ADVISORY DIRECTORY - Property Funds...PFA Advisory Directory 2020 | Accountants 4 Crofts Chartered...

2020ADVISORY

DIRECTORY

PFA proudly sponsored by

About the PFAFor organisations in the Unlisted Property Funds Sector that want to manage or grow a successful business, membership to the PFA provides the connections, knowledge and profile raising opportunities to help drive business success.

We do this by engaging members with a strong calendar of unique educational insights and networking opportunities.

Unlike other property industry bodies, we totally focus on the Unlisted Property Funds Sector as demonstrated by our membership base and advocacy for this vital industry sector.

Welcome to the PFA (Property Funds Association of Australia) Advisory Directory – a comprehensive list of all the advisors you may need to help your property funds business become established and flourish.

Whether your funds management business is a start-up or you may be looking to refresh your service providers, this directory gives a comprehensive list of those companies who specialise in the property funds management industry.

Should you wish to find out more about the PFA, please contact the CEO, Paul Healy: [email protected] or the Operations Manager, Nicole Morris: [email protected] or visit the website: www.propertyfunds.org.au

All of the advisory firms in this directory are members of PFA. These companies support the property funds industry through their membership of the PFA, sponsorship of the PFA and by working on the committees which facilitate the work of the PFA.

The advisory firms listed in the following pages are catagorised by their industry and for each company you will find a summary of expertise as well as a profile of the primary contacts.

Valuable ConnectionsOn joining the PFA you will be warmly welcomed to attend our regular networking events which take place throughout Australia. At these business forums, boardroom lunches and the annual conference you will have the opportunity to meet and form powerful business connections that can drive your business forward.

Unique InsightsOur expert collaborators design and deliver seminars that are fully tailored to meet the needs of members and the property funds management industry.

At our roadshows you get the opportunity to hear the latest news from industry experts, be presented with the latest changes to compliance regulations and the plans of key stakeholders, such as the Australian Securities and Investment Commission (ASIC).

Attending our annual conference is a must! It brings together the best and sharpest minds and players in the sector to exchange information, and to expand and cement profitable business connections. This gives members a competitive advantage and boosts business success.

A VoiceAt our regular meetings with ASIC, elected PFA representatives promote and exchange views on important issues affecting its members and the sector. As a member you can engage with the Issues and Regulatory Committee and express your views.

Contents

Accountants

Crofts Chartered Accountants Pty Ltd 4HLB Mann Judd 6ShineWing Australia 8

Administration Services: Custodian / Professional Trustee / Registry / Fund Administration & Accounting

Evolution Trustees Limited 11Intertrust Australia 13MSC Group 14One Investment Group Limited 16Perpetual Limited 17Sandhurst Trustees Limited 18Sargon 20TMF Corporate Services (Aust) Pty Ltd 22Unity Fund Services 23

Architectural Advisory Services

i2C Architects 24

Asset & Building Advisory

KPMG 26MBMpl Pty Ltd 29Napier & Blakeley 31

Asset Consultants

Atchison Consultants 33

Asset Maintenance & Services

Grosvenor Engineering Group 34

Commercial Real Estate Investment

MaxCap Group 35

Fit Out / Project Management

Integrated Project Group 37Intermain 39

Fund Management, Mortgage Lending, Property Investment & Stock Exchange

AIMS Financial Services Group 41

Insurance

GSA Insurance Brokers 42

Legal Services Business

Clayton Utz 45DWF Australia 47Hall & Wilcox 49K&L Gates 51Massons 53McMahon Clarke 55

Product Research

Lonsec Research Pty Ltd 57

Property Systems

Yardi Systems Pty Ltd 60

Property Valuations, Consultancy & Advisory

Preston Rowe Paterson 63Property Dynamics 65Savills 66

4PFA Advisory Directory 2020 | Accountants

Crofts Chartered AccountantAccountant

Reginald Aung TheinManaging Director

Phone: +61 (02) 9089 1415Fax: +61 (02) 9089 1450Mobile: +61 411 588 276Email: [email protected]

Corporate Address

Level 1050 Berry StreetNorth Sydney NSW 2060

www.crofts.com.au

I am the Managing Director at Crofts Chartered Accountants in Sydney. I’m lucky to do something that can benefit someone’s life. Bringing value with the advice I give is my passion, and I am proud of the friendships I have built with clients whilst looking after them for over 20 years.

Having worked with a broad range of business clients and individuals, I feel my experience is quite diverse and well equipped to deal with matters affecting our current and future clients. I have deep experience within the Real Estate & Construction industry, particularly property fund managers, builders, developers and investors. My role in this area includes the due diligence process for new fund set-ups and ongoing administration and advice.

Once you become the trusted advisor it is important to be worthy of that trust, being natural and authentic with clients and not ‘hiding in the team’. And nothing’s too hard because I enjoy what I do and together with the team at Crofts, I am here to make a difference.

Expertise and Specialisation

x Property Funds (start up and ongoing administration and advice)

x Taxation (structuring and compliance)

Qualifications and Memberships

x Bachelor of Commerce – Curtin University (Western Australia)

x Member – Chartered Accountants Australia & New Zealand

x Justice of the Peace

Corporate Overview

At Crofts Chartered Accountants we’re committed to the most important type of achievement: Your success and satisfaction.

While we understand our work is based on numbers and compliance we always place your needs first, by creating a relationship based on satisfying your expectations. We see our role as being your partners in success, taking the time to listen to you; providing practical, valuable recommendations and support that helps you prosper and grow.

For over 30 years, we have been helping our clients navigate the complexities of accounting, tax and business matters. We keep abreast of new trends, policies, and procedures and will always take the time to build strong relationships with our clients. Delivering a client and success-focused service that exceeds expectations requires a clear understanding of our clients’ strategies, goals, hopes and dreams. Our highly experienced and motivated team are committed to quality in the relationships we form and the work we deliver.


Crofts Chartered AccountantAccountant

Khusheev SinghAssociate Director


Corporate Address

Level 1050 Berry StreetNorth Sydney NSW 2060

www.crofts.com.au

Khusheev Singh is an Associate Director at Crofts Chartered Accountants in Sydney.

He has built his industry experience across all areas of taxation and business advisory, with a particular focus on the property sector. Khusheev’s property experience includes advising on a wide range of structuring alternatives for property acquisition and development transactions, acting as financial and taxation advisor on Due Diligence Committees for property fund offer documents, and assisting with ongoing taxation administration and compliance for managed investment schemes.

Khusheev treats his role as a trusted advisor seriously, ensuring Crofts’ clients receive the highest quality service and tailored solutions to achieve their goals.


x Taxation Advisory

x Fund Structuring

x Fund Administration and Compliance

x Property


x Bachelor of Commerce – Macquarie University

x Member – Chartered Accountants Australia & New Zealand

x Top Candidate in NSW for CA Taxation moduleCorporate Overview

At Crofts Chartered Accountants we’re committed to the most important type of achievement: Your success and satisfaction.

While we understand our work is based on numbers and compliance we always place your needs first, by creating a relationship based on satisfying your expectations. We see our role as being your partners in success, taking the time to listen to you; providing practical, valuable recommendations and support that helps you prosper and grow.

For over 30 years, we have been helping our clients navigate the complexities of accounting, tax and business matters. We keep abreast of new trends, policies, and procedures and will always take the time to build strong relationships with our clients. Delivering a client and success-focused service that exceeds expectations requires a clear understanding of our clients’ strategies, goals, hopes and dreams. Our highly experienced and motivated team are committed to quality in the relationships we form and the work we deliver.

6

Corporate Overview

As members of HLB International, HLB Mann Judd firms are part of a world-wide network of respected accounting firms. HLB International is a fast growing, dynamic network of professional accounting firms and business advisers. Formed in 1969, HLBI is ranked in the top 12 largest accounting and business advisory groups world-wide, with annual billings of US$1.7 billion, generated by more than 1,900 member firm partners plus 14,000 staff in 500 offices.

HLB Mann Judd has a dedicated national funds management industry group that has developed significant technical and commercial expertise with an appreciation for the various commercial issues facing the funds management industry. In the property funds sector, HLB Mann Judd has clients across listed and unlisted funds, retail and wholesale and funds set up for domestic and offshore investors.

The HLB Mann Judd Australasian Association consists of 10 member firms and 2 representative firms and has approximately 600 staff members, including 85 partners. It represents a group of specialists providing business advice and services to a wide range of business organisations and private clients.

HLB Mann JuddAccountant

Josh Chye Partner, Tax Consulting


Corporate Address

Level 9575 Bourke StreetMelbourne VIC 3000

www.hlb.com.au

Josh Chye is the Head of Tax Advisory at HLB Mann Judd in Melbourne. Aside from offering both domestic and international tax compliance solutions, Josh has particular expertise in mergers and acquisitions and property funds management tax advisory where he has led complex corporate restructure transactions, offshore/inbound transactions, managed investment scheme structuring, corporate debt refinancing and ASX listings.

Outside of HLB Mann Judd, Josh is a board member and Treasurer of the Property Funds Association of Australia which represents the interests of members in the $125 billion unlisted property funds market. Through this role, Josh has assisted draft submissions to Government on tax law reforms impacting investment in real estate especially for inbound investors.

MANN JUDDADVISORY AND ACCOUNTING


x Tax Structuring

x Property

x Funds Management

x International Taxation


x MBA (Executive) – AGSM University of New South Wales

x Bachelor of Commerce – The University of Melbourne

x Member – Institute of Chartered Accountants in Australia

PFA Advisory Directory 2020 | Accountants


Corporate Overview

As members of HLB International, HLB Mann Judd firms are part of a world-wide network of respected accounting firms. HLB International is a fast growing, dynamic network of professional accounting firms and business advisers. Formed in 1969, HLBI is ranked in the top 12 largest accounting and business advisory groups world-wide, with annual billings of US$1.7 billion, generated by more than 1,900 member firm partners plus 14,000 staff in 500 offices.

HLB Mann Judd has a dedicated national funds management industry group that has developed significant technical and commercial expertise with an appreciation for the various commercial issues facing the funds management industry. In the property funds sector, HLB Mann Judd has clients across listed and unlisted funds, retail and wholesale and funds set up for domestic and offshore investors.

The HLB Mann Judd Australasian Association consists of 10 member firms and 2 representative firms and has approximately 900 staff members, including 95 partners. It represents a group of specialists providing business advice and services to a wide range of business organisations and private clients.

HLB Mann JuddAccountant

Mariana von-LuckenPartner, Tax Consulting

Phone: +61 (2) 9020 4095Mobile: +61 420 960 222Email: [email protected]

Corporate Address

Level 19207 Kent StreetSydney NSW 2000

www.hlb.com.au

Mariana is highly regarded by both clients and peers for her problem solving skills and her ability to achieve quick results that are both practical and commercially astute. She currently sits on the Education Committee of The Tax Institute, and is a member of the Women in Tax Committee of The Tax Institute.

It is important for Mariana to produce practical outcomes, provide an excellent service, build strong client relationships and add value where possible.

Her expertise covers several broad areas including:

x R&D concessions for businesses seeking to maximise their entitlements; x advising business vendors and purchasers in relation to the taxation

implications that relate to various transactions. This advice has included implications relating to income tax, GST and stamp duty;

x assisting foreign entities set up their business in Australia; x advising clients in relation to taxation matters, such as employee vs

contractor provisions and payroll tax; x advising a wide range of businesses and not-for-profits on strategies

for minimising their fringe benefits tax liabilities; x advising businesses in relation to international transfer pricing issues,

including tax compliance and documentation; and x advising funds management businesses including private equity funds

in relation to taxation matters, such as MIT status and TOFA, as well as advice in relation to year-end tax distributions.

MANN JUDDADVISORY AND ACCOUNTING


x Business Structuring and Restructuring

x Capital Gains, Fringe Benefits Goods and Services Tax

x R&D Tax Incentives

x Set up of Foreign Entities

x Transfer Pricing

x International Tax and Business Services


x Bachelor of Commerce, University of Canberra

x Master of Taxation, University of NSW – ATAX

x Chartered Tax Advisor

x Member, Chartered Accountants Australia and New Zealand

8

Corporate Overview

ShineWing Australia is an Australian owned advisory and accounting firm with an 85 year history that understands relationships make all the difference in creating opportunities and delivering great outcomes for our clients and our people.We are recognised specialist advisors in the funds management sector, providing a broad range of services to clients of all sizes, including large listed and unlisted fund managers. We provide thefollowing services to over 20 fund managers:

x Accounting x AFSL audits x Outsourced fund accounting

x Independent accounting reports x Independent expert reports x Tax compliance

x Tax due diligence x International tax structuring x Corporate finance.

We have also combined our years of expertise in corporate tax and software engineering to produce market-leading software solution, Complete Tax Solutions (CTS). CTS streamlines the entire tax reporting and compliance process by automating the tax distribution and tax return process for property funds.

ShineWing Australia are proud and long standing association sponsors of the Property Funds Association. Our significant involvement in the property funds industry mandates an active involvement in current tax and accounting issues that impact your sector.

We take pride in being at the forefront of reforms, whether legislative or administrative and actively involved in consultative processes, making submissions to Treasury and/or the ATO.

ShineWing AustraliaAccountant

Rami Eltchelebi Partner


Corporate Address

Level 10530 Collins StreetMelbourne VIC 3000

www.shinewing.com.au

Rami leads the Assurance and Advisory practice of ShineWing Australia, and works closely with both Stephen O’Flynn and Simon Tucker, bringing over 17 years’ experience in providing high quality audit services to our property funds clients.

Rami is ShineWing Australia’s lead audit partner in Property Funds Management and has worked on our largest and most complex clients in the financial services sector. His clients include traditional investment entities and corporate groups as well as superannuation entities (including APRA regulated Responsible Superannuation Entities and Licensees).

Rami’s deep experience in audit and transaction advisory for his clients in real estate provides him with a commercial perspective that provides clients with true value when undertaking risk based audits and reporting to audit committees. He is proactive in seeking out the latest developments in innovation and best practice, leading to ongoing and proactive suggestions to clients around opportunities and issues that may impact their business.

Rami co-presents our leadership series in Property Funds Management and is regularly called upon by the Property Funds Association to contribute to thought leadership and present insights to their members.


x External audit x Compliance audits x Controls assurance x Financial due diligence x Investigating Accountant’s Reports


x Bachelor of Business, Monash University

x Member of Chartered Accountant’s Australia and New Zealand

x Graduate of Australian Institute of Company Directors

x Registered Company Auditor x Committee Member – Arts Project

Australia




Stephen O’Flynn


Corporate Address


Phone: +61 (3) 8635 1800


Stephen is an experienced tax advisor whose commercial acumen benefits all of his property clients. Over the past twenty years, Stephen has assisted property groups in navigating the various property cycles and he understands the advantages and disadvantages of the various structures available for holding both Australian and international property.

