Bachelor of Economics, Master of Business and Finance.
Over 20 years of experience in consulting, banking, and equity markets.
Focus has been energy, mining, infrastructure, and renewables working with Wood Mackenzie, ANZ institutional Bank, Patersons Securities, CCZ Securities, and several junior resources companies.
BSc in Geology, Diploma of Finance & Investment
6 years investment experience in microcap/small cap companies (AR1 Capital) and
6 years experience in Mine & Field Geology (Newcrest Mining, Western Mining)
7 years experience as resources analyst (Petra Capital)
10 years experience as resources analyst (Merill Lynch, Shaw)
Over 15 years experience as an Executive Assistant in Financial Services
Previously worked at Tribeca Investment Partners, Deutsche Bank and most recently Elanor Investors Group
Bachelor of Science (Professional, Hons); Geology
Graduate Certificate in Applied Finance & Investment.
Over 7 years experience as a Mining Analyst (Deutsche Bank, UBS & BBY)
Over 9 years experience as a Geologist specialising in precious & base metals exploration
Bachelor of Engineering (Mechanical), MBA, Graduate Diploma in Applied Finance & Investment.
Over 15 years of experience in the resources sector.
9 years of direct sell side experience as a resources analyst in Australia (Austock, Investec and Lonsec) together with resources focused investment banking experience.
Additional experience directly with corporates in investor relations, business development/ due diligence and feasibility studies.
Bachelor of Arts (Economics); MSc Economics; Series 7 and Series 63 license.
Over 15 years International Capital Markets experience including 12 years in Pan European Equities and Money Markets at Davy Stockbrokers, Ireland and three years in Treasury at Commerzbank, Ireland.
Master of Mining Engineering (Mine Management), Master of Applied Finance and Investment (Corporate Finance), Bachelor of Business (Management & Finance)
Over 3 years experience in acquisition and divestment across Australia, SE Asia, North America and New Zealand (AWE Limited)
Over 15 years experience in capital markets in Australia and New Zealand with Buy and Sell side experience (Westpac Institutional Bank, Susquehanna International Group, Foster Stockbroking, Todd Corporation)
Bachelor of Commerce, Major Accounting
Previous accounting specialist advising HNW, SMSF tax compliance and advisory
Over 7 years buy/sell side experience in small/mid-caps in Australian market specialising in Industrials and Technology
Previously Portfolio Manager of Emerging Companies Portfolio for Oracle Investment Management and Senior Industrials Analyst at CCZ Statton Equities.
Bachelor of Business – Finance and Economics
Over 15 years’ experience in the Australian Financial Markets. With a strong focus in compliance within stockbroking and wealth management (Macquarie, Morgan Stanley & Peloton Capital).
BA (Hons) Geology, Trinity College Dublin, MBA, CFA
Over 20 years international sell-side experience (Credit Suisse South Africa, Investec Securities South Africa, Daiwa Capital Australia, Ord Minnett, and State One Stockbroking)
Extensive equity research coverage in both the large and small cap Resource space (Mining, Energy) as well as in the Industrial, Steel, Paper, and Chemical sectors.
Over 3 years customer service experience across a number of industry sectors
Over 10 years institutional sales experience (Petra Capital)
Over 15 years sales experience across multiple sectors and markets
Australian Graduate School of Management (AGSM) General Manager Program 2016
BSc (Geology), Master of Mineral Economics, Diploma of Finance & Investment.
Over 6 years experience in Mine and Field Geology with large companies (Dominion Mining, Sons of Gwalia, De Beers)
Over 20 years experience as an analyst with top tier international/boutique firms (ABN AMRO, BNP, BBY, Hartley Poynton)
3 years experience in Funds Management (Confluence Asset Management)
BA Commerce, CFA, CAIA
Over 10 years experience in the industry at top tier firms including J.P. Morgan and RBC, after commencing his career in investment banking
Sector experience across industrials and mining equities
Graduate Diploma of Applied Finance – Business Valuation (FINSIA)
Master of Applied Science – Ecology (Lincoln University, New Zealand)
Over 10 years experience broking small and mid-cap companies (ABN AMRO, JPMorgan, Ord Minnett)
MSc (Merit) International Marketing, BA Molecular Biology and Neurobiology
Over 15 years experience as an Executive Assistant (EY Port Jackson Partners, European Insurance Consolidation Group, Goldman Sachs, The Blackstone Group)
Bachelor of Engineering (Mechanical), MBA
Over 20 years experience in domestic equity markets
9 years overall buy side experience with Challenger, boutique fund Affinity Capital and most recently at family office Henroth Group as sole portfolio manager of a domestic equities portfolio skewed to small cap stocks
More than 10 years as a sell side research analyst primarily focusing on small caps at ANZ Securities, Wilsons and Austock/Phillip Capital
Bachelor of Commerce, Major in Accounting and Finance.
