Australian Mission to the Asian Financial Forum January 2014

Australian Mission to the Asian Financial Forum

January 2014

Delegate Profiles

Mission Leaders

David Thomas CEO Think Global Consulting BRIC Expert

Dr Caroline Hong Industry & Government Relations, Think Global Consulting Asia-Australia SME Expert

Think Global Consulting facilitates business and investment between Asia and Australia. We work with individuals, entrepreneurs, companies and institutions to build viable, sustainable and powerful connections by leveraging our networks and relationships in both developed and emerging markets. We have proven capability in providing unique access to senior decision-makers in Government and Industry across the Asia Pacific region.

Our clients engage us for strategic advice on market entry and business development, and we successfully manage investments sourced from Asia into a wide range of attractive sectors, including Agriculture, Resources, Education, Renewable Energy, Technology, Property Development and Financial Services. We work with a number of leading Australian institutions, to meet the objectives of our clients and to maximise all commercial opportunities. Our approach is open, collaborative and focused on delivering results.

Contact Details: E: [email protected] T: +612 9267 1488 W: www.thinkglobal.com.au

Contact Details: Level 24 44 Market Street Sydney NSW 2000 AUSTRALIA T: +612 9299 3022 F: +612 9299 3026 W: www.fsc.org.au

John Brogden

CEO, Financial Services Council

John Brogden is the CEO of the Financial Services Council (FSC), which represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks, trustee companies and public trustees. The FSC has over 125 members who are responsible for investing more than $2.2 trillion.

The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of managed funds in the world. The FSC promotes best practice for the financial services industry by setting mandatory standards for its members and providing Guidance Notes to assist in operational efficiency.

In August 2006 John was appointed CEO of health insurer Manchester Unity, which he successfully merged with HCF in December 2008. From 2006 to 2009 John was the Chairman of Abacus Australian Mutuals, the body representing Australia’s credit unions and building societies.

From 1996 to 2005 John was the Member for Pittwater in the NSW Parliament. In 2002, on his 33rd birthday, John was elected Leader of the Opposition – the youngest person ever to hold the role and lead a major political party in Australia.

John is the Chairman of UrbanGrowth NSW, Chairman of Lifeline Australia, a Director of NIA Limited (www.health.com.au), Chairman of Furlough House Retirement Village and Chairman of The Broken Bay Institute. John is a member of the NAB Advisory Council for Corporate Responsibility.

John is also the Patron of Kookaburra Kids, Sailability Pittwater, Bilgola Surf Lifesaving Club and Avalon Beach Surf Lifesaving Club. He holds a Master of Public Affairs from the University of Sydney.

Contact Details: Email: [email protected] T: +61 2 8324 5300 W: certaintycompliance.com.au

Michelle East

Director, Certainty Compliance Pty Ltd

Certainty Compliance assists financial institutions, carbon and electricity market participants, funds managers, advisors and brokers, derivatives dealers and market operators to set up new businesses, obtain appropriate licences and grow into successful, compliant businesses. Certainty Compliance provides outsourced compliance manager services, compliance reviews and training to ensure our clients remain compliant with their regulatory obligations.

Michelle East established Certainty Compliance, building on extensive financial industry experience including 15 years work in compliance and risk management for Australian banks. Michelle was engaged by the Australian Financial Markets Association (AFMA) to assist their electricity and financial markets members’ transition to the new Financial Services Reform regime in 2002. Michelle and her team have more than 10 years experience implementing financial services compliance for Australian and international companies.

Prior to establishing her consulting practice, Michelle was a financial markets practitioner. She began her financial services career in investment services for Perpetual Trustees. Michelle then worked at Westpac Banking Corporation for 10 years where she held dealing and product management positions before moving to risk management responsible for compliance, credit and operational risk frameworks. As Head of Strategy, she was responsible for implementing business and capital management strategies in the Investment Bank.

Michelle has contributed to the development of industry standards such as the AFMA Code of Conduct and Ethics and AFMA Standard Controls for Operating Risk and represented the industry on regulatory issues.

Michelle holds a Bachelor of Business in Economics and Finance, Post Graduate Qualification in Change Management, and CertIV in Workplace Training and Assessment.

