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.
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 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).
Over 30 years experience in capital markets
Over 10 years servicing individual high net worth clients in small medium cap companies, resource and technology sector focused
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)
Bachelor of Laws (Hons), Bachelor of Arts (International Studies)
Over 3 years experience providing administrative and legal support across a number of industry sectors, including corporate and commercial transactional matters
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)
Over 20 years operational and administrational experience working in Financial and Professional Services firms within Australia and the UK.
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
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
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)
We have invested in talented and committed people to ensure ongoing value.
BSc (Hons) Geophysics; Graduate Dip in Applied Finance and Investment
Over 13 years research experience across Industrials (Deutsche Bank, Credit Suisse) and Resources (Macquarie)
5 years Research Sales experience (Deutsche Bank)
5 years commercial experience in exploration geophysics consulting (CGG Aust), and Government.
Bachelor of Commerce (Finance, Business Law) & Arts (Japanese)
Over 4 years’ experience as an analyst with Goldman Sachs covering consumer industrials, including more than 1 year as a lead analyst covering ANZ Gaming
Over 2 years’ experience in institutional banking (CBA)
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 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
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.
