Board & Management
Our business is led by an experience Board and management team with substantial ownership in the Group.
Andrew McKenzie
Executive ChairmanAndrew McKenzie
Executive Chairman28 November 2000Read more: Andrew McKenzieAndrew 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).
Robin Romero
Indepedent Non-Executive DirectorRobin Romero
Indepedent Non-Executive Director2 December 2020Read more: Robin RomeroRobin 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.
Fiona Kalaf
Independent Non-Executive DirectorFiona Kalaf
Independent Non-Executive Director28 June 2022Read more: Fiona KalafFiona 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.
Richard Simpson
Non – Executive DirectorRichard Simpson
Non – Executive Director6 October 2020Read more: Richard SimpsonRichard 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.
Ian Parker
Executive DirectorIan Parker
Executive Director6 October 2020Read more: Ian ParkerIan has extensive knowledge in the areas of stockbroking, investment advice and domestic equities.
Ian holds a Bachelor of Arts (Economics) degree from Murdoch University (WA) and is a Master Practitioner Member (MSIAA) of SIAA. Ian has been in the financial services industry since 1981 initially with a financial planning group.
In January 1991 Ian joined Hartleys Limited as a Private Client Adviser, was a member of the Executive Council, Underwriting Committee and Head of the Private Client Advisory Board for 2 years. Ian was appointed a Director of Hartleys Limited in May 2003 as part of the successful management buyout in October 2003 and was appointed Chairman of Hartleys Limited in February 2015.
Tim Bunney
Managing Director and Head of Institutional SalesTim Bunney
Managing Director and Head of Institutional SalesRead more: Tim BunneyTim 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.
Gavin Allen
Executive Director and Head of ResearchGavin Allen
Executive Director and Head of ResearchRead more: Gavin AllenGavin 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.
Anthony Brittain
Chief Operating and Financial OfferAnthony Brittain
Chief Operating and Financial OfferRead more: Anthony BrittainAnthony 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 Audit and Risk, Compliance and Underwriting Committees of Euroz Hartleys. Anthony is a member of the Profession Committee and the Professional Conduct Tribunal of the SIAA and is a panel member of the Markets Disciplinary Panel (MDP) of the Australian Securities and Investment Commission (ASIC).
Anthony Brittain
Executive Director and Chief Operating and Financial OfferAnthony Brittain
Executive Director and Chief Operating and Financial OfferRead more: Anthony BrittainAnthony 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 Audit and Risk, Compliance and Underwriting Committees of Euroz Hartleys. Anthony is a member of the Profession Committee and the Professional Conduct Tribunal of the SIAA and is a panel member of the Markets Disciplinary Panel (MDP) of the Australian Securities and Investment Commission (ASIC).
Marc Lincoln
Executive Director and Head of Private WealthMarc Lincoln
Executive Director and Head of Private WealthRead more: Marc LincolnMarc 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.
Amanda Boyce
Executive Director and Head of AdviceAmanda Boyce
Executive Director and Head of AdviceRead more: Amanda BoyceAmanda 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.
Rowan Jones
Executive Director and Head of Entrust WealthRowan Jones
Executive Director and Head of Entrust WealthRead more: Rowan JonesRowan 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.
David Smyth
Executive Director & Senior Investment AdviserDavid Smyth
Executive Director & Senior Investment AdviserRead more: David SmythDavid 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.
Ben Crossing
Executive Director and Head of Corporate FinanceBen Crossing
Executive Director and Head of Corporate FinanceRead more: Ben CrossingBen 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.
Anthony Hewett
Group Company SecretaryAnthony Hewett
Group Company SecretaryRead more: Anthony HewettAnthony 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.
Anthony Hewett
Associate Director and Group Company SecretaryAnthony Hewett
Associate Director and Group Company SecretaryRead more: Anthony HewettAnthony 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.
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.