Thomas is an Australian Investor, Portfolio Manager, Stockbroker and mentor to aspiring young professionals.He has been working in the finance sector for 5 years in both adviser and analyst positions. Having worked at both stockbroking and corporate advisory firms, he has created value through the integration of technology and advised both corporate and private client portfolios. His qualifications are across both finance and law, having additionally pursued knowledge in multiple technology areas (Artificial Intelligence and machine/deep learning) enabling him to provide an in depth analysis in specific specialised areas.For new and existing clients, Thomas looks for new opportunities in both domestic and international markets and is willing to travel to find them.What sets Thomas aside from other advisers is his approach to client relationships and style of investing, he looks for future opportunities before they have been realised by the market and tailoring every investment to individual clients.Having an extensive network of like minded professionals, Thomas also has a continuous flow of off market opportunities in construction, venture capital, cornerstone investor positions and unlisted company placements.If Thomas isn’t at his office, he is meeting with clients domestically and internationally. Additionally, when time permits, he works with local universities and schools to help students develop money management skills and give guidance so to be able to achieve their professional goals and aspirations.
Jacob has a Bachelor of Commerce majoring in finance and accounting from the University of Western Australia and is currently studying to become a Chartered Financial Analyst with the CFA Institute. RG146 compliant Jacob has passed the most recent FASEA financial advisor exam that was implemented in 2019.
Raising capital for small and micro cap. companies Jacob also provides equity trading services for his clients.
Jacob was previously employed at CPS Capital where he began his career working within the Corporate transaction team.
0421 725 502
Mitch has a wealth of experience across equities, operating SME’s, business development consulting and marketing.
Alumni of UWA with a Bachelor of Commerce (Double major in Investment and Corporate finance).
He has spent years privately researching companies and believes in providing information that is comprehensive whilst being succinct and simple enough to discuss with friends.
Mitch values generosity, honesty and integrity. He upholds these values daily when working with his extensive network of high net worth clients.