Over 2 years experience as an Energy Analyst at RBC Capital Markets covering companies focused on exploration and production (E&P), refining, and utilities based businesses.
Previously over 3 years experience in Financial Accounting within PwC’s audit division.
BA (Hons) Economics; MA Economics
Over 10 years international experience as a covering analyst, including five years in Pan European Equities at both Davy and Goodbody Stockbrokers in Ireland and over two years as the gaming analyst for CIMB Australia
Cert IV Finance/Accounting, Cert IV Desktop Publishing
Over 20 years experience as Research Assistant (Citi, BBY)
Economics & Finance (Undergraduate)
Over 27 years Equity broking and Fund Management experience
10 years working in International equities, Australian Equities, Currency and also implemented all Futures and Derivative strategies (National Australia Asset Management)
7 years as Head of Distribution (ABN AMRO) Three years as Head of Research sales ( Merrill Lynch)
Bachelor of Science (Hons), MBA (finance)
14 years-experience in domestic equity markets
Buy-side experience as with Australian Ethical and Harper Bernays Private as a Portfolio Manager. Sell-side as an Equities analyst for PAC Partners covering industrials.
Previously 10 years Management Consulting and Advisory Services with PwC & Deloitte as a Principal and Director in the telecommunications, technology and media vertical.
We have invested in talented and committed people to ensure ongoing value.
Bsc (Hons) Geophysics, Grad Dip Applied Finance and Investment.
5 years post grad experience in global exploration geophysics for a global contractor followed by NSW Government
Over 20 years experience in sales comprising 15 years Research in Resources (Macquarie) and Industrials (BNP, Deutsche Bank, Credit Suisse) research followed by 7 years Research Sales (Deutsche Bank, Petra)
Over 25 years of experience in stockbroking
Director, Head of Melbourne Institutional Sales at Patersons Securities (2002 – 2019)
Small, mid and micro cap sales specialist
Previous institutional sales roles with BNP Paribas, Hartleys, ABN Amro and Bankers Trust
Bachelor of Business (Accounting Major)
Over 15 years experience Institutional Equity sales (Macquarie, Morgan Stanley UK, LINWAR)
Online ventures (StreetTalk, PartiStaff, TEPP Pty Ltd)
Bachelor of Business – Finance/Economics (QUT)
Experience across back & front office as well as research with institutional broker
Financial Modelling & Valuation Certificate – Corporate Finance Institute
Bachelor of Engineering (Hons 1), CFA, Graduate Diploma of Applied Finance & Investment.
Over 15 years equities research experience (including ~10 years at Bell Potter) specialising in the analysis of emerging industrial companies. Prior experience encompassing investment consulting (5.5 years) with Mercer, actuarial analysis (2 years) with the former Trowbridge Consulting, and geotechnical engineering (graduate year) with GHD.
Master in Business Administration (Majors: Finance), Bachelor of Business Management
Over 12 years equity research experience covering companies in the pharmaceutical, biotech and medtech space listed in Australia and US (UBS, Bell Potter)
Bachelor of Commerce, Bachelor of Accounting, member of the Institute of Chartered Accountants of Australia
3 years audit experience (Price Waterhouse Coopers)
8 years in finance & retail in the oil industry (Esso Petroleum)
Over 12 years in CFO roles at various organisations in the technology & property Industries
Chartered Financial Analyst, Bachelor of Science (Advanced), Bachelor of Commerce
Over 15 years Analyst experience in Australian Industrials & Global Emerging Markets (Remerga Funds Management, Sandon Capital, Citi)
15 years Institutional Trading and Execution experience (Macquarie, Goldman Sachs)
Accredited Equities and Derivatives DTR
Bachelor of Arts (Economics); Master of Commerce (Finance)
BSc (Hons) Mathematics with Business and Management, Manchester University, Securities Institute Diploma (UK)
Over 10 years corporate advisory experience in the Australian market across a broad range of transaction structures and sectors.
Previously worked at JP Morgan, Bell Potter, Shaw & Partners and most recently Dixon Advisory.
Bachelor of Arts (Hons) – Illustration
Over 5 years experience as an Executive Assistant in the Accounting and Finance Industry (Jennings Partners and Agility Finance, Sydney)
5 years experience in Credit Control (United Kingdom)
Bachelor of Commerce (Finance & Accounting)
15 years business management & administration experience in the Superannuation Sector
Over 5 years’ Project Accounting & Financial Accounting experience
Bachelor of Commerce (Finance & Accounting).
10 years experience in the financial services industry in the wealth management and accounting sectors.
3 years experience institutional sales trader at EL&C Baillieu.
Bachelor of Commerce (Hons), Econometrics and Associate of Securities Institute of Australia (ASIA)
Over 30 years of experience in both funds management (ex Prudential and BT Australia) and sell side broking at UBS, Cazenove Australia and Shaw Stockbroking.
