Our business is our people
Euroz Hartleys Institutional Sales team is set up to meet the necessary demands and requirements of our institutional clients over the long term.
The team includes some of the group’s most experienced individuals who seek to deliver true value by providing unique company insight and specialised execution. Some of our client relationships within the business have been in place since it’s inception which has been enormously rewarding.
+61 8 9488 1423 | email@example.com
Rob has been working in the stockbroking industry since 1995 and has spent time based in Sydney, Melbourne and London. Rob is an Executive Director of Euroz Limited, is the Managing Director of Euroz Hartleys Limited and is a member of our Institutional Sales division responsible for servicing domestic and international institutions. Rob holds a Bachelor of Business in Finance and Accounting from Edith Cowan University and is a Graduate of the Australian Institute of Company Directors.
+61 8 9488 1461 | firstname.lastname@example.org
Tim has been working in the stockbroking industry since 2010 and is a member of our Institutional Sales division. He holds a Bachelor of Commerce from Curtin University majoring in finance and management. He is currently undertaking post graduate study in geology and finance. Tim is a member of SAFAA Institutional Broking Committee.
+61 8 9268 2846 | email@example.com
Reagan joined Euroz Hartleys in 2017 where she gained experience on the private client desk. Reagan joined the Institutional division in 2019. She provides assistance to Institutional clients in facilitating roadshows as well as assisting the Institutional Sales team and their high net worth clients with all administrative tasks.
+61 8 9488 1436 | firstname.lastname@example.org
Robbie commenced employment at Euroz Hartleys in early 2018 and is an ASX Designated Trading Representative for the Institutional Sales division. He holds a Bachelor of Commerce from UWA Majoring in Business Law and Marketing and is currently completing post-graduate studies in Finance.
+61 8 9488 1406 | email@example.com
Jay has worked in financial services since 1986, starting his career on the trading floor. He is an Executive Director of Euroz Limited and Westoz Funds Management Pty Ltd, and a Director of Euroz Hartleys Limited . Jay is also Non-Executive Chairman of Westoz Investment Company Limited and Ozgrowth Limited. Jay is an Institutional Adviser specialising in promoting Australian stocks to international clients. Jay holds a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia (FINSIA). He was recognised as an affiliate of the ASX in December 2000 and was admitted in May 2004 as a member (MSAFAA) of SAFAA.
+61 8 9488 1426 | firstname.lastname@example.org
Russell has worked in the financial services industry since 1994 commencing with Hartley Poynton before joining Euroz Hartleys in 2001. Russell was formerly an Executive Director Euroz Limited and Euroz Hartleys Securities Limited. Russell is on the Euroz Hartleys underwriting committee. He holds a Bachelor of Business from Edith Cowan University and is responsible for servicing both domestic institutions and high net worth clients, with a particular emphasis on WA based resource and industrials stocks.
+61 8 9488 1486 | email@example.com
Stacy has worked in the financial services industry since 1997 and is an ASX Designated Trading Representative for the Institutional Sales division. Prior to joining Euroz Hartleys she worked at Bell Potter Securities Perth on the Institutional Desk. Stacy has spent time working in Sydney, Melbourne and Adelaide and has a Diploma of Financial Markets.
+61 8 9488 1407 | firstname.lastname@example.org
Andrew is Executive Chairman of Euroz Limited, Euroz Hartleys Limited and the Euroz Hartleys Foundation. Andrew is a board member of the Perth Children’s Hospital Foundation and is a former board member of the Stockbrokers and Financial Advisers Association of Australia (SAFAA) and a former PLC Council and Foundation board member. Andrew holds a Bachelor of Economics from the University of Western Australia (UWA) and is an individual member (MSAFAA) of SAFAA.
+61 8 9268 2864 | email@example.com
Carrick joined Hartleys in 1999, was appointed Head of the Hartleys Institutional Desk in 2004 and served on the board of Hartleys Limited from 2014 to 2020. Carrick is a Co-Head of Institutional Sales for Euroz Hartleys and has extensive experience advising institutional, corporate and wholesale clients investing in the Australian market. He holds a Bachelor of Commerce from the University of Western Australia, a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia and is an Accredited Derivatives Adviser Level 1 and 2 with ASIC.
+61 8 9488 1492 | firstname.lastname@example.org
Peter has been working in the financial services industry since 2006 and is a member of our Institutional Sales division. He holds a Bachelor of Commerce from UWA and has completed a Graduate Diploma in Applied Finance and Investment from FINSIA. Peter is also a Chartered Accountant and prior to joining Euroz Hartleys was a senior accountant at a Perth chartered accounting firm.
+61 8 9268 3062 | email@example.com
Justin has worked in the financial services industry for 20 years and is a senior member of our Institutional Sales division. Justin’s early career years were spent as an Industrial Analyst, with five years in Melbourne allowing him to develop deep relationships with east coast institutions. Justin moved across to Institutional Sales in 2009 and has continued to service Domestic Institutions on their WA based investment needs.
+61 8 9268 2836 | firstname.lastname@example.org
Veronika is an experienced ASX Designated Trading Representative and has worked in the financial services industry since 2008. She has been working with the Institutional Sales division since 2012. Prior joining Euroz Hartleys she previously worked with Private Wealth Advisers at Patersons Securities (Canaccord) and DJ Carmichael (Shaw and Partners). Veronika has a Bachelor of Commerce and a Graduate Diploma in Banking and Finance.
+61 8 9268 2867 | email@example.com
Simon has been working in the financial services industry since 2007 and is a member of our Institutional Sales division. Servicing both international and domestic institutions, Simon holds a Bachelor of Commerce from UWA, has continued his studies through FINSIA and has completed a Graduate Diploma in Applied Finance and Investment. Simon is an accredited Designated Trading Representative (DTR).
+61 8 9488 1418 | firstname.lastname@example.org
Jayme commenced his career in the financial services industry in 2012 and joined the Euroz Hartleys Institutional Sales division in 2020. He holds a Bachelor of Commerce from UWA, majoring in Corporate Finance and International Business Economics. Jayme is a member of SAFAA and is an ASX Designated Trading Representative.
+61 8 9488 1404 | email@example.com
Simon has worked in the financial services industry since 1993. In November 2000 he established the Private Client division of Euroz Hartleys Securities Limited before moving to a specialised role within our Institutional Sales division in 2013. Simon was formerly an Executive Director of Euroz Limited and Euroz Hartleys Securities Limited. Simon holds a Bachelor of Commerce from UWA and was previously a chartered accountant. He is also on the board of The Australian Chamber Orchestra (ACO).