Stephen acts for a number of listed and unlisted property funds and enjoys helping start up property fund managers determine the most appropriate structure for their business. Stephen provides commercial, pragmatic and solution focused advice.

A member of the Property Council’s (Victorian) Tax Committee and International and Capital Markets Committee, Stephen is at the forefront of developments in the property industry and is a leading advisor to the sector. He is also a regular presenter for the Property Funds Association.


x Tax Structuring x Property x Funds Management x International Taxation x Managed Investment Trusts


x Fellow of Taxation Institute of Australia

x Fellow of the Institute of Chartered Accountants in Australia

x Bachelor of Business

Corporate Overview








10


Simon TuckerPartner, Tax


Corporate Address



Simon is the Leader of the Financial Services Industry Group and works closely with both Stephen O’Flynn and Rami Eltchelebi, providing expert tax services and advice to the firm’s property fund clients. Simon has worked extensively across our financial services clients, including ASX listed and unlisted funds, fund managers, financial services platform operators, insurance providers and insurance brokers.

Simon joined the firm in 2007 following four years at the Australian Taxation Office (ATO), and has an extraordinarily deep and broad technical knowledge and quickly understands, applies and retains complex legislation. Alongside these technical capabilities, Simon is a creative thinker and has strong commercial acumen when it comes to funds management.

Simon works collaboratively with clients to manage and oversee tax compliance and reporting obligations for large and complex businesses, including several large ASX listed property funds. He also provides tax advisory services for fund establishment and restructures and assists with the implementation of FATCA protocols at several listed and unlisted property funds.


x AMIT and MIT

x Funds set-up

x Tax consolidation

x FATCA & CRS

x International tax

x ATO dispute resolution


x Masters of International Taxation

x Bachelor of Commerce (Honours)

x Bachelor of Science

x Chartered Tax Adviser

Corporate Overview









11PFA Advisory Directory 2020 | Administration Services

Corporate Overview

Evolution Trustees is a business servicing Australian and offshore asset managers and institutions, with a select range of tailored fiduciary services including corporate trustee, MIT trustee and responsible entity. Evolution Trustees holds a full ASIC license to provide responsible entity, trustee and custody services across all asset classes. It acts as trustee for over 50 trusts, funds under supervision exceeds $6bn, with over 70% of this being real estate assets.

Evolution TrusteesAdministration Services

Paul AdamiakSenior Manager – New Business


Corporate Address

Level 71 York Street Sydney NSW 2000

Paul Adamiak is a Senior Manager at Evolution Trustees. Paul is responsible for business development, client onboarding and oversees a client portfolio. Paul’s strength is his ability to rapidly grow relationships with clients, service providers and advisers.

Paul is a qualified Chartered Accountant with a broad financial services industry experience. He has extensive experience in assisting fund managers establish investment vehicles across multiple asset classes. Prior to joining Evolution Trustees, Paul was an associate director within a global fund services business. He held various sales, operations & product development roles including 8 years in the Netherlands. In 2017 he returned to Sydney, to develop the private equity real estate administration services.

Paul started his career within the business services team of a large accounting firm and later worked as a financial accountant within the structured finance team of an Australian listed investment bank.


x Responsible Entity

x Trustee

x Custody

x Investment Management


x Bachelor of Business (Accounting & Investment Management), University of Technology Sydney

x Member of Chartered Accountants Australia and New Zealand

www.evolutiontrustees.com.au

12

Corporate Overview

Evolution Trustees is a business servicing Australian and offshore asset managers and institutions, with a select range of tailored fiduciary services including corporate trustee, MIT trustee and responsible entity. Evolution Trustees holds a full ASIC license to provide responsible entity, trustee and custody services across all asset classes. It acts as trustee for over 50 trusts, funds under supervision exceeds $6bn, with over 70% of this being real estate assets.

Evolution TrusteesAdministration Services

Grace LiangAssociate Director Operations


Corporate Address

Level 71 York Street Sydney NSW 2000

www.evolutiontrustees.com.au

Grace has over 10 years of professional and industry experience. Prior to joining Evolution Trustees, Grace was Senior Manager (Performance and Reporting) at the Primary Health Network, where she established the Performance and Reporting team to drive strategic planning, value-add analysis and process improvement. She commenced her career as a qualified Chartered Accountant at EY in the Assurance Division and shortly thereafter transitioned to the Transaction Advisory Service division focusing on due diligence, economic analysis, corporate restructuring and real estate consulting across a broad range of sectors.

Grace also has extensive experience in governance, risk and stakeholder management and is currently a board member of a leading independent school in the Asia-Pacific. She is a Graduate of the Australian Institute of Company Directors and holds a Bachelor of Commerce.



x Trustee

x Custody


x Funds Management

x Governance

x Risk


x Bachelor of Commerce (Accounting and Marketing) – University of Melbourne

x Member of Chartered Accountants Australia and New Zealand

x Graduate of the Australian Institute of Company Directors

PFA Advisory Directory 2020 | Administration Services


Intertrust Australia Pty LtdTrustee and Fund Administration

Andrew Cannane Executive Director

Mobile: +61 424 503 348 Email: [email protected]

Corporate Address

Suite 25.02, Level 25100 Miller StreetNorth Sydney NSW 2060

www.intertrustgroup.com

Andrew has over 27 years financial services experience including over 14 years building and running large profitable Corporate Trustee businesses in Asia Pacific.

At Intertrust, Andrew is responsible for the delivery of Corporate Trustee services (comprising Wholesale Trustee, Custody and Escrow Agency) to real estate fund managers. He is an Executive Director and Responsible Manager for the AFSL.

Prior to joining Intertrust, Andrew spent over 11 years at Trust Co / Perpetual first establishing The Trust Company’s Singapore office as a start-up, then running Sales for Asia Pacific and finally leading Perpetual’s Managed Funds Services division as General Manager.


x Trustee

x Custody

x Real Estate

x Investments

x Debt

x Executive Director

x Responsible Manager


x MBA (Executive) (AGSM)

x Bachelor of Economics (Sydney University)

x FINSIA Fellow.

x Vice President, PFA

Corporate Overview

Intertrust is a listed, global, independent, non-conflicted provider of outsourced trustee, fund administration and corporate services in Australia. Intertrust has more than 3,500 employees in over 30 major financial markets across Europe, the Americas, Asia Pacific and the Middle-East. We deliver high-quality, tailored corporate, fund services to our clients, with a view to building long-term relationships. Some of our services include:

Outsourced trustee services (AFSL) – Wholesale Trustee, (incidental) Custody & Escrow focusing on real estate, private equity, debt and infrastructure

Corporate services – Company incorporation, company secretary, bank account opening, registered office, mail handling, public officer, local director

Fund administration services – AML, KYC, Unit registry, distributions, investor reporting, investor KYC, fund accounting, drafting financial statements

14

Corporate Overview

MSC Group is a highly credentialed provider of trusteeship, administration and financial intermediary services for Australian and International fund managers, corporates and financial services industry participants.

MSC Trustees (Melbourne Securities Corporation) is a professional trustee firm with extensive experience across a diverse range of Australian retail and wholesale investment funds and other capital structures.

We offer trusteeship, custody and capital management operation under our Australian Financial Services Licence (AFSL) and/or Australian Credit Licence (ACL). Our trusteeship covers all types of asset requirements, including equities, property, derivatives, debt securities & debentures, marketplace and peer to peer lending.

MSC Advisory is a financial service agency and licensed provider of authorised representative services.

MSC Abacus is a dedicated provider of fund registry, administration and accounting services.

MSC GroupProfessional Trustee, Fund Administration, Registry & Accounting

Matt FletcherPhone: 1300 798 790Mobile: +61 488 600 600Email: [email protected]

Corporate Address


Level 1020 Martin PlaceSydney NSW 2000

www.msc.group

Matt Fletcher is the founder and MD of MSC Group. He is active in all parts of the business which includes trustee/agency, corporate representative licensing and fund administration services. Matt spends most of his time in Melbourne and Sydney but travels to all parts of Australia to meet and service clients and referral partners.


x Funds management, structured debt, investment banking


x MBA

x Bachelor of Business (Banking & Finance)

x Graduate Diploma of Applied Finance & Investment

x Diploma of Property Investment & Finance

x Diploma of Property Development

x Diploma of Financial Services (Financial Planning)

x Diploma of Financial Services (Finance/Mortgage Broking Management)

x Certificate IV in Property Services

x Senior Fellow – FINSIA

x Member & Accredited Credit Adviser – MFAA

x Real estate agent licence (VIC, NSW, QLD, SA, WA)

x FINSIA Mentor



Corporate Overview

MSC Group is a highly credentialed provider of trusteeship, administration and financial intermediary services for Australian and International fund managers, corporates and financial services industry participants.

MSC Trustees (Melbourne Securities Corporation) is a professional trustee firm with extensive experience across a diverse range of Australian retail and wholesale investment funds and other capital structures.

We offer trusteeship, custody and capital management operation under our Australian Financial Services Licence (AFSL) and/or Australian Credit Licence (ACL). Our trusteeship covers all types of asset requirements, including equities, property, derivatives, debt securities & debentures, marketplace and peer to peer lending.

MSC Advisory is a financial service agency and licensed provider of authorised representative services.

MSC Abacus is a dedicated provider of fund registry, administration and accounting services.

MSC GroupAdministration Services: Custodian / Trustee / Registry

Glenn WhiteSenior Relationship Manager


Corporate Address

Level 1020 Martin PlaceSydney NSW 2000


www.msc.group

Glenn is a Senior Relationship Manager and Director of MSC Capital. He is responsible for heading up the Sydney office and growing the trustee business. This includes building and managing relationships with clients, service providers and key industry contacts, facilitating deal negotiations and implementing new business.


x Trustee and Custodian for wholesale funds

x Responsible entity for managed investment schemes

x Trustee and Security Trustee for Debt transactions

x Acting as agent


x Post Graduate Diploma Applied Finance & Investment (Investment Management)

x Bachelor of Business (Banking and Finance)

x Certificate IV Financial Services

x Fellow, Institute of Public Accountants

16

Corporate Overview

One Investment Group acts as trustee for over 300 trusts, administering a range of asset classes including fund of funds, real estate, private equity, fixed income, credit, equities and private equity. The total value of the assets within these trusts is in excess of $35bn, with over 60% being real estate assets.

One Investment Group provides a range of services to fund managers including:

x Responsible entity/trustee x Corporate trust x Custody x Registry x Fund accounting

One Investment GroupProfessional Trustee, Fund Admin, Registry & AccountingFrank TearleChief Executive Officer Phone: +61 (2) 8277 0020Fax: +61 (2) 8580 5700Mobile: +61 404 016 950Email: [email protected]

Corporate Address

Level 16 Governor Macquarie Tower1 Farrer PlaceSydney NSW 2000

www.oneinvestment.com.au

Frank Tearle is a founder and CEO of One Investment Group. One Investment Group is an independent funds administration business established in 2009. One Investment Group is unique in being able to provide investment managers a complete outsourcing solution, incorporating responsible entity/trustee, custodian, registrar and fund accounting services, for both retail and wholesale trusts.

Before founding One Investment Group, over 6 years Frank served in various roles for a global alternative asset manager, including Head of Business Transition and Operations, Managing Director of the Hong Kong Office, CEO of a number of funds, a Director of the Corporate Finance team and General Counsel.

Prior to that he spent more than 10 years working in major law firms in Australia and the United Kingdom, specialising in mergers and acquisitions, capital markets, funds management and corporate governance.


x Bachelor of Law (with Honours) from the University of Leicester

x Masters in International Business Law from the University of Technology, Sydney

x Admitted as solicitor of the Supreme Court of England and Wales

x Admitted as legal practitioner of the Supreme Court of New South Wales



Corporate Overview

With over 130 years as a trustee company, Perpetual Corporate Trust is the leading independent provider of Corporate Trustee Services to the funds management and debt capital markets in Australia.

Our wealth of experience and knowledge of the markets enables us to provide our clients with a range of solutions to best suit their needs, this includes trustee services, custodial, management and accounting services for the property funds industry.

From our offices in Australia and Singapore we administer over $763 billion for our global network of clients. We provide a professional approach and efficient process that ensures a stress-free experience, no matter how complex the transaction. Perpetual Corporate Trust is a division of Perpetual Limited, a diversified financial services company listed on the ASX.

Perpetual LimitedAdministration Services

Glen DoganGeneral Manager Sales, Relationships and Marketing

Phone: +61 (2) 9229 9618Mobile: +61 403 891 503 Email: [email protected]

Corporate Address

Level 18123 Pitt StreetSydney NSW 2000

www.perpetual.com.au

Glen is General Manager Sales, Relationships and Marketing at Perpetual Corporate Trust with responsibility for client retention and new business development across Perpetual Corporate Trust’s Funds Management, Debt Markets and Data Analytics businesses.

His strength lies in developing client relationships and business development strategies - skills he has honed over his 20 years in the financial services industry. Glen has expertise in establishing fund and debt vehicles for local and global fund managers across a broad range of asset classes.

Glen has been with Perpetual for over 11 years, spending 5 years in Singapore as Senior Vice President of Sales and Marketing where he was instrumental in growing Perpetual’s Asian trustee business, primarily responsible for assisting clients list Real Estate Investment Trusts on the Singapore Stock Exchange as well as co-ordinating cross boarder investment from Asia into Australia. After returning to Australia Glen moved into the role of Head of Sales and Relationship Management where his primary focus was growing our Australian Managed Funds Business, which today is the leader in Property Custody, Wholesale Trustee and Responsible Entity services.



x Trustee

x Custody



x Property Funds Association of Australia

x Property Council of Australia

x Alternative Investment Management Association

x Financial Services Council

x Asian Association for Investors in Non-Listed Real Estate Vehicles (ANREV)

x Infrastructure Partnerships Australia

18

Corporate Overview

Sandhurst Trustees is part of Bendigo Wealth, Bendigo and Adelaide Bank’s wealth division and is a highly regarded financial services provider, offering a wide range of products and services including: investments and funds management; superannuation; commercial loans and the provision of corporate trustee and custodial services.

Sandhurst Trustees Corporate Trusts team provides custody services to a broad range of clients in the property, mortgage, equity and agribusiness fields. It has a long history of providing high quality service to its clients and has expertise of each of these asset classes.

