ASX Listed Hybrid

Commonwealth Bank of Australia

ASX Listed

PERLS IX

$1,640,000,000

February 2017

Joint Lead Manager

Challenger Limited

ASX Listed

Capital Notes 2

$460,000,000

February 2017

Joint Lead Manager

Suncorp Group Limited

ASX Listed

Capital Notes

$300,000,000

March 2017

Joint Lead Manager

ASX Listed Simple Corporate Bond & Subordinated Debt

Peet Ltd

ASX Listed

5 Year Senior (SCB)

$100,000,000

May 2016

Sole Lead Manager

Qube Holdings Limited

ASX Listed

7 Year Subordinate

$300,000,000

September 2016

Joint Lead Manager

National Australia Bank

ASX Listed

11.5nc6.5 Year Sub

$250,000,000

February 2017

Joint Lead Manager

OTC Wholesale Subordinated Debt

National Australia Bank

OTC Wholesale

10nc5 Year Sub

$750,000,000

September 2016

Sole Lead Manager

AAI Ltd

OTC Wholesale

26nc6 Year Sub

$330,000,000

September 2016

Joint Lead Manager

Bendigo & Adelaide Bank

OTC Wholesale

10nc5 Year Sub

$125,000,000

December 2016

Sole Lead Manager

ASX Listed A-REIT

Australian Unity Office Fund

ASX Listed

A-REIT

$155,000,000

May 2016

Joint Lead Manager

Viva Energy REIT

ASX Listed

A-REIT

$911,000,000

August 2016

Co-Manager

Charter Hall Long WALE REIT

ASX Listed

A-REIT

$826,000,000

November 2016

Co-Manager

ASX Listed Investment Company

Antipodes Global Investment Co.

ASX Listed

Investment Co.

$313,316,249

October 2016

Arranger & JLM

VGI Partners Global Investments Limited

ASX Listed

Investment Co.

$550,000,000

September 2017

Arranger & JLM

Magellan Global Trust

ASX Listed

Investment Trust

$1,575,000,000

October 2017

Joint Lead Manager

OTC Wholesale High Yield Debt

Capitol Treasury Pty Ltd

OTC Wholesale

4 Year Senior

$50,000,000

April 2016

Sole Lead Manager

Centuria Capital No. 2 Fund

OTC Wholesale

4 Year Senior (Call)

$100,000,000

April 2017

Sole Lead Manager

NextDC Ltd

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]
Lobby 1, Level 2 / 76 Skyring Tce, Newstead QLD 4006

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