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.
GREG PLUMBSenior Adviser
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.
TERRY GARDINERExecutive Director
Mr Gardiner holds a Diploma of Financial Services (Financial Planning) from Kaplan Education. He has been involved in stockbroking and derivatives trading since 2004.
JASON DAVISSenior Adviser
Jason has 17 years experience in financial markets. He has a Masters of Applied Finance from Macquarie University, a Diploma of Financial Services from AFMA and is licensed to advise in managed investments, equities, CFDs, futures, FX and options (highest level). Jason is the founder and owner of Sell My Shares, Dividend Harvester and Upcoming Floats.