Established in 1888, Sandhurst Trustees has become a modern, full service wealth manager renowned for its customer service excellence and integrity. Today Sandhurst Trustees is a modern full-service wealth manager, without losing sight of its trustee legacy or its motto to be ‘Mindful, Faithful and Lasting’ to help our customers manage, protect and cultivate their wealth.

Sandhurst Trustees LimitedAdministration Services

Michael CollaManager Property and Mortgage Custody

Phone: +61 (3) 8414 7856Fax: +61 (3) 8414 7275Email: [email protected]

Corporate Address

Level 5120 Harbour EsplanadeDocklands VIC 3008

www.sandhursttrustees.com.au

Michael Colla is the Manager Property and Mortgage Custody at Sandhurst Trustees Limited.

Michael has over twenty five years’ experience in the financial services industry, with fifteen working in custody and trustee services.

With experience across asset classes such as property, agribusiness (including water) and mortgages, Michael places great emphasis on developing strong relationships and providing the highest quality of service. Michael works closely with fund managers, trustees and responsible entities to ensure practical and efficient solutions.

Michael began his career with ANZ Nominees Limited before moving to JB Were & Son where he was involved with funds management and custodial services.


x Custodian Services

x Trustee Services

x Administration

x Compliance


x Bachelor of Arts – University of New England

x Masters of Business Management – Monash University



Corporate Overview

Sandhurst Trustees is part of Bendigo Wealth, Bendigo and Adelaide Bank’s wealth division and is a highly regarded financial services provider, offering a wide range of products and services including: investments and funds management; superannuation; commercial loans and the provision of corporate trustee and custodial services.

Sandhurst Trustees Corporate Trusts team provides custody services to a broad range of clients in the property, mortgage, equity and agribusiness fields. It has a long history of providing high quality service to its clients and has expertise of each of these asset classes.

Established in 1888, Sandhurst Trustees has become a modern, full service wealth manager renowned for its customer service excellence and integrity. Today Sandhurst Trustees is a modern full-service wealth manager, without losing sight of its trustee legacy or its motto to be ‘Mindful, Faithful and Lasting’ to help our customers manage, protect and cultivate their wealth.

Sandhurst Trustees LimitedAdministration Services

Hayden WilliamsManager, Corporate Trusts


Corporate Address

Level 5120 Harbour EsplanadeDocklands VIC 3008

www.sandhursttrustees.com.au

Hayden Williams is the Manager of the Corporate Trusts division at Sandhurst Trustees Limited.

With over fifteen years in the financial services industry, Hayden manages numerous trustee and custodian roles.

Hayden also has extensive experience in assisting fund managers, trustees and responsible entities in establishing managed investment trusts across various asset classes including property, mortgage, agribusiness and equities.


x Custodian Services

x Trustee Services

x Compliance

x Risk Management


x Graduate Diploma of Applied Finance and Investment − Finsia

x Bachelor of Business − Swinburne University of Technology

20

Corporate Overview

Certes CT Pty Limited (formerly known as Sargon CT) is a wholly owned subsidiary of Pacific Infrastructure Partners and has been providing corporate trustee services for over 100 years. We provide financial institutions and entrepreneurs with the technology and infrastructure they need to successfully build and grow investment funds. Operating across Australia and New Zealand, Pacific Infrastructure Partners’ powerful combination of modern technology, financial licenses and industry experts navigate regulatory complexity, security and compliance so our clients can focus on what matters most: building a better future.

Today, Pacific Infrastructure Partners is powering over $40 billion of assets with over 100 employees across 3 offices in Australia and New Zealand and offer a range of leading and technology-enabled trustee, custodian and supervision solutions. With a diversified portfolio of financial licenses and modern technology, Pacific Infrastructure Partners can also enable APAC market entry for global institutions and enable start-ups and FinTech businesses to launch new funds and financial products.

The Corporate Trust division provides corporate trustee services to the financial services industry, acting as custodian and/or trustee for managed investment schemes covering listed and unlisted funds, retail and wholesale, MIT’s, property syndicates, agricultural schemes, water funds, mortgage trusts, retirement villages, private equity and venture capital funds, peer to peer lending and significant investor visa (SIV compliant) products.

SargonAdministration Services

Michael McDonaldSenior Manager, Business Development

Phone: +61 (2) 9053 2260 Mobile: +61 421 511 110Email: [email protected]

Corporate Address

Level 1960 Castlereagh StreetSydney NSW 2000

www.sargon.com

Michael is responsible for the growth and development of the Corporate Trust business nationally, with a specific focus on funds management. His role includes the negotiation and implementation of new fund custody and trustee appointments. Building and maintaining relationships with key clients, service providers and industry associations.

Michael has over 15 years’ experience in the Financial Services industry, primarily within institutional sales and relationship management across superannuation, funds management and corporate banking. Prior to joining Sargon, Michael has worked for Colonial First State and National Australia Bank/MLC.


x Extensive funds management and superannuation experience

x Custody and Trustee services


x Bachelor of Business – University of Canberra

x Adv. Diploma Financial Planning – RG146



Corporate Overview

Certes CT Pty Limited (formerly known as Sargon CT) is a wholly owned subsidiary of Pacific Infrastructure Partners and has been providing corporate trustee services for over 100 years. We provide financial institutions and entrepreneurs with the technology and infrastructure they need to successfully build and grow investment funds. Operating across Australia and New Zealand, Pacific Infrastructure Partners’ powerful combination of modern technology, financial licenses and industry experts navigate regulatory complexity, security and compliance so our clients can focus on what matters most: building a better future.

Today, Pacific Infrastructure Partners is powering over $40 billion of assets with over 100 employees across 3 offices in Australia and New Zealand and offer a range of leading and technology-enabled trustee, custodian and supervision solutions. With a diversified portfolio of financial licenses and modern technology, Pacific Infrastructure Partners can also enable APAC market entry for global institutions and enable start-ups and FinTech businesses to launch new funds and financial products.

The Corporate Trust division provides corporate trustee services to the financial services industry, acting as custodian and/or trustee for managed investment schemes covering listed and unlisted funds, retail and wholesale, MIT’s, property syndicates, agricultural schemes, water funds, mortgage trusts, retirement villages, private equity and venture capital funds, peer to peer lending and significant investor visa (SIV compliant) products.

SargonAdministration Services

Vadim SafanievRelationship Manager


Corporate Address

Level 1960 Castlereagh StreetSydney NSW 2000

www.sargon.com

Vadim is responsible for the property portfolio in the Corporate Trust business. He has experience in trustee, custody, risk and compliance for corporate trusts, and managed investment schemes. His background also includes corporate and investment banking, having worked at Deutsche Bank, Commonwealth Bank and Macquarie Bank.

Vadim is responsible for building and maintaining relationships with clients, service providers and key industry contacts. He facilitates deal negotiations and new business for custody and trustee arrangements.


x Extensive banking experience

x Property and credit funds experience.

x Hands on property development experience.


x Bachelor Degree, Business Administration (International Management)

22

TMF Corporate Services (Aust) Pty LtdFund & Corporate Services

Joanne Baudin Head of Fund Services


Corporate Address

Level 16 201 Elizabeth Street,Sydney NSW 2000

www.tmf-group.com

Joanne Baudin has over 20 years experience in the funds accounting domain. She started her accounting career in the Big 4, then worked in various large fund managers before joining one of the largest global fund administrators.

In 2019, Joanne joined the TMF Group in Sydney to develop and grow its Fund Services group.


x Fund Services, Private Equity & Real Estate


x Chartered Accountant, Certified Internal Auditor

Corporate Overview

TMF Group is a Global Business Operator present in every country our clients’ aspirations demand. We are renowned for helping global asset managers operate their investment funds, special purpose vehicles and corporate structures in different geographical locations, utilising our fully integrated, unrivalled global platform. TMF Group has more than 120 offices in over 80 countries and employs more than 6,000 accountants, lawyers, corporate secretaries, payroll and other professionals.



Corporate Overview

Since 2010, Unity Fund Services has built a reputation as a leading provider of Outsourced Accounting, Tax and Registry Services for property funds across Australasia. We provide an exceptional level of service to property fund managers, ranging from start-ups through to established industry heavyweights.

Through a unique combination of highly experienced personnel, a robust technology platform and systems, and an unswerving professionalism and commitment to excellence in everything we do, Unity Fund Services is delivering a competitive advantage to investment managers and confidence to investors alike.

Unity Fund ServicesAdministration Services

Steve Beland


Corporate Address

Level 16 Governor Macquarie Tower 1 Farrer Place Sydney NSW 2000

www.unityfundservices.com.au

Steve Beland is the Managing Director at Unity Fund Services. Steve has in excess of 15 years’ experience in accounting and taxation gained in funds management, corporate and professional services. Prior to joining Unity Fund Services in October 2010, Steve held roles at Brookfeld Multiplex Ltd and Everest Financial Group Ltd.

Prior to this, Steve worked for Ernst & Young providing general advice to corporate clients as well as being involved in a numerous due diligence assignments for property and private equity transactions. Steve also worked for Horwath as a Supervisor specialising in the provision of taxation and business services to high net worth individuals and SME businesses including a secondment to the Chicago (USA) office.


x Funds Management

x Property & MITs

x Fund Accounting, Administration and Registry Services

x Tax Compliance & Structuring


x Chartered Accountant

x Chartered Tax Adviser – Tax Institute of Australia

x Registered Tax Agent

x Master of Taxation – University of Sydney

x Bachelor of Commerce – University of Western Sydney

24PFA Advisory Directory 2020 | Architectural Advisory Services

Corporate Overview

Established in 1999, i2C has been built from the ground up, forged by the strong friendship between Architects Brian Jende and Anthony Merlin with Rod Rose joining the duo in 2018 as a result of a long term relationship with them both.

Today i2C stands as one of Australia’s leading Architectural firms attracting a national and international client base drawn from both the public and private sector.

Our recognised strength is the ability to work with large stakeholder groups in the core market sectors of mixed-use, urban planning, interiors, retail and Build to Rent. We proudly maintain long term relationships with several “blue chip” clients across a portfolio of dynamic projects that traverse the breadth of Australia and the Pacific basin region.

Professionalism and focus remain constant through all core sectors of our work. We enjoy the challenge but are driven by reaching new levels of excellence in all forms of design and delivery, from the smallest private development, to the largest multi-million dollar commercial venture. We ensure all outcomes are sustainable for the long-term and reflect the aspirations of those groups participating in the design process.

i2ArchitectsArchitectural Advisory Services

Brian JendeManaging Director


Corporate Address

Building 3 28 Cromwell Street Collingwood VIC 3066

www.i2c.com.au

Co-founder and Managing Director, Brian Jende is a driving force behind the creative spirit captured by i2C Architects nationally and delivered on all projects across the Melbourne, Sydney, Perth and Brisbane offices.

Brian is a registered Architect with over 30 years’ architectural experience encompassing the retail, commercial and urban sectors, Brian is recognised by the industry as an authority in Retail, Mixed Use and now Build to Rent architecture.

He enjoys nothing more than working with clients around the table; rolling up his sleeves and orchestrating the team to deliver an outstanding outcome.

Brian takes pride in balancing community valued outcomes with commercial reality. Brian understands the importance of maintaining a high level of communication and confidence between the architect and all stakeholders to ensure consistent delivery of successful projects.


x Concept design and master planning

x Urban planning and place making

x Development applications

x Council and authorities Negotiation

x Design development

x Construction documentation

x Site construction and architectural management

x Team management

x Feasibility studies


x Architect AIA

x Australian Institute of Architects

x Living Future Institute Australia

25PFA Advisory Directory 2020 | Architectural Advisory Services

Corporate Overview

Established in 1999, i2C has been built from the ground up, forged by the strong friendship between Architects Brian Jende and Anthony Merlin with Rod Rose joining the duo in 2018 as a result of a long term relationship with them both.

Today i2C stands as one of Australia’s leading Architectural firms attracting a national and international client base drawn from both the public and private sector.

Our recognised strength is the ability to work with large stakeholder groups in the core market sectors of mixed-use, urban planning, interiors, retail and Build to Rent. We proudly maintain long term relationships with several “blue chip” clients across a portfolio of dynamic projects that traverse the breadth of Australia and the Pacific basin region.

Professionalism and focus remain constant through all core sectors of our work. We enjoy the challenge but are driven by reaching new levels of excellence in all forms of design and delivery, from the smallest private development, to the largest multi-million dollar commercial venture. We ensure all outcomes are sustainable for the long-term and reflect the aspirations of those groups participating in the design process.

i2ArchitectsArchitectural Advisory Services

Anthony MerlinManaging Director


Corporate Address

Level 1 137-141 Bridge Road Glebe NSW 2037

www.i2c.com.au

With more than 20 years’ experience in architecture, Anthony has a keen appreciation for great design and detail, and targets perfection on every i2C project.

He also recognises the importance of a positive and dynamic workplace in the delivery of great client service and excellent results. He is passionate about fostering the team within a professional, supportive and fun i2C culture.

Anthony is personally committed to corporate responsibility programs and enjoys participating in the annual NSW Variety Club Bash, empowering Australian children who are sick, disadvantaged or have special needs to live, laugh and learn.


x Concept design

x Master planning

x Development applications

x Project management

x Business development and strategic planning


x Bachelor of Planning and Design (University of Melbourne)

x Bachelor of Architecture – Hons (University of Melbourne)

x Australian Institute of Architects

x Living Future Institute Australia

26PFA Advisory Directory 2020 | Asset & Building Advisory

Corporate Overview

KPMG Property & Environmental Services is part of the KPMG Australian Partnership providing independent Chartered Building, Environmental, Property Tax, Compliance and Sustainability services to local and overseas investors, owners and tenants throughout Australia, New Zealand and Asia.

KPMG Property & Environmental Services Pty LtdAsset & Building Advisory

Bruce CorrinPartner


Corporate Address

Tower TwoCollins Square727 Collins StreetDocklands VIC 3008

www.home.kpmg/au/en/home.html

Bruce has 30 years’ of international experience and has been actively involved with condition assessment Technical, Environmental & Property Risk Instructions since commencing work in Australia (2001).Before that, Bruce’s experience covered construction methodology, design, repair, maintenance and management (1989-2001). Over 11 years at SGA Property Consultancy, now part of the KPMG Australia since 2014, Bruce has been involved with almost 3,000 commercial property condition assessments for acquisitions or disposal projects, as well as the largest and most complicated ‘Make Goods’ in Australia.

