Our Team & Experience
Senior Management Team
Martyn has over 20 years experience in a range of finance and property companies, with a history of implementing and understanding business strategies to source new business and achieve successful results across a range of disciplines.
Martyn’s area of expertise spans: portfolio and fund management, financial planning, wealth creation, property deal creation, property management, and mortgage broking. Experience includes business development, client management and reporting, company management and transaction management. In addition to his PE Capital role Martyn is a principal of a boutique finance brokerage practice and previously with Macquarie Bank, IOOF Funds Management, Bank of Queensland and Norwich Union.
Martyn’s role is to manage the capital partner relationships with our panel of developers and to run the PE Capital direct property developments and acquisitions for the planned property funds.
Chief Executive Officer
Simon has over 25 years experience in the Investment Management and Corporate Finance industries with a wealth of knowledge and experience across a number of industries and disciplines.
Simon’s area of expertise spans: acquisitions and divestments; capital raisings (both public and private); strategic reviews; capital structure; option analysis; and corporate valuations. Experience in transaction management, finance evaluations, enterprise and business valuations, financial modelling, due diligence and documentation preparation.
Previously a principal of a boutique corporate advisory practice, Deloitte Corporate Finance (partner in Melbourne office), ANZ Investment Bank and Price Waterhouse Corporate Finance in London and Melbourne.
Simons role is as Chief Executive Officer to the overall PE Capital business.
Head of Funds Management
Sam has almost 20 years experience in financial services, including retail banking and funds management in both Australia and the United Kingdom.
Sam has extensive knowledge of the third party distribution space, especially in regard to retail investment platforms, Wraps and SMSF’s. Sam's area of expertise includes: relationship management, business development, marketing, strategic planning, product management, operations management and portfolio management. Sam also has experience in property development as he has successfully developed a number of projects for his private family company.
Sam’s role is to manage all investor channels into PE Capital.
Director - Compliance
With over 28 years experience in the financial services industry, Greg has a wealth of knowledge in the areas of advice, funds management and financial services compliance.
Greg's area of expertise lies in a deep understanding of the compliance requirements around professional advice, fund raising, funds management and best practice client standards, security and reporting.
Currently a director in a long standing Aged Care consultancy, a medical imaging company and a long standing financial services provider. Previously with Genesys, the Wealthcare group and the NAB in regional Victoria and Melbourne.
Greg’s role is as the Responsible Manager of Compliance for PE Capital and its investment businesses.
Chief Financial Officer
John has more than 25 years experience with Chartered Accountants, William Buck and then Grant Thornton working with owners & management of privately owned enterprises covering the full range of accounting and taxation matters. During the last four years, John has undertaken the role of Financial Controller for a range of small to medium sized businesses working closely with senior management and shareholders.
Chief Operating Officer
Anthony is an experienced wealth and financial services professional with a proven track record over 20 years of successfully identifying, developing and leading strategic product initiatives and high performing teams.
His experience includes having held senior management roles for 3 of the world’s premier financial service companies (ANZ, Macquarie & NAB), as well as for companies in South East Asia and in the corporate health sector. During this time Anthony has had accountability for leading teams in areas such as product, strategy, project, sales, relationship and marketing management.
Anthony is considered a thought leader in respect to innovative practices, business development and improvement within the financial and wealth services space. He also has a proven ability to successfully deliver projects, products, services and solutions to the market on time and within budget. He also is very well networked in the Wealth Advisory/Funds management industry and brings these connections to the PE Capital community.
Anthony holds a Bachelor of Commerce, an MBA and is currently completing an Advanced Diploma in Financial Planning.
His role in the company is with building and developing the PE Capital business as well as having direct responsibility for operations, marketing, investments and product development.
Director - PE Capital (Asia)
Jason is an experienced wealth and financial services professional with a proven track record over many years in providing value-add holistic and investment related advice to retails and sophisticated HNW/UNHW clients.
His experience includes having held senior advice roles within both Westpac and ANZ, while also mentoring and assisting with the development of many successful junior advisors. During this time Jason has also had accountability for leading and coaching bankers in areas such as strategy, product, sales and relationship management.
He has a proven ability to successfully outperform, add value and is seen as a SME in the Asian community.
Jason brings these skills and his deep understanding of client needs to PE capital.
His role within PE Capital (PEC) will be to assist with the building and refinement of PE Capital investment Product offerings across the Funds Management business and the distribution of tailored solutions to the marketplace.