MA Financial Group has a team of more than 550 working in Sydney, Melbourne and Shanghai.
Non-Executive Director and Independent Chairman
Jeffrey Browne is the Chairman of MA Financial Group.
Jeffrey has over 25 years of experience as a commercial lawyer including as principal of Browne & Co Solicitors and Consultants, a practice he founded early in his career.
Jeffrey is Chairman of Premoso Pty Ltd (owner of business of “Holden Special Vehicles”) and has been involved with Holden Special Vehicles since 2001 as a Non-Executive Director. He is the former Chairman at carsales.com Ltd, stepping down in 2018.
Between 2010 and 2013 Jeffrey also held the position of Managing Director of Nine Network Australia, where he served as Executive Director from 2006.
Jeffrey holds a degree in Arts from La Trobe University, Melbourne and a degree in Law from Monash University, Melbourne.
Andrew Pridham AO
Group Vice Chairman
Andrew Pridham AO is the Group Vice Chairman of MA Financial Group.
Andrew has over 30 years’ experience in investment banking and is the former Executive Chairman of Investment Banking at J.P. Morgan Australia where he completed many major M&A, equity raising and other advisory transactions and played a leading role in the significant growth of J.P. Morgan’s Australian business.
Andrew also spent 12 years at UBS where he held senior roles including Global Head of Real Estate Investment Banking and Head of Investment Banking for Australasia working in London and Singapore and was a member of the UBS Global Investment Banking Management Committee.
In 2009 he co-founded MA Financial Group. MA Financial Group was initially a 50:50 joint venture between NYSE listed global investment bank Moelis & Company and its Australian executives.
Andrew has been a director of AFL club the Sydney Swans since 2002 and the Chairman since 2013. He was raised in Adelaide and is an Alumnus of the University of South Australia.
Ken Moelis is founder and Chairman of Moelis & Company and has served as Chief Executive Officer of that company since 2007.
Ken has over 30 years of investment banking and mergers and acquisitions experience. Prior to founding Moelis & Company, Mr. Moelis worked at UBS from 2001 to 2007, where he was most recently President of UBS Investment Bank and previously Joint Global Head of Investment Banking. Before joining UBS, Mr. Moelis was Head of Corporate Finance at Donaldson, Lufkin & Jenrette, where he worked from 1990 through 2000.
Ken began his career as an investment banker with Drexel Burnham Lambert in 1981. Ken serves on the University of Pennsylvania Board of Trustees, the Wharton Board of Overseers, the Board of the Tourette Syndrome Association and the Board of Governors of Cedars Sinai Hospital.
Ken holds a B.S. and an M.B.A. from the Wharton School at the University of Pennsylvania.
Independent Non-Executive Director and Nomination and Remuneration Committee Chair
Alexandra Goodfellow is an Independent Non-Executive Director and Chair of the Remuneration and Nomination Committee of MA Financial Group.
Alexandra has over 30 years’ experience in human capital consulting across Board, CEO, Financial Services and Property within Australia, Asia and the UK.
Alexandra is currently Vice Chairman Australasia at Korn Ferry.
Alexandra is a member of the Funding Committee for the Westmead Children’s Hospital Grace Ward, a Non-Executive Director of the Sydney Swans, and a Mentor with the Minerva Network. Alexandra was a Founding Member of the Tiffany Red Cross Committee, and previously Advisory Committee Member for Women in Payments.
Independent Non-Executive Director and Audit and Risk Committee Chair
Simon Kelly is an Independent Non-Executive Director and Chair of the Audit and Risk Committee of MA Financial Group.
Simon has over 30 years’ experience in strategic, financial and general management across a range of Australian listed and unlisted consumer facing businesses.
He is currently Chief Executive Officer of technology start-up, NoahFace. He has previously served in C-Suite level roles at ASX listed Ardent Leisure, Virgin Australia, Nine Entertainment Co., Aristocrat Leisure and Goodman Fielder. He has extensive experience operating in complex regulatory environments, driving business transformation, M&A and capital markets.
