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
Ashok Desai
Ashok is an experienced Financial Consultant who has been in both the financial and accounting industries for many years. He advises a number of corporate and retail clients on wealth management advice.
Ashok specialises in providing a “client tailored’ approach by using a careful combination of investment options such as:
§ Direct shares
§ Managed funds
§ Term deposits
§ Gearing
His portfolio management style allows him to help clients achieve their specific personal goals and objectives by managing their investments on a day to day basis to maximize their after tax returns.
Ashok provides investment advice in all areas including:
§ Self Managed Superannuation funds
§ Investment portfolios
§ Retirement and redundancy planning
§ Correct structuring of clients portfolios to maximize taxation benefits
Ashok is past Chairman for the Institute of Chartered Accountants in Western Australia and has been a Council member since 2002. He is also a member of the Institute’s Financial Planning Special Interest Group. Ashok is currently Treasurer for Convocation, the UWA Graduates Association, and has been a member of the Convocation Council since 2002. He is a past President of the Graduate Management Association, the alumni body of the University of Western Australia’s MBA program. Ashok is also past Treasurer for The Health Consumers’ Council WA Inc and is currently a member of The PLC Parents’ Committee.
RG146 Competencies
- Securities
- Managed Investments
- Basic Deposit Products
- Derivatives Level 1
- Superannuation
ashok.desai@mincstockbroking.com.au
Ph. (08) 6364 9640
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
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
John Aldersley
John has over 30 years experience in financial services, encompassing global funds management, institutional stockbroking (Head of Derivatives) and in 1996 launched DirectPortfolio, Australia’s first Separately Managed Account registered as a managed scheme. For 6 years to 2004 he also wrote a popular weekly article, “Notes of a Professional Investor”, in the Sun Herald newspaper. In November 2007 he sold control of his business to a large institution. John has recently updated his qualifications so he can offer a more holistic service combining investment management and broking with strategic personal financial advice where required.
John holds a B.A (Econ), M.A. (Finance & Invt), DFP
RG146 Competencies
§ Derivatives - Level 1 & 2
john.aldersley@mincstockbroking.com.au
Ph. (02) 8116 9604
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
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