Contact Details:

E: [email protected] T: +61 415 110 666 Sydney, Australia LinkedIn: www.linkedin.com/in/raydjani

Ray Djani

Senior Business Executive, Financial Services Consultant

Ray is a senior business executive with over 25 years experience in managing and growing wealth management and professional accounting businesses. Today, Ray runs his own boutique firm and works with businesses to create growth opportunities through new ventures and 3rd party distribution channels. He helps these groups to determine the optimal growth strategy and to access new business opportunities, through his extensive networks.

Up until the end of 2010, Ray was employed with the AMP Group in a number of senior distribution roles over some 10 years, his most recent role being as Managing Director of Hillross Financial Services, an Australian Financial Services Licensee and wholly-owned subsidiary of AMP. When Ray ran Hillross, it had a network of over 300 financial planners and managed over $10bn of funds under advice. Ray was an Executive Director on the Board of Hillross Financial Services Limited and Responsible Officer for AFS Licence No. 232705.

Prior to joining AMP, Ray had a professional career, as a Chartered Accountant, culminating in the appointment as Director at professional services firm PwC, in the firm’s PrivateClients division.

Ray is based in Sydney, Australia.

Contact Details: Level 9, 5 Elizabeth Street Sydney NSW 2000 Australia GPO Box Sydney NSW 2001 T: +61 2 9221 7022 F: +61 2 9221 7080 W: camphinboston.com.au E: [email protected]

Greg Boston (Bcom FCA)

Partner, Camphin Boston Chartered Accountants

Camphin Boston is led by experienced partners with complementing specialisations to provide you with practical solutions, a high level of technical competence and insight from a wealth of business and industry knowledge. Our clientele is diverse and spans many industries including Agriculture, Construction, Investment, Retail, Manufacturing and other industries. Camphin Boston's values and culture create an atmosphere conducive to servicing your needs and responding effectively to any opportunities and problems that you may face. Our aim is to build long term trusted relationships where we work together to meet your goals, whether that be growing your business, saving on tax, strengthening internal procedures and controls or navigating your way through complex laws and regulations - we are here to help

Greg leads the Business Services division. Greg commenced his accountancy career with Deloittes and was a founding Partner when Camphin Boston was established in March 1985. With over 30 years experience Greg delivers both technical and commercial advice to a number of public companies, 'not for profit' organisations and large private companies. Greg also has specialist experience and knowledge on technical, tax, compliance and audit issues affecting self managed superannuation funds. Areas of Expertise - Self Managed Superannuation Funds - Business Growth & conducting business in Australia - Accounting, Auditing & Statutory obligations

Dominic Caneva

Managing Director, Fortan Holdings Pty Ltd

Dominic Caneva is the founder and Managing Director of Fortan Holdings Pty Ltd which is developing a very unique tourism infrastructure project of $600million for Victoria, Australia. His relationships with highly skilled individuals and global brand companies have created this project to be market supportable, financially viable and deliverable. Dominic's skills in resource management, project feasibility and financial modeling have created this project to be investor ready.

Contact Details: 1 Robyn Drive Nunawading Vic 3131 Australia T: +61 3 9877 7621 M:+61 408 338 807

Contact Details:

Level 57, MLC Centre 19-29 Martin Place Sydney NSW 2000 AUSTRALIA T: +61 (0)2 9238 1922 M: +61 (0)4 04 959 804 Email: [email protected] W: www.wedgebloom.com

Eduardo D. Ferreira, CFA, MBA, GAICD

Principal, Wedgebloom Pty Ltd

Brazilian-Australian. Founder of Wedgebloom®, a licensed investment advisory and management company with head-office in Sydney. Spent most of his career in Brazil and Germany. Was Executive Director and Chief Financial Officer in the media and energy industries, Chief Investment Officer of a pension fund, non-executive Director in the board of the largest Latin-American pay-TV operator and investment banker. Graduated in electric engineering and management from UFRGS (Brazil), earned an MBA degree from INSEAD (France), pursued studies at The Wharton School (USA), is a Graduate of the Australian Institute of Company Directors and a CFA (Chartered Financial Analyst) charterholder. Fluent in Portuguese, English, German, Spanish and French.