Simon spent 10 years with PWC, is a Fellow of the Institute of Chartered Accountants in England and Wales, a Member of Chartered Accountants Australia and New Zealand and a Member of the Australian Institute of Company Directors.
Kate Pilcher Ciafone
Kate Pilcher Ciafone is Chief Operating Officer of Investment Banking and a founding member of Moelis & Company.
Kate has been in the investment banking industry for almost 20 years as both a banker and operations executive. As a founding member of Moelis & Company, Kate has played a vital role in establishing, shaping and enhancing nearly every aspect of Moelis & Company’s management and operations.
Prior to Moelis & Company, Kate worked in the UBS Investment Bank Office of the CEO and President, where she helped to analyze growth opportunities and develop strategy for the firm. She began her investment banking career in the Financial Institutions Group at UBS Investment Bank.
Kate holds a B.S. in Commerce with distinction from The McIntire School of Commerce at the University of Virginia.
Joint Chief Executive Officer
Chris Wyke is Joint Chief Executive Officer of MA Financial Group and was one of the founders of the company in 2009.
Chris has over 20 years’ industry experience, including extensive private equity, turnaround, restructuring, M&A, equity and debt capital markets transactions.
Chris has been involved with a broad range of clients and transactions, most recently the sale of TEN Network Holdings to CBS, the restructure and recapitalisation of both BIS Industries (A$1.1bn) and Slater and Gordon (A$730m), the purchase of the GE Consumer finance business (A$8.2bn), the reorganisations and control transactions of both Boart Longyear (US$352m), and Billabong (US$495m), the distressed acquisitions of both I-Med (A$1bn) and Channel 9 (A$3.4bn) on behalf of a syndicate of Special Situation / Private Equity investors.
Chris previously worked in investment banking for J.P. Morgan and UBS in London, Singapore and Sydney.
Chris holds a Bachelor of Economics with Honours from University College London.
Joint Chief Executive Officer
Julian is Joint Chief Executive Officer of MA Financial Group and was one of the founders of the company in 2009.
Julian has nearly 20 years of experience providing M&A and capital markets advice to real estate and funds management companies.
Julian was previously a senior member of JP Morgan’s Asia Pacific real estate investment banking team, and prior to that was a member of UBS’ Australian real estate research team
Julian has a Bachelor of Business (Property) and a Bachelor of Business (Banking and Finance) from the University of South Australia.
Chief Operating Officer
Janna Robertson is the Chief Operating Officer of MA Financial Group.
Janna has over 20 years’ experience in financial services and has held roles at Deloitte and KordaMentha where she was focused on advising clients in relation to financial and operational restructuring and transformation, and performance improvement.
Janna is an alumnus of the University of Technology Sydney, a chartered accountant and a graduate of the Australian Institute of Company Directors.
Chief Financial Officer
Graham Lello is the Chief Financial Officer of MA Financial Group.
Graham has expertise in financial management, business operations and investment execution having held board and senior executive positions including Chief Financial Officer and Chief Operating Officer.
Most recently as the Chief Financial Officer and as Executive Director of Redcape Hotel Group, Graham was responsible for the development of the corporate platform and led the sale of the business.
Graham holds a Bachelor of Accounting, a Post Graduate Diploma in Accounting and a Diploma in Financial Planning.
General Counsel and Company Secretary
Rebecca is General Counsel and Company Secretary at MA Financial Group.
Rebecca is responsible for legal, compliance and company secretarial activities of MA Financial Group with over 15 years’ experience as a lawyer in the financial services industry.
Prior to joining the company, Rebecca was Regional Counsel at UBS, with primary responsibilities for advising its Asset Management businesses across Asia Pacific from both Sydney and Hong Kong.
Rebecca holds a Bachelor of Commerce (Finance) / Bachelor of Laws from the University of New South Wales and is a Fellow with the Governance Institute of Australia.
Head of Asset Management
Andrew Martin is a Managing Director of MA Financial Group and the Head of MA Financial Group Asset Management.
Prior to that Andrew was a principal of an asset management firm which founded several real estate funds in the US, Australia and Asia.
