Advisory – Perth

Ashok Desai

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

Corporate Manager &  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

David Valentino

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

Jack Mckenna

Representative

HOVER TO SCAN

Experience
  • Jack is experienced in equity capital markets with a background in buy and sell side roles mainly focused on natural resources.
  • Jack has an established network of HNW and institutional clients.
  • Experienced in capital raising and corporate transactions for listed and unlisted companies.

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

Corporate Manager &
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

Kristi Bryson

 Representative

HOVER TO SCAN

Experience
  • Over 13 years experience in financial services industry consisting of operations, institutional sales and corporate finance transactions
  • Specialises in wholesale and high net worth clients looking to enter in the small cap sector
  • Holds a Bachelor degree in Business (Accounting) and Science (Mathematics) and Grad Dip in Cyber Security

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

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

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

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

Tim Neesham

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

Advisory – Melbourne

Darren Sheppard

Representative

HOVER TO SCAN

Experience
  • 30 years experience in financial markets

  • Focus on emerging companies and small/medium capital raisings

  • Advisors a range of high net worth and institutional clients

Eddie King

Representative

HOVER TO SCAN

Experience
  • Over 15 years experience in investment banking, corporate finance and company directorships
  • Experienced in strategic capital advice, mergers and acquisitions, divestures and special situation transactions
  • Extensive industry knowledge and market expertise in resources and biotech sector

Nelson Mariz

Representative

HOVER TO SCAN

Experience
  • Over 25 years experience in stockbroking and corporate finance.
  • Experienced in capital markets and corporate advisory. Ranging from private, IPO to secondary markets placements.
  • Extensive industry knowledge and market expertise in resources and technology sectors.

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