Our firm is built on solid foundations, from our talented and committed staff, our specialised suite of services, and the strong relationships we forge with our clients. This has allowed us to grow as a business and to establish a strong and stable position in the marketplace.

Our firm is built on solid foundations, from our talented and committed staff, our specialised suite of services, and the strong relationships we forge with our clients. This has allowed us to grow as a business and to establish a strong and stable position in the marketplace.

Andrew Harrington
Senior Resources Analyst

Bachelor of Economics, Master of Business & Finance.

15 years of experience as a Resources Analyst (ANZ Investment Bank, Patersons Securities, CCZ Statton Equities), including five years at Petra Capital.

13 years of experience in Mining, Energy & Minerals consulting (Wood Mackenzie, Indexys).

Six years of experience in commercial roles in junior Resources companies (Leigh Creek Energy, Oakdale Resources).

Andrew Richards
Senior Resources Analyst

Bachelor of Science (Geology), Diploma of Finance & Investment.

19 years’ experience as a Resources Analyst (Merrill Lynch, Shaw & Partners), including 10 years at Petra Capital. Additional two years’ experience in Research Sales at Petra Capital.

Six years’ investment experience in microcap/small cap companies (AR1 Capital).

Six years’ experience in Mine & Field Geology (Newcrest Mining, Western Mining).

Belinda Teichmann
Senior Executive Administrator

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.

Brett McKay
Research Analyst - Head of Resources

Bachelor of Science (Honours in Professional, Geology), Graduate Certificate in Applied Finance & Investment.

15 years’ experience as a Mining Analyst (Deutsche Bank, UBS, BBY), including the last eight years as Head of Resources at Petra Capital.

Nine years’ experience as a Geologist specialising in precious and base metals exploration.

Colin McLelland
Senior Resources Analyst

Bachelor of Engineering (Mechanical), MBA, Graduate Diploma in Applied Finance & Investment.

Over 15 years of experience in the Resources sector.

Over 10 years of direct sell side experience as a Resources Analyst in Australia (Austock, Investec, Lonsec), together with Resources-focused investment banking experience.

Additional experience directly with corporates in investor relations, business development/due diligence and feasibility studies.

Danielle Smith
Head of Compliance

Bachelor of Business (Finance & Economics).

Over 19 years’ experience in the Australian Financial Markets with a strong focus in compliance within stockbroking and wealth management (Macquarie, Morgan Stanley, Peloton Capital).

David Brennan
Senior Resources Analyst

Bachelor of Arts (Honours in Geology), MBA, CFA.

Over 20 years’ international sell-side experience (Credit Suisse South Africa, Investec Securities South Africa, Daiwa Capital Australia, Ord Minnett, State One Stockbroking).

Extensive equity research coverage in both the large and small cap Resources space (Mining, Energy), as well as in the Industrial, Steel, Paper, and Chemical sectors.

David Harris
Institutional Sales

Bachelor of Economics.

Over 25 years’ experience in institutional Australian equities sales/trading and domestic funds management (Macquarie Group, Ord Minnett, CIMB, RBS, ABN AMRO, Goldman Sachs).

David Ledger
Corporate Advisory & Equity Capital

Graduate of the Securities Institute of Australia.

Member of the AICD, Member of the Stockbrokers Association of Australia, Member of the Securities & Futures Authority (UK), Responsible Executive of the ASX.

Over 35 years in equity markets, including 11 years in London selling Australian equities to UK institutions.

Has sat on multiple Boards, including as Chairman of an ASX-listed Mining company.

Denise Wong
Bookings & Settlements

Bachelor of Commerce.

Over 10 years’ experience in the Australian equities market (Commonwealth Securities, CMC Markets).

 

Elise Kennedy
Senior Industrials Analyst

Bachelor of Business (Finance) and MBA, both with Excellence (HD).

Over 15 years in financial markets, with roles across the sell-side and buy-side, including firms Morgan Stanley, Jarden, Schroders, and the Commonwealth Bank.

Has ranked #1 across various Industrial sectors, including Telecommunications, Media, Technology, and Gaming, and has experience in Healthcare, REITS, and Retail stock coverage from the buy-side.

Elise founded ‘Talking Tech with Elise Kennedy’, a podcast that hosts emerging companies, aimed at bridging the gap between investors and capital.