Wedgebloom is an Australian licensed financial planning, investment advice and wealth management company, with head-office in Sydney, founded in 2010 by Brazilian-Australian finance and investment specialist Eduardo D. Ferreira, CFA, MBA (INSEAD). In 2014 Wedgebloom will launch an Asia-Pacific multi-strategy hedge fund, targeted to Latin American private investors, its primary client base.

Contact Details: M: +61 413 12 7677 E: [email protected] W: privatewealth.nab.com.au LinkedIn: http://www.linkedin.com/in/staceymartin2

Stacey Martin, CFP, Dip FP, GAICD

Senior Wealth Advisor & Asia Ambassador, NAB Private Wealth, Sydney

With more than 20 years’ experience advising globally mobile executives, Stacey has unique insights into the issues and challenges of managing personal wealth. Strategies include cashflow structuring, portfolio construction taking into account tax implications and opportunities, local and global superannuation strategies, asset and risk protection, and personal and business succession considerations. Stacey also has a special interest in supporting her clients with their philanthropic objectives.

As a delegate from the 2013 mission, the learning’s, scale of the opportunities and connections made have very much shaped Stacey’s approach to business activity. Achievements include the publication by NAB of her White Paper “How to maximise offshore assignments: financial strategies for Australian expatriates”, and founding the Expat Advisors Community discussion forum and linked in group.

Stacey has also been appointed as a NAB Asia Ambassador for the bank’s Asia Active strategy which supports business, investment, trade and people flows between Asia (represented in 7 countries) and Australia and New Zealand. She works closely with the Migrant Banking team and is a subject matter expert for NAB’s Significant Investor Visa proposition. Of particular interest is working more closely with Corporate HR to support the success of assignees in their offshore postings.

In participating in the delegation this year, Stacey is looking forward to continuing to build professional relationships and connections, gain a deeper understanding of the financial and investment environments, and appreciate the cultural differences of doing business in the Asian Century.

Contact Details:

Level 7, 80 Clarence Street Sydney NSW 2000 T: +61 2 8270 4411 M: +61 416 151 597 F: +61 2 8270 4488 Email: [email protected] W: www.hymans.com.au

Ian Hyman BCom (1980) CA (1981) CTA (1982)

CEO, Hyman Asset Management

The Hyman family has been involved in the valuation, asset management and disposal profession since 1962, with Ian Hyman establishing Hymans Asset Management in 1984. Hymans is committed to achieving the most effective outcome from the valuation, management, renewal and disposal of client assets.

As a wholly Australian-owned and managed organisation, Hymans is a recognised expert in the following key areas:

Valuations of plant & equipment for all purposes Valuations of residential, commercial, industrial land and

buildings for all purposes Business Valuations for all purposes Insolvency based valuations and asset sales Fixed asset management and advice including software,

barcoding and OH&S Services Corporate and government reporting, business sales, mergers

and acquisitions. The long list of Hymans clients include major insolvency practices, banking and financial institutions, government departments and semi-government agencies, plus many of Australia’s top 500 companies.

Ian Hyman established the Hymans Asset Management Group in 1984 after concluding almost ten years in the accounting profession and completing studies as a Chartered Accountant in 1981. Ian is the Chief Executive Officer of Hymans Asset Management and Chairman of Professional Risk Managers Pty Ltd.

Ian’s valuation experiences range from insolvency administrations and large corporate valuations for publicly listed companies to insurance and litigation valuations..

Ian has carried out valuations all over Australia and New Zealand and has supervised valuations covering assets all over Australasia.

Contact Details:

Level 4 2 Bulletin Place SYDNEY NSW 2000 T: +61 2 8815 4200 F: +61 2 8815 4201 Email: [email protected] W: www.wolseley.com.au

Mark Richardson

Managing Director, Wolseley Private Equity

Wolseley Private Equity is an independent private equity firm established and owned by the current managing directors. Wolseley has $350 million funds under management committed from Australian superannuation funds, international investors and the Wolseley team.

We invest in established Australian and New Zealand companies with enterprise values between $20 and $100 million and partner with senior management to build great companies and create exceptional shareholder value.

Mark co-founded Wolseley after a successful career at Bain & Company, where he was a Partner responsible for the Australian and New Zealand consulting business. Mark specialises in strategy, development and implementation, alliance negotiation, organisational effectiveness and CEO partnering.