Previously Andrew was an investment banker with Rothschild, and served in the NSW Government Premier’s Department and the Cabinet Office where he advised on the privatisation and corporatisation of infrastructure and utilities.
Richard Colless AM
Chairman - Asset Management
Richard Colless AM is the Chairman of MA Financial Group Asset Management.
Richard has 40 years’ experience in the financial services industry in Australia and the UK.
Richard was previously the Chairman of ING Real Estate Investment Management which managed five listed property trusts in Australia worth over A$10bn, a member of the J.P. Morgan Advisory Board in Australia, and the longest serving Chairman in Australian Rules Football history at the Sydney Swans.
Head of Credit Investments and Lending
Frank is a Managing Director and Head of Credit Investments & Lending at MA Financial Group, having joined the firm over a decade ago.
He is responsible for MA’s Global Credit Solutions platform, which invests across asset backed lending, corporate debt, bonds and credit opportunities verticals. Frank also has strategic oversight of the firm’s Lending businesses, which include non-bank lending and financial technology platforms, and its principal credit initiatives.
Frank’s background includes substantial experience in corporate advisory, where he focused on special situations, M&A and financial services transactions. His notable transaction experience includes Alinta Energy, Billabong, Boart Longyear, Ten Network, GE Capital Consumer ANZ (now Latitude), HomeStart lending platform, SA Government CTP / Berkshire Hathaway reinsurance deal, Axsesstoday restructure, Slater & Gordon restructure, Blue Sky recapitalisation, Emeco / Orionstone / Andy’s three-way merger and recap, Saputo/Murray Goulburn and Reliance Rail, among others.
Frank previously worked as a corporate strategy consultant at Pottinger and in funds management at Challenger.
He holds a Commerce / Law (First Class Honours) degree from Sydney University.
Paul is a Managing Director in Corporate Advisory for MA Moelis Australia.
He is Head of Corporate Finance and focuses on capital solutions and mergers & acquisitions across a broad range of industries.
Paul has been with MA Moelis Australia since it was established and has over 17 years’ experience in investment banking.
Prior to joining MA Moelis Australia, he was previously at J.P. Morgan in their real estate M&A team.
Paul has a Bachelor of Commerce with distinction from University of New South Wales.
Ben is a Managing Director in Corporate Advisory for MA Moelis Australia.
He is Head of Technology and covers the technology sector advising clients on a broad spectrum of transactions involving equity capital markets and M&A.
Ben has been with MA Moelis Australia since it was established and over 20 years’ experience in investment banking and accounting.
Prior to joining MA Moelis Australia, he was previously in the investment banking team at JPMorgan and prior to that at PwC.
Ben holds a Bachelor of Commerce from University of New South Wales and is a member of the Institute of Chartered Accountants ANZ.
Ben is a Managing Director in Corporate Advisory for MA Moelis Australia.
He is Head of Real Estate and has experience spans across M&A, IPOs, listed equity raisings, wholesale capital raising, debt and strategic advisory.
Ben has over 20 years’ experience in investment banking.
Prior to joining MA Moelis Australia, he was Managing Director and Head of Real Estate, Gaming and Lodging for Bank of America Merrill Lynch Australia. Prior to that, Ben worked at UBS and Citi in Australia.
Ben holds a Bachelor of Commerce (First Class Honours) and a Bachelor of Science from the University of New South Wales.
Eric is a Managing Director in Corporate Advisory for MA Moelis Australia.
He covers the ECM Syndication efforts and has over 20 years’ experience in ECM and equity sales.
Prior to joining MA Moelis Australia, he worked at Macquarie for close to 12 years. His most recent position was Small & Emerging Co Sales, Origination & Corporate Broking where he liaised extensively with institutions and management teams of smaller cap Australian corporates. Prior to this, he was responsible for Macquarie’s international equities distribution efforts in North America. Eric has spent close to 20 years working in New York and London for Macquarie, Deutsche Bank and Credit Suisse.
Eric holds a Bachelor of Arts (Economics) from the University of Western Australia.
