Over fourteen years Middle Office & Operations experience (Deutsche Bank London, UBS London, Deutsche Bank Sydney)

Bachelor of Science (Professional, Hons); Geology

Graduate Certificate in Applied Finance & Investment
Seven years experience as a Mining Analyst (Deutsche Bank, UBS & BBY)

Nine 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)

3 years’ experience in acquisition and divestment across Australia, SE Asia, North America and New Zealand (AWE Limited)

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)

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.

Bachelor of Economics, Master of Finance

Over five years experience in equities (SWS, Hong Kong and CIMB, Sydney)

Four years experience in institutional banking (CBA)

Over three years customer service experience across a number of industry sectors

Ten years institutional sales experience (Petra Capital)

Fifteen 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.

Six years experience in Mine and Field Geology with large companies (Dominion Mining, Sons of Gwalia, De Beers)

Over twenty years experience as an analyst with top tier international/boutique firms (ABN AMRO, BNP, BBY, Hartley Poynton)

Three years experience in Funds Management (Confluence Asset Management)

BA Commerce, CFA, CAIA

Over ten 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)

Ten-plus years’ experience broking small and mid-cap companies (ABN AMRO, JPMorgan, Ord Minnett)

BA (Hons) Economics; MA Economics

Over ten 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

Over 11 years’ experience as an Executive Assistant in the Insurance Industry (SLE Worldwide, XL Catlin)

Cert IV Finance/Accounting, Cert IV Desktop Publishing

Over fifteen years experience as Research Assistant (Citi, BBY)

Economics & Finance (Undergraduate)

Over twenty seven years Equity broking and Fund Management experience

Ten years working in International equities, Australian Equities, Currency and also implemented all Futures and Derivative strategies (National Australia Asset Management)

Seven years as Head of Distribution (ABN AMRO) Three years as Head of Research sales ( Merrill Lynch)

Accredited cash equities and Derivative DTR

Master member Stockbrokers and Financial advisers association MSAFAA

Thirty years’ execution and trading experience across Institutional desks (Deutsche Bank, BZW Australia, ABN AMRO Group, RBS Australia, CIMB Australia)

BSc (Hons) Geophysics; Graduate Dip in Applied Finance and Investment

Over thirteen 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 four years’ experience as an analyst with Goldman Sachs covering consumer industrials, including more than 1 year as a lead analyst covering ANZ Gaming

Over two years’ experience in institutional banking (CBA)

Bachelor of Commerce (Applied Finance)
National DTR Cash Equities Accreditation (partially complete)

Over seven years Institutional Sales experience (Petra Capital)

Four years experience in trade disciplines

Bachelor of Business (Accounting Major)

Fifteen years experience Institutional Equity sales (Macquarie, Morgan Stanley UK, LINWAR)

Online ventures (StreetTalk, PartiStaff, TEPP Pty Ltd)

Bachelor of Arts (Hons) History

Over four years as an Executive Assistant in Finance (J.P. Morgan Private Bank, Odey Asset Management)

Law Degree (BA LLB), Masters of Law (LLM), Graduate Diploma in Compliance

Solicitor Unrestricted Practising Certificate – Corporate and Government (NSW)

Certificate IV Financial Planning

Over 17 years’ experience in legal/compliance related roles in the financial services industry

Bachelor of Commerce, Bachelor of Accounting, member of the Institute of Chartered Accountants of Australia

Three years audit experience (Price Waterhouse Coopers)

Eight years in finance & retail in the oil industry (Esso Petroleum)

Over twelve years in CFO roles at various organisations in the technology & property Industries

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 Commerce (Finance & Accounting)

15 years business management & administration experience in the Superannuation Sector

Over five years’ Project Accounting & Financial Accounting experience

Bachelor of Commerce (Hons), Econometrics and Associate of Securities Institute of Australia (ASIA)

33 years of experience in both funds management (ex Prudential and BT Australia) and sell side broking at UBS, Cazenove Australia and Shaw Stockbroking.