Notable Transaction Experience:

  • InvestSense / Trellia Wealth Partners (2025)
  • Scarcity Partners / Dinimus (2024)
  • DASH Technology Group / Integrated Portfolio Solutions (2024)
  • Antipodes Partners Limited / Premium Asia Funds Management (2024)
  • TMF Group / Vasco Trustees Limited (2024)
  • Loftus Peak / Orca Funds Management (2024)
  • Ironbark / Invest Blue (2023)
  • First Sentier Investors/ AlbaCore Capital Group (2023)
  • Foresight Group / Infrastructure Capital Group(2022)
  • Navigator Global Investments / Longreach Alternatives (2021)
  • Rainmaker Information / Institutional Shareholder Services (2021)
  • Channel Capital / Kudu Investment Management (November 2020)
  • Generation Development Group / Lonsec (October 2020)
  • Pinnacle / Coolabah Capital Investment (December 2019)
  • Redpoint & NAB / CI Financial & GSFM (Oct 2019)
  • Ambassador Funds Management/ Ironbark Investment Partners (2019)
  • Omega Global Investors / Pinnacle Investment Management (July 2018)
  • Revolution Asset Management / Channel Capital (2018)
  • National Australian Bank / Pengana Capital (2017)
  • Hunter Hall International / Washington H Soul Pattison (2017)

Prior Work Experience:

  • Chase Corporate Advisory Pty Limited, Director of the Funds Management practice
  • Ascalon Capital Managers Limited, Chief Investment Officer and Head of Investments
  • SingTel Optus, Group Manager Marketing and Corporate Finance roles

Education & Affiliations:

  • Masters of Commerce (major in International Business), University of NSW
  • Bachelor of Economics (major in Corporate Finance), Macquarie University
  • Graduate Diploma in Applied Finance & Investment from FINSIA, Australia
  • Australian Institute of Company Directors, Member since 2006
  • Australian Alternative Investment Awards and Hedge Funds Rock Association, Non-Executive Director
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