Barclay Wells Ltd is a boutique financial services firm with offices in Australia.
We advise both retail and wholesale clients across a range of investments, including listed and unlisted shares, derivatives and managed funds.
Our senior representatives are well-qualified, experienced investment professionals with long term experience in the market.
Barclay Wells aims to provide unbiased, rational and accurate advice to clients to enable them to invest prudently. Above all, we value being absolutely forthright in explaining to clients the true risk/reward trade-off of investment decision.
We aim to provide clients with timely and efficient solutions. We recognise that our clients are crucial to our business and that increasing client wealth must be our primary consideration, and our fees secondary.
Mr Oldfield holds an Honours degree in Law & Postgraduate Diploma in Applied Finance & Investment from the Securities Institute of Australia (now FINSIA). He has been involved in stockbroking & funds management since January 2000, including the establishment of a number of hedge funds.
Mr Kong has a Bachelor of Commerce (BComm), and is RG146 accredited. He is involved in client portfolio management, client relationship management and also provides advice and executes trades for clients based on technical and fundamental analysis.
Mr Chionh has many decades of experience working with high net worth clients, specialising in trading blue chip equities.
Mr Pearson’s career began in London, took him to Hong Kong and now continues in Western Australia. He has broad experience in trading equities and identifying opportunities in emerging companies.
Mr Gardiner holds a Diploma of Financial Services (Financial Planning) from Kaplan Education. He has been involved in stockbroking and derivatives trading since 2004.
Mr Plumb has been in the finance industry for 25 years, the last 8 years of which in stockbroking. He is RSG146 accredited, specialising in small/mid-cap stocks, capital raising requirements, and portfolio management.
Rick de Souza
Mr de Souza has a globe-spanning background in currency trading and market analysis. He combines strong technical analysis skills with in-depth research of the fundamentals of companies to find small and mid-cap companies primed for long term growth.
Mr Hogan has been advising clients on opportunities on the ASX, particularly in the junior resources sector, for over thirty years. His tenure as Director of listed ASX companies gives him invaluable insight when it comes to assessing similar ventures.
Open An Account
Open an account with us and get talking to one of our advisers about achieving your financial goals. Account holders also get access to capital raisings (if the raise is right for them) that are not available to the general public.