Ryan is a Managing Director in Corporate Advisory for MA Moelis Australia.
He focuses on the real estate and defense sectors for MA Moelis Australia.
Ryan has over 12 years’ experience in investment banking.
Prior to joining MA Moelis Australia, Ryan served as an officer in the Australian Regular Army.
David is a Managing Director in Corporate Advisory for MA Moelis Australia.
He focuses on Equity Capital Markets and high growth companies and has over 20 years’ experience in investment banking and capital markets.
Prior to joining MA Moelis Australia, he worked for Morgans as a Corporate Advisory Director and before that, held a similar role at Shaw and Partners.
David holds a Bachelor of Business (Accounting) from the University of Technology Sydney and is a member of the Institute of Chartered Accountants ANZ.
Tom is a Managing Director in Corporate Advisory for MA Moelis Australia.
Tom has over 16 years’ of investment banking experience and extensive experience across regulated financial services and FinTech businesses in Australia, Europe and Asia Pacific.
Prior to joining MA Moelis Australia, Tom worked as a FIG banker at Credit Suisse, Head of FinTech at Blackpeak Capital and regulator at Bank of England.
Tom holds a Bachelor of Economics (Honours) from University of New South Wales.
Amelia is a Managing Director in Corporate Advisory for MA Moelis Australia.
She covers Equity Capital Markets and small to mid-cap companies.
Amelia has over 20 years’ experience in investment banking including mergers and acquisitions and public/private capital raising.
Prior to joining MA Moelis Australia, she was an Executive Director at UBS and ran the firm’s Alternative Capital Group in Australia, including recommending, structuring and managing principal positions on behalf of UBS. Amelia also ran UBS’s capital markets team in Australia across emerging and small/mid-cap companies.
Amelia holds a Doctor of Philosophy (Finance) and Bachelor of Economics (Honours - First Class, University Medal) from University of Sydney and is a Graduate of the Australian Institute of Company Directors (GAICD).
COO - Asset Management
Alice Tang is the Chief Operating Officer of MA Financial Group Asset Management and is responsible for setting and managing the operations for the asset management division. This includes overseeing corporate governance, funds management operations, client services and the technology platform.
Alice has over 20 years’ financial services experience.
Alice was previously at the Macquarie Group for 16 years working across transaction execution, operations and risk management in funds management, investment banking, retail banking and equity investments.
Alice holds a Bachelor of Commerce (Co-Op) from the University of New South Wales and a MBA (Exec) from the Australian Graduate School of Management, member of Chartered Accountants Australia and New Zealand and a Graduate of the Australian Institute of Company Directors.
Drew Bowie is a Managing Director at MA Financial Group in Asset Management.
Drew is a credit asset management specialist and has over 25 years’ experience in real estate credit, portfolio management and capital market experience across multiple asset classes.
He has successfully completed an extensive array of development and investment portfolio finance facilities, incorporating senior and structured credit and equity participations for both in bank and non-bank institutions.
Transactions include Realm Adelaide: 310 apartments stretch senior development finance facility, Breakfast Point: Equity and debt for A$1.0bn, 1,800 residential development finance facility. Pace: Securitised 40-year triple net lease to fund the construction of a university research and teaching campus, Hilton Hotel: Construction facility developed under a project delivery agreement, Lend Lease: A$500m acquisition bridge facility refinanced via a A$975m syndicated facility.
Drew was previously responsible for deal origination and portfolio management at MaxCap Group, Pepper Group, RBS and Macquarie Bank.
Drew holds a Bachelor of Commerce (Business Law), Associate Diploma Business (Property Valuation), is a Fellow of the Australian Property Institute and is a Certified Practicing Valuer.
Matthew is a Managing Director in Corporate Advisory for MA Moelis Australia
He focuses on private capital markets across both debt and equity.
Matthew has over 20 years’ experience in investment banking in the US, Europe, Asia and Australian markets.
Prior to joining MA Moelis Australia, he worked for Houlihan Lokey as a Managing Director and Credit Suisse as Co-Head of Debt & Derivatives.
