Advisory – Perth
Adam Tout
Representative
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
Experience
- 22 years in Stockbroking
- Portfolio & Wealth Management
- BComm University of Western Australia
David Valentino
Associate Director/
Representative
HOVER TO SCAN
Experience
- 12+ years of Corporate Finance
- Institutional Dealer
- Specializing in Micro Caps
Franco Scullino
Representative
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
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
HOVER TO SCAN
Experience
-
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