Mark started his career as a petroleum engineer working for Shell International and Esso Exploration.

Mark holds a BSc (Hons) in Chemical Engineering from Leeds University and an MBA from Stanford Graduate School of Business. He is a member of the Australian Institute of Company Directors and The Executive Connection.

Mark is a qualified commerical helicopter pilot and combines flying, family and education into his business perspectives.

Current Board Positions: Byron Group (Chairman); CoxGomyl(Director); Pacific Services Group (Alternate Director); Cartridge World (Alternate Director); University of Western Sydney Foundation (Director); and the Jane Goodall Institute (Trustee)

Previous Wolseley Board Positions: Stream Solutions(Chairman); Transonic (Alternate Director)

Contact Details: Level 12, 30 Collins Street Melbourne VIC 3000 T:+ 61 3 96399722 (ext. 4) F: +61 96399733 Email: [email protected] Website: www.globalimmigrationservices.com.au

Sally Webster

Migration Agent, Solicitor, Global Immigration Services

Sally Webster completed a Bachelor of Laws and a Bachelor of Arts at Monash University in 1981. She then travelled for twelve months and on return, moved to Sydney, and worked with Allen, Allen & Hemsley as an articled clerk and was admitted to practice law. She continued with Allens for a further eighteen months, within the Litigation Department, specialising in both copyright and defamation.

Sally Webster set up her own practice, Global Immigration Services in 1993, specialising in all areas of skilled migration, managing the transfer of skilled staff for large corporations, or assisting individuals with their business, skilled or family visa applications. Global Immigration Services also undertakes MRT and appeal applications.

In 1997, Sally was asked by the Department of Immigration and Multicultural Affairs (DIMA) to become a member of the External Review Group for the Review of Independent and Skilled-Australia Linked. This was completed in 1999 and the reforms implemented in 2000. She has also participated in other reviews, such as - 'Review of Business Programs' - for corporate migration.

Sally Webster has now been practicing in the highly specialised area of migration law for many years. Her practise focuses on corporate migration needs, looking after skilled individuals and large companies, moving their staff and families around the world, or high wealth individuals and their families and or highly skilled individuals and their families. Global Immigration Services is proud of its extremely high success rate over the years.

Global Immigration Services processes visas and has developed a worldwide network of international lawyers into which it can refer clients for assistance in other countries. In Australia, the business has developed relationships with many highly professional providers who can assist in all aspects of international relocation.

Sally Webster and her team of experts at Global Immigration Services have developed an understanding, over the years, of the difficulties and challenges that expatriates face. She has evolved her practise and focused her business on sharing her knowledge and simplifying the migration experience for others.

Contact Details: T: +612 9236 8622 M: +61 410 665 772 E: [email protected] W: www.hogandoran.com LinkedIn: http://www.linkedin.com/pub/dominique-hogan-doran/14/410/676

Dominique Hogan-Doran

Barrister, Governance Advisor, Accredited Mediator

With more than 20 years’ experience advising national regulators, ASX listed entities, Australian Financial Services Licensees, international reinsurers and significant commercial enterprises, Dominique is a specialist advocate (barrister) and legal advisor. Dominique has particular expertise in international and domestic commercial litigation and dispute resolution, financial services and markets regulation and enforcement.

Dominique holds a Bachelor of Civil Law (First Class Honours) from the University of Oxford and a Master of Laws from the University of Sydney. She also holds a Bachelor of Economics (Social Sciences) and Bachelor of Laws (First Class Honours) from the University of Sydney, where she was awarded the Convocation Medal for her academic achievement and contribution to the life of the University as President of the University of Sydney Union.

Dominique began her career in law as Research Director to the Chief Justice of the Supreme Court of New South Wales, the Hon. A.M. Gleeson AC, now a judge of the Hong Kong Court of Final Appeal. After practicing as a solicitor at Mallesons Stephen Jacques and attending Oxford University as the Sir Robert Menzies Memorial Scholar in Law, she was called to the Bar in 1995.

Dominique is a former President of the peak industry body Australian Women Lawyers and was most recently a member of the NSW Bar Association’s Working Party on the Productivity Commission’s Inquiry into Access to Justice. In 2013, Dominique was also a finalist in the Australian Women in Financial Services Awards – Woman of the Year category, sponsored by Money Management and Super Review Magazines for her specialist advice and advocacy.