Matthew holds a Bachelor of Commerce and Bachelor of Arts from the University of Melbourne and is a member of the Institute of Chartered Accountants ANZ.
Bryan Johnson is a Managing Director and Head of Equity Sales at MA Moelis Australia.
Bryan has 17 years’ industry experience in emerging company research, sales and corporate finance including roles at JP Morgan and Elders Ltd.
He has broad experience across a range of sectors including contractors, agriculture and technology.
He has a diverse client base, including many of Australia’s most prominent small to mid-cap fund managers.
Bryan holds a degree in Finance as well as an Honours degree in Economics from the University of Adelaide. He also holds a Master of Applied Finance degree from Finsia.
Edward (Ed) Day is an Executive Director and Head of Equity Research at MA Moelis Australia.
Ed has 12 years’ industry experience in corporate advisory and equity markets.
He previously worked with PPB Advisory and EY.
Ed has broad sector experience with specific experience on REITs and real estate.
He holds a Bachelor of Laws and Legal Practice and Bachelor of Commerce from Flinders University and has completed the Chartered Accountants Program.
John Garrett is a Managing Director of MA Financial Group in Asset Management.
John is an equities specialist and has over 25 years’ experience in portfolio management, investment advisory, hedge funds, real estate and special situations.
John was previously the Head of Hedge Fund Sales at UBS Investment Bank and Head of Sales Trading at UBS.
John has a Bachelor of Business in Property/Valuation and a Graduate Diploma in Applied Finance & Investment from the Securities Institute of Australia.
John is an Adjunct Professor at IE Business School in Madrid.
Alan Reid is a Managing Director at MA Financial Group and is responsible for the company’s business in Greater China.
Alan has over 30 years’ experience.
Alan was the Minister Commercial and Senior Trade Commissioner at the Australian Embassy in Beijing and the Principal of Intercedent – a business in China advising on inbound and outbound investments.
Alan was an Aussie Rules Football player with the Essendon and Geelong teams.
Alan is a Juris LLB graduate from the University of Western Australia.
Alan is fluent in English and Mandarin.
Enda Stankard is a Managing Director at MA Financial Group.
Enda is an Asset Management specialist and has over 18 years’ experience in investment banking and asset management.
Enda has been with Asset Management since its inception and has extensive experience of the SIV program as well as significant asset management experience in the real estate, private equity and other sectors
Enda has previously worked for Morgan Stanley, J.P. Morgan, Macquarie Bank and ING Real Estate Investment Management in London and Sydney.
Enda has a first-class honour degree in Business Studies and French (majoring in Economics and Finance).
Brett is focussed on growing the real estate asset management business which includes sourcing appropriate investments and capital together with generating value from MA Real Estate’s core area of expertise. He is a real estate and capital market specialist and has over 30 years’ experience.
Prior to MA Financial Group, he was the Managing Director of Real Estate at AMP Capital, being responsible for the performance of $10 billion in real estate across both the Diversified Property Fund and Shopping Centre Fund. In addition, Brett was responsible for the retail operating platform which included investment, development, leasing, and property management together with growth opportunities in the sector.
Prior to AMP Capital, he held several roles at GPT including Head of Investments, Deputy Chief Investment Officer, Head of Retail and Fund Manager of the $5 billion Shopping Centre Fund. This followed a 10-year career at Lend Lease.
Brett has a Bachelor of Applied Science (Property) from the University of South Australia.
Brett is also a Board member of the Shopping Centre Council of Australia.
Susan is a Managing Director at MA Financial Group.
Susan has over 15 years’ experience in private banking, wealth management and taxation accounting.
She has extensive wealth management and private banking experience, servicing local and Chinese ultra-high net worth clients, family trusts and SMSFs, providing financial advice on managed funds, bonds, and superannuation and insurance products.
Susan previously worked at Macquarie Private Wealth and the Sydney branch of Industrial and Commercial Bank of China (ICBC).
Susan holds a Bachelor of Commerce, majoring in Accounting and Finance, from the University of Canterbury (NZ) and a Masters of Commerce and Masters of International Business from University of Sydney.
