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 1490 | email@example.com
Christine has worked in the financial services industry for over 20 years having spent time in London, Perth and Sydney. Christine joined our Institutional Sales division as Head of Corporate Access in October 2022. She joined us from JPMorgan Sydney where she spent 17 years across various roles in the Institutional Equities and Research Teams, including CRM and Corporate Access. Prior to JPMorgan, Christine spent time with Deutsche Asset Management and Hartley Poynton in both Perth and Sydney.
+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 9488 1406 | email@example.com
Jay has worked in financial services since 1986, starting his career on the trading floor. He is an Non-Executive Chairman of Westoz Funds Management Pty Ltd and Westoz Resources Fund Limited. Jay is formerly an Executive Director of Euroz Hartleys Group Limited and Euroz Hartleys 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 1486 | firstname.lastname@example.org
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 1469 | email@example.com
Alex is a member of our Institutional Sales team. Alex was previously in our Corporate Finance department for 7 years and prior to that 2 years in our Research department. Alex holds a Bachelor of Commerce and a Masters of Applied Finance from the University of Western Australia.
+61 8 9268 2817 | firstname.lastname@example.org
James joined the stockbroking industry in 2016 after graduating from the University of Western Australia with a Bachelor of Commerce majoring in Economics & Finance. James is an accredited ASX Designated Trade Representative (DTR) and currently studying a Master of Science (Minerals & Energy Economics) at Curtin University. James specialises in providing comprehensive advice to clients on long-term portfolio construction as well as research driven opportunities in the resources sector.
+61 8 9488 1407 | email@example.com
Andrew is Executive Chairman of Euroz Hartleys Group Limited and Euroz Hartleys Limited. Andrew is a past board member of the Australian Stockbrokers Association , Presbyterian Ladies College(PLC) and the PLC Foundation. He holds a Bachelor of Economics from the University of Western Australia (UWA), a Graduate Diploma in Applied Finance and Investment and is an individual member (MSAFAA) of SAFAA.
+61 8 9268 2840 | firstname.lastname@example.org
John joined the institutional sales team earlier this year after moving across from the corporate finance division. Prior to joining Euroz Hartleys, John worked as a geotechnical engineer overseeing the delivery of mining and infrastructure projects across WA. John holds a Bachelor of Engineering (Civil) and Master of Business Administration (Finance) from the University of Western Australia.
08 9488 1440 | email@example.com
Naika was previously a Financial Analyst for Westoz Funds Management, a wholly owned subsidiary of Euroz Hartleys Group Limited. Naika holds a Bachelor of Commerce from Curtin University and is a member of the Institute of Chartered Accountants Australia and New Zealand. Prior to joining Euroz Hartleys Naika was a Senior Auditor at a Perth Chartered Accounting firm.
+61 8 9488 1420 | firstname.lastname@example.org
Sarah commenced employment with Euroz Hartleys in the institutional department in 2021. 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 9268 2836 | email@example.com
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 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.