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Euroz Hartleys

Euroz Hartleys

Western Australia’s trusted financial services business

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  • Euroz Hartleys Group
        • Euroz Hartleys Group Limited (ASX:EZL) is a diversified financial services company which has a consistent track record of strong shareholder returns.

        • About us
          • Euroz Hartleys Group
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  • Private Wealth
        • Combining wealth management, strategic advice and stockbroking. We pride ourselves on being Western Australia’s trusted wealth manager, partnering with you on your tailored journey, designed to provide wealth creation and preservation.

        • Private Wealth
          • Our People
          • Wealth Management
          • Stockbroking
        • Entrust Wealth Management
  • Corporate Finance
        • Leading full service Corporate Finance team based in Western Australia specialising in Equity Capital Markets, Mergers and Acqusitions and Strategic Advisory.

        • Corporate Finance
          • Our People
          • M&A and Strategic Advisory
          • Capital Raisings
  • Institutional Sales
        • Specialist small to mid-cap institutional dealing desk with a strategic focus on Western Australian resources, energy, mining services and industrial companies.

        • Institutional Sales
          • Our People
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  • Research
        • Highly rated research from our team of resources and industrials analysts through detailed fundamental analysis and extensive on-the-ground presence.

        • Research
          • Our People
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  • News & Insights
        • Stay up to date with Euroz Hartleys news, media and listen to our Finding the Front podcast.

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Board & Management

Our business is led by an experience Board and management team with substantial ownership in the Group.

  • Andrew McKenzie

    Executive Chairman

    Andrew McKenzie

    Executive Chairman
    28 November 2000
    https://www.linkedin.com/in/andrew-mckenzie-3aa9b2266/

    Andrew is Executive Chairman of Euroz Hartleys Group Limited (ASX:EZL), Euroz Hartleys Limited and is Chairman of the Euroz Hartleys Foundation.

    Andrew is a board member of the Perth Children’s Hospital Foundation and Chairman of their Investment Sub-Committee. Andrew is a past board member of the Australian Stockbrokers Association, Presbyterian Ladies College (PLC) and the PLC Foundation.

    He holds a Bachelor of Economics from the University of Western Australia (UWA), a Graduate Diploma in Applied Finance and Investment and is a Master Practitioner Member (MSIAA) of the Stockbrokers and Investment Advisers Association (SIAA).

    Read more: Andrew McKenzie
  • Robin Romero

    Indepedent Non-Executive Director

    Robin Romero

    Indepedent Non-Executive Director
    2 December 2020

    Robin brings to the board extensive legal, accounting and commercial experience. Robin is Legal Counsel and a former Executive Director of FMR Investments Pty Ltd (formerly Barminco Pty Ltd) and a Non-Executive Director of West African Resources Limited and Greening Australia Limited.

    She has more than 20 years of in-house legal experience, largely in the mining sector.

    Prior to this, Robin spent 11 years working in large commercial law and accounting firms including King & Wood Mallesons, Corrs Chambers Westgarth and KPMG servicing medium to large clients across diverse sectors, predominantly ASX listed companies.

    Robin holds a Bachelor of Commerce and a Bachelor of Laws, is a Chartered Accountant and a graduate of the AICD. She also holds a practising certificate from the Legal Practice Board of Western Australia.

    Read more: Robin Romero
  • Fiona Kalaf

    Independent Non-Executive Director

    Fiona Kalaf

    Independent Non-Executive Director
    28 June 2022

    Fiona is an experienced CEO, senior executive and director across a broad range of sectors, including financial services and wealth management, private health insurance and mental health services.

    Fiona is the Chair of Amaroo Care Services, a Director of Celebrate WA and a former Director of Perth Festival. She has held numerous senior executive and directorship roles, including CEO of Lifeline WA and Youth Focus, executive roles at Wesfarmers and HBF, and board roles, including Chair of the Art Gallery of WA and Deputy Presiding Member of Healthway.

