Adrian has been providing bespoke advice to institutional and retail client for 25 years. He specialises in equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.

Ben commenced employment with Macquarie Bank in 2000 and after 10 years he became one of their leading Investment Advisers. Ben joined Euroz Hartleys (then Euroz Securities) in 2009 where he is a senior member of the Private Wealth Division servicing high net worth families. Ben’s valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and broad investment advice.

Ben commenced with Euroz Hartleys (then Hartleys) in 2004 and has over 19 years’ experience in financial services. Ben services a high net worth client base offering traditional stockbroking services, portfolio management, derivatives trading and sophisticated investor offerings in the small to mid-cap resources sector. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.

Chris commenced with Euroz Hartleys (then Hartley Poynton) some 24 years ago. Chris specialises in holding valued, deep relationships with Western Australian company leaders, equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.

David has been with Euroz Hartleys since 1996 (then Hartley Poynton), during which time he has built strong relationships with a range of institutional, high net worth and private clients in Australia and overseas. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.

David joined Euroz Hartleys (then Hartleys) in 2004 having some 30 years of financial markets experience as an Investment Adviser. David specialises in holding valued, deep relationships with Western Australian company leaders, equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.

Dirk has over 30 years’ experience in financial services starting at Euroz Hartleys (then Hartley Poynton) in 1994. He is a senior member of our Private Client Division, servicing high net worth individuals and families. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising and investment opportunities, access to IPOs, deal flow and investment advice. Dirk is a Director of the Euroz Hartleys Charitable Foundation.

Giles has been in broking since 1991, starting his career as a bond broker in London and spending the last 26 years as a retail adviser in the Australian stockbroking industry. Giles’ main area of interest is in the small to mid-cap sector, particularly resources.

Heath joined Euroz Hartleys in 2017 and offers wealth management and investment advice to retail and high net worth clients. He holds a Bachelor of Commerce and CPA accreditation and also has over 10 years of commercial and accounting experience across the resources & industrials sectors.

Ian has been in the Stockbroking industry since 1991. He was the Executive Chairman of Hartley’s Limited before its merger with Euroz Limited and is a former director of Euroz Hartleys Group Limited. Ian works as an Investment Adviser in the Private Wealth division specialising in advising high net worth clients in all aspects of share market investing. He has established long term, highly valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.

Jack joined Euroz Hartleys (then Hartleys) in 2018. Jack’s role involves servicing investors specialising in small to mid-cap investments as well as wealth management. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.

Jess joined Euroz Hartleys in 2023. Drawing on nearly a decade of experience working nationally and internationally in Investor Relations, Communications and Philanthropy, Jess leverages her background, passion for markets and knowledge in wealth creation to deliver tailored, results-driven solutions to clients. Work alongside Russell Kane and Simon Yeo, while completing her Professional Year, Jess is focused on servicing and developing existing relationships and connecting clients with a complete wealth service.

Jess holds a Bachelor in Business Management (Marketing) (Honours), a Graduate Certificate in Corporate Finance, and a Graduate Diploma of Financial Planning, and is a certified Designated Trading Representative (DTR).

John is a former Australian diplomat and an experienced Investment Adviser who specialises in assisting Australian and International clients manage their wealth. His focus is on the establishment and ongoing management of long term, quality growth portfolios.

Jye Bolton joined Euroz Hartleys as an Associate Adviser in 2021 and became an Investment Adviser in early 2024.

Jye has completed a Bachelor of Commerce, majoring in Finance at Edith Cowan University and a Graduate Diploma in Financial Planning at Kaplan Professional. Jye has previously worked in a variety of industries, including property, marketing and finance.

Laurence joined Euroz Hartleys in 2018 and specialises in wealth management with a particular emphasis on building and maintaining long-term, high-quality growth investment portfolios. Collaborating closely with specialist paraplanners, Laurence provides a comprehensive service that encompasses strategy, structure, and investment guidance.

Matthew joined Euroz Hartleys (then Hartleys) in 2014 on the Private Client Desk. He specialises in the small cap, speculative end of the market providing investment advice to high net worth and retail clients . His valued, deep relationships with Western Australian company leaders and industry corporates provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.

Michael has been working in the stockbroking industry since 2009. He joined Euroz Hartleys following the merger with Blackswan Equities, after beginning his career at accounting firm Grant Thornton. Michael focuses on providing a comprehensive wealth management service to high net worth clients. His valued, deep relationships with Western Australian company leaders provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.