Dominique joins the delegation to develop her interest in advising and appearing in cross-border dispute resolution and international financial regulation and enforcement. Following the forum, on Wednesday 15 January 2014 she will be joining a panel jointly hosted by the Australian and American Chambers of Commerce on Challenges for Investment Going out of China into Australia.

For more information email [email protected], visit austrade.gov.au or austrade.gov.au/China

Bing Liu

Trade Commissioner Commercial Consul

Australian Trade Commission Shanghai

Australian Consulate General Shanghai

Liu Bing took up the position of Trade Commissioner/Commercial Consul at Austrade/Australian Consulate General Shanghai in Aug 2012. Prior to arriving in Shanghai, Bing had worked in similar roles in both Guangzhou and Beijing at Australian Consulate Guangzhou and Australian Embassy in Beijing respectively from 2004-2012.

Bing is currently the post manager for Austrade East China network of offices providing business opportunities and services for Australian entities in trade, education and inward investment. Bing is also the team leader for Austrade China financial services team and marketing and Communications team, assisting Australian financial services businesses operations in China and enhancing the Australian brand awareness and promoting Australia industry capabilities in China.

Bing holds a bachelor degree of Medicine from China and a bachelor degree of Nursing from Australia.

The Australian Trade Commission – Austrade - contributes to Australia’s economic prosperity by helping Australian businesses, education institutions, tourism operators, governments and citizens as they:

develop international markets; win productive foreign direct investment; promote international education; strengthen Australia’s tourism industry; and seek consular and passport services.

We achieve this by generating market information and insight, promoting Australian capabilities, developing policy, making connections through an extensive global network of contacts, leveraging the badge of government offshore and providing quality advice and services.

Contact Details:

PO Box 1482 Toowong QLD 4066 M: +61438155616 Email: [email protected] W: asiastarcapital.com.au

Kimball Andrews

Chairman, Asia Star Capital Pty Ltd

Kimball has owned and operated several businesses over the last 35 years from starts up to medium and large SME’s. Kimball has also served as Director and/or Chairman of a number of private and public companies

Kimball’s career was initially focussed on agriculture in North Queensland and since the late 1980’s in fresh produce marketing and distribution as well as developing export markets in Asia. Kimball has also been involved in property development, road transport and commodity trading as well as business and trade finance.

Kimball won the Certificate of Merit from the Premiers Small Business Development Awards for the development of green sugar cane harvesting techniques in North Queensland as well as developing direct exports of produce from Queensland.Kimball also won the Metway Bank Queensland Enterprise Workshop Award in 1995.

Kimball was appointed to the Board of The Queensland Chamber of Fruit and Vegetable Industries in 1996 and was appointed President in 1997, and initiated negotiations with the Queensland Government for the privatisation of Brisbane Produce Markets. Kimball was the initial Chairman of the negotiating committee and a Director of Landacq Ltd during this time. Kimball was also a Director of the Australian Chamber of Fruit and Vegetable Industries and served is Chairman for 3 years receiving the Meritorious Service Award for service to the Industry.

Kimball was also a Director of Australian United Fresh and a Director of Horticulture Industry Development Council. Kimball was a founding Director of Speedy Pay Pty Ltd a trade finance business and has consulted to several other trade, commercial and mortgage finance businesses. He is currently Chairman of Westlake Funding Ltd and Asia Star Capital Pty ltd.

Asia Star Capital has competencies in agriculture and resource investment as well as commodity and produce trading. Asia Star Capital also arranges trade and investment finance. Westlake Funding Ltd is a core project of Asia Star Capital in trade finance

Contact Details: Virtue & Partners T: +61 2 9977 8800 E: [email protected] Website: virtueandpartners.com.au

Dr Anthony Virtue

Managing Partner, Virtue and Partners

Business Background Summary Tony is the managing partner and responsible manager of Virtue & Partners, a diversified financial services business based in Sydney (AFSL 407238). The firm was established in 1990 and offers a full financial planning service to the community, managing in excess of $200m of investments and mortgages. Tony remains actively involved in the development of the Australian investment market and is a regular speaker on industry matters both here and overseas. As a longstanding Fellow of The Australian Institute Of Directors, he has been involved with company boards over the last 20 Years, specializing in financial, investment and corporate governance functions. He is published in the area of Global Microfinance and is an occasional lecturer at various university facilities. Current Directorships and Advisory Positions

o Virtue Family Business’s (Managing Director and Responsible Manager)

o Fidelity Australia (Advisory Board) o Personal Choice Management (Director and Responsible