Susan is fluent in English and Mandarin.
Lee Hayes is a Managing Director at MA Financial Group in Asset Management and leads the team promoting MA Financial Group Asset Management’s capabilities to a range of investors including institutions, family offices and HNW individuals, in addition to their professional advisers.
Lee has over 25 years’ financial services experience across business banking, corporate asset finance and asset management. Before joining MA Financial Group, Lee held a variety of distribution leadership roles within the Macquarie Group across a range of asset classes including agriculture, equity markets, structured products and derivatives.
Lee holds a Bachelor of Business from Charles Sturt University and a Master of Applied Finance from Macquarie University.
Jaron Yuen is a Managing Director at MA Financial Group in Asset Management and is responsible for firm’s private equity and venture capital investments.
Jaron has over 20 years’ experience as an investor and adviser, with a focus on private investment in operating businesses.
Jaron was previously involved in the acquisition, financing and management of investments in sectors such as renewable energy, municipal waste, water and waste treatment, telecommunications infrastructure and power generation in the UK, Europe and Australia, an investment principal at UBS and Lend Lease and an investment banker at Citigroup and ABN AMRO in Sydney, London and Amsterdam.
Jaron holds a Bachelor of Economics from Macquarie University in Sydney and was admitted as a Fellow of the Institute of Actuaries of Australia.
Mike is Head of Institutional Capital and responsible for MA Asset Management’s capital partnerships. Mike has been with MA Financial Group since 2013. He worked heavily on MA Financial Group’s IPO in 2017 and subsequently led MA’s IR and strategy function. Mike previously worked in MA’s Corporate Advisory Team (restructuring) for major Australian corporates and leading global hedge funds.
Richard is a Managing Director of MA Financial Group.
Richard helps manage and grow the Real Estate Asset Management business which includes sourcing appropriate fund investments and investment capital, both institutional and high net worth and the establishment and investment management of real estate funds and assets.
Richard was a founding Director of Armada Funds Management for 11 years focusing on Australian investment grade assets for both institutional and high net worth clients, undertaking in excess of $1bn of transactions. Armada was acquired by MA Financial Group in June 2017.
Richard has extensive experience in both property and capital markets.
Richard was previously an investment advisor and portfolio manager at Lend Lease Corporation Limited including providing portfolio management, product design, and advice to the company’s funds on appropriate investment, allocation and diversification strategies across all asset classes
Richard is a qualified actuary and holds a Masters of Economics in Actuarial Studies and a Graduate Diploma in Applied Finance and Investment.
CEO - MA Hotel Management
Dan is Chief Executive Officer at MA Financial Group Hotel Management.
He has extensive operational experience and has held senior positions within listed, privately owned pub organisations and was the owner operator of a pub.
Dan was previously the National Operations Manager at National Leisure and Gaming Limited (NLG), a position he held for five years before being made Chief Executive Officer at NLG in January 2011.
Dan has previously held key industry positions as well currently being a Director of the Liquor Stax Retail Group.
Dan completed an Advanced Management Program at Harvard Business School in 2016.
Steve Bennett is a Managing Director of MA Financial Group in Asset Management.
Steve has over 30 years’ experience in corporate and structured credit and has extensive experience in originating, structuring, underwriting and distributing debt and quasi debt products in the Australian and Asian markets.
Steve previously held the roles of Group Executive, Finance & Treasury at Consolidated Press Holdings (Packer Family Company), Managing Director, Head of Leveraged & Acquisition Finance, Asia Pacific and Executive Vice President, Head of Structured Credit at Bankers Trust Australia.
Steve holds a Graduate Diploma in Management from Macquarie University.
Steve has been the Director, South Sydney Rugby League Football Club Limited since 2014.
John Sheffield is a Managing Director of MA Financial Group in Asset Management.
John has over 30 years’ experience across financial markets, asset management and private, commercial and institutional banking segments.
John previously held senior risk management roles at National Australia Bank (NAB) across investments, private wealth management, asset management, and financial institutions credit covering global funds and NBFI risk. Prior to NAB, John had senior credit risk roles at the Commonwealth Bank in the financial markets and institutional banking business.
