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 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.

Andrew Richards
Senior Resources Analyst

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).

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 (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.

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.

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.

Colin Redmond
Institutional Sales

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.

Daniel Ireland
Senior Industrials Analyst

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.

Danielle Smith
Head of Compliance

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).

David Brennan
Senior Resources Analyst

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.

Denise Wong
Bookings & Settlements

Bachelor of Commerce.

Over 7 years experience in the Australian equities market.

Previously worked at Commonwealth Securities and CMC Markets.

Frank Barila
Head of Institutional Sales, Executive Director

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.

George Marias
Managing Director

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).

Hugh Stackpool
Senior Resources Analyst

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.

James Lennon
Senior Industrials Analyst

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).

Joanne Condopoulos
Senior Executive Administrator

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.

Ken Wagner
Senior Industrials Analyst

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.

Kieran Barratt
Senior Resources Analyst

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.

Our clients are our foremost priority.

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

Larissa Falvo
Senior Special Projects Manager

Cert IV Finance/Accounting, Cert IV Desktop Publishing.

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

Leigh Gardner
Head of Institutional Sales (Melbourne)

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).

Liam Cummins
Research Analyst - Head of Industrials

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.

Lily Keen
Office Administrator

Over 2 years’ experience in Customer Service.

Previously worked at Live Well Health Club.

Mark Yarwood
Senior Industrials Analyst

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.

Neil Watson
Head of Industrials Sales

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).

Nicholas Burmester
Institutional Sales

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.

Paul Doherty
Institutional Sales

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.

Peter Veldhuizen
Institutional Sales

11 years experience Institutional Equity Sales and Institutional Trading (Petra Capital).

Accredited Equities and Derivatives DTR.

Bachelor of Commerce (Applied Finance).

Richard Macphillamy
Institutional Sales

Bachelor of Business (Accounting Major).

Over 15 years experience Institutional Equity sales (Macquarie, Morgan Stanley UK, LINWAR).

Online ventures (StreetTalk, PartiStaff, TEPP Pty Ltd).

Rob Dobson
Institutional Sales

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.

Sam Haddad
Senior Industrials Analyst

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.

Stacey Dinnage
Sales Assistant

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.

Tanushree Jain
Senior Healthcare Analyst

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).

Tony Christelis

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.

Tyrone Lara
Senior DTR

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

Accredited Equities and Derivatives DTR.

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

Verity Barritt
Head of Corporate 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.

Victoria Smith
Corporate Access, EA to Head of Sales

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).

Vince Barila
Institutional Sales

Bachelor of Commerce (Finance & Accounting).

15 years business management & administration experience in the Superannuation Sector.

Over 5 years’ Project Accounting & Financial Accounting experience.

Vince Musumeci
Institutional Sales

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.

Vincent Pisani
Head of Resource Sales

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.