Manager) o Boutique Financial Planners Practitioner Group (National

Executive) Academic Background

o Bachelor Bus (Fin Plan) Distinction-RMIT o Masters of Applied Finance – Macquarie University o Doctor of Business Administration-Australian Graduate

School of Business/USQ Professional Qualifications

o Certified Financial Planner (CFP) o Fellow Australian Institute Of Company Directors (FAICD) o Member National Institute Of Accountants (MNIA) o Member Of The Financial Planning Association (FPA)

Teaching Experience o Tony currently teaches the Financial Planning elective at

Flinders University. This is a one week intense course followed by work experience and is RG146 compliant on completion of the full degree.

Contact Details: Head Office Address: Westside Level 3 Unit B1&2, 85-95 O’Riordan Street Alexandria NSW, 2015 Australia M: +61 417 950 101 E: [email protected] Postal Address: PO Box 7375 South Sydney Business Hub Alexandra, NSW, 2015 Executive Management Team: MD/ CEO – Stephen Ashworth – [email protected] COO – Josh Green - [email protected] GM – Owen Collins - [email protected]

Stephen Ashworth

Managing Director, Buel Pty Ltd

Buel specialises in multi-disciplined inspection, testing and protective maintenance services that help minimise downtime, maximise reliability and boost the efficiency of our clients’ facilities and infrastructure. From specialised welding, boiler-making and oil & gas pipeline work to industrial coatings, major concrete repairs, shut-down maintenance and more, Buel can help extend the life of assets and maximise their efficiency.

With established offices and facilities in Sydney, Gladstone, Perth, Darwin and Singapore, Buel operates a range of major projects throughout Australia in the sectors of mining, processing, rail & infrastructure and bulk materials handling.

Buel is also an approved IRATA (Industrial Rope Access Trade Association) operating and training company. Rope Access Training courses are held at Buel’s purpose built training facility. The design of this facility incorporates simulated conditions to those found in real applications.

Buel is committed to protecting our people, our clients, the community and the environment. We are investing in local resources to produce qualified workers by offering training to disadvantaged Indigenous Australians in the Australian prison systems. We also offer training and casual employment to mothers that would like to return to work. Buel believes trust and respect is earned through training, support and hard work.

After 15 years of honing his skills, working a range of jobs varying from labouring to running small teams, in sectors as diverse as local government to construction projects, both nationally and internationally, Stephen co-founded the Advanced Access group of companies specialising in Alternative Access Methods.

In June 2011, Stephen founded Buel Pty Ltd and currently holds the position of Managing Director. In partnership with the board, Stephen is accountable for creating, communicating and implementing the organisation’s vision, mission and overall direction. Stephen leads the development and implementation of the organisation’s overall strategy. Stephen has forged successful relationships with clients including QAL, Rio Tinto, Fortescue Metals Group, BHP & Leighton Holdings.

Contact Details: Suite 6E, 6/F, Neich Tower, 128 Gloucester Rd, Wanchai T: +852 5180 2610 W: www.hfs.com.hk LinkedIn: au.linkedin.com/in/michaelrobertscfp/

Michael Roberts CFP

Head of Private Wealth, HFS Asset Management

HFS Asset Management is a SFC-licensed firm based in Hong Kong that provides professional asset management to high net worth, international families who require bespoke financial solutions of the highest standard. The HFS team is comprised of experienced professionals who want to work in a collaborative environment in order to offer transparent, client-centric, conflict-free advice to wealthy individuals.

The firm offers its clients a broad array of exclusive, tailor-made financial and banking services through its strategic agreements with well-established Private Banks and other financial institutions.

These strategic alliances enable HFS to provide its clients with superior investment research and selection, individualised portfolio management and administration along with cross-border legal and taxation advice.

