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.