    Fiona holds a Bachelor of Arts, a Bachelor of Architecture and a Master of Business Administration (Advanced) and is a graduate of the AICD. Fiona has also completed the Strategic Perspectives in Non-profit Management course at Harvard Business School.

    Read more: Fiona Kalaf
  • Richard Simpson

    Non – Executive Director

    Richard Simpson

    Non – Executive Director
    6 October 2020

    Richard brings to the board extensive corporate finance, advisory and equity capital market experience gained through a number of senior Australian and international investment banking positions.

    Richard is a past board member of Hartleys Limited (Chairman and Managing Director), Botanic Gardens & Parks Authority (Chairman 2002-2021), State Emergency Management Authority and FINSIA. Richard holds a Bachelor of Applied Science (Hons) and an MBA from UWA. Richard began his career as a petroleum engineer prior to joining NM Rothschild & Sons in London, Salomon Brothers Inc (now Citigroup) based in both Sydney and Melbourne, and returning to Perth to join Hartleys in 1994. On 23 August Richard transitioned to a Non-Executive Director.

    Read more: Richard Simpson
  • Tim Bunney

    Managing Director and Head of Institutional Sales

    Tim Bunney

    Managing Director and Head of Institutional Sales

    Tim has been working in the stockbroking industry since 2010 and is Managing Director of Euroz Hartleys Group Limited, Euroz Hartleys Limited and is Head of our Institutional Sales Division. He holds a Bachelor of Commerce from Curtin University majoring in finance and management. He is currently undertaking post graduate study in geology and finance. Tim is a member of the SIAA institutional broking committee.

    Read more: Tim Bunney
  • Gavin Allen

    Executive Director and Head of Research

    Gavin Allen

    Executive Director and Head of Research

    Gavin is the department head of Euroz Hartley’s Research Division and is a Research Analyst with 19 years’ experience specialising in detailed analysis and research of mid cap industrial companies.

    Prior to joining Euroz, Gavin held a senior position in the Corporate Finance Division of a major accounting firm, specialising in the financial analysis of mergers and acquisitions.

    Gavin holds a Bachelor of Commerce, is a member of the Chartered Accountants Australia and New Zealand (CA) and holds a Chartered Financial Analyst (CFA) designation.

    Read more: Gavin Allen
  • Anthony Brittain

    Chief Operating and Financial Officer

    Anthony Brittain

    Chief Operating and Financial Officer

    Anthony is the Chief Operating and Financial Officer and an Executive Director of Euroz Hartleys Limited and is a former board member of Euroz Hartleys Group Limited. Prior to joining Euroz Hartleys, he spent 7 years with IWL Limited (and antecedent firms Hartley Poynton, Hartleys and JDV Limited).

    His career started with KPMG (and antecedent firm Touche Ross) and then worked in London and Singapore for 7 years with a UK fund manager, Newton Investment Management during which it was acquired by BNY Mellon.

    Anthony holds a Bachelor of Commerce from UWA, is a member of Chartered Accountants Australia and New Zealand (CA), holds a Graduate Diploma in Applied Finance and Investment from FINSIA, was formerly a Certified information System Auditor, is a Graduate of AICD and is an individual member (MSIAA) of SIAA.

    Anthony is a member of the Euroz Hartleys Group Audit and Risk Committee and the Compliance and Underwriting Committees of Euroz Hartleys. Anthony is a member of the Profession Committee and the Professional Conduct Tribunal of the Stockbrokers and Investment Advisers Association (SIAA). Anthony is also a member of the Australian Securities Exchange (ASX) Business Committee and the Securities Exchange Guarantee Corporation (SEGC) Consultative Committee (SEGC is the trustee of the National Guarantee fund (NGF)).  Anthony is a panel member of the Australian Securities and Investment Commission (ASIC) Markets Disciplinary Panel (MDP).

    Read more: Anthony Brittain
  • Anthony Brittain

    Executive Director and Chief Operating and Financial Officer

    Anthony Brittain

    Executive Director and Chief Operating and Financial Officer

    Anthony is the Chief Operating and Financial Officer and an Executive Director of Euroz Hartleys Limited and is a former board member of Euroz Hartleys Group Limited. Prior to joining Euroz Hartleys, he spent 7 years with IWL Limited (and antecedent firms Hartley Poynton, Hartleys and JDV Limited).

