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).
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.
15 years experience as a Mining Analyst (Deutsche Bank, UBS & BBY), including the last 8 years as Head of Resources at Petra Capital.
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 focussed investment banking experience.
Additional experience directly with corporates in investor relations, business development/ due diligence and feasibility studies.
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 25yrs experience in Institutional Australian equities sales/trading and domestic funds management.
(Macquarie Bank, ABN Amro, Ord Minnett, JBWere)
Over 35 years in Equity Markets with 11 years of those spent in London selling Australian equities to UK Institutions.
David is a Member of the Australian Institute of Company Directors, a Member of the Stockbrokers Association of Australia, The Securities and Futures Authority (UK), is a Responsible Executive of the ASX and a graduate of the Securities Institute of Australia. He has sat on multiple boards and was formally the Chairman of an ASX listed mining company.
Bachelor of Commerce.
Over 7 years experience in the Australian equities market.
Previously worked at Commonwealth Securities and CMC Markets.
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).
Over 11 years’ experience as an Executive Assistant in Telecommunications, Legal and Financial Services.
Previously worked at Optus, Bird & Bird and, most recently, Grant Thornton.
We have invested in talented and committed people to ensure ongoing value.
Cert IV Finance/Accounting, Cert IV Desktop Publishing.
Over 20 years experience in Financial Services, Equities Broking (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 Commerce, Finance Major.
Over 15 years’ market experience across the buy and sell-sides of the market. Coverage spanned virtually all market sectors over this time.
More than a decade of buy-side experience, working with long/short, value, small, and large cap mandates.
Five years of sell-side experience in both bulge and boutique firms, leading coverage in the diversified financials and steel sectors.
Over 30 years experience in financial markets, banking and Corporate. Previously worked at UBS, Credit Suisse and RBC covering equities and equity derivatives, both domestically and internationally, having been based in London, Hong Kong and Sydney.
Manny has also worked with Corporates/Small Companies in IR & Development roles in the Energy & Resources Sectors.
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.
Over 25 years of sell-side experience in the Sales and Trading of Australian equities and futures (Ord Minnett, Credit Suisse, JPMorgan)
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).
Bachelor of Commerce and Bachelor of Laws
Over 20 years’ experience in international financial markets comprising of institutional equities sales focusing on emerging companies, hedge funds and capital raisings.
Previously employed with UBS, Merrill Lynch, CBA, Canaccord, including 6 years as Head of Institutional Equities – Ord Minnett.
11 years experience Institutional Equity Sales and Institutional Trading (Petra Capital).
Accredited Equities and Derivatives DTR.
Bachelor of Commerce (Applied Finance).
Bachelor of Business (Accounting Major).
Over 15 years experience Institutional Equity sales (Macquarie, Morgan Stanley UK, LINWAR).
Online ventures (StreetTalk, PartiStaff, TEPP Pty Ltd).
Over 25 years of sell-side experience in the Sales and Trading of Australian equities, derivatives and futures (Macquarie Bank, UBS, Credit Suisse)
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.
Bachelor of Arts. Master of Finance (Finance).
Accredited Equities DTR.
Four years of sell-side execution experience, focusing on Australian small cap equities.
Over 3 years’ experience in Office Administration.
Over 10 years’ in a wide range of Customer Service roles.
Stacey has a Certificate IV in Business Administration & was nominated for Women in Finance Award in 2017.
Stacey has over 20 years’ experience in the investment and finance industry at leading financial institutions such as JB Were, Macquarie Bank & Morgans as an experienced Desk Assistant, Office Manager and in also in the co-ordination of Corporate Functions & Event Management.
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.
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 20 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, Walsh and Company.
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 40 years of experience in both funds management (ex Prudential and BT Australia) and sell side broking at UBS, Cazenove Australia and Shaw Stockbroking.