John holds a Bachelor of Business with a joint major in Accounting and Finance from Charles Sturt University.
Vanessa is a Executive Director at MA Financial Group and a founding member of the MA Financial Group Asset Management team.
She previously worked as a paralegal specialising in migration and real estate conveyancing.
Vanessa has 13 years’ experience in financial services, real estate and Immigration legal advisory services.
Vanessa holds a Bachelor of Arts in Critical and Cultural Studies from Macquarie University.
She is fluent in English, Mandarin and the Shanghai dialect.
Jimmy Fong is responsible for client services, fund marketing and business development.
He has over 10 years’ experience in the private wealth and the wealth management sector, managing client relationships and servicing Ultra High Net Worth clients by providing financial advice on managed funds, bonds, investment and insurance products.
Previously, Jimmy held the position of Senior Banker at OCBC Wing Hang Bank servicing private wealth clients. Jimmy has also worked at HSBC and Standard Chartered Bank in Hong Kong.
Jimmy holds a Bachelor of Economics with Honors from the City University of Hong Kong.
He is fluent in Cantonese, Mandarin, the Shanghai dialect and English.
Billie Tay is Executive Director at MA Financial Group and is responsible for client services, fund marketing and channel development.
Billie has over 10 years’ experience in advising on financial products, migration programs and has specialised experience in Singapore Global Investor Program (GIP) and Australian SIV programs.
She has extensive experience in managing client relationship and servicing high net worth clients by providing financial advice on managed funds, bonds, investment and insurance products.
Billie has Diploma in Business Administration from Auston Institute Singapore.
She is fluent in English, Mandarin, Cantonese and Malay.
Celia is an Executive Direct at MA Financial Asset Management.
Celia is a product and client relationship specialist with over ten years’ experience across asset management, wealth management and platforms. She is responsible for promoting MA Financial Group Asset Management’s capabilities especially the SIV Complying investment to high-net-worth investors globally.
Prior to joining MA Financial Group, Celia held roles at Morgan Stanley, Colonial First State Custom Solutions and Westpac Banking Group. Her most recent position being a Product Manager for SIV Investment Solutions and Separately Managed Account (SMA) at Morgan Stanley Wealth Management division.
Celia holds a Bachelor of Commerce majoring in accounting and finance from the University of Melbourne.
She is fluent in English and Mandarin.
Richard Yu is a Executive Director at MA Financial Group.
Richard is an investment and client relationship specialist and has over eight years’ experience in asset management and private wealth management, servicing institutional investors, listed companies and ultra-high net worth investors.
He previously worked for Ping An Securities Headquarter and Citic Securities’ subsidiary in Shenzhen, Sydney and Melbourne.
Richard holds a Bachelor of Commerce from University of Melbourne and Master of Applied Finance from Monash University.
Richard is fluent in English, Mandarin and Cantonese.
Brad is a Managing Director in the Principal Investments division with a focus on real estate.
Brad has been with MA Financial Group for over 12 years’ and has experience across investment banking and asset management.
Prior to joining the Principal Investments team, Brad was a Managing Director in MA Financial Group’s corporate advisory division where he has experience in M&A transactions, listed and unlisted capital raisings, strategic review processes and debt advisory.
Brad has a Bachelor of Business, Banking & Finance from Queensland University of Technology.
Justin Kang is a Client Director at MA Financial Group in Asset Management.
Justin is a seasoned HNW client relationship management professional with over 10 years’ experience in wealth management and consumer credit.
Prior to MA Financial Group, Justin worked at Citigroup’s wealth management division in Sydney for over seven years. His most recent position was a Senior Relationship Manager (AVP) managing Australian and global high net worth clients. Prior to Citigroup, Justin held various front office positions at Commonwealth Bank and HSBC Australia.
Justin holds a Bachelor’s Degree of Applied Finance from Macquarie University. He is also currently a CFA level 2 candidate.
Justin is fluent in English and Mandarin.
Steven is a Managing Director in Corporate Advisory for MA Moelis Australia.