Bruce has presented on the topic of Technical Due Diligence (‘condition assessment’) to audiences at both the Property Investment Research (PIR) Annual Conference and the Property Council of Australia (PCA) Property Fundamentals Annual Course and ANZ wide on the topic of Make Good to students of the CORENET Master of Corporate Real Estate. Bruce presented ANZ wide to CIBSE members on the topic of resilience in buildings. Bruce also presents annually to the PCA Operations & Facilities Management course on the topic of commercial building inspections.

Bruce acts as an assessor for the Royal Institution of Chartered Surveyors final Assessment of Professional Competence (APC).


x Technical Due Diligence Reporting

x Make Good Reporting / Negotiation

x Landlord & Tenant Law

x Asset Condition Audits & Programmed Maintenance

x Building Defect Diagnostics

x Contract Administration

x Feasibility Studies

x Project Administration

x Condition Surveys

x Environmental Reporting

x Environmental Sustainability

x Building Compliance


x ONC in Building Studies

x B.Sc(Hons) Building Surveying

x Professional Member of the Royal Institution of Chartered Surveyors (2000)

x Professional Certificate in Applied Property Development (2019)


Corporate Overview

Mark joined KPMG in 2019 and brings a deep knowledge of consulting and the capability of KPMG to help clients achieve their desired outcomes. Mark’s 25+ years’ experience is drawn from leadership roles in large Engineering consulting business and as a senior Partner in EY. These roles include Regional Managing Partner in one of the world’s leading environmental and sustainability consultancies. Services provided to clients have included extensive transaction support and environmental services for both private sector and government (infrastructure).


Mark CroudacePartner in Charge (Australia and NZ)


Corporate Address

Level 38300 Barangaroo AvenueSydney NSW 2000


A passionate and experienced leader who started his career as an Engineer and has added significant commercial, strategic and people leadership skills. Brings a unique combination of leadership, strategic planning, business growth and P&L management skills, coupled with a proven ability to transform and sustain a market leading business. Leadership experience spans Asia Pacific, Europe, Africa, the Middle East and the Americas with a storing focus on delivering positive outcomes for both private and public sector clients.


x Assets and Infrastructure

x Environmental

x Transaction Support

x Engineering


x MBA (Exec) – AGSM

x BE (Chem) – U.Syd

x Leading in Professional Services – Harvard Business School

28

Corporate Overview

Nicola is a Partner of KPMG providing capital expenditure planning advice and capital allowances solutions to all sectors of the property industry. Having gained both tax and surveying qualifications she is well qualified to understand the intricacies of the property tax legislation and ensures she keeps up to date with changes to the tax depreciation regime. Nicola has presented on Capital Allowances for The Tax Institute and is on the organising committee of their annual Property and Construction intensive.


Nicola WoodwardPartner


Corporate Address

Level 16Riparian Plaza71 Eagle StreetBrisbane QLD 4000


Nicola is an experienced property consultant with over 25 years’ experience in the property industry. Originally a property valuer with the Valuation Office Agency, Nicola specialised in capital allowances and tax depreciation for Arthur Andersen in London prior to moving to Australia in 2000. Nicola was a founding Director of Apex Property Consulting, a boutique capital allowances practice, which was acquired by MBMpl in 2011. Nicola advises clients on how best to optimise the allowances available and how to better manage their fixed asset registers over a building or portfolio’s lifecycle. She has advised on portfolio-wide capital expenditure planning initiatives across both the property industry and government.

Nicola has provided her expertise to a large range of clients and property types. Her clients have included ISPT, AMP Capital, AXA Investment Managers and the Indigenous Land Council. Nicola’s focus is on providing portfolio wide solutions for fixed asset reporting and budgeting.


x Tax Depreciation Reporting

x Fixed Asset Management

x Capital Expenditure Reporting


x Member of the Royal Institution of Chartered Surveyors

x Chartered Tax Advisor

x Graduate of the Australian Institute of Directors

PFA Advisory Directory 2020 | Asset & Building Advisory


MBMpl Pty LtdAsset & Building Advisory

Luke Anthony Associate Director


Corporate Address

Suite 12.1, Level 12100 Creek StreetBrisbane QLD 4000

www.mbmpl.com.au

Luke is an Associate Director in the Tax and Asset Services Team at MBM and leads the Tax Group nationally. Luke has over 20 years of experience as a Quantity Surveyor in the construction industry and has a great understanding of construction and development costs.

After gaining experience from the concept to completion stages of construction, in areas such as cost planning, bills of quantities and contract administration, Luke moved into the specialised area of asset management. He provides detailed asset registers, tax depreciation schedules, capex forecasting and replacement cost assessments for his clients.

Luke is passionate about helping his clients develop successful projects and optimise returns on their investments.


x Tax Depreciation

x Asset Registers

x Capital Expenditure Forecasting

x Condition Audits

x Asset Management

x Replacement Cost Assessments

x Quantity Surveying


x Member of Australian Institute of Quantity Surveyors

x QLD Chapter President (Australian Institute of Quantity Surveyors)

x APC Assessor (Australian Institute of Quantity Surveyors)

x Registered Tax Agent

x Bachelor of Applied Science (Quantity Surveying)*

Corporate Overview

MBM is a national independent construction and property consultancy specialising in Quantity Surveying, Tax Depreciation, Asset and Building Consulting, Public Private Partnership Technical Advisory, Cost Engineering and Facilities management Advisory.

MBM has offices in Sydney, Brisbane, Melbourne, Gold Coast, Canberra, Perth and Adelaide.

Sydney Office: Level 5, 1 Chifley Square Sydney NSW 2000 Phone: +61 (2) 9270 1000

Melbourne Office: Level 7, 500 Collins St, Melbourne VIC 3000 Phone: +61 (3) 9603 5200

Brisbane Office: Suite 12.1, Level 12 100 Creek Street Brisbane QLD 4002 | Phone: +61 (7) 3234 4000

30

Corporate Overview

MBM is a national independent construction and property consultancy specialising in Quantity Surveying, Tax Depreciation, Asset and Building Consulting, Public Private Partnership Technical Advisory, Cost Engineering and Facilities management Advisory.

MBM has offices in Sydney, Brisbane, Melbourne, Gold Coast, Canberra, Perth and Adelaide.

Sydney Office: Level 5, 1 Chifley Square Sydney NSW 2000 Phone: +61 (2) 9270 1000

Melbourne Office: Level 7, 500 Collins St, Melbourne VIC 3000 Phone: +61 (3) 9603 5200

Brisbane Office: Suite 12.1, Level 12 100 Creek Street Brisbane QLD 4002 | Phone: +61 (7) 3234 4000

MBMpl Pty LtdAsset & Building Advisory

David Pearson CEO

Phone: +61 (2) 9270 1000 Fax: +61 (2) 9223 4688Mobile: +61 411 126 904Email: [email protected]

Corporate Address

Level 51 Chifley SquareSydney NSW 2000

www.mbmpl.com.au

David has over 30 years’ experience advising public sector clients on the procurement and management of their built assets.

Prior to joining MBM, David worked in Sydney, Canberra, London and Washington DC for Ernst & Young and the UK government as an asset manager in central London.

Client engagements have included advising the UK government on the procurement of new Parliamentary offices, the US government on the planning, design and funding of federal courthouses and the Australian government on the management of its overseas properties including embassies and residences.

At MBM David specialises in advising the firm’s public sector clients and financiers on the planning, procurement and management of their build assets. David has advised federal, state and local governments across a range of sectors including health, education, judicial & correctional, social housing and commercial property.

David is MBM’s CEO in which capacity he provides leadership, strategic advice and oversight reporting to the MBM Board.


x Government Assets

x Social Housing

x Justice / Court houses

x Asset Planning

x Asset Procurement

x Asset Management


x Member of the Royal Institute of Chartered Surveyors (MRICS)

x Bachelor of Science (Valuations and Estate Management) University of the West of England



Corporate Overview

Napier & Blakeley services are directed at issues that really matter, providing commercial advice on cost, risk and return to the Australian and international property, development and sustainability markets. They provide a range of property, development and sustainability services including, sustainable property solutions, transaction due diligence and capital expenditure planning, and development & financier’s risk management and are recognised as Australia’s leading provider of property tax allowances advice.

We have a dedicated team that operate for clients across the Asia Pacific Region including:

x Quantity surveyors x Building consultants x Services engineers x Sustainability consultants x Green star accredited consultants x Chartered building surveyors x Project & development managers x Specialist tax surveyors x NABERS accredited consultants

Melbourne | North Geelong | Sydney | Brisbane | Adelaide | Perth | Singapore

Napier & BlakeleyAsset & Building Advisory

Alastair Walker


Corporate Address

20 Hunter Street Sydney NSW 2000

www.napierblakeley.com

Alastair has over 34 years’ experience in the property and development industries. He began his career in Scotland and developed this further in London and the Middle East.

Since joining Napier & Blakeley in 1988, Alastair has worked in the areas of building consulting, property tax and project management and has solid experience across both the development and investment property markets.

As a Director of Napier & Blakeley for many years he has worked on taking the company into new areas of the property and development industries keeping Napier & Blakeley at the forefront of the industry and has always strived for excellence, innovation and partnering with clients to meet their requirements with a commercially suitable outcome for all.


x Commercial x Industrial x Retail x Tourism x Large Mixed-Use Developments


x Dip Construction Management x Grad Dip Project Management

(Property) x Asian Association for Investors in

Non-listed Real Estate Vehicles (ANREV)

x Asia Pacific Real Estate Association (APREA)

x Property Council of Australia x Property Funds Association x Urban Land Institute

32

Napier & BlakeleyAsset & Building Advisory

Rob Howells National Director


Corporate Address

90 Collins Street Melbourne VIC 3000

www.napierblakeley.com

Rob has been providing professional consultancy services to local and international investors, financiers and vendors, since the early 1990’s. He is commercial and driven to add value.

Rob performs technical due diligence on most of the significant property transactions in Australia. In addition, he has successfully assessed and negotiated hundreds of lease end make good claims.

Rob’s background is in building pathology, building consulting, project and development monitoring. Rob is a chartered surveyor and regularly contributes to professional development and guidance for RICS and other bodies.


x Commercial x Industrial x Retail x Tourism x Large Mixed-Use Developments


x BSc (Hons)

x Member of Royal Institution of Chartered Surveyors

x Asian Association for Investors in Non-listed Real Estate Vehicles (ANREV)

x Asia Pacific Real Estate Association (APREA)


x Property Funds Association

x Urban Land Institute

Corporate Overview

Napier & Blakeley services are directed at issues that really matter, providing commercial advice on cost, risk and return to the Australian and international property, development and sustainability markets. They provide a range of property, development and sustainability services including, sustainable property solutions, transaction due diligence and capital expenditure planning, and development & financier’s risk management and are recognised as Australia’s leading provider of property tax allowances advice.

We have a dedicated team that operate for clients across the Asia Pacific Region including:

x Quantity surveyors x Building consultants x Services engineers x Sustainability consultants x Green star accredited consultants x Chartered building surveyors x Project & development managers x Specialist tax surveyors x NABERS accredited consultants

Melbourne | North Geelong | Sydney | Brisbane | Adelaide | Perth | Singapore


33PFA Advisory Directory 2020 | Asset Consultants

CONSULTANTSATCHISON

Corporate Overview

The principal focus of Atchison Consultants is the provision of advice and analysis across all components of managing investment portfolios by financial institutions, superannuation and insurance funds and investment managers. In recognition of the investment industry trend to sector specialisation, our advice is tailored to specific asset classes in particular real estate.

Property funds advice includes portfolio allocation, process and policy creation and review, product structuring, offer document compilation and review, service provider assessment, portfolio review, market review and outlook, secondary units transaction advice, fund manager due diligence, investment research, investor reporting, compliance support and direct property acquisition due diligence management.

Atchison ConsultantsAsset Consultants

Ken AtchisonManaging Director


Corporate Address

Level 3155 Queen StreetMelbourne VIC 3000

www.atchison.com.au

Atchison Consultants was established in 2001 by Ken Atchison and consists of a team of investment professionals with extensive experience in all aspects of financial markets.

Ken has been involved in financial markets since the early 1970s. After gaining significant experience in the management of investment portfolios, he moved to providing investment advice to superannuation funds.

Ken’s consultancy experience covers a broad range of areas within investment portfolio and business management.


x Business and investment objectives

x Development of structures for the management of investment portfolios

x Assessment and recommendations regarding the selection and monitoring of investment managers

x Monitoring and review of the full range of investment policy



x Finsia


34PFA Advisory Directory 2020 | Asset Maintenance & Services

Corporate Overview

Grosvenor Engineering Group is a leading technical services provider, regularly maintaining Heating, Ventilation & Air Conditioning (HVAC), Fire and Electrical assets in commercial buildings, across 19,000 sites nationwide.

Proactive maintenance of a buildings technical assets helps eliminate or spot any potential problems before breakdowns. Regular servicing can also ensure that your healthcare facility is sustainable. We can design, service and operate assets for optimal performance and energy efficiency.

At Grosvenor, we have over 25 years’ experience servicing the Australian market. Our skilled technicians can help keep buildings and facilities operational.

Grosvenor Engineering GroupAsset Maintenance & Services

Graham HindleyCOO

Phone: 1300 255 247Mobile: +61 410 678 110Email: [email protected]

Corporate Address

76 Heathcote RoadMoorebank NSW 2170

www.gegroup.com.au

Graham has a strong background leading teams in the development and implementation of strategies and processes to achieve outstanding client focussed outcomes and organisational objectives. Graham has over 16 years’ experience as a senior manager in manufacturing and engineering and he has overseen significant increases in efficiency and customer satisfaction during this time.

A key focus for Graham is to align the capabilities of service, engineering and manufacturing organisations with customer’s needs and expectations.

With experience gained from working large international organisations, Graham possesses a depth of knowledge accumulated from both Australia and overseas, which contributes to providing collaborative and innovative world-class solutions.


x Contract management

x Customer service

x Process efficiency

x Project management

x Stakeholder relations

x Strategy implementation

x Strategic planning


x MCom (BusLaw), UNSW

x BSocSc (IR&OB), UNSW

x Diploma in Mechanical Engineering, Cape Town

35PFA Advisory Directory 2020 | Commercial Real Estate Investment

MaxCap GroupCommercial Real Estate Investment

David O’Connor Distribution Director

Phone: +61 (3) 9620 2220 Email: [email protected]

Corporate Address

Level 33 360 Collins Street Melbourne VIC 3000

www.maxcapgroup.com.au

David is responsible for product development, portfolio management and institutional capital solutions, focusing primarily on development of commercial construction and value-add real estate strategies. He has 20 years’ industry experience with leading financial services firms and commercial information and insight firms, including Thomson Reuters, Dun & Bradstreet, Westpac and MaxCap.

David previously led Westpac’s Institutional Property division in Melbourne and was responsible for managing some of the country’s largest REITS, wholesale funds, pension funds and family offices.


x Transaction Origination

x Credit Structuring

x Capital Markets

x Business Strategy & Development

x Relationship Management


x Bachelor of Commerce

x Bachelor of ScienceCorporate Overview

MaxCap is an Australasian commercial real estate (CRE) Investment Manager, managing a suite of funds and mandates. Committed to creating lasting value for our Investors, MaxCap continues to be the trusted manager for some of Australia’s largest Superannuation and Industry Funds, global-institutional Funds and Semi-institutional Investors, including Family Offices and ultra-high net worth Investors.

We work closely with Australia and New Zealand’s leading asset owners and Developers and are proud to be their Lender of choice. Our reputation is built on our agility and proven capability to create innovative, tailored funding solutions across asset class sectors.

Founded in 2007, our institutional platform has now originated and managed more than $9.0bn of Australian CRE debt, with current Funds under Management and Advice of circa $3.1bn. We have earned a reputation for providing prudently managed opportunities offering attractive risk adjusted premiums, and have a pristine track record, returning full principal and interest since inception.

36

MaxCap GroupCommercial Real Estate Investment

Wayne Lasky Founder & Managing Director

Phone: +61 (3) 9620 2220 Email: [email protected]

Wayne is responsible for business strategy, execution, key stakeholder relations and capital raising. Wayne has 17 years of real estate and finance experience having worked on all sides of the table as an originator, lender, asset manager, real estate investor & developer, project manager & property manager.


x Corporate Strategy

x General Management

x Capital Raising

x Investor Relations and Communications

x Audit, Risk & Compliance


x Bachelor of Business Management & Marketing (Hons), graduating Dux

x Fellow of the Australian Institute of Management

x Senior Associate of the Financial Services Institute of Australia (FINSIA)

Corporate Overview

MaxCap is an Australasian commercial real estate (CRE) Investment Manager, managing a suite of funds and mandates. Committed to creating lasting value for our Investors, MaxCap continues to be the trusted manager for some of Australia’s largest Superannuation and Industry Funds, global-institutional Funds and Semi-institutional Investors, including Family Offices and ultra-high net worth Investors.

We work closely with Australia and New Zealand’s leading asset owners and Developers and are proud to be their Lender of choice. Our reputation is built on our agility and proven capability to create innovative, tailored funding solutions across asset class sectors.

Founded in 2007, our institutional platform has now originated and managed more than $9.0bn of Australian CRE debt, with current Funds under Management and Advice of circa $3.1bn. We have earned a reputation for providing prudently managed opportunities offering attractive risk adjusted premiums, and have a pristine track record, returning full principal and interest since inception.

Corporate Address

Level 33 360 Collins Street Melbourne VIC 3000

www.maxcapgroup.com.au

PFA Advisory Directory 2020 | Commercial Real Estate Investment

37PFA Advisory Directory 2020 | Fit Out / Project Management

Corporate Overview

“Our success is based totally on the success of your project”.

Integrated Project Group (IPG) specialises in interior fitout, building refurbishment and construction projects. Built on our underlying goal to outperform and surpass clients’ expectations, IPG operates on three essential pillars:

1. Trust

2. Delivery

3. Ongoing service.

We tailor our service offerings to align with our clients’ needs to ensure they receive the best possible outcome. Through our many years of experience and the successful delivery of many projects we have established long lasting relationships and trust with not only our clients but within the construction and property industry.

IPG staff work in strict adherence with our values which include integrity, mutual respect, passion, accountability, commitment, teamwork, service, quality, environment, safety and work/life balance.

IPG believe strongly in corporate social responsibility and to this end regularly donate to many charities.

We are passionate about what we do and take pride in the role we play to provide quality environmentally friendly projects.

Integrated Project GroupFit Out / Project Management

Andrew Robertson Managing Director

Phone: +61 (2) 8413 0605 (Direct)Mobile: +61 404 094 062Email: [email protected]

Corporate Address

Suite 201 109 Alexander Street Crows Nest 2065

www.integratedproject.com.au

Having been involved in the industry for over 20 years Andrew brings an enormous amount of experience to the table when managing existing clients, sourcing new business opportunities and managing client expectations and objectives during a projects journey. To this end Andrew is involved in all projects that IPG undertake working closely with the IPG project team.

Over the course of these years Andrew has developed long term relationships with clients, peers and suppliers.

I have also been heavily involved in numerous sporting clubs and industry associations and many relationships from business have developed from my involvement in team sports and as well through committees.

Andrew’s experience is across commercial, industrial and retail projects and these projects have been in both the private and public sectors.


x Marketing and Business Development


x MBA Member

38

Integrated Project GroupFit Out / Project Management

Rhys McInerney Head of Projects

Phone: +61 (2) 8413 0606 (Direct)Mobile: +61 431 056 827Email: [email protected]

Corporate Address

Suite 201 109 Alexander Street Crows Nest 2065

www.integratedproject.com.au

Rhys is a result driven project & construction manager that operates in a highly professional manner onsite and in office. Rhys has a proven track record of client satisfaction for projects undertaken in a project manager or construction manager capacity. Success in this regard is attributed to coordination of trades, client management, developing partnerships and exhibiting a professional rapport with consultants, architects, council representatives and certifiers. Rhys is well versed in understanding budgets, time constraints, construction process and client expectations. Rhys has experience in the commercial, retail & industrial sectors.


x Fitout

x Refurbishment

x Makegood


x Bachelor of Construction Management (University of Newcastle)

x MBA NSWCorporate Overview

“Our success is based totally on the success of your project”.

Integrated Project Group (IPG) specialises in interior fitout, building refurbishment and construction projects. Built on our underlying goal to outperform and surpass clients’ expectations, IPG operates on three essential pillars:

1. Trust

2. Delivery

3. Ongoing service.

We tailor our service offerings to align with our clients’ needs to ensure they receive the best possible outcome. Through our many years of experience and the successful delivery of many projects we have established long lasting relationships and trust with not only our clients but within the construction and property industry.

IPG staff work in strict adherence with our values which include integrity, mutual respect, passion, accountability, commitment, teamwork, service, quality, environment, safety and work/life balance.

IPG believe strongly in corporate social responsibility and to this end regularly donate to many charities.

We are passionate about what we do and take pride in the role we play to provide quality environmentally friendly projects.

PFA Advisory Directory 2020 | Fit Out / Project Management

39PFA Advisory Directory 2020 | Fit Out / Project Management

IntermainFitout, Refurbishment and Construction Professionals Andrew Blake National Business Development Manager Phone: +61 (2) 9318 2272 Fax: +61 (2) 9318 2282Mobile: +61 434 770 307Email: [email protected]

Corporate Address

1 Gillespie Avenue Alexandria NSW 2015

www.intermain.com.au

Andrew brings property experience and a comprehensive understanding of the fit out process.

His comprehensive understanding of the property market and broad experience means he understands the time constraints, financial pressures and specific challenges facing property owners. By listening to his client’s requirements, Andrew can tailor his services to individual needs to create a seamless and successful transaction.


x Leadership

x Business Development

x Project Management


x Architectural Technology

x Real Estate Agent

x Business Diploma Corporate Overview

Established in 2001, Intermain is one of Australia’s most trusted fitout, refurbishment and construction companies. Our geographical advantage has seen our HQ in Sydney expand to teams on the ground in Brisbane, Canberra, Melbourne and Adelaide, allowing us to engage with local communities actively. Our capability enables us to deliver commercial, industrial, education and government projects up to 44,000sqm nationally for clients such as Qantas, American Express, McDonald’s, Microsoft, Goodman, Federal and State Governments, DHL and Charter Hall.

Intermain is built on a culture of innovation, where passion, process and professionalism is ingrained in our values. We pride ourselves on delivering quality projects with the vital objective of consistently exceeding client’s expectations by maintaining transparency and peace of mind at every turn. Accredited by The Federal Safety Commissioner (FSC: 539), we deliver safe and sustainable solutions working with client-side PMs and leading architects to create quality, highly-functional spaces.

Driven by delivering wholistic positive results, we are on a journey to become one of Australia’s leading sustainably responsible builders. We are focused on responsibly sourced materials and carefully considered processes to minimise our environmental impact and maximise a positive social impact.

40

Corporate Overview

Established in 2001, Intermain is one of Australia’s most trusted fitout, refurbishment and construction companies. Our geographical advantage has seen our HQ in Sydney expand to teams on the ground in Brisbane, Canberra, Melbourne and Adelaide, allowing us to engage with local communities actively. Our capability enables us to deliver commercial, industrial, education and government projects up to 44,000sqm nationally for clients such as Qantas, American Express, McDonald’s, Microsoft, Goodman, Federal and State Governments, DHL and Charter Hall.

Intermain is built on a culture of innovation, where passion, process and professionalism is ingrained in our values. We pride ourselves on delivering quality projects with the vital objective of consistently exceeding client’s expectations by maintaining transparency and peace of mind at every turn. Accredited by The Federal Safety Commissioner (FSC: 539), we deliver safe and sustainable solutions working with client-side PMs and leading architects to create quality, highly-functional spaces.

Driven by delivering wholistic positive results, we are on a journey to become one of Australia’s leading sustainably responsible builders. We are focused on responsibly sourced materials and carefully considered processes to minimise our environmental impact and maximise a positive social impact.

IntermainFitout, Refurbishment and Construction Professionals Andrew Johnson MD/CEO Phone: +61 (2) 9318 2272 Fax: +61 (2) 9318 2282Mobile: +61 418 969 367Email: [email protected]

Corporate Address

1 Gillespie Avenue Alexandria NSW 2015

www.intermain.com.au

As Managing Director and CEO of Intermain, Andrew combines leadership and business acumen, with his passion for the hands-on process of building. With over 30 years of industry experience, Andrew founded Intermain in 2001 to provide clients with smart, carefully considered commercial, industrial and government spaces executed to the highest of standards.

Since Intermain’s inception, Andrew has built a diverse and collaborative team of over 150 highly and specialised and experienced professionals. His driving objective is to foster a culture centred around the health and well-being of the Intermain team, to ensure that Intermain continues to set the benchmark for industry excellence.


x Leadership

x Business Development



x Advanced Diploma of Building and Construction

x Green Star professional

x Green Building Council Australia

x Supply Nation

PFA Advisory Directory 2020 | Fit Out / Project Management

41

AIMS Financial GroupFund Management / Mortgage Lending / Property Investment / Stock Exchange

George Wang Phone: +61 (2) 9217 2727 Fax: +61 (2) 9226 0088Mobile: +61 410 209 999Email: [email protected]

Corporate Address

Level 41 259 George Street Sydney NSW 2000

www.aims.com.au

George Wang is the founding CEO of AIMS Financial Group and an active participant in both the Australian and Chinese financial services industries. Established in 1991, AIMS Financial Group (AIMS) is a diversified financial services and investment group with a solid track record and enviable reputation in the mortgage lending, fund management and securitisation markets in Australia, active in the areas of lending, securitisation, securities trading, investment banking, funds management, property investment, stock exchange ownership and high-tech investment.


x Real Estate Fund Management

x Securitization

x Risk Control

x Mortgage Lending

x Structural Finance

x Innovative Finance

x Financial Products Design

x Business Philosophy

x Competitive Strategy


x AustChina Finance & Investment Council – President

x Bachelor of Engineering

x AIMS Financial Group – Chairman and CEO

x AIMS Home Loans – Chairman

x Sydney Stock Exchange (SSX) – Deputy Chairman

x AIMS Funds Management Group – Executive Chairman

x AIMS APAC REIT

x Management Limited – Non-Executive Chairman

Corporate Overview

Established in 1991, AIMS Financial Group (AIMS) is a diversified financial services and investment group, active in the areas of Mortgage Lending, Securitization, Investment Banking, Funds Management, Property Investment, Stock Broking, High-tech Investment and AIMS also strategically invests Sydney Stock Exchange (SSX).

Since 1999, AIMS has raised approximately A$4.0 billion in funds from the capital markets. Of this, AIMS has issued approximately A$3.0 billion RMBS, with most of them rated AAA by both Standard & Poors and Fitch Ratings, and has originated over A$9.0 billion mortgage since 1991. Since 2009 after the GFC, AIMS Group had a total acquisition and investment amount of over A$2 billion assets.

AIMS’ head office is in Sydney, Australia, and it has businesses across Australia, China, Hong Kong and Singapore.

PFA Advisory Directory 2020 Fund Management / Mortgage Lending / Property Investment / Stock Exchange

42PFA Advisory Directory 2020 | Insurance

Corporate Overview

GSA Insurance Brokers focuses on Insurance and Risk Management, servicing both local and multinational large, privately owned companies, ASX listed companies and industry associations.

GSA is a full-service brokerage with expertise in: General Insurance; Professional Risks; Workers’ Compensation; Credit & Financial Risks; M&A Solutions, Claims Management; Finance Broking; Employee benefits; and Risk Advisory.

We take a contemporary approach to insurance and bring to you a new era of accountability, performance, service and specialisation. We combine extensive knowledge of your business with a thorough understanding of the insurance market.

We go above and beyond by constantly looking for the best way to deliver quality service and products for our clients. We take the time to clearly understand our clients’ needs and what they want from us. Our attention to detail means we create ‘fit for purpose’ products. We will always look for smarter ways to do business.

GSA Insurance Brokers Pty LtdInsurance

Scott Curley Director, Professional, Credit & Financial Risks


Corporate Address

137 Harrington StreetThe RocksSydney NSW 2000

www.gsaib.com.au

Scott Curley is a Director of GSA and maintains responsibility for the Professional Risks and Credit and Financial Risks divisions with GSA. Scott’s role encompasses strategic account management for GSA’s major clients, as well as driving international placements for clients’ business expansions overseas. As a Director of GSA, Scott has responsibility for the growth and operational success.

Scott’s takes ultimate accountability for each of GSA’s Financial Lines and Credit clients including the structuring of insurance programs, negotiations with the insurance market in Australia and London as well as advising on risk management strategies.

Before joining GSA, Scott worked for nine years at international broking firm, Marsh as a Principal – Market Placement and prior to this, spent over fifteen years underwriting with international insurance firms.

Scott is a member of the Australian & New Zealand Institute of Insurance and Finance (ANZIIF), is on the executive of the Property Funds Association and is sits on the advisory board of Assurex Global. Scott holds a Diploma in Financial Services (Insurance).

