The people behind the business
We are committed to delivering only well-researched, considered and targeted investment insights. With a strong focus on quality over quantity, we’re here to deliver the best insights, rather than the most. We are single-minded in our dedication to our clients’ financial success.
Matthew Roberts has over 15 years’ experience in mergers and acquisitions, structuring, capital raising, IPOs and reverse listings. He specialises in corporate advisory, capital raisings and M&A in the mining and financial services industries throughout Australasia, Europe and the United States
DIRECTOR, CO-FUND MANAGER
George Paxton is a business analyst with an extensive portfolio of financial analytical skills. Previous experience includes senior positions within Pearson Plc, a FTSE 100 company, working within financial research and analysis providing banks and hedge funds with actionable intelligence and analysis.
APSEC, AUSTRALIAN STOCK REPORT
Anthony D’Paul is the National CEO for both the Australian Stock Report and Atlantic Pacific Securities. He also holds a senior advisor position with funds under advice of approximately $100m. With over 10 years’ experience in accounting and finance, his passion is fundamental analysis and applying event based investing methodology. He also shares his knowledge regularly on Sky Business News.
CHIEF MARKET AND TRADING STRATEGIST
ANALYSTS, AUSTRALIAN STOCK REPORT
LLB, BEc, GradDipAppFin, Dip TA(ATAA), CFTe(IFTA)
Chris is responsible for ensuring that the Research Team remains focused on its goal of providing quality, unbiased and independent financial research to our clients. Strong analytical and quantitative skills, as well as a deep understanding of economic theory and the investment process, enables Chris to identify superior trades and investments.
Mark has a trained eye for the markets having spent the last 11 years working directly as a client adviser through some of the most volatile markets in history. Navigating price action through technical analysis along with broader macroeconomic themes to guide investors & traders alike on how best to position for volatility capture. Mark holds a Bachelor of Economics, RG146, Margin Lending, Specialist Foreign Exchange and is an Accredited Derivatives Adviser Level 1.
James Harb is an Australian lawyer based in NSW with an excellent reputation in the area of international business and commercial law. He is a Director of two public companies. Since 2004, he has been intimately involved in the business of law firms and international consultancy.
SALES & OPERATIONS MANAGER
AUSTRALIAN STOCK REPORT
Michael Murphy joined the Australian Stock Report team in 2007 & has over 15 years of sales experience. As the Sales & Operations Manager he has focused on developing high performance sales team, Michael believes that fostering a happy team culture is the key to business success.
HEAD OF AUSTRALIAN EQUITY RESEARCH
Tim Montague-Jones has over 20 year investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.
Ivan Oshry is a Sydney based solicitor and has more than 30 years’ experience in mergers and acquisitions, commercial and corporate legal activity both in Australia and internationally and has been a guest speaker at several international seminars dealing with mergers and acquisitions and Investment topics.
SENIOR SALES EXECUTIVE
AUSTRALIAN STOCK REPORT
Alex Ranieri joined the Australian Stock Report in 2004 as a Senior Sales Executive. With close to 15 years of experience in the financial markets, Alex specializes in tailoring investment strategies to the needs of individual clients.
HEAD OF DERIVATIVE PRODUCT DEVELOPMENT
Robert Corlett is currently the Head of Derivative Product Development at APSEC. He has over 20 years of industry experience holding senior roles at Westpac and MDS Financial, specializing in ETOs. Robert holds a Graduate Diploma of Applied Finance and a Diploma in Technical Analysis.
Peter Dick has a great breadth of Australian equity markets experience which spans across various investment classes. Peter has previously worked at some of Australia’s biggest brokers and fund managers providing research coverage across multiple sectors. He currently produces the Ascot Securities daily newsletter “At the Barriers”; a topical, light-hearted look at markets designed to provide clients with general market information.
SENIOR SALES EXECUTIVE
AUSTRALIAN STOCK REPORT
Gareth Iggo joined The Australian Stock Report in 2006 as a leading consultant in business development for both new and existing clients. With over 11 years of experience in the stock market he brings a very strong knowledge base to assist clients with their Investment strategies. Gareth also hold RG146 certifications.
Isajlo (Izzy) has been with the firm since inception & holds Senior Advisor & Head of Corporate Finance positions at APSEC. He manages & educates high net worth clients in regards to risk mitigation, stock evaluation & the most effective execution strategies. With over 15 years of industry experience he holds RG146 certifications.