The group has pioneered an unique investment selection and portfolio management system which manages individual portfolios using the cost-effective, bulk trading systems used by Fund Managers. Each portfolio is owned and managed individually, meaning that investments are held in the name of the individual rather than pooled with hundreds of other investors (as in typical Managed Funds or Investment Trusts).

HFS uses a co-investment model and recommends only those investments that its principals are buying for themselves. As well, the advisers are paid by their client rather than by commission from financial institutions. These principles ensure that the firm’s advisers act solely in the best interests of their clients.

In summary, HFS has positioned itself as an innovative boutique advisory firm, providing specialist, tailor-made financial advice and services to discerning families using highly developed, efficient systems.

HFS seeks strategic partners to take the business to the next level and help achieve its future growth aspirations internationally. The new partners will share the benefits from the economies of scale that result from the implementation of new workplace and portfolio management technologies.

Contact Details: Level 40, 140 William St, Melbourne Vic 3000 T: +61 3 9098 8680 Email: [email protected] Website: www.nakedconsulting.com.au

John Varvarigos

Founder and Managing Director, Naked Consulting

Naked Consulting helps invent bigger businesses.

We provide business advice to owners who believe they can achieve. We use bold thinking to create opportunities and ideas with attitude. With the wits for flawless execution, we trigger change and build stronger, smarter, braver businesses.

We have a practical approach to achieving outcomes. This means less time spent producing reports, with greater attention on the things that matter. That includes making decisions, planning implementation and executing with the highest level of diligence.

Every Naked Consulting client enjoys the same “plain-English” advice, based on proven outcomes. No wonder businesses in Australia depend on us for:

Robust Business Planning and Strategy, Reliable Capital Raising and Venture Capital, Help with establishing distribution and franchise networks, Advice on expanding into a global business.

John Varvarigos is the Founder and Managing Director of Naked Consulting. John has grown national and international brands that include OPSM, RAMS and ANZ. John has been a company director since the age of 21 and currently serves as a board member or advisor to a number of emerging Australian businesses.

John holds a Bachelor of Actuarial Studies and Commerce (Hons) from the Australian National University.

Contact Details: M: +61 447 074 160 E: [email protected] W: www.steller.com.au

Nicholas Smedley

Managing Director, Steller Group

Nicholas Smedley co-founded Steller in 2006 and became Managing Director in 2013. Nicholas has extensive Corporate Finance experience with 6 years at KPMG Corporate Finance which includes 2.5 years with KPMG Corporate Finance Hong Kong prior to joining KPMG, Nicholas spent 5 years at UBS Investment Bank and has advised on a number of deals including:

Advised on the sale of 40% of Catchoftheday.com.au to Private Equity

Advised on the sale of 25% of Aussie Farmers Direct to Private Equity

AUD10.2 billion BHP Billion takeover of WMC Resources Advised the Japanese multinational Kagome on their

successful acquisition of Cedenco Australia Advised MUFG on their acquisition of a 3.38% shareholding

in Dah Sing Bank for USD60 million AUD 960 million IPO of Zinifex Mining Hong Kong Stock Exchange IPO of Zhaojin Mining AUD 300 million IPO of Aditya Birla Minerals The successful defense of Nexus Energy from Anzon’s

unsolicited offer of AUD 200 million The acquisition of Ticor’s minority shareholders by Kumba

Resources

Steller is a domestic and commercially licensed construction entity that over the past few years has grown into a specialised (residential and commercial) development company. With works spanning from an extension to an existing home to multi story apartment complexes targeted to the owner occupier and in turn attracting investors because of excellent architectural design, efficiency and attention to detail in delivering high quality construction products. Services delivered do date, - Residential Construction - Joint Venture management - Commercial construction - Development Management - Construction management

Contact Details: E: [email protected] W: www.steller.com.au

James Cirelli

Director of Sales, Steller Group

James Cirelli is a qualified real estate agent, and has a superb understanding of both owner-occupier and investor needs. He commenced working with Steller in a site acquisitions role in 2010 and quickly became an integral part of the team, consulting on site acquisitions, overseeing sales and providing sound advice to parties interested in investing in Steller properties. In 2012, he joined Steller in the full time position as Director of Sales with oversight of all unit sales and as a key member of the acquisitions team.