    His career started with KPMG (and antecedent firm Touche Ross) and then worked in London and Singapore for 7 years with a UK fund manager, Newton Investment Management during which it was acquired by BNY Mellon.

    Anthony holds a Bachelor of Commerce from UWA, is a member of Chartered Accountants Australia and New Zealand (CA), holds a Graduate Diploma in Applied Finance and Investment from FINSIA, was formerly a Certified information System Auditor, is a Graduate of AICD and is an individual member (MSIAA) of SIAA.

    Anthony is a member of the Euroz Hartleys Group Audit and Risk Committee and the Compliance and Underwriting Committees of Euroz Hartleys. Anthony is a member of the Profession Committee and the Professional Conduct Tribunal of the Stockbrokers and Investment Advisers Association (SIAA). Anthony is also a member of the Australian Securities Exchange (ASX) Business Committee and the Securities Exchange Guarantee Corporation (SEGC) Consultative Committee (SEGC is the trustee of the National Guarantee fund (NGF)).  Anthony is a panel member of the Australian Securities and Investment Commission (ASIC) Markets Disciplinary Panel (MDP).

    Read more: Anthony Brittain
  • Marc Lincoln

    Executive Director and Head of Private Wealth

    Marc Lincoln

    Executive Director and Head of Private Wealth

    Marc is currently serving as Head of Private Wealth and an Executive Director of Euroz Hartleys having spent more than 25 years in financial services.

    Marc’s journey in Stockbroking/Wealth Management began at Hartleys (then Hartley Poynton) in the late 90’s before assuming the role of WA State Manager at Bell Potter.

    Read more: Marc Lincoln
  • Amanda Boyce

    Executive Director and Head of Advice

    Amanda Boyce

    Executive Director and Head of Advice

    Amanda is an experienced financial market professional with over 20 years of experience in the industry, joining Euroz Hartleys in July 2022. She has held senior leadership roles in Advice, Institutional Wealth, and Strategic Projects and has a proven track record of success. Her career began with Goldman Sachs JBWere and later became Head of Syndicate at JBWere before becoming Head of Advice for WA & SA.

    Amanda has had significant influence building and safeguarding the cultural and reputational interests of the businesses she works for through leadership, governance and committee roles she has held throughout her career.

    Amanda is Executive Director of Euroz Hartleys Limited & Euroz Hartleys Foundation and Head of Advice, responsible for shaping the growth and advice strategy. She is a Director of the Stockbrokers and Investment Advisers Association (SIAA), the professional body for the stockbroking and investment advice industry in Australia. Amanda holds a Bachelor of Economics (Honours) from the University of Western Australia.

    Read more: Amanda Boyce
  • Rowan Jones

    Executive Director and Head of Entrust Wealth

    Rowan Jones

    Executive Director and Head of Entrust Wealth

    Rowan joined Entrust Wealth Management Pty Ltd in January 2008 and was appointed an Executive Director in September 2016.

    He holds a Bachelor of Commerce from Curtin University, a Graduate Diploma of Applied Finance and Investment from FINSIA and he is a Self-Managed Superannuation Fund Specialist adviser through the SMSF Association. Rowan provides strategic and investment advice to a broad range of clients, including families and Not–For–Profit organisations.

    Prior to joining Entrust, Rowan spent ten years as a professional sportsperson in the AFL with the West Coast Eagles Football Club. He is now a member of Board of the West Coast Eagles Football Club. Rowan has complied with and met the education and training standards as required in s921B of the Corporations Act.