SENIOR RESEARCH ANALYST
Thomas King is a Research Analyst at the Australian Stock Report. Thomas has previously worked at Tibra Capital and more recently as a Mathematician at Gaming Laboratories International. With a varied work experience, he often views the markets through a different lens to other market analysts. Thomas holds a Bachelor of Mathematics and Finance Honours from the University of Wollongong as well as RG146 qualifications.
Vick is one of our highly experienced Senior Advisors who manages a book of high-net-worth clients across Australia. Prior to APSEC, Vic has held portfolio management and financial positions in top FTSE 100 corporations. Vick holds all relevant qualifications to give general advice in Derivatives, Equities and Managed Investments. He specialises in Portfolio Management to drive growth and yield outperformance over medium to long-term equities.
SENIOR ACCOUNT MANAGER
AUSTRALIAN STOCK REPORT
Thomas Latimer joined the Australian Stock Report in 2012 as a Senior Account Manager. He has over 6 years of financial markets experience and draws upon this experience ensures that all ASR clients experience the best possible service.
ANALYSTS, HC SECURITIES
Guided by over eight years in the financial services industry, Brad is an experienced and knowledgeable Equities and Derivatives Advisor. Brad holds a Diploma of Financial Markets with the Securities Institute and is a Level Two Accredited ASX Derivatives Advisor. Brad’s area of expertise is the options market, where he enjoys educating clients about the many advantages inherent to trading this popular derivative product.
Gary is a seasoned financial markets professional and a Senior Adviser at APSEC. He draws on his experience working across global listed and OTC derivative markets to deliver a first class brokerage solution to clients. Gary is regularly quoted in the press on the latest market developments including Sydney Morning Herald and the Australian Financial Review.
Jon Challands joined HC Securities in 2015 as a dealers assistant before progressing to a Junior Adviser role in 2017. He has over 10 years of account management experience in both the United Kingdom and Australia. Drawing upon this experience, Jon ensures that clients receive the highest level of customer service when dealing with HC Securities. Jon also holds RG146 certifications.
Matthew is a seasoned financial markets professional with over 10 years’ experience in Wealth Management, Short-Term Trading and Technical Analysis. Prior to APSEC, Matthew has held senior managerial positions at respected research houses, Seismic Research and Fat Prophets. Matthew ensures that all APSEC clients experience the best possible trading environment.
Edward’s background in finance & economics has allowed him to hone his skills through both practical experience and hours of dedicated study. Edward has worked as a Corporate Finance Analyst at one of Australia’s leading Investment banking firms, where he refined his skills in financial analysis and equity valuation. Edward enjoys the practical side of client advisery and educates his clients in regards to risk mitigation, stock evaluation and modern portfolio theory. Edward holds RG146 in Equities and Managed Investments.
Matthew has a wealth of financial markets experience working across global listed and OTC derivative markets. Having worked at a number of top FTSE100 companies in senior portfolio management and client relationship positions, he draws upon this experience to deliver a first class trading solution to clients of APSEC. Matthew holds all relevant qualifications to give general advice in Derivatives, Equities and Managed Investments.
Australian Stock Report is part of a larger group known Australian Amalgamated Investment Group (AAIG). Other companies within the group are listed below.
The Trading Report provides structured, in-depth, buy and sell recommendations on ASX companies and employs both fundamental and technical analysis.View
The Investing Report is the perfect tool for investors looking to improve their investing knowledge and accumulate long-term wealth.View
Nov 2014 - Nov 2016
Our short-term focused Trading Report returned 30.03%, outperforming the ASX/200 Accumulation Index by 23.58%*
DISCLAIMER: *Performance is derived from recommendations provided by Australian Stock Report’s Trading Report, opened on or after date of acquisition in Nov 2014 *Return figures are gross returns and do not take into account fees or brokerage costs. *Returns are calculated based on a $50,000 hypothetical portfolio, risking 2% of the overall portfolio balance ($1,000) as a starting point for each trade. *Due to slippage and gapping, losses can sometimes exceed $1,000 on an individual trade. *Opening and closing prices for trades (and therefore the prices used for determining aggregate profit/loss) will be those published on the Australian Stock Report website and will be determined by the price at which they could realistically be executed in the market at the time the recommendation is published. *ASX 200 Accumulation Index Return is calculated based upon the price of the index at the start of the session on the day the first ASX 200 trade was placed, i.e. 24.11.2015
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