Steller is a domestic and commercially licensed construction entity that over the past few years has grown into a specialised (residential and commercial) development company. With works spanning from an extension to an existing home to multi story apartment complexes targeted to the owner occupier and in turn attracting investors because of excellent architectural design, efficiency and attention to detail in delivering high quality construction products. Services delivered do date, - Residential Construction - Joint Venture management - Commercial construction - Development Management - Construction management

Contact Details: 10 Dequetteville Terrace Kent Town SA 5067 T: +61 1300 665 473 M: +61 413 872 737 Email: [email protected] W: www.successionplus.com.au

Bevan Roberts

Partner - Adelaide, Succession Plus

Bevan has been for many years the CEO of South Australia’s best known business sales consultancy and brings a wealth of experience to his role as a partner in Succession Plus. Engaged in multiple discussions each week with business owners around the value, worth, saleability and readiness for sale of their businesses, he is a trusted advisor working with families and corporates as they wrestle with generational change. Seniority has provided him extensive experience across many sectors.

Beginning his career with the Shell Oil Company he then worked with APPM and then eleven years with the Volkswagen Company and ultimately the Volkswagen National Distributor, ASX listed LNC Industries. A board member, his responsibilities included the Kawasaki Motorcycle Distribution division.

The next twenty five years were taken up in his own family business which became a South Australian household name. Specific operational Management Consultancy has followed in industries as diverse as Plastics, Manufacturing and Tourism.

A graduate of the Australian Institute of Sales and Marketing Executives and the Australian Institute of Company Directors, he is an Accredited Adviser with Family Business Australia and holds Advisor Status with the Exit Planning Institute.

He is a Licensed Agent and a member of both REISA and AIBB.

Bevan is in his third appointed term as a member of a South Australian Government Advisory Board, The Business Development Council, where he has chaired the Economic and Finance Sub Committee.

Company memberships of American Chamber of Commerce in Australia, Australia Israel Chamber of Commerce and the Australia India Business Council along with Franchise Council Australia keep him well informed of national trends and movement.

He has a passion for Business and for the successful transfer of Businesses to the next generation of ownership be it from inside a family or externally. Unlocking opportunity is a side benefit of this transaction. Bevan regularly presents and writes on “Business” to conferences and interested industry groups.

Contact Details M: +61 423 020 523 W: www.pwc.com.au E: [email protected] Linked in: http://www.linkedin.com/in/james mcelvogue

James McElvogue, BEc, FCA Partner, PwC James leads the Asia Practice for PwC Private Clients. The Asia Practice is a national team that supports both inbound and outbound private businesses, family businesses, entrepreneurs and high net wealth individuals that are either seeking to invest in Australia from Asia, or Asia from Australia for the first time, or looking to increase the value of existing operations and investments. James’ experience lies predominantly working with privately owned enterprises and individuals in;

Managing deal flow: identifying and assisting buy side and sell side opportunities in property and business transactions. The majority of these transactions are off market and identified through our extensive network in Australia and Asia.

Developing growth plans: for existing businesses and investments.

Realising value: capturing the opportunities and managing the risks of doing business in Australia and Asia, including optimizing returns to owners irrespective of where they reside.

James also assists clients applying for the Australian 188 and 888 Significant Investor Visa, including assistance to manage the tax consequences of moving wealth across borders and changing tax residency. James draws on the experience of our wider Private Clients team of over 50 partners and 600 staff who are experienced and dedicated to Australia's private sector, as well as acting as a window to the PwC Australia firm, having worked with the firm for over 20 years. James also works closely with our colleagues in PwC China and across Asia to provide practical and commercial assistance - delivered to you in a way that is relevant and appropriate for your business needs. At PwC, we may be big, but we have built our success on developing trusted business advisor relationships and delivering solutions and ideas tailored to the needs of our clients.

2010

2011

2012

2013

For the past 5 years, Think Global Consulting has led the official Australian Mission to the Asian Financial Forum in Hong Kong. Past delegates have included financial services professionals from all parts of Australia and New Zealand looking for opportunities to build investment and business relationships and connections throughout Asia. Our four day program has included visits to Shenzhen and Guangzhou plus a full day workshop to share insights and opportunities with local practitioners from Hong Kong's financial services sector.

Our annual mission has the support of many leading organisations, including the Australian Trade Commission and the Hong Kong Trade Development Council.