He has over 20 years’ of investment banking experience and extensive experience across healthcare / Med-Tech, retail and general industrial sectors.
Prior to joining MA Moelis Australia, Steven worked with CIMB / RBS as a Managing Director in the Investment Banking Group.
Bachelor of Commerce (Honours First Class) and Bachelor of Science from the University of Melbourne.
Daniel is a Managing Director in Corporate Advisory for MA Moelis Australia.
He focuses on general industrials, professional services and technology and has over 16 years’ experience in investment banking.
Prior to joining MA Moelis Australia, he was an Associate in 2010 and has been a Managing Director since 2021. He has had experience working at Macquarie Group and the Australian Government.
Daniel holds a Bachelor of Commerce (Honours) and a Bachelor of Laws (Honours) from the University of Queensland.
Brodie is a Managing Director in Corporate Advisory for MA Moelis Australia.
He has over 20 years’ investment banking experience, with particular expertise advising clients in the consumer, agribusiness and general industrial sectors and extensive experience across public and private buy-side and sell-side processes, equity capital markets transactions and strategic advisory mandates.
Prior to joining MA Moelis Australia, he worked for ABN AMRO / RBS as a Director in the Investment Banking Group
Brodie holds a Bachelor of Arts (Honours) and a Masters in International Relations from the London School of Economics (Honours).
Jinsong Wang, CFA
Jinsong is a Client Director at MA Financial Group.
Jinsong is a well-established financial services professional with years of experience in asset management and wealth management, managing Australian and international client relations.
Jinsong previously worked at Pendal Group (formerly known as BT Investment Management) as a relationship manager in the High Net Worth Distribution channel. Prior to this, Jinsong was a wealth adviser at BT Financial Group, providing financial advice on superannuation, managed funds and insurance products.
Jinsong holds a Master of Commerce in Finance from University of Wollongong and is a CFA® charterholder.
Jinsong is fluent in English and Mandarin.
Jonathen is a Client Director at MA Financial Group.
Jonathen has over 10 years’ experience in asset management and private wealth management, servicing high net worth and institutional investors. He has extensive experience across multiple asset classes including derivatives, FX, bonds, managed funds and direct shares.
He previously worked as an Investment Specialist at Citigroup in Sydney, providing investment recommendations and trade ideas to local and Chinese high net worth clients. He was featured regularly on Australian financial media such as the Ausbiz.
Prior to Citigroup, Jonathen worked as a Market Analyst and a Sales Trader at multi-national brokerage firms. He also worked as a Wealth Management Manager at HSBC during his career in Hong Kong.
Jonathen holds a Bachelor of Commerce from University of Melbourne and Master of Professional Accounting from RMIT.
Jonathen is fluent in English, Mandarin and Cantonese
Catherine is a client relations specialist and has over seven years’ experience in financial services including investment banking and asset management and servicing high net worth and institutional investors.
She previously worked as an analyst at Pindan Capital in Shanghai and ICBC Bank in Beijing underwriting private placement bonds for major property developers.
Catherine holds a Bachelor of Information System Management from Beijing Language and Cultural University and a Masters Degree in Finance from EDHEC Business School in France.
Catherine is fluent in English and Mandarin
Yiting is a Client Director at MA Financial Group.
Yiting is a client relationship specialist and has over 10 years’ experience in finance and working with ultra-high net worth and high net worth Chinese investors and institutional investors.
She previously worked as an investment consultant at China International Capital Corporation Limited (CICC) and at Shanghai Pudong Development Bank.
Yiting holds Master of Business Administration (MBA) from Fudan University and Bachelor of Management from Shanghai University of Business and Economics.
She is fluent in Mandarin and the Shanghai dialect.
Chris is a Managing Director in Corporate Advisory for MA Moelis Australia.
He focuses on business services, industrial services and private equity transactions and has over 15 years’ experience in investment banking.
Prior to joining MA Moelis Australia, Chris was a Managing Director in the Investment Banking Group of Investec and previously a Partner and Head of Industrials for KPMG Corