
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]
Level 7, 757 Ann St, Fortitude Valley, QLD 4006 Australia