CPS CAPITAL
Est. 2001
CPS Capital Group is a Perth based boutique Corporate Finance and Stockbroking firm providing specialist advice to retail, sophisticated and institutional investors within Australia and around the globe.
We thrive on building relationships with small to medium-sized listed and unlisted entities who are seeking specialist Corporate Advisory services to achieve maximum value.
Our services include;
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- Trading & Execution
- Equity Capital Raisings including IPO/RTO, Placements, Pre-IPO, Seed
- Underwriting and Corporate Restructuring
- Listed and Unlisted Strategic Corporate Advice
- Portfolio Management
Our sector experience includes Resources, Technology, E-Commerce, Oil & Gas, Biotechnology, E-Gaming and Medical Cannabis.
Our boutique offering enables us to be agile and swift so we can meet our client’s needs building successful, prosperous and long lasting relationships.
To read our Financial Services Guides please click here.
Our Team
Our representatives are highly qualified investment professionals, leveraging on many years of experience with CPS and other leading broking firms in Western Australia. Together we form a unique and diversified team.
Board
Jason Peterson
Managing Director & Head of Corporate
HOVER TO SCAN
Experience
- 25+ years of Stockbroking and Corporate Advisory across APAC, EMEA & Americas
- MD & CIO of private funds management company Celtic Capital
- Strategically advising and raising funds in over 50 corporate transactions yearly from seed level to publicly listed entities.
Andrew Wilson
Director/Head of Trade Desk
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Experience
- 35 years Stockbroking experience
- Master Stockbroker (MSAFAA)
- Manager Trading Operations
Corporate
Jason Peterson
Managing Director &
Head of Corporate
HOVER TO SCAN
Experience
- 25+ years of Stockbroking and Corporate Advisory across APAC, EMEA & Americas
- MD & CIO of private funds management company Celtic Capital
- Strategically advising and raising funds in over 50 corporate transactions yearly from seed level to publicly listed entities.
Tim Neesham
Associate Director/
Representative
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Experience
- 15+ years experience in asset acquisition, restructuring, corporate finance and capital raises specialising in emerging companies
- Multiple success stories in taking micro cap companies to in excess of $500m valuations
- Former 3 time Olympic water polo player and 7 time national championship title winner
Keith Della-Vedova
Representative
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Experience
- Market enthusiast with over 15 years of investment and active trading
- APAC & EMEA corporate transaction experience ranging from $500k to $1bn+
- Sector experience in Mining, Tech, Bio Tech, Medical Marijuana, Reg & Med Tech, E-Gaming, Oil & Gas & E-commerce
Ross Marsh
Corporate Finance Manager – Asia Pacific, Australia & New Zealand
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Experience
- Chartered Accountant
- 15 years of capital market funding experience
- Experience in Australia, London and Singapore
Fabio Pannuti
Corporate Manager – Europe & United Kingdom
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Experience
- Managed wealth for two ultra-high net worth families in the last several years
- Managed Lauder’s family office +$9b portfolio (one of Alta Semper’s founding shareholders) across several asset classes
- Senior executive of UCITS platform set up advisory board for the $3b Semper fund
Advisory – Perth
Adam Tout
Representative
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Experience
- Authorised Representative
- 25 years Stockbroking experience, dealing in funds management, IPO’s, capital raisings and secondary market trading
- Graduate Diploma in Finance & Investment from the Securities Institute of Australia
Ashok Desai
Associate Director/
Representative
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Experience
- Specialises in Portfolio Management and share advice for Institutions, SMSF’s and Family trusts with a “client tailored” approach
- Bcom, PdipBus, MBA, FCA – Financial Planning Specialist, Over 25 years’ experience
- Experienced in Corporate transactions and Capital Raisings in emerging companies both listed and unlisted on the ASX
Brent Evitt
Representative
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Experience
- Over 20 years in Stockbroking
- Including dealing in IPO’s, managing capital raisings, underwritings and corporate advise
- Extensive private client experience including international clients
Brian Collins
Representative
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Experience
- Portfolio Construction and management for a broad base of clients including wealth accumulators, retirees and sophisticated investors;
- Specialising in Capital Raisings and Corporate transactions and Capital Raisings for junior companies across Resources, Technology and Biotechnology
- Market execution for wholesale and retail clients
Callum Fransz
Representative
HOVER TO SCAN
Experience
- Experienced in Corporate transactions and Capital Raisings in emerging companies both listed and unlisted on the ASX
- Works with a client base mainly of high net worth and wholesale clients providing opportunities predominately in the small cap sector
- Also provides access to on-market transactions and opportunities
Dale Raynes
Associate Director/
Representative
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Experience
- 22 years in Stockbroking
- Portfolio & Wealth Management
- BComm University of Western Australia
David Valentino
Associate Director/
Representative
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Experience
- 12+ years of Corporate Finance
- Institutional Dealer
- Specializing in Micro Caps
Franco Scullino
Representative
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Experience
- 20+ years’ experience in financial markets
- Specialist in capital raisings across multiple sectors inc Mining, Tech & Biotech
- Microcap dealing for over 15 years
Jason Peterson
Managing Director &
Head of Corporate
HOVER TO SCAN
Experience
- 25+ years of Stockbroking and Corporate Advisory across APAC, EMEA & Americas
- MD & CIO of private funds management company Celtic Capital
- Strategically advising and raising funds in over 50 corporate transactions yearly from seed level to publicly listed entities.
