ASX Listed Hybrid
ASX Listed
PERLS IX
$1,640,000,000
February 2017
Joint Lead Manager
ASX Listed
Capital Notes 2
$460,000,000
February 2017
Joint Lead Manager
ASX Listed
Capital Notes
$300,000,000
March 2017
Joint Lead Manager
ASX Listed Simple Corporate Bond & Subordinated Debt
ASX Listed
5 Year Senior (SCB)
$100,000,000
May 2016
Sole Lead Manager
ASX Listed
7 Year Subordinate
$300,000,000
September 2016
Joint Lead Manager
ASX Listed
11.5nc6.5 Year Sub
$250,000,000
February 2017
Joint Lead Manager
OTC Wholesale Subordinated Debt
OTC Wholesale
10nc5 Year Sub
$750,000,000
September 2016
Sole Lead Manager
OTC Wholesale
26nc6 Year Sub
$330,000,000
September 2016
Joint Lead Manager
OTC Wholesale
10nc5 Year Sub
$125,000,000
December 2016
Sole Lead Manager
ASX Listed A-REIT
ASX Listed
A-REIT
$155,000,000
May 2016
Joint Lead Manager
ASX Listed
A-REIT
$911,000,000
August 2016
Co-Manager
ASX Listed
A-REIT
$826,000,000
November 2016
Co-Manager
ASX Listed Investment Company
ASX Listed
Investment Co.
$313,316,249
October 2016
Arranger & JLM
ASX Listed
Investment Co.
$550,000,000
September 2017
Arranger & JLM
ASX Listed
Investment Trust
$1,575,000,000
October 2017
Joint Lead Manager
OTC Wholesale High Yield Debt
OTC Wholesale
4 Year Senior
$50,000,000
April 2016
Sole Lead Manager
OTC Wholesale
4 Year Senior (Call)
$100,000,000
April 2017
Sole Lead Manager
OTC Wholesale
4 Year Senior (Call)
$300,000,000
May 2017
Sole Lead Manager
Private Wealth Management
We provide unbiased and personalised wealth management and investment advice, with a focus on retirement planning and superannuation.
Investing
We advise on a range of different investment products in accordance with a clients investment strategy, including shares, fixed income securities, ETF's, LIC's and derivatives.
Multi Family Office (MFO)
Our holistic, personal CFO service for high net worth clients and their families.
Strategic Alliances
We have a number of relationships with external advisory firms to assist in ensuring our clients receive the best possible advice relevant to their specific situation.
CONTACT US
[email protected]
Level 7, 757 Ann St, Fortitude Valley, QLD 4006 Australia