    Read more: Rowan Jones
  • David Smyth

    Executive Director & Senior Investment Adviser

    David Smyth

    Executive Director & Senior Investment Adviser

    David Smyth, a Senior Investment Adviser and Executive Director at Euroz Hartleys Limited, brings over 23 years of experience, including a previous role on the Hartleys Limited Board of Directors. With a Graduate Diploma in Financial Planning, he has been in business since his early 20s, learning the importance of effective money management. David specializes in personalized financial strategies, simplifying superannuation advice, and constructing high-quality investment portfolios. As the owner and Director, he ensures top-notch service and comprehensive support in investment advice, superannuation, estate planning, and insurance. David and his team provide expert management of financial affairs, helping clients achieve their life goals and secure their future.

    Read more: David Smyth
  • Ben Crossing

    Executive Director and Head of Corporate Finance

    Ben Crossing

    Executive Director and Head of Corporate Finance

    Ben is a Director in Corporate Finance and has been a member of the Hartleys Corporate Finance team since 2010. During this time, Ben has provided strategic corporate advice in relation to equity capital market transactions, mergers, takeovers and acquisitions for a number of Australian Securities Exchange (ASX) listed resource, energy and industrial companies.

    Read more: Ben Crossing
  • Anthony Hewett

    Group Company Secretary

    Anthony Hewett

    Group Company Secretary

    Anthony is the group’s Company Secretary and an Executive Director of the Euroz Hartleys Foundation.

    Anthony commenced his career in financial services in 2000 with Hartleys Limited and JDV Limited. In 2003 Anthony joined DJ Carmichaels before joining Euroz in 2004. During his career he has held a variety of positions in operations, and risk and compliance. Mr Hewett is a Chartered Secretary and Chartered Governance Professional and holds a Master of Business Law from Curtin University and a Graduate Diploma in Applied Corporate Governance from the Governance Institute of Australia.

    Mr Hewett is a Fellow of the Chartered Governance Institute (FCG), a Fellow of the Governance Institute of Australia (FGIA), a Master Member of SIAA and a member of AICD. Mr Hewett is also a board member and honorary treasurer of Holyoake.

    Read more: Anthony Hewett
  • Anthony Hewett

    Associate Director and Group Company Secretary

    Anthony Hewett

    Associate Director and Group Company Secretary

    Anthony is the group’s Company Secretary and an Executive Director of the Euroz Hartleys Foundation.

    Anthony commenced his career in financial services in 2000 with Hartleys Limited and JDV Limited. In 2003 Anthony joined DJ Carmichaels before joining Euroz in 2004. During his career he has held a variety of positions in operations, and risk and compliance. Mr Hewett is a Chartered Secretary and Chartered Governance Professional and holds a Master of Business Law from Curtin University and a Graduate Diploma in Applied Corporate Governance from the Governance Institute of Australia.

    Mr Hewett is a Fellow of the Chartered Governance Institute (FCG), a Fellow of the Governance Institute of Australia (FGIA), a Master Member of SIAA and a member of AICD. Mr Hewett is also a board member and honorary treasurer of Holyoake.

    Read more: Anthony Hewett

Euroz Hartleys Foundation

Euroz Hartleys are proudly Western Australian focused and we believe we have an obligation to give back to our Western Australian community.

Euroz Hartleys Foundation

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Our latest news

More News

Commission for a Cause 2025

Gemma Skillen
12 Aug 2025

We are thrilled to announce the result of our 7th Commission for a Cause Day! The day was a resounding…

Read More: Commission for a Cause 2025

2025 Young Professionals Evening

Euroz Hartleys Limited
23 Jul 2025

Euroz Hartleys was proud to host another Young Professionals Evening on 12 June 2025, welcoming some 80 emerging leaders to…

Read More: 2025 Young Professionals Evening

ASIC warns industry and consumers of share sale fraud

Euroz Hartleys Limited
24 Jun 2025

Following a spike in reports of stolen shares due to identity theft and an industry review, ASIC has updated guidance…

Read More: ASIC warns industry and consumers of share sale fraud

Euroz Hartleys Amplify Webinar | Small Caps, Major Catalysts

Euroz Hartleys Limited
15 May 2025

Hear from the leading executives of 4 small cap companies all poised for significant growth with major, imminent catalysts.

Read More: Euroz Hartleys Amplify Webinar | Small Caps, Major Catalysts

2025 Euroz Hartleys Port to Pub with Hotel Rottnest

Bridget Watkins
26 Mar 2025

Euroz Hartleys is proud to have been the Premier Partner for the 2025 Euroz Hartleys Port to Pub with Hotel…

Read More: 2025 Euroz Hartleys Port to Pub with Hotel Rottnest

Pre-Rottnest Goldfields Site Visit & 25th Annual Rottnest Island Institutional Conference

Euroz Hartleys Limited
19 Mar 2025

Pre-Rottnest Western Australian Goldfields Site Visit Euroz Hartleys was delighted to introduce our first ever Pre-Rottnest Western Australian Goldfields Site…

Read More: Pre-Rottnest Goldfields Site Visit & 25th Annual Rottnest Island Institutional Conference

Wealth Insights

More Wealth Insights

Using Carry Forward Concessional Contributions

11 Aug 2025
Wealth Point

Concessional super contributions (also known as before-tax contributions) include employer super guarantee (SG), salary sacrifice amounts and personal tax-deductible contributions.…

Read More: Using Carry Forward Concessional Contributions

Spouse Contributions

6 Jun 2025
Wealth Point

A spouse contribution, when related to a contribution tax offset, is a way to boost a spouse’s super whilst managing…

Read More: Spouse Contributions

End of Financial Year Checklist

13 May 2025
Wealth Point

The End of Financial Year (EOFY) is once again fast approaching – providing an opportunity to review your position ahead…

Read More: End of Financial Year Checklist

Episode 44 “EOFY – What you need to know!”

29 Apr 2025
3 Minute Tech

Read More: Episode 44 “EOFY – What you need to know!”

Episode 43 “What are the tax consequences when inheriting Super?”

29 Apr 2025
3 Minute Tech

Read More: Episode 43 “What are the tax consequences when inheriting Super?”

Episode 42 “What happens to your super on death?”

17 Apr 2025
3 Minute Tech

Read More: Episode 42 “What happens to your super on death?”

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Euroz Hartleys acknowledges the traditional owners of the land, the Whadjuk people of the Noongar nation. We pay our respects to Elders past, present and emerging.

Euroz Hartleys Limited

Participant of the ASX, Cboe and NSX

ABN 33 104 195 057

AFSL 230052

Get in Touch

Level 37 QV1
250 St Georges Terrace
Perth WA 6000

+61 8 9268 2888
moc.s1756279623yeltr1756279623ahzor1756279623ue@of1756279623ni1756279623

Financial Services Guide

Disclosure of Interests

Privacy Policy

Terms of Use

This website has been prepared by Euroz Hartleys Limited, ABN 33 104 195 057, AFSL 230052.

The information on this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs. Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it.

We recommend that you consult an adviser if you require financial advice that takes into account your personal circumstances. You can check whether a person is a licensed or authorised financial adviser by visiting the Australian Securities and Investments Commission at www.moneysmart.gov.au.

Euroz Hartleys acknowledges the traditional owners of the land, the Whadjuk people of the Noongar nation. We pay our respects to Elders past, present and emerging.

Euroz Hartleys Group Limited

ABN 53 000 364 465

Get in Touch

Level 37 QV1
250 St Georges Terrace
Perth WA 6000

+61 8 9268 2888
moc.s1756279623yeltr1756279623ahzor1756279623ue@of1756279623ni1756279623

For reference checking please email moc.s1756279623yeltr1756279623ahzor1756279623ue@RH1756279623.

Terms of Use

Privacy Policy

Whistleblower Policy

This website has been prepared by Euroz Hartleys Limited, ABN 33 104 195 057, AFSL 230052.

The information on this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs. Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it.

We recommend that you consult an adviser if you require financial advice that takes into account your personal circumstances. You can check whether a person is a licensed or authorised financial adviser by visiting the Australian Securities and Investments Commission at www.moneysmart.gov.au.

Copyright © 2025 Euroz Hartleys Limited