Keith Della-Vedova
Representative
HOVER TO SCAN
Experience
- Market enthusiast with over 15 years of investment and active trading
- APAC & EMEA corporate transaction experience ranging from $500k to $1bn+
- Sector experience in Mining, Tech, Bio Tech, Medical Marijuana, Reg & Med Tech, E-Gaming, Oil & Gas & E-commerce
Kyle Haynes
Representative
HOVER TO SCAN
Experience
- Associate Director
- 27 years of experience dealing in IPOs, capital raisings and trading in secondary markets
- Bcom, Bec, Grad Dip Applied Finance and Investment
Mason King
Representative/
Trade Desk
HOVER TO SCAN
Experience
- Authorised Representative
- 7 years experience dealing in IPOs, capital raisings and trading in secondary markets
- BCom Finance and Economics (Curtin University)
Michael Carter
Associate Director/
Representative
HOVER TO SCAN
Experience
- 15+ years experience in stock broking specialising in corporate transactions
- Specialises in advising and raising funds for ASX listed companies
- A founder of former broking firm Indian Ocean Capital which merged to become CPS Capital
Murray Broun
Representative
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Experience
- 19 years experience dealing and advising in financial markets.
- 11 years futures / derivatives experience.
- B.Com (Finance & Electronic Commerce) Curtin University
Paul Conboy
Associate Director/
Representative
HOVER TO SCAN
Experience
- 20+ years’ experience in the financial services industry
- Specialist in small-med cap corporate transactions
- Board member of The Big Issue & actively involved in other charitable organizations
Phillip Cosh
Associate Director/
Representative
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Experience
- 15+ years experience as a Stockbroker in WA. In this time he has worked as an Institutional Dealer at some of WA’s top Stock Broking firms
- Works with a small group of high net worth, wholesale and family office clients while advising junior to mid-size companies
- Specialises in advising & raising funds for unlisted and listed companies via equity and/ or Debt instruments via strategies from seed levels to post listing placements mainly in ASX companies
Robert Catena
Representative
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Experience
- 35+ years’ experience in Banking, Funds Management, Stockbroking and Corporate Finance
- B.Ec (Hons) University of Western Australia
- Interests include Geopolitics and Economics
Stephen Shreeve
Representative
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Experience
- 22 years Stockbroking experience
- Bachelor of Business ( Accounting )
- Graduate Diploma of Financial Planning
Tim Neesham
Associate Director/
Representative
HOVER TO SCAN
Experience
- 15+ years experience in asset acquisition, restructuring, corporate finance and capital raises specialising in emerging companies
- Multiple success stories in taking micro cap companies to in excess of $500m valuations
- Former 3 time Olympic water polo player and 7 time national championship title winner
Tony Cunningham
Representative
HOVER TO SCAN
Experience
- Founder of CPS Capital, Hot Copper, Stocks in Play & Complii Fintech Solutions
- Director of Tennis West
- B.Com, Postgrad Dip Applied Geology, B.Comp Sci Uni Nebraska
William Philogene
Representative
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Experience
- Portfolio Manager to HNW/ UHNW Australian and International Clients
- High Growth Portfolio Management Specialist
- 15+ Years experience in dealing and portfolio management over multiple asset classes (including Significant Investor Visa 188 & 888 $5m+ portfolios).
- Previously worked at large investment banks including Macquarie Bank and Morgan Stanley
- Bachelor of Commerce, University of Western Australia
Advisory – Melbourne
Darren Sheppard
Representative
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Experience
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30 years experience in financial markets
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Focus on emerging companies and small/medium capital raisings
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Advisors a range of high net worth and institutional clients
Administrative – Perth
Andrew Wilson
Director/Head of Trade Desk
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Experience
- 35 years Stockbroking experience
- Master Stockbroker (MSAFAA)
- Manager Trading Operations
Jennifer Voon
Business Operations Manager
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Experience
- CA, BComm (Hons)
- 7 years in the Financial Services Industry
- Enjoy a work – life balance
Kelly Smith
Manager – Corporate &
PA to Jason Peterson
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Experience
- 7 years working experience in corporate finance
- 5 years working experience with share registries
- Active small cap investor
Lauren Dealy
Executive Assistant
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Experience
- 13 years Settlement/Admin experience
- RG146 Accredited
- Customer Relations
Kyle Jackson
Accountant
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Experience
- Bachelor Degree, Accounting & Finance – Curtin University
- 2 years’ experience in Financial Services sector
- Investor and enthusiast in Small Cap investing
Luke Young
Accountant
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Experience
- B.Comm (Accounting and Finance)
- Customer Relations
Nathan Valkanis
Dealers Assistant
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Experience
- Grad Student (currently undertaking Grad. Dip. Financial Planning)
- Working towards to becoming a qualified broker
- New Accounts/ Client Services Support
Carman Lau
Executive Assistant, Accountant & PA to Jason Peterson
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Experience
- Bachelor of Commerce – Curtin University
- Prominent in Cantonese. Mandarin, English
- 7 Years APAC experience in financial experience
Andy Yang
Administrative Assistant
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Experience
- Undertaking a Bachelor of Commerce majoring in Business Law and Finance
- Assist clients with their online transactional accounts
- Preparation of administrative spreadsheets
Nicole Aguirrebena
Digital Strategist
+61 406 408 708
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Experience
- Over 8 years of experience across a range of industries
- Strong background in web development and digital marketing
Administrative – Melbourne
Stephanie Djojoseputro
Dealers Assistant/Executive Assistant
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Experience
- Bachelor of Commerce with a major in Finance and Economics from University of Melbourne
- 4 years experience working in corporate advisory
- Specialising in small-micro cap companies
- Sector experience in resources and tech