Frank Barila
Head of Institutional Sales, Executive Director

Australian Graduate School of Management (AGSM) General Manager Program.

Over 25 years’ equity institutional sales experience across multiple industries, including over 15 years’ Head of Equity Institutional Sales experience.

 

 

George Marias
Managing Director

Bachelor of Science (Geology), Master of Mineral Economics, Diploma of Finance & Investment.

Over six years’ experience in Mine & 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).

Three years’ experience in Funds Management (Confluence Asset Management).

Hugh Stackpool
Senior Resources Analyst

Bachelor of Arts (Commerce), CFA, CAIA.

Over 10 years’ experience in equity markets (J.P. Morgan, RBC), after commencing his career in investment banking.

Sector experience across Industrials and Mining equities.

James Lennon
Senior Industrials Analyst

Master of Applied Science (Ecology), Graduate Diploma of Applied Finance (Business Valuation).

Over 20 years’ experience broking small and mid-cap companies (ABN AMRO, J.P. Morgan, Ord Minnett).

James Redfern
Senior Resources Analyst

Bachelor of Commerce, Graduate Diploma in Applied Finance & Investment.

Over 24 years’ experience in the Finance industry focused on Resources including 18 years as a sell-side Equity Research Analyst in Sydney and London.

Previously Head of Australian Resources Equity Research at Bank of America. Also worked for Wilsons Securities, Credit Suisse, Merrill Lynch, Standard Bank and the Commonwealth Bank of Australia.

Julian Hewitt
Institutional Sales

Bachelor of Applied Finance.

10 years’ experience in Australian, UK and European equity markets including three years in London.

Institutional Sales Trader at HSBC in London and multiple positions held at Bell Potter Securities in London and Sydney, with a strong focus on Metals and Mining.

Josh Duff
Equity Sales

Bachelor of Accounting (Finance & Tax Law).

Over six years of Australian Equities experience. Initially providing investment advice and portfolio management to High Net Worth and Family Offices, before transitioning to broking to said clients, as well as domestic institutions.

Most recent focus has been on small and emerging Resources companies.

Larissa Falvo
Senior Special Projects Manager

Certificate IV in Finance & Accounting, Certificate IV in Desktop Publishing.

Over 20 years’ experience in Financial Services, Equities Broking (Citi, BBY).

Leigh Gardner
Head of Institutional Sales (Melbourne)

Bachelor of Commerce (Economics & Finance).

Over 30 years experience in Equity Broking and Funds Management.

10 years’ experience working in International Equities, Australian Equities and Currency, as well as implementing all Futures and Derivative strategies (National Australia Asset Management).

Seven years’ experience as Head of Distribution (ABN AMRO).

Three years’ experience as Head of Research Sales ( Merrill Lynch).

Our clients are our foremost priority.

We have invested in talented and committed people to ensure ongoing value.

Mark Yarwood
Senior Industrials Analyst

Bachelor of Science (Honours), MBA (Finance).

17 years’ experience in domestic equity markets. Buy-side experience as a Portfolio Manager (Australian Ethical, Harper Bernays Private), as well as sell-side experience as an Equities Analyst  covering Industrials (PAC Partners).

10 years’ Management Consulting and Advisory Services experience as a Principal and Director in the Telecommunications, Technology and Media vertical (PwC, Deloitte).

Matthew Alvarez
Institutional Sales

Over 25 years of sell-side experience in the Sales and Trading of Australian equities and futures (Ord Minnett, Credit Suisse, JPMorgan).

Neil Watson
Head of Industrials Sales

Bachelor of Science (Honours in Geophysics), Graduate Diploma in Applied Finance & Investment.

Five years’ postgraduate experience in global exploration geophysics for a global contractor, followed by the NSW Government.

Over 25 years’ equity markets experience comprising 15 years in Equity Research in Resources (Macquarie) and Industrials (BNP, Deutsche Bank, Credit Suisse).

Over 12 years’ experience in Research Sales (Deutsche Bank) including at Petra Capital.

Peter Veldhuizen
Institutional Sales

Bachelor of Commerce (Applied Finance).

Accredited Equities & Derivatives DTR.

11 years’ experience in Institutional Equity Sales and Institutional Trading at Petra Capital.

 

 

Richard Macphillamy
Institutional Sales

Bachelor of Business (Accounting).

