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 | firstname.lastname@example.org
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 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 the Head of Syndication of Euroz Hartleys Limited and is responsible for servicing domestic and international institutions. Rob is an Executive Director of Euroz Hartleys Group Limited. Rob holds a Bachelor of Business in Finance and Accounting from Edith Cowan University and is a Graduate of the AICD.
+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 Executive Director of Euroz Hartleys Group Limited and Westoz Funds Management Pty Ltd, and a Director of 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 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 9488 1492 | email@example.com
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 | firstname.lastname@example.org
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 | 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 9268 2867 | firstname.lastname@example.org
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 | email@example.com
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.