Our Advisors

Please find below our Advisor Profiles.

 

 

Andy Comas

Andy has been an investment advisor since 1997 when he joined the industry with Saw James Capel which then became Citigroup Wealth Advisors. Previously, Andy was a geologist with over 10 years experience in successful mining and exploration projects in Australia and overseas.

 

Investment Style

Andy offers clients the utmost in personal service and a complete financial advisory business based on their own particular investment needs and criteria. Andy has a keen interest in the resources sector, gearing strategies and excels in constructing portfolio's for longer term wealth creation and income.

 

RG146 Competencies

• Securities
• Superannuation
• Managed Investments
• Basic Deposit Products

 

andy.comas@mincstockbroking.com.au
Ph. (08) 6364 9626

 

 

Travis Hansen

Travis’ stock broking career began 10 years ago when he joined local Perth firm Saw James Capel before it was taken over by HSBC Securities, and then Citigroup Wealth Advisors. Travis joined MINC Stockbroking and is once again enjoying  quality independent investment advice to a range of mum and dad investors.

 

Investment Style

Travis’ investment philosophy is simple – maintain independence, the highest level of integrity and accumulate quality blue chip shares forming well balanced portfolios. He also views being WA based , and exposed to the many start up resource and smaller capitalised companies, as being able to provide additional investment opportunities to his diverse client base.

 

RG146 Competencies

• Securities
• Derivatives – Level 1
• Managed Investments
• Basic Deposit Products

 

travis.hansen@mincstockbroking.com.au
Ph. (08) 6364 9617

 

 

Barry Atkinson

Barry has over 50 years experience in the finance and stockbroking industry.  This includes a period of time in Europe managing A C Goode & Co’s operation which entailed advising European Fund Managers on Australian equities. On his return to WA, Barry managed A C Goode & Co’s Perth office embracing equity advising, managing an official money market operation, underwriting of IPO’s & property financing.

In 1976 Barry became a member of the Perth Stock Exchange which later became the Australian Stock Exchange.  At the same time he became a partner in TA James & Co.  Through a series of mergers and acquisitions Barry remained with the same company which then became Saw James Capel, HSBC Securities, Salomon Smith Barney and finally Citigroup Wealth Advisors.

 

Investment Style

Barry’s high level of integrity and long term relationship with his client base, has allowed him to continue to enhance and upgrade their portfolios with a view to maximising capital growth, dividend income and to provide ongoing management and advice for longer term wealth creation.

 

RG146 Competencies

• Securities
• Managed Investments
• Basic Deposit Products
• Superannuation

 

barry.atkinson@mincstockbroking.com.au
Ph. (08) 6364 9620

 

 

Darren Reed

Darren has over 7 years experience in finance having filled roles in both Australia and the USA, having previously been employed at a large New York based Hedge fund, as well as most recently on the institutional sales and trading desk at a boutique West Australian broker dealer.

 

Darren has been involved in a large number of Equity Capital Market IPO’s and raisings and has extensive experience in providing investment and sales trading advice to wholesale, corporate  and institutional clients in the niche small and mid-cap equities universe.

 

Darren holds a BSocSci (Eco) degree from the University of Natal in South Africa and is an accredited Derivatives Advisor.

 

darren.reed@mincstockbroking.com.au

Ph. (08)6364 9645

 

 

David Offer

David has been in the financial services industry since 1993, as an accountant with BDO Nelson Parkill, and then Ashton Read. He joined with RBS Morgans as an investment manager in 1997, and since 1998, was the branch manager and senior financial planner with the Bunbury office of RBS Morgans. David then formed the Minc Bunbury office in July 2010.

David has a Bachelor of Commerce (Accounting) from Curtin and Post Graduate Diplomas in Financial Planning, Applied Finance and Investment Technical Analysis.

 

Investment Style

David focuses on long term portfolio growth through active portfolio management and diversified investments (shares, property and interest) and a combination of capital growth and income generating investments. He specialises in all financial planning considerations including retirement planning, structuring assets to minimise tax, maximising Centrelink entitlements, self managed superannuation, risk management and estate planning. David has a comprehensive asset management focus on long term diversified portfolios that include both direct investments and managed funds.

 

RG146 Competencies

§  Securities

§  Financial Planning

§  Derivatives Level 1 and 2

§  Superannuation

§  Managed Investments

§  Life Insurance

 

 

David.offer@mincfs.com.au

Ph. (08) 9791 9188

 

 

Davide Bosio

Davide has over 8 years experience in the finance industry as an advisor involved with Participants of ASX Group and Australian Financial Services Licensees providing financial product advice and dealing to retail and wholesale clients.

