James Watson
Director
With a background in finance as an interest rate derivatives trader, James has worked for global entities such as Macquarie Bank, as well as Millennium Partners during his tenure in New York. James has extensive experience in deal structuring, debt structuring, syndicated investments and lending through a variety of investment vehicles, both on the principle and on the investor side.
Jonathan Raymond
Director
With a background in Mergers & Acquisitions and Private Equity, Jonathan has extensive experience in deal structuring, debt structuring, syndicated investments and lending through a variety of investment vehicles, both on the principle and on the investor side.
Noheli Agustini
Head of Compliance
With a background in governance and operational management, Noheli has worked in the non-profit, credit reporting and financial services sectors. Noheli has experience ensuring robust risk and compliance frameworks excel within regulatory parameters, including within listed and unlisted environments.
Graham Levy
Responsible Manager
Graham Levy is a qualified accountant with extensive experience in both the Property and Finance sectors. With a robust background in financial management and strategic leadership, Graham has held senior positions in prominent property investment firms. With an interest in compliance Graham serves as a responsible manager for entities involved in both property and early-stage venture capital investments. Graham's expertise lies in navigating complex financial landscapes and driving growth in dynamic markets.
Transparency
We empower our clients with tailored solutions to meet their regulatory requirements and provide seamless services to their investor base. Using our expert industry experience, we look to become the trusted source to every one of our clients and their investors Australia wide.
Integrity
Integrity is woven through every aspect of what we do. Our clients come first, we abide by the right balance between regulatory oversight without weighing the client down with compliance requirements unnecessarily.
Longevity
Our business is only successful when our clients are achieving their financial goals. We focus on building long term relationships and thoughtful solutions to ensure our joint success.