Outside of work, Scott enjoys golf, surfing, mountain biking and walking (including 2 OxFam Trails and Kokoda).


x Specialist experience in placing Investment Managers Insurance (including Professional Indemnity, Directors & Officers Liability)

x Structuring large Project Specific Professional Indemnity programs

x Manuscripting bespoke Warranty and Indemnity policies for Buy Side & Sell Side contracts of sale

x Depth of knowledge on Security and privacy Liability (Cyber) insurance

x Account Management of sophisticated insurance programs

x Advice on all aspects of Risk Management


x Senior Associate – ANZIIF (Australian and New Zealand Institute of Insurance and Finance)

x Diploma of Financial Services (Insurance)

x Executive member PFA (Property Funds Association)

x Advisory Board – Assurex Global

43PFA Advisory Directory 2020 | Insurance

Corporate Overview






Charles Galayini Manager, Business Development & Retention


Corporate Address


www.gsaib.com.au

Charles is the Manager of GSA’s Business Development & Retention team. Charles has been with GSA since 2012, beginning his time as an Account Broker before switching to Business Development in 2015. Prior to working at GSA, Charles developed his experience in the insurance industry with 6 years’ experience working at an International Insurer.

Charles’s experience managing clients from both an insurer and broker perspective has given him a strong understanding of what businesses need and want from their insurance provider. These skills are critical in his Business Development & Retention role, understanding clients’ challenges and helping implement cost-effective and sustainable solutions.

Charles’s success has been his unwavering commitment to adding value to current and prospective clients. Through this approach Charles has been able to work with a wide range of businesses and industries to provide customised solutions across all lines of insurance. Charles and his team are focused on assisting medium and large private and ASX listed businesses.

Charles is also a Board Member for the Parramatta Chamber of Commerce where he plays an active role facilitating business networking and community engagements.


x Risk Identification

x Solution Implementation

x Network sharing

x Client Retention

x Risk Management


x Tier 1 Accredited – ANZIIF (Australian and New Zealand Institute of Insurance and Finance)

x Cert IV – Frontline Management

x Cert IV – Effective Leadership

x Member – Parramatta Chamber of Commerce

x Member – Property Funds Association

44

Corporate Overview






Ryan Neary Manager, Professional Risks


Corporate Address


www.gsaib.com.au

Ryan began his insurance career in 2001 at a major international brokerage before joining the Professional Risks division at GSA in 2005. He holds a Diploma in Financial Services (Insurance Broking) through the National Insurance Brokers Association (NIBA) and is a committee member of the Australian Professional Indemnity Group (APIG). Using his years of industry experience and knowledge Ryan has become a highly respected insurance broker in both the Australian and London markets.

In his role as Manager – Professional Risks at GSA Ryan specializes in providing tailored Professional Liability & Risk Management strategies for a diverse range of Financial Institutions and Corporate Clients. Managing the company’s largest portfolios, Ryan continues to ensure his clients receive professional advice and comprehensive insurance programs which meet legislative and commercial requirements.

“It is of the utmost importance that a client ensures they are purchasing an Insurance Program that covers their business exposures in the event of a claim. It is my role as my client’s representative in the market to analyse their business, identify their exposures and put forward a risk management and Insurance program that is going to provide them with the most comprehensive coverage at the right price”.


x Specialist experience in placing Investment Managers Insurance

x Structuring large Project Specific Professional Indemnity programs

x Depth of knowledge on Security and privacy Liability (Cyber) insurance

x Account Management of sophisticated insurance programs

x Advice on all aspects of Risk Management


x Diploma in Financial Services (Insurance Broking)

x Committee member of the Australian Professional Indemnity Group (APIG)

PFA Advisory Directory 2020 | Insurance

45PFA Advisory Directory 2020 | Legal Services Business

Corporate Overview

With almost 170 Partners and 1500 employees across six offices in Australia, Clayton Utz provide the full spectrum of legal services for some of Australia’s biggest and most successful companies. We also act for significant public sector organisations, multinational companies with business interests locally in Australia and overseas, international investment banks and major funds and fund managers.

As a full-service commercial law firm, we have lawyers with diverse and broad-ranging legal experience, across a range of industry sectors. Our strength lies not only in the range of skills and depth of expertise held by our individual lawyers, but also in our ability to work together effectively as a full-service national team.

Clayton UtzLegal Services Business

Matt Anderson Partner, Corporate, M&A and Capital Markets


As a partner of Clayton Utz, Matt brings over 25 years’ experience specialising in Corporate Real Estate transactions, including direct and indirect Real Estate transactions. During this time, he has gained considerable experience working with large corporations, financial institutions, fund managers, real estate investment trusts, real estate companies and infrastructure funds. Clients return to Matt time and again for his commercially-focused advice and high level of client service.

Considered among Australia’s leading practitioners in major legal directories including Chambers Global, Matt is praised for his “sophisticated and creative handling” and “he is direct and polished and will pursue issues strongly. He can read situations well.” (Chambers Global).


x Corporate / M&A

x Funds Management

x Real Estate Investment Trusts

x Infrastructure

x Equity Capital Markets

x Project Development


x Bachelor of Laws (Hons), University of Sydney

x Bachelor of Economics, University of Sydney

x Master of Applied Finance, Macquarie University

Corporate Address

Level 15 1 Bligh StreetSydney NSW 2000

www.claytonutz.com

46

Corporate Overview

With almost 170 Partners and 1500 employees across six offices in Australia, Clayton Utz provide the full spectrum of legal services for some of Australia’s biggest and most successful companies. We also act for significant public sector organisations, multinational companies with business interests locally in Australia and overseas, international investment banks and major funds and fund managers.

As a full-service commercial law firm, we have lawyers with diverse and broad-ranging legal experience, across a range of industry sectors. Our strength lies not only in the range of skills and depth of expertise held by our individual lawyers, but also in our ability to work together effectively as a full-service national team.

Clayton UtzLegal Services Business

Eva Oraham Partner, Real Estate


Corporate Address

Level 15 1 Bligh StreetSydney NSW 2000

www.claytonutz.com

Eva has over 15 years’ experience advising across all aspects of property law ranging from acquisitions and disposals through to complex leasing, project development and structuring and development agreements. Eva’s ability to think laterally and strong sense of commercial acumen have made her a sought-after transactional lawyer and led to her advising on some of Australia’s largest property deals.

Eva is regularly ranked in legal directories including Legal500, Doyles Guide and Best Lawyers Australia.


x Real Estate Investment Trusts

x Property Law

x Project Development

x Property acquisitions and disposa


x Bachelor of Laws (Hons), University of Sydney

x Bachelor of Commerce, University of Sydney

x Active member of the Property Council of Australia’s 100 Women in Property 2017 initiative

PFA Advisory Directory 2020 | Legal Services Business

47PFA Advisory Directory 2020 | Legal Services Business

Corporate Overview

DWF are a global legal business, transforming legal services through our people for our clients. We have 3,200 people delivering services across 28 locations in 11 countries, across 4 continents. The Financial Times call us “one of Europe’s most innovative firms”.

We share our knowledge and technical expertise to create radically better support, services and solutions for our clients through a range of legal, connected and managed services.

Ben and Adam have again both been named leading Banking & Finance lawyers in AFR’s Best Lawyers 2020.

DWF AustraliaLegal Services BusinessBen Burney Principal Lawyer, Head of Banking & Financial Services (Asia Pacific)


Ben and the team (including Adam Fuller, Maggie Maconachie and Jen Burney) specialise in real estate investment, acquisition and development finance, as well as fund and SPV financing.


x Real Estate Investment

x Real Estate Finance

x Alternative Capital & Special Situation Finance

x Leveraged & Acquisition Finance

x Asset Finance

x Fund Finance

x Institutional, Corporate, Business & SME Lending

x Financial Services, Compliance & Credit Regulations

x Foreign Direct Investment

x Private Banking

x Project & Infrastructure Finance

x Restructuring


x Bachelor of Economics – University of Sydney

x Diploma of Law – University of Sydney

x Member – Property Funds Association of Australia

x Member – Loan Market Association

Corporate Address

Level 18363 George StreetSydney NSW 2000

www.dwf.law

48

Corporate Overview

DWF are a global legal business, transforming legal services through our people for our clients. We have 3,200 people delivering services across 28 locations in 11 countries, across 4 continents. The Financial Times call us “one of Europe’s most innovative firms”.

We share our knowledge and technical expertise to create radically better support, services and solutions for our clients through a range of legal, connected and managed services.

Ben and Adam have again both been named leading Banking & Finance lawyers in AFR’s Best Lawyers 2020.

DWF AustraliaLegal Services Business

Adam Fuller Principal Lawyer, Executive Head – Sydney


Corporate Address

Level 18363 George StreetSydney NSW 2000

www.dwf.law

Adam focuses on corporate and acquisition finance, leveraged finance, property and asset finance and credit enhancement.


x Real Estate Investment


x Alternative Capital & Special Situation Finance

x Leveraged & Acquisition Finance

x Asset Finance

x Fund Finance

x Institutional, Corporate, Business & SME Lending

x Financial Services, Compliance & Credit Regulations

x Foreign Direct Investment

x Private Banking

x Project & Infrastructure Finance

x Restructuring


x Bachelor of Commerce/Bachelor of Laws (Honours) – University of Wollongong

x Member – Property Funds Association of Australia

x Member – Loan Market Association


49

Corporate Overview

Hall & Wilcox is a leading Australian independent business law firm, with around 650 people, including 94 partners. We have depth and breadth of expertise across a number of practices and industry sectors.

At Hall & Wilcox, we deliver smarter law. This means being smarter across our entire business – by being progressive, by our commitment to excellence and by our focus on building great relationships. For our clients, this translates to better quality, better value, improved efficiency and greater ease of doing business.

We have offices in Melbourne, Sydney, Newcastle, Perth, Canberra, Brisbane, Parramatta and Darwin, and act nationally for Australian-based clients and multinational clients with Australian interests. We work with our clients to meet their needs, at their place of business, wherever they are.

Our clients are businesses and business people, including public entities, private entities, public sector organisations and business owners. We act for over 20% of Australia’s top 100 companies.

Hall & WilcoxLegal Services Business

Vince Battaglia Partner


Corporate Address

Level 18 347 Kent StreetSydney NSW 2000

www.hallandwilcox.com.au

Vince is a Special Counsel in the Hall & Wilcox Financial Services team. He is an experienced funds management and financial services practitioner. He has worked in global and national law firms, as well as at ASIC.

Vince has extensive experience in retail and wholesale financial services and funds management. He specialises in the establishment, promotion, and operation of investment funds (including listed funds, retail funds, property and infrastructure funds and private equity funds), as well as the regulation of financial products (including securities) and financial services.

Vince advises fund structuring and governance, financial products, disclosure, licensing and distribution, establishing and operating registered and unregistered managed investment schemes, ongoing regulatory and compliance matters, transaction, funds M&A, including private M&A and trust mergers of ASX-listed schemes, capital raisings including IPO and trustee company regulation.

Vince’s experience includes advising on and structuring FinTech investment products (and start-up businesses), including peer-to-peer/marketplace lending platforms.


x Financial Services

x Funds Management


x Bachelor of Commerce / Bachelor of Laws – University of New South Wales

x Master of Laws – University of Sydney

x Law Society of New South Wales

x Member of several working groups of the Financial Services Council


50

Corporate Overview

Hall & Wilcox is a leading Australian independent business law firm, with around 650 people, including 94 partners. We have depth and breadth of expertise across a number of practices and industry sectors.

At Hall & Wilcox, we deliver smarter law. This means being smarter across our entire business – by being progressive, by our commitment to excellence and by our focus on building great relationships. For our clients, this translates to better quality, better value, improved efficiency and greater ease of doing business.

We have offices in Melbourne, Sydney, Newcastle, Perth, Canberra, Brisbane, Parramatta and Darwin, and act nationally for Australian-based clients and multinational clients with Australian interests. We work with our clients to meet their needs, at their place of business, wherever they are.

Our clients are businesses and business people, including public entities, private entities, public sector organisations and business owners. We act for over 20% of Australia’s top 100 companies.

Hall & WilcoxLegal Services Business

Harry New Partner


Corporate Address

Level 11Rialto South Tower525 Collins StreetMelbourne VIC 3000

www.hallandwilcox.com.au

Harry is a Partner and leads the Hall & Wilcox Financial Services team. With over 18 years of experience, Harry is a recognised expert in all areas of financial services, including:

x Investment funds both retail and wholesale, listed and unlisted, including property funds and syndicates, private equity funds, hedge funds, domestic and international property and securities funds, mortgage funds, common funds and agricultural funds

x Structured products

x Financial services licensing, product disclosure and compliance

x Product disclosure statement and prospectus preparation and advice for public offers of managed investment interests and securities

x Corporations Act, ASIC Act, National Consumer Credit and ASX Listing Rules advice

x Mergers, acquisitions and divestments, particularly in the financial services industry

x Commercial transactions

x AML/CTF programs and advice

x Crowdfunding, Fintech and platform development

x Harry has been recognised in The Best Lawyers in Australia in corporate/governance every year since 2014. Harry is also recognised in the 2020 Legal 500 Asia Pacific for Banking and Finance, Lawyers Weekly Partner of the Year 2019 Finalist and the 2020 Chambers and Partners for financial services regulation and investment funds.



x Funds Management


x Bachelor of Laws – Monash University

x Bachelor of Commerce (Accounting) – Monash University

x Graduate Diploma (Applied Finance Institute of Australia – Finsia)

x Secretary of the Property Funds Association (PFA) and Chair of Issues and Regulatory Committee

x Editorial Panel of the Lexis Nexis Financial Services Newsletter


51

Corporate Overview

K&L Gates is a fully integrated global law firm with lawyers located across five continents. The firm represents leading multinational corporations, growth and middle-market companies, capital markets participants and entrepreneurs in every major industry group as well as public sector entities, educational institutions, philanthropic organizations and individuals.

K&L Gates has four Australian offices in Brisbane, Sydney, Melbourne and Perth and services all states and territories of Australia from these four offices.

The firm’s Australian operations provide access to the Australian legal marketplace across a wide spectrum of industries. The firm has been positioned as a “destination” law firm. With extensive domestic experience coupled with our capacity to leverage an integrated network of offices throughout Asia, Europe and the United States, we are positioned to handle the most sophisticated or perhaps the most obscure legal challenges that arise for our clients in the course of their business.

K&L GatesLegal Services Business

Samuel Brown Partner


Corporate Address

Level 31 1 O’Connell Street Sydney NSW 2000

www.klgates.com

Samuel focuses on the development of and investment in real estate and infrastructure assets. Samuel’s particular expertise includes acquisitions and disposals of development and built form assets, government tenders, major project and development agreements, complex property and infrastructure developments, title structuring and subdivisions, transaction structuring, fund establishment, asset and investment management agreements, joint venture property investment and leasing.

Samuel is a commercially minded lawyer who believes in taking the initiative, being responsive and adopting an astute, solutions based approach. He communicates in a clear and straightforward manner to attain successful outcomes. He is ranked by Chambers Asia Pacific 2019, with clients noting his “commerciality and responsiveness” and in the Legal 500 Asia Pacific 2019 clients described him as “an exceptionally talented real estate transactions lawyer”.


x Funds management and establishment

x Transaction structuring

x Asset acquisitions and divestment

x Urban regeneration and development

x Industrial and infrastructure development



x Property Council of Australia (firm membership)

x LL.B. (Hons), Bond University

x Member of Law Society NSW

x Admitted to the Supreme Court of Queensland

x Admitted to the High Court of Australia


52

Corporate Overview

K&L Gates is a fully integrated global law firm with lawyers located across five continents. The firm represents leading multinational corporations, growth and middle-market companies, capital markets participants and entrepreneurs in every major industry group as well as public sector entities, educational institutions, philanthropic organizations and individuals.

K&L Gates has four Australian offices in Brisbane, Sydney, Melbourne and Perth and services all states and territories of Australia from these four offices.

The firm’s Australian operations provide access to the Australian legal marketplace across a wide spectrum of industries. The firm has been positioned as a “destination” law firm. With extensive domestic experience coupled with our capacity to leverage an integrated network of offices throughout Asia, Europe and the United States, we are positioned to handle the most sophisticated or perhaps the most obscure legal challenges that arise for our clients in the course of their business.

K&L GatesLegal Services Business

Tracey Jordan Special Counsel


Tracey is a real estate lawyer with over 25 years’ experience in property, property funds management, leasing and property development. Her property experience includes advising on sales and acquisitions, due diligence, development and commercial and retail leasing.

Tracey advises both government and private clients on areas of commercial property transactions and developments, planning, and retail and commercial leasing. Her property funds expertise includes fund establishment, asset and investment management, and the acquisition and disposal of interests in property funds, both as a legal advisor and as the head of a funds management business.

Her clients benefit from her private practice experience and her commercial acumen and concise, solutions-based approach.


x Commercial acquisitions and disposals

x Funds management, including establishment and winding up

x Asset management and investment

x Commercial leasing and development

x Corporate governance


x Bachelor of Laws, University of Sydney

x Bachelor of Arts (major German), University of Sydney

x Non-executive Director of Sydney Philharmonia Limited, and Chair of the Governance Committee for the Sydney Philharmonia

x Member, Legal Working Committee advising the ACT Asbestos Taskforce (2005)

x Member, Property Council of Australia Leasing Working Group (2001 – 2006)

Corporate Address

Level 31 1 O’Connell Street Sydney NSW 2000

www.klgates.com


53

Corporate Overview

Massons is an independent law firm specialising only in Australian commercial property law.

Massons acts on premium commercial property law transactions including acquisitions, disposals, commercial leasing, subdivision and titling and complex and specialised property transactions (eg strata renewal, airports, Crown land, biodiversity). Massons boasts a sophisticated client base comprising property trusts, major corporates, globals, large commercial real estate agencies, government, not-for-profits and developers.

In addition to the individual achievements of its partners and senior staff, Massons has been recognised as a finalist in the category of “Boutique Firm of the Year” in 2017 and 2018, and “Law Firm of the Year 1 to 100 lawyers)” in 2019 and 2020 at the Australasian Law Awards, and is featured as one of the “Leading New South Wales Property & Real Estate Law Firms” in Doyles Guide for 2019 and 2020.

MassonsLegal Services Business

Leisha de Aboitiz Partner


Corporate Address

No.5, The Upper Deck26-32 Pirrama RoadJones Bay Wharf NSW 2009

www.massons.com

Leisha has more than 15 years’ of legal experience as a commercial property lawyer. She advises on various aspects of property law, and regularly acts for property trusts on acquisitions, disposals, leasing and redevelopment.

Leisha is known for her particular specialisation in complex titling, subdivision and strata law, including strata renewal, stratum subdivision, long-term leasehold arrangements and strata management and compliance. She sits on the Strata Chapter Committee for the Real Estate of NSW, and is regularly invited to present to the legal fraternity and property industry on strata and property-related legal topics.


x Strata renewal & collective sales

x Stratum subdivision

x Sales & Acquisitions

x Leasing and Licencing

x Combustible Cladding

x Complex Titling

x Strata Management


x A member of the Property Funds Association

x A member of the Law Society of New South Wales and Tasmania

x A member of the Real Estate Institute of New South Wales

x A member of the Property Council of Australia

x A member of the Women Lawyers Association of NSW,

x Sits the Strata Chapter Committee for the Real Estate Institute for New South Wales (by invitation)

x Listed in the 2018, 2019 and 2020 Doyles Guide of “Leading Property & Real Estate Lawyers” – New South Wales”

x Listed in the 2020 Doyles Guide of “Leading Leasing Lawyers” – New South Wales

x Leisha holds a Bachelor of Arts in International Studies (B.A.) and a Bachelor of Laws (Hons) (LLB) from the University of Technology Sydney


54

Corporate Overview

Massons is an independent law firm specialising only in Australian commercial property law.

Massons acts on premium commercial property law transactions including acquisitions, disposals, commercial leasing, subdivision and titling and complex and specialised property transactions (eg strata renewal, airports, Crown land, biodiversity). Massons boasts a sophisticated client base comprising property trusts, major corporates, globals, large commercial real estate agencies, government, not-for-profits and developers.

In addition to the individual achievements of its partners and senior staff, Massons has been recognised as a finalist in the category of “Boutique Firm of the Year” in 2017 and 2018, and “Law Firm of the Year 1 to 100 lawyers)” in 2019 and 2020 at the Australasian Law Awards, and is featured as one of the “Leading New South Wales Property & Real Estate Law Firms” in Doyles Guide for 2019 and 2020.

MassonsLegal Services Business

Jodie Masson Partner


Jodie has more than 20 years’ experience in providing transactional property law advice and services. She is well known in the property industry and has been actively involved with the Property Funds Association for many years.

Whilst Jodie is a commercial property lawyer, and not a funds lawyer, she has a specialisation in acting for property trusts and syndicators and understands the special requirements in acting for this sector. She has many long-term clients and frequently acts on all property legal issues for the entire life cycle of various properties over many years, including the purchase, refurbishment, leasing and eventual sale of the same property.


x Sales & acquisitions x Leasing and licensing (including national

retail leases legislation compliance) x Real estate agency law x General advisory work in property law x Development management

agreements


x Made a fellow member of the Australian Property Institute as part of the API’s Property Leaders’ Program in 2011

x A member of the Law Society of NSW

x A member of the Women Lawyers Association of NSW

x Listed in “Best Lawyers in Australia®” for the past six consecutive years in the practice area of Real Property Law

x Listed as in the 2016, 2017, 2018 and 2019 Doyle’s Guide of “Leading Property & Real Estate Lawyers” in Australia

x Listed in the 2018, 2019 and 2020 Doyles Guide of “Leading Property & Real Estate Lawyers” – New South Wales

x Appointed to the College of Law Academic Board as the only representative for the legal profession

x Sits on the Work Experience Appeals Committee for the College of Law

x Member of the Centre for Legal Innovation’s Roundtable series (by invitation only)

x Jodie holds a Bachelor of Arts (B.A.) and Bachelor of Laws (LLB) from Macquarie University

Corporate Address

No.5, The Upper Deck26-32 Pirrama RoadJones Bay Wharf NSW 2009

www.massons.com


55

Corporate Overview

McMahon Clarke is nationally recognised as a market leader in funds management, real estate and commercial disputes. We bring together our specialist skills so our clients can create wealth and build successful businesses.

Ranked as leaders in investment funds and real estate Australia-wide (Chambers Asia-Pacific), we have a proud 25 year history as pioneers and acclaimed specialists in the funds management sector.

Our award winning funds management team knows exactly what it takes to identify an investment opportunity, launch it in the market place, raise the necessary debt and equity finance and remain focused on ongoing management issues for the life of the investment. We advise responsible entities and wholesale fund managers, as well as investment managers, platform operators, brokers, custodians, advisers and other stakeholders in the financial services sector.

McMahon ClarkeLegal Services Business

Sean McMahon Partner


Corporate Address

62 Charlotte StreetBrisbane QLD 4000

Level 2 696 Bourke StreetMelbourne VIC 3000

www.mcmahonclarke.com

The Managing Partner of McMahon Clarke, Sean has a long history in the funds management and corporate sectors. Sean advises fund managers in a range of sectors, including property, equities and mortgages (both wholesale and retail), about getting their product to market and their ongoing compliance obligations. Recognised in Best Lawyers in Australia (2021, 2020) for Investment Funds, Sean’s expertise ranges from establishing and advising on fund structures through to governance, directors’ duties, compliance and disclosure issues.


x Funds Management



x Fund Finance


x Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia

x Bachelor of Laws (Hons) – University of Queensland

x Bachelor of Commerce – University of Queensland

x Solicitor – High Court of Australia

x Solicitor – Supreme Court of Australia


56

Corporate Overview

McMahon Clarke is nationally recognised as a market leader in funds management, real estate and commercial disputes. We bring together our specialist skills so our clients can create wealth and build successful businesses.

Ranked as leaders in investment funds and real estate Australia-wide (Chambers Asia-Pacific), we have a proud 25 year history as pioneers and acclaimed specialists in the funds management sector.

Our award winning funds management team knows exactly what it takes to identify an investment opportunity, launch it in the market place, raise the necessary debt and equity finance and remain focused on ongoing management issues for the life of the investment. We advise responsible entities and wholesale fund managers, as well as investment managers, platform operators, brokers, custodians, advisers and other stakeholders in the financial services sector.

McMahon ClarkeLegal Services Business

Elliott Stumm Senior Associate, Funds Management


Corporate Address

62 Charlotte StreetBrisbane QLD 4000

Level 2 696 Bourke StreetMelbourne VIC 3000

www.mcmahonclarke.com

Elliott practises in all areas of funds management and financial services law, with a specific focus on the Australian financial services (AFS) licensing regime. Elliott has specialist knowledge and expertise in all aspects of AFS licensing, and advises retail and wholesale fund managers and other AFS licensees on establishing and operating their financial services business, as well as establishing, promoting and operating investment funds.


x Funds Management


x Australian Financial Services Licensing

x Fund Finance


x Bachelor of Laws (Hons) - University of Queensland

x Bachelor of Commerce (Finance) − University of Queensland

x Graduate Diploma of Legal Practice – The College of Law

x Solicitor of the Supreme Court of Queensland


57

Corporate Overview

Lonsec Research Pty Ltd (Lonsec) is an investment research house with specialist areas of expertise, that was originally established in 1994 and the current entity was registered on 23 June 2011. From 1 July 2011, Lonsec became a fully owned subsidiary of Lonsec Fiscal Holdings Pty Ltd, a privately owned entity with a multi-brand strategy of providing leading financial services research and investment execution. Lonsec believes that professional financial advisers need informed opinions on the best investment strategies and financial products to provide real value for their clients. To meet this need, Lonsec has in place an experienced research team, which draws on a robust research process to undertake in-depth assessment of managed fund products.

Lonsec Research Pty LtdProduct Research

Kevin Prosser Manager Direct Assets, Unlisted Property Securities and Infrastructure

Phone: +61 (3) 9623 6331Fax: +61 (3) 8686 6420 Mobile: +61 409 020 740Email: [email protected]

Corporate Address


P.O. Box 46Collins Street WestMelbourne VIC 8007

www.lonsec.com.au

Kevin joined Lonsec in 2003 and has overall responsibility for research into unlisted direct assets, including direct property syndicates and direct infrastructure funds, as well as property and infrastructure securities funds.

Prior to Lonsec, he was an Research Analyst and Investment Advisor with E.L.&C. Baillieu Stockbroking; Research Manager with G.K. Goh Stockbrokers in Kuala Lumpur; and a Research Analyst with McIntosh Securities; Jardine Fleming Australia Securities. Earlier Kevin spent six years at AMP as an Equity Analyst and Assistant Fund Manager. He started his career in investment at JB Were & Son.


x Investment Analysis

x Listed and Unlisted Investments

x Property

x Infrastructure


x Securities Institute of Australia – Diploma (A.S.I.A.) Securities & Derivatives Association (SDIAM)

x Bachelor of Economics; Diploma in Education (LaTrobe University)

x Guest Lecturer Post Graduate Property Course – University of Melbourne

PFA Advisory Directory 2020 | Product Research

58

Corporate Overview



Balraj Sokhi Senior Investment Analyst

Phone: +61 (3) 9623 6366Fax: +61 (3) 8686 6420Email: [email protected]

Corporate Address



www.lonsec.com.au

Balraj joined Lonsec in 2018 and is responsible for research and analysis of Australian and Global managed funds across a range of different asset classes. Balraj’s primary focus is the Property and Infrastructure sectors, covering both unlisted Direct Asset syndicates and listed securities funds (A-REIT, G-REIT and Infrastructure).

Prior to Lonsec, Balraj worked at ANZ for several years as a Financial Planner, and before that as a Foreign Exchange Dealer and Assistant Relationship Manager within ANZ’s Global Markets and Business Banking divisions respectively.




x Property

x Infrastructure


x Self-Managed Super Fund accreditation

x Advanced Diploma of Financial Planning

x Diploma of Financial Services – Financial Markets

x Bachelor of Commerce (University of Melbourne)

x AFP membership (FPA Australia)


59

Corporate Overview



Callum Yule Investment Analyst

Phone: +61 (3) 9623 6350Fax: +61 (3) 8686 6420 Mobile: +61 415 134 031Email: [email protected]

Corporate Address



www.lonsec.com.au

Callum joined Lonsec in April 2018 and specialises in property and infrastructure. This involves coverage of both unlisted syndicates and listed securities funds.

Callum comes from a background in infrastructure. Prior to joining Lonsec, Callum was a Reporting Analyst at Transport for Victoria where he helped to prepare the infrastructure portion of Victorian State Budget. He also has four years’ experience as an Investment Analyst/Advisor at the New Zealand Transport Agency, in Auckland, where he developed and managed business case proposals for a number of greenfield infrastructure projects.




x Property

x Infrastructure


x Chartered Financial Analyst (CFA) Charterholder

x Member of the Melbourne CFA Society

x Bachelor of Applied Economics (Massey University New Zealand.)


60PFA Advisory Directory 2020 | Property Systems

Corporate Overview

Yardi is a leading provider of software solutions for the real estate industry. With offices in Sydney and Melbourne, we’ve been supporting companies in Australia and New Zealand for over 15 years.

Our solutions help clients manage their “end to end” investment, asset and property management functions more efficiently.

By bringing process to real estate through a single, Cloud-based platform, our clients are connected to their data on any desktop, tablet or mobile device. They can access the information they need to run their business any time, any place, and know that the data they’re seeing is secure, real time and accurate.

We support portfolios across all real estate verticals, including REITs, office, retail, logistics, coworking and residential.

For more information go to www.yardi.com.au

Yardi Systems Pty LtdProperty Systems

Bernie Devine Regional Director

Mobile: +852 9160 7700Email: [email protected]

Corporate Address

Suite 1, Level 23,207 Kent Street Sydney Australia

www.yardi.com.au

With 30+ years’ experience dedicated to real estate and technology, Bernie is a leader in digital transformation in real estate and using data to create a more competitive and collaborative environment. Currently responsible for the growth of Yardi Systems in Asia Pacific, Bernie is a qualified accountant and economist.

He supports real estate clients with Retail, Commercial, Industrial, Residential and Mixed-Use assets, helping them to grow their operations, create efficiencies, and gain better insight into their business. His expertise includes asset and investment management, private equity, operations improvement, program and project management, finance, technology implementation and compliance.

Bernie has led large-scale technology projects, as well as led and supported Proptech start-ups, across Australia, the USA, Middle East, Asia and Europe. He has over 60 publications to his name, and extensive public speaking experience. He is actively working with several charities focused on the marine environment and child education in Hong Kong and China.


x Business transformation/change management

x Technology

x Project and program management

x Finance and economics

x Real Estate development and asset management

x Contract management


x Bachelor of Business (Finance & Econ.), UTS

x Postgraduate Diploma in Accounting, UTS

x Member, Australian Society of Certified Practicing Accountants (CPA)

x Realcomm; 2008, Top 35 people to watch

x Realcomm Award 2009 for Innovation and Impact on the industry

61PFA Advisory Directory 2020 | Property Systems

Corporate Overview







Kelvin Manuel Regional Solutions Manager Australia & New Zealand

Mobile: +61 413 854 214Email: [email protected]

Corporate Address

Level 8152 Elizabeth StreetMelbourne VIC 3000

www.yardi.com.au

Kelvin commenced his commercial career as a Portfolio Accountant. Working first in Jones Lang LaSalle and then Knight Frank, his focus was on clients with properties, preparing their financial reports, reviewing accounts, managing reconciliations, and keeping their financial health on track.

With a strong focus on helping his clients’ portfolios innovate and grow, Kelvin’s responsibilities and career grew – taking on a consultative role for matters including: transition planning, system enhancements, systems development, and more.

Kelvin’s background supporting large-scale clients with their financial and commercial operations, enables him to look at the details of each business whilst taking a big picture approach to problem solving. At Yardi®, Kelvin leads the Regional Solutions team in Victoria, Tasmania, South Australia and New Zealand.



x Team Leadership

x Business Analysis

x Property Accounting

x Sales


x CPA Australia

x Member – Property Council of Australia

x BBus, Swinburne University

x Advanced Diploma of Business and Marketing, Swinburne University

x Advanced Diploma Business Law, RMIT Melbourne

62

Corporate Overview







Thomas Veron Account Executive

Mobile: +61 449 297 596Email: [email protected]

Corporate Address

Suite 1Level 23 207 Kent StreetSydney NSW 2000

www.yardi.com.au

Thomas commenced his property career as a Systems and Process Administrator. Working with Building Management Australia, his focus was on ensuring onsite facility and building managers were supported with systems and processes to help track project requirements and ongoing reporting to clients.

Following this, Thomas moved into transactional roles with companies including Colliers focusing on both the retail and commercial markets.

Thomas’s experience in the property industry enables him to assess and align Client requirements with the capabilities of the Yardi System. At Yardi, Thomas looks after clients and new business in New South Wales, Queensland, Western Australia and the Northern Territory.


x Business Analysis

x Facilities Management

x Leasing and Deal Flow

x Systems Implementation


x Bachelor of Property Economics

PFA Advisory Directory 2020 | Property Systems

63PFA Advisory Directory 2020 | Property Valuations, Consultancy & Advisory

Corporate Overview

Preston Rowe Paterson Sydney is an elite supplier of investment, development and property valuation, as well as property, asset and facilities management services. Preston Rowe Paterson has 28 offices throughout metropolitan and regional Australia, 4 offices in New Zealand and has formed relationship agreements with China via China Appraisal Association, Japan via Daiwa Realty Appraisal, Thailand via CPM Capital and Co, and Philippines via Cuervo Appraisal Incorporated.

Preston Rowe Paterson provides specialised services in valuation, property, asset and facilities management, transaction management, leasing, consulting and property market and economic research. These services are offered across all forms of real estate, infrastructure, and plant and machinery equipment.

The Property, Asset and Facilities Management Division of Preston Rowe Paterson have adopted the Yardi Voyager web-based platform to further assist our clients in this area.

Preston Rowe Paterson acts for an array of clients including institutional investors, investment advisors, listed and private companies and corporations, superannuation funds, property syndication managers, REITs, sovereign wealth funds, family offices, and trustee and custodial companies.

Preston Rowe PatersonProperty Valuations, Consultancy & Advisory

Gregory Preston Chair and Managing Director Investment Valuation and Capital


Corporate Address

Level 7 1 Market Street Sydney NSW 2000

www.prp.com.au

Greg Preston is a founding Director of Preston Rowe Paterson and continues to be a pivotal figure in the growth of the business. Greg and his fellow directors have successfully grown Preston Rowe Paterson’s operational presence since 1988, from one office in Sydney to 28 offices in Australia, 4 offices in New Zealand and has formed strategic partnerships with other valuation firms in China, United Arab Emirates, Japan, Thailand and the Philippines.

Greg has extensive experience in real estate valuation, advisory, asset management, acquisitions, disposal and leasing; covering all facets of

real estate and infrastructure. He has been involved in numerous major investment property transactions and has advised on a number of significant developments in the Sydney CBD.

Greg acts for major REITS, corporations, trusts, funds, government, banks, superannuation funds, private investors and developers in relation to commercial, retail, industrial, hotel and leisure, and residential property. He has also acted for clients in relation to major infrastructure asset classes including airports, shipping ports and other infrastructure projects.

Greg, who has a degree in commerce and masters in applied finance is

a Life Fellow of the Australian Property Institute (API) and Fellow of RICS. He recently won the API Colonial Alfred Clifford Catt Award for services to the property profession. Greg sits on the executive of the Property Funds Association of Australia and is also a graduate member of the Australian Institute of Company Directors.


x Investment valuation and advisory for office, retail, industrial, hotel & infrastructure

x Development valuation and advisory for office, retail, industrial, hotel and infrastructure

x Real estate capital markets

x Strategic corporate real estate occupation analysis and planning

x Acquisition strategy, negotiation and due diligence

x Complex cash flow based investment and development modelling

x Property investment capital markets advisory

x Asset and property management advisory

x Expert witness assignments in major property litigation matters


x Bachelor of Commerce

x Master of Applied Finance

x Associate Diploma of Valuation

x Real Estate Certificate

x Real Estate Auctioneers Certificate

x Stock and Station Agents Certificate

x Life Fellow, Australian Property Institute

x Fellow, Royal Institute of Chartered Surveyors

x Certified Practicing Valuer Specialist Retail Valuer NSW

x Land Valuers License WA

x Graduate Member, Australian Institute of Company Directors

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Corporate Overview

Preston Rowe Paterson Sydney is an elite supplier of investment, development and property valuation, as well as property, asset and facilities management services. Preston Rowe Paterson has 28 offices throughout metropolitan and regional Australia, 4 offices in New Zealand and has formed relationship agreements with China via China Appraisal Association, Japan via Daiwa Realty Appraisal, Thailand via CPM Capital and Co, and Philippines via Cuervo Appraisal Incorporated.

Preston Rowe Paterson provides specialised services in valuation, property, asset and facilities management, transaction management, leasing, consulting and property market and economic research. These services are offered across all forms of real estate, infrastructure, and plant and machinery equipment.

The Property, Asset and Facilities Management Division of Preston Rowe Paterson have adopted the Yardi Voyager web-based platform to further assist our clients in this area.

Preston Rowe Paterson acts for an array of clients including institutional investors, investment advisors, listed and private companies and corporations, superannuation funds, property syndication managers, REITs, sovereign wealth funds, family offices, and trustee and custodial companies.

Preston Rowe PatersonProperty Valuations, Consultancy & Advisory

Gregory Rowe Managing Director Property, Asset & Facilities Management


As Managing Director of Preston Rowe Paterson Sydney, Greg Rowe has significant experience in the property industry covering investment agency, valuation, property, asset and facilities management for all classes of real estate. This includes commercial, retail, industrial, hotel, and special purpose property.

Greg is actively involved in the firm’s investment property valuation division and has worked across a plethora of high profile investment property and development projects. Greg also manages our Property, Asset and Facilities Management Division and has played a significant part in growing the business’s service offerings. Preston Rowe Paterson looks after a number of property portfolios specialising in property, asset and facilities management and advisory. Preston Rowe Paterson also looks after all leasing and sale transaction advisory services for clients.

Greg provides specialised services to a broad range of clients and regularly acts and provides advisory to property funds, government agencies, large corporations, small enterprises and private individuals.


x Investment Valuation and Corporate Real Estate Advisory

x Asset, Plant, Machinery & Equipment Valuations

x Asset Management and Advisory

x Strategic Consultancy

x Financial Management and Strategic Direction


x Bachelor or Business (Land Economy)

x Fellow, Australian Property Institute

x Certified Practicing Valuer

x Certified Practicing Valuer (Plant & Machinery)

Corporate Address

Level 7 1 Market Street Sydney NSW 2000

www.prp.com.au

PFA Advisory Directory 2020 | Property Valuations, Consultancy & Advisory

65PFA Advisory Directory 2020 | Property Valuations, Consultancy & Advisory

Corporate Overview

Property Dynamics is a firm of independent property consultants recognised for consistently providing superior specialist advice on a national basis.

Our focus is delivering innovative property solutions and providing impartial advice to real estate occupiers, owners, developers and investors whether they be businesses, corporations, government groups or private individuals.

Property Dynamics has multi-skilled professionals with strong senior management experience, and our service is based on combining strong local knowledge and specialist property expertise to provide the best property advice throughout Australia.

Our company works across several disciplines and our services include property advisory, valuation, and research activities.

Property DynamicsProperty Valuations, Consultancy & Advisory

Milton Cations Managing Director


Corporate Address

Fourth Floor East‘Scottish House’90 William StreetMelbourne VIC 3000

www.propertydynamics.com.au

Milton is the Managing Director and founder of Property Dynamics, and his specialty areas are strategic property advice and property valuations.

Milton’s property guidance knowledge is from high level corporate and government consulting and originally derived through experience as Director of Valuations and Consulting at Knight Frank for over 10 years.

Since forming Property Dynamics, he has directed a range of long-term consultancy assignments with many major corporate and government entities. His core responsibilities now include property asset use strategies, feasibility analysis, and corporate, investment, rental and forensic valuations.

Milton has been very actively involved in professional property organisations throughout his career and holds Fellow memberships at both the Australian Property Institute (API) and Royal Institute of Chartered Surveyors (RICS). He is a Past President of the Victorian Division of the API, and a past National Vice-President and Councillor.


x Asset Valuations

x Central Business District Property

x Commercial Property

x Rental Valuations

x Investment Property Advice

x Valuations, Property Taxation, Legislation and Policy


x Master of Business (Property)

x Graduate Diploma in Property

x Bachelor of Business (Vals)

x Fellow, Australian Property Institute

x Fellow, Royal Institute of Chartered Surveyors

x Certified Estate Agent, Real Estate Institute of Victoria

x Licensed Estate Agent

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Corporate Overview

Savills is a global real estate services provider listed on the London Stock Exchange. Savills operates from over 600 corporate and associate offices, employing more than 39,000 people in over 70 countries throughout the Americas, the UK, Europe, Asia Pacific, Africa and the Middle East, offering a broad range of specialist advisory, management and transactional services to clients all over the world.

Follow @SavillsAus for the latest Australian and global real estate news and research.

SavillsProperty Valuations, Consultancy & Advisory

Paul Craig CEO


Corporate Address

Level 25 Governor Phillip Tower 1 Farrer Place Sydney NSW 2000

www.savills.com.au

Paul has operated as CEO of Savills Australia & New Zealand since early 2016, having commenced his career with Savills in 2001. He is chairman of the company’s Australian Executive Committee and a member of the Asia Pacific Executive Committee. Based in Sydney, he is responsible for overseeing Savills multi-disciplinary capability, from strategic advice and transacting deals to managing assets and projects, across all commercial and residential sectors.

Employing more than 850 people, Paul is dedicated to ensuring Savills Australia & New Zealand’s best-in-class operations and services reflect the values and integrity of the 160-year-old global business. As CEO, Paul is cultivating a multi-national business that is passionate about advising corporate, institutional and private clients seeking to acquire, lease, develop or realise the value of premium commercial property; and he is actively promoting a culture that strives for client service excellence and values diversity and inclusion in the workplace.

Prior to being appointed as CEO, Paul was the Head of the Cross Border Investments businesses and Managing Director of Savills Western Australia and Capital markets for 15 years.

With more than 20 years’ experience in the property industry, Paul’s successful track record spans commercial, industrial and retail transactions. Since 2006, he has been directly involved in the sale of more than $5billion worth of property, focusing on overseas, institutional, private equity and equity funds for inflows both into and out of Australia.

Paul’s extensive Capital Markets capability is exemplified by the strength of his performance in targeting and building relationships with local and offshore investors.


x Licenced Real Estate Agent

x Diploma of Property

x Diploma of Accounting

x Australian Institute of Company Directors

x Property Male Champions of Change


x Shopping Centre Council of Australia

PFA Advisory Directory 2020 | Property Valuations, Consultancy & Advisory

ADVISORY DIRECTORY - Property Funds...PFA Advisory Directory 2020 | Accountants 4 Crofts Chartered...

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