 

Davide has also been involved, as founding director of Pareto Capital Pty Ltd, offering professional, customised solutions to corporate clients and professional investors seeking fundraising assistance and investment opportunities. Davide will continue to leverage off the strong alliances within the investment community to create long term investor and shareholder value. Some of Davide’s services include:

 

§  Sourcing or providing capital for early stage or junior Companies;

§  Assisting in the 'IPO' process by providing capital and marketing services;

§  Identifying investment opportunities for Wholesale and Sophisticated Investors;

§  Providing corporate advisory services; and

§  Advising on and sourcing new projects for existing companies;

 

Davide is currently a Fellow Member of the Financial Services Institute of Australia (Finsia) and a Graduate Member of Australian Institute of Company Directors (GAICD). Davide holds a Bachelor of Commerce (Marketing) degree and a Graduate Diploma in applied Finance and Investment.

 

RG 146 Competencies

§  Securities

§  Basic Deposit products

§  Foreign exchange contracts

§  Debentures, stocks or bonds

§  Managed Investments

§  Superannuation

§  Miscellaneous financial investment products limited to managed investment warrants

§  Underwrite interests in managed investment schemes, or issues of securities.

 

davide.bosio@mincstockbroking.com.au

(08) 6364 9611

 

 

Dino Di Costa

Dino recently return from 10 years in Investment Banking in London where he was a Director of Credit Suisse’s Structured Product Debt Syndication and Trading team.

 

Dino’s principal role was in Debt Capital Raisings for some of the largest global financial institutions. Dino has extensive experience in Institutional Sales and Corporate Advisory arena.

 

Dino holds a Bachelor of Commerce (Acc and Bus Law) and is a member of The Institute of Chartered Accountants (Australia). He is also the treasurer of The Strike and Chord for Cancer Foundation.

 

 

dino.dicosta@mincstockbroking.com.au

Ph. (08) 6364 9654

 

 

Donald Smith

Donald has over 55 years experience in the finance and stockbroking industry. After seventeen years in banking, he joined T.A James and Co in 1969 and became a partner a year later.

During the next thirty years, Donald remained with the company through several name changes, a merger and takeovers - Saw James Limited,
Kleinwart Saw James Ltd, Saw James Capel, HSBC Securities, Salomon Smith Barney, and more latterly, Citigroup Wealth Advisors.

He was managing director of Saw James Ltd from 1992 until 2000.

 

Investment Style

Donald believes in long term relationships with his clients and specialises in building wealth through well structured portfolios and self managed superannuation funds.

Several of his groups of investors are fourth generation clients.

 

RG146 Competencies

• Securities
• Managed Investments
• Basic Deposit Products
• Superannuation 

 

donald.smith@mincstockbroking.com.au
Ph. (08) 6364 9631

 

 

Garry Button

Garry likes to obtain full information on clients with a view to creating a long term relationship with them to fully understand their needs and objectives.

 

Investment Style

His focus is on medium to long term investments being the core component of portfolios, made up from the ASX 200.  Short term trading opportunities are taken when and where appropriate.  Garry has a particular interest in portfolio management, self managed super funds and gearing strategies for longer term wealth creation.

 

RG146 Competencies

• Securities
• Superannuation
• Managed Investments
• Derivatives - Level 1
• Basic Deposit Products

 

garry.button@mincstockbroking.com.au
Ph. (08) 6364 9605

 

 

Graham Oates

Graham has a wealth of experience in the financial industry. Prior to becoming an investment advisor in 2000 Graham was employed as an Accountant with Western Power for 23 years. Graham joined the Minc Bunbury office in July 2010.

Graham has a Bachelor of Commerce (Accounting) from Curtin and is nearing the completion of the Post Graduate Diploma in Financial Planning with the Securities Institute of Australia.

 

Investment Style

Graham is focused on providing comprehensive customer service. He has a particular interest in superannuation, trading stocks and a wide range of Australian sharemarket investments. Graham’s investment decisions are based on bottom up analysis with investment chosen on the basis of strong fundamentals.

 

RG146 Competencies

§  Securities

§  Financial Planning

§  Superannuation

§  Managed Investments

 

 

Graham.oates@mincfs.com.au

Ph. (08) 9791 9188

 

 

 

Karl Laufmann

Karl has over 15 years of experience in the broking industry with the likes of Saw James Capel, HSBC Securities and Citigroup Wealth Advisors. He holds an economics degree and specialises in all aspects of equities, options and fixed interest advice.

 

RG146 Competencies

• Securities
• Derivatives – Level 1 & 2
• Managed Investments
• Superannuation
• Basic Deposit Products

 

karl.laufmann@mincstockbroking.com.au
Ph. (08) 6364 9623

 

 

Larry Buono

Larry commenced broking in 2000 predominantly servicing high net worth clients and small Self Managed Superannuation funds.

In January 2002, Larry joined Shaw Stockbroking where he continued to develop a private client, SMSF and small investment company, stockbroking business.

Prior to broking, Larry had a background in retail, commercial and international banking

both locally with Westpac and overseas with a joint venture Russian-Western Stockbroking and Investment organisation based in Moscow.

In May 2003, Larry completed the RMIT/SDIA Superannuation Module satisfying ASIC RG 146 Superannuation requirements.

He joined MINC Stockbroking in September 2005 and is level II Derivatives Accredited.

 

 

larry.buono@mincstockbroking.com.au

Ph. (02) 8116 9611

 

 

Mark Niutta

Mark started with the Perth Stock Exchange in 1986 where he worked as an operator on the trading floor until 1987. He then joined the stockbroking firm R M Black Morgan until 1988 which eventually became Morgan Stockbroking. After a stint on the oil and gas fields, in 1994 Mark rejoined ABN Amro Morgans as a client advisor.

 

Investment Style

Mark has a particular interest in medium to long term investment strategies as a core component of an investment portfolio, but also focuses on short term trading opportunities.  He specialises in direct equities and margin lendings.

 

RG146 Competencies

• Securities
• Managed Investments
• Basic Deposit Products

 

mark.niutta@mincstockbroking.com.au
Ph. (08) 6364 9608

 

 

Matthew Lumb

Matthew commenced broking in 2000 servicing high net worth clients, Self Managed Superannuation funds and small institutions.

Today, Matthew continues to service these clients, as well as broadening his scope to include a range of international clients, participation in company capital raisings along with being instrumental in many initial public offerings.

In July 2003, Matthew completed the exam satisfying ASIC’s RG 146.

Prior to broking, Matthew was a director of a number of private investment companies.

He joined MINC Stockbroking in July 2002 and is level II Derivatives Accredited.

 

 

matthew.lumb@mincstockbroking.com.au

Ph. (02) 8116 9610

 

 

Maurice Beattie

Your Advisor Maurice Beattie is an Authorised Representative of MINC Stockbroking and is authorised to provide the following services on our behalf.

• Provide financial product advice and deal in the following financial products:
• Basic deposit products;
• Interests in managed investment schemes including Investor Directed Portfolio Services;
• Securities;
• Derivatives – Level 1

 

Maurice has been an Investment Advisor in the Financial Services industry since 1990. Maurice holds a Bachelor of Arts (Hons) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.   Maurice is PS 146 Compliant in the above named products . Your Advisor is located at Level 5, 49 Sherwood Road, Brisbane.

Authorised Representative Number: 300855

 

 

maurice.beattie@mincstockbroking.com.au

Telephone (07) 3371 8102

 

 

Owen Clare

Owen holds a Bachelor of Commerce degree from the University of Western Australia. He went on to qualify as a Chartered Accountant and has now been an Investment Advisor for over 12 years.

 

Investment Style

Owen specialises in portfolio management, self managed super funds and sophisticated investors with a view to long term wealth creation.

 

RG146 Competencies

• Securities
• Derivatives – Level 1
• Managed Investments
• Basic Deposit Products
• Superannuation

owen.clare@mincstockbroking.com.au
Ph. (08) 6364 9629

 

 

Paul Lambrecht

Paul has over 12 years experience in the financial industry working with Trustee companies and then in broking houses, starting with Saw James Capel which then became Citigroup Wealth Advisors.

He holds a Bachelor of Business degree and a Graduate Diploma in Applied Finance & Investment. Paul is currently a Fellow Member of the Financial Services Institute of Australasia.

 

RG146 Competencies

• Securities
• Derivatives – Level 1 and 2
• Managed Investments
• Basic Deposit Products
• Superannuation

 

paul.lambrecht@mincstockbroking.com.au
Ph. (08) 6364 9614

 

 

Simon Winter

Simon has over 14 years experience in the securities industry. He began his career at DJ Carmichael & Co before working at McIntosh Securities, Merrill Lynch and Bell Potter Securities prior to joining MINC Stockbroking in 2007. He has extensive experience in Private Client Wealth Management, Derivatives Trading, Superannuation, International Equities and Equity Capital Markets.

 

RG146 Competencies

§         Securities

§         Managed Investments

§         Basic Deposit Products

§         Derivatives - Level 1 and 2

§         Superannuation

 

 

simon.winter@mincstockbroking.com.au

Ph. (08) 6364 9651