Michael became part of Euroz Hartleys in 2020, where he focuses on wealth management, with a particular emphasis on developing and preserving long-term, high-growth investment portfolios by using strategic insights and capitalising on time sensitive opportunities for both retail and high net worth clients. In collaboration with skilled paraplanners, Michael offers a holistic service that covers strategy, structure, and investment advice. Michael has completed a Bachelor of Commerce, Majoring in Finance and Economics at the University of Western Australia, a Graduate Diploma of Financial Planning through Kaplan Professional Education and is an Accredited Derivatives Adviser Level 1.

Mike holds a Bachelor of Commerce from UWA and is a Chartered Accountant. After 14 years working with Arthur Andersen, he decided to change careers and moved to stockbroking in 2000. He is able to utilise the experience he gained as an Accountant in helping people to develop their portfolios, manage their wealth and advise on Superannuation.

Nathan has over 20 years of financial markets experience and specialises in active ASX portfolio management across the full spectrum of Australian equities. He has built strong client relationships over many years utilising his significant expertise in small and mid-cap companies to assist his clients in achieving their desired financial outcomes. Euroz Hartleys along with Nathan’s valued relationships with Western Australian company leaders, provides exclusive capital raising, investment opportunities, access to IPOs and deal flow.

Nick commenced stockbroking with Euroz Hartleys (then Hartley Poynton) in 1996 and is a Senior Adviser on the Private Client Desk. Nick has a history of building long term relationships with private clients focusing primarily in wealth & portfolio management. He also works with ASX entities assisting with numerous primary and secondary capital raising. His valued, deep relationships with Western Australian company leaders, provides exclusive capital raising, investment opportunities, access to IPOs, deal flow and investment advice.

Paul has background in both stockbroking and investment banking. Prior to equities dealing he spent time based in Sydney and Singapore providing structured debt financing to resource companies.

Richard joined Euroz Hartleys in 2012. He has built a career in stockbroking and financial advice servicing high net worth, professional and corporate investors specialising in mid-cap investment and wealth management. He builds close working relationships with clients focused on strategic investment to achieve their financial goals. His experience in analysing investment opportunities and broad professional network consistently finds an edge for his clients.

Russell commenced his Stockbroking career with Hartley Poynton in 1994 in the Trust Division and by the year 2000 he had earned a position on the Executive Council. In early 2001 Russell was invited to join the newly formed Euroz Limited. In 2004 he was appointed as an Associate Director and in 2006 appointed as an Executive Director of Euroz Securities Ltd. In 2013 Russell was appointed as an Executive Director of Euroz Limited, where he remained until the merger of Euroz Hartleys was completed in October 2021.

Ryan is a Senior Private Wealth Adviser who commenced at Euroz Hartleys in 2003 and has worked as a stockbroker for some 20 years.

Simon has worked in the financial services industry since 1993. In November 2000 he established the Private Client division of Euroz Securities Limited before moving to a specialised role within the Institutional Sales division in 2013. He recently returned to the Private Wealth division in 2022 providing a comprehensive service offering for his high net worth and family office client base. Simon specialises in holding valued, deep relationships with Western Australian company leaders, equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.

Steven has been working as a stockbroker for 20 years, commencing with DJ Carmichael before moving to Euroz Hartleys in 2008. He provides a range of specialised investment advice to high net worth and “mum and dad” clients.

Sven has over 20 years of experience in stockbroking, with his expertise lying in constructing long and short-term trading strategies utilising his knowledge of technical analysis. Combined with sound experience in retirement planning, superannuation and wealth management, Sven is able to offer his clients a bespoke approach to achieving their long- and short-term investment objectives.

Tim commenced with Euroz Hartleys in 2009 after gaining experience as an Analyst in Audit and Assurance with Maxim Hall Chadwick.

Tim has worked in the stockbroking industry for over 25 years and is a senior member of our Private Wealth Division. He was previously Executive Chairman of Blackswan Equities where his role included maintaining the firm’s corporate relationships and servicing his high net worth private client base. Tim was also Founding Partner and Managing Director of Porter Western Limited until it was acquired by Macquarie Bank.

Zara has been a part of the Euroz Hartleys Private Wealth division since 2021, where she began her career as a Dealers Assistant. Her academic foundation is built on a Bachelor of Business Administration from Curtin University, (Business Law and Business Project Management). She has since completed a Graduate Diploma in Financial Planning and holds certifications as a Designated Trading Representative (DTR) and an Accredited Derivatives Adviser (ADA Level 1). Zara collaborates closely with Paul Cooper, who brings 15 years of experience across stockbroking, wealth management and investment banking.