction. His experience spans small and mid-cap portfolios, global equity strategies, and direct engagement with institutional investment teams.
Josh is a Chartered Financial Analyst (CFA) holder and has a proven track record of identifying value across dynamic and volatile markets. Known for his analytical depth and calm decision-making, he brings a sharp investment lens to client portfolios and is a valued contributor to strategic asset consulting.
Based in Sydney, Josh continues to focus on helping clients achieve long-term investment outcomes through high-conviction, research-driven insights.
Tyler is passionate about asset management and is currently in the final year of his Bachelor of Commerce Degree at the University of Canberra. With hands-on experience from working at a successful financial planning business, he has gained valuable insights into what clients look for when engaging with asset consultants. This experience has shaped his understanding of the financial industry and honed his ability to meet client needs effectively.
At Evidentia, Tyler plays a key role in supporting the team by assisting with various aspects of client work. His responsibilities include conducting portfolio analysis, preparing presentations for the Investment Committee, and helping with the creation of regular client reports. His dedication to learning and his commitment to excellence make him a valuable addition to the Evidentia team, where he aims to contribute meaningfully to both client success and the firm’s continued growth.
Evidentia Group is a boutique asset consultancy and investment management firm managing $12.7 billion of funds in partnership with some of Australia's highest-quality financial advisory firms.
Evidentia Group draws on the deep investment expertise and research capabilities of one of the largest and most experienced investment teams in the market — located in offices in Sydney, Melbourne, Brisbane, and Perth. This highly skilled team boasts diverse expertise across multi-asset portfolio management, Australian and global equities, fixed income, alternative investments, private markets, risk management, and macroeconomic and market analysis.
Complementing this investment expertise, Evidentia Group has invaluable knowledge and understanding of the financial advice industry, having owned, operated, and managed large self-licensed financial advice and private wealth firms. This combination of experience enables Evidentia Group to better understand Strategem’s value proposition and to help develop and deliver clients' best-in-class and tailored investment outcomes.
