Caillin Clyne - Director
With over a decade of expertise in building high-performing investment portfolios, Caillin Clyne has become a trusted name in the financial services and business growth sectors. As the founder and portfolio manager of GBX Professional Services, Caillin leads a multidisciplinary team dedicated to helping advisers, brokers, and business owners thrive, financially, operationally, and strategically.
Caillin’s high-conviction investment approach is centred on momentum-based trading, designed to capitalise on market inefficiencies and sustained trends. His portfolio models, backed by deep macroeconomic and fundamental analysis, have consistently delivered strong results for financial advisers and their clients. In addition to listed assets, Caillin provides access to exclusive private equity and property opportunities, helping clients diversify and grow long-term wealth.
Over the past decade, Caillin has helped more than a dozen small businesses evolve into successful mid-sized enterprises, offering strategic guidance in operations, marketing, lead generation, and client conversion. He has also delivered change management consulting and sales training to numerous ASX-listed companies across Australia, supporting large teams through transformation programs, performance restructuring, and national sales capability uplift.
At GBX Professional Services, Caillin has built a suite of high-impact solutions:
Portfolio Construction: Sophisticated, research-backed investment strategies tailored to risk profiles, client goals, and adviser platforms.
Lead Generation: Digital funnels and CRM-integrated systems that generate and nurture qualified leads for financial planners, finance/mortgage brokers, conveyancers, and insurance advisers/brokers.
Business Success Consulting: Operational consulting, growth planning, and offer development to help businesses scale sustainably.
Social Media Management: Strategic content and campaign management designed to elevate professional brands and increase client engagement, while staying compliant.
Sales Training & Change Leadership: Tailored programs for financial professionals and corporate sales teams focused on improving conversion, communication, and client experience.
Holding Bachelor’s degrees in Commerce (Finance & Financial Planning), Linguistics, and Education, Caillin combines analytical depth with communication precision. His investing journey began with a passion for collectibles such as comic books, classic cars, and vintage motorcycles, developing a deep appreciation for tangible and alternative assets.
With offices in Melbourne, along the East Coast of Australia, and Dubai, GBX Professional Services reflects Caillin’s global outlook and commitment to excellence. As a qualified Financial Adviser, he remains hands-on with clients, blending transparency, innovation, and performance to drive meaningful outcomes.
Rose Sunny - Creative Director
Rose Sunny is the Creative Director at GBX Professional Services, where she blends artistic vision with strategic execution to craft marketing materials that resonate with the unique needs of financial services professionals. With a background in delivering high-impact creative projects, Rose brings a sharp eye for design and messaging, paired with an intuitive understanding of the regulatory, technical, and commercial requirements of the industry.
Having worked alongside Caillin for many years, Rose has developed a deep familiarity with the language, goals, and compliance expectations of financial services companies. This experience allows her to translate complex advice and business strategies into clear, engaging, and compliant marketing content that drives client engagement and business growth.
As the lead creative behind the firm’s lead generation campaigns, Rose is responsible for:
Designing and producing high-converting digital assets, landing pages, social media content, lead magnets, and email nurture sequences.
Crafting brand-aligned visual identities for individual advisers and firms.
Ensuring all marketing collateral meets both aesthetic and compliance standards, supporting trust and professionalism.
Beyond creative direction, Rose plays a vital role in client enablement, assisting with the development and rollout of internal support documentation, training materials, and process guides that underpin the strategic solutions implemented for financial services businesses. Her ability to combine visual communication with operational clarity ensures that business improvements are both well-received and effectively executed.
Rose is known for her collaborative style, sharp creative instincts, and deep commitment to client success. Her work ensures that every strategy rolled out by GBX Professional Services is not only well-designed but also supported, scalable, and set up for long-term impact.
