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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.

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          • Corporate Finance, Research and Institutional SalesThese Divisions are now part of the Bank of Montreal as of 1 November 2026. Please visit https://capitalmarkets.bmo.com/en/ to find out more or contact our team with any queries.
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        • 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.

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Board and Management • banner 4

Board & Management

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

  • Anthony Hewett • 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
  • Rowan Jones • Rowan Jones

    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 • David Smyth

    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
  • Marc Lincoln • Marc Lincoln

    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
  • Anthony Hewett • Anthony Hewett

    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
  • Robin Romero • robin romero 26

    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
  • Richard Simpson • richard simpson 26

    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
  • Fiona Kalaf • fiona kalaf 26

    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
Board and Management • footer 7 2

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

Monthly Insights

Lucy Johnston
17 Sep 2026

In this “Monthly Insights” for August, we look at the key market movements throughout the month and feature an episode…

Read More: Monthly Insights

Monthly Insights

Euroz Hartleys Limited
14 Aug 2026

In this “Monthly Insights” for July, we look at the key market movements throughout the month and feature an episode…

Read More: Monthly Insights

Monthly Insights

Lucy Johnston
8 Aug 2026

In this “Monthly Insights” for June, we look at market movements for the month and give an overview of the…

Read More: Monthly Insights

Commission for a Cause 2026

Lucy Johnston
1 Jul 2026

We are pleased to announce the results of our 8th annual Commission for a Cause Day, and what a day…

Read More: Commission for a Cause 2026

Pre-Rottnest Western Australian Goldfields Site Visits & 26th Annual Rottnest Island Institutional Conference

Bridget Watkins
24 Mar 2026

Pre-Rottnest Western Australian Goldfields Site Visits 2026 Euroz Hartleys was delighted to host our Pre-Rottnest Western Australian Goldfields Site Visits…

Read More: Pre-Rottnest Western Australian Goldfields Site Visits & 26th Annual Rottnest Island Institutional Conference

Euroz Hartleys Private Wealth Gold Lunch

Euroz Hartleys Limited
17 Oct 2025

A big thanks to all our clients who attended the Euroz Hartleys Gold lunch last week at the beautiful Royal…

Read More: Euroz Hartleys Private Wealth Gold Lunch

Wealth Insights

More Wealth Insights

Maximise Super Balances

16 Jun 2026
Wealth Point

Superannuation is a government-supported retirement savings structure that allows Australians to accumulate wealth in a highly tax-effective environment throughout their…

Read More: Maximise Super Balances

Federal Budget 2026–27 | Key Changes at a Glance

7 May 2026
Wealth Point

This document provides a summary of the key measures announced in the 2026–27 Federal Budget; however, the impact of these…

Read More: Federal Budget 2026–27 | Key Changes at a Glance

Episode 53 “Navigating the $3.5 trillion wealth transfer”

6 May 2026
3 Minute Tech

Read More: Episode 53 “Navigating the $3.5 trillion wealth transfer”

Episode 52 “What is in the ATO’s crosshairs”

6 May 2026
3 Minute Tech

Read More: Episode 52 “What is in the ATO’s crosshairs”

Episode 51 “Division 296 – Super’s new tax for balances above $3m”

15 Apr 2026
3 Minute Tech

Read More: Episode 51 “Division 296 – Super’s new tax for balances above $3m”

Super Contribution Caps & Limits Increasing 1 July 2026

14 Apr 2026
Wealth Point

2025 proved again to be a year of resilient global economic growth and strong returns for riskassets. However, it certainly…

Read More: Super Contribution Caps & Limits Increasing 1 July 2026

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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.s1793662158yeltr1793662158ahzor1793662158ue@of1793662158ni1793662158

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.s1793662158yeltr1793662158ahzor1793662158ue@of1793662158ni1793662158

For reference checking please email moc.s1793662158yeltr1793662158ahzor1793662158ue@RH1793662158.

Financial Services Guide

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 © 2026 Euroz Hartleys Limited