Over 15 years’ experience in Institutional Equity Sales (Macquarie Group, Morgan Stanley UK, LINWAR).

Additional experience with online ventures (StreetTalk, PartiStaff, TEPP Pty Ltd).

Rob Farrington
Institutional Sales

Over 25 years of sell-side experience in the Sales and Trading of Australian equities, derivatives and futures (Macquarie Group, UBS, Credit Suisse).

Sam Catalano
Senior Resources Analyst

Bachelor of Engineering (Honours in Mining), Graduate Certificate in Commerce (Finance).

Three years’ experience as a Mining Engineer in both operational and consulting roles.

Over 20 years’ experience on both the sell-side and buy-side as a ranked Mining Equity Research Analyst and Portfolio Manager at various global investment banks and asset managers (Macquarie Group, Morgan Stanley, Credit Suisse, Schroders, Canaccord).

Returned to the Australian market in 2023, following 17 years in London covering a range of Mining equities from mega-caps to micro-caps, across a broad range of differing commodity markets.

Sam Haddad
Senior Industrials Analyst

Bachelor of Engineering (First Class Honours), CFA, Graduate Diploma of Applied Finance & Investment.

Over 15 years’ Equities Research experience specialising in the analysis of emerging Industrial companies (Bell Potter).

Over five years’ experience in investment consulting (Mercer).

Two years’ experience in actuarial analysis (former Trowbridge Consulting), after spending his graduate year in geotechnical engineering (GHD).

Sarah Batey
Office Administration

Over three years’ experience in Office Administration.

Over 10 years’ experience in a wide range of Customer Service roles.

Stacey Dinnage
Sales Assistant

Certificate IV in Business Administration.

Nominated for the Women in Finance Award in 2017.

Over 20 years’ experience in the Investment and Finance industry at leading financial institutions as an experienced Desk Assistant, Office Manager and also in the coordination of Corporate Functions and Event Management (JB Were, Macquarie Group, Morgans).

Tanushree Jain
Senior Healthcare Analyst

Bachelor of Business Management, MBA (Finance).

Over 12 years’ Equity Research experience covering companies in the Pharmaceutical, Biotech and Medtech space listed in Australia and the US (UBS, Bell Potter).

Tony Christelis
CFO

Bachelor of Commerce, Bachelor of Accounting.

Member of Chartered Accountants Australia & New Zealand.

Over 25 years’ international experience as a CFO across a number of industries, most recently in Financial Services institutions.

 

Tyrone Lara
Senior DTR

Bachelor of Arts (Economics), Master of Commerce (Finance).

Accredited Equities & Derivatives DTR.

15 years’ Institutional Trading and Execution experience (Macquarie Group, Goldman Sachs).

 

 

Verity Barritt
Head of Corporate Finance

Bachelor of Science (Honours in Mathematics with Business & Management), Securities Institute Diploma (UK).

Over 20 years of corporate advisory experience in the Australian market across a broad range of transaction structures and sectors (J.P. Morgan, Bell Potter, Shaw & Partners).

Over five years’ experience as Head of Corporate Finance (Petra Capital).

Victoria Smith
Corporate Access, EA to Head of Sales

Bachelor of Arts (Honours in Illustration).

Over five years’ experience as an Executive Assistant in the Accounting and Finance industry in Australia (Jennings Partners, Agility Finance). 

Five years’ experience in Credit Control in the UK.

Vince Barila
Institutional Sales

Bachelor of Commerce (Finance & Accounting).

15 years’ business management and administration experience in the Superannuation Sector.

Over five years’ experience in Project Accounting and Financial Accounting.

Vince Musumeci
Institutional Sales

Bachelor of Commerce (Finance & Accounting).

10 years’ experience in the Wealth Management and Accounting sectors.

Over eight years’ experience as an Institutional Equities Sales Trader (EL&C Baillieu, now Ord Minnett).

Over five years’ experience in Institutional Equities Research Sales at Petra Capital.

Vincent Pisani
Head of Resource Sales

Bachelor of Commerce (Honours in Econometrics).

Associate of the Securities Institute of Australia (ASIA).

Over 40 years of experience in both Funds Management (Prudential, BT Australia) and sell-side broking (UBS, Cazenove Australia, Shaw Stockbroking).