Peter Robinson

Director & General Manager

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Experience
  • 25 years financial services industry experience
  • 20 years settlement and clearing experience
  • 15 years AFSL compliance experience

Andrew Wilson

Director/Head of Trade Desk

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Experience
  • 35 years Stockbroking experience
  • Master Stockbroker (MSAFAA)
  • Manager Trading Operations

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

Jennifer Voon

Finance &
Accounting Manager

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Experience
  • CA, BComm (Hons)
  • 7 years in the Financial Services Industry
  • Enjoy a work – life balance

Lauren Dealy

Executive Assistant

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Experience
  • 11 years Settlement/Administration experience
  • RG146 Accredited
  • Customer Relations

Nathan Valkanis

Dealers Assistant

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Experience
  • Grad Student (currently undertaking Grad. Dip. Financial Planning)
  • Working towards 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

Kyle Jackson

 Accountant

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Experience
  • Bachelor Degree, Accounting & Finance – Curtin University
  • 1 years’ experience in Financial Services sector
  • Investor and enthusiast in Small Cap investing

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

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Experience
  • Over 8 years of experience across a range of industries
  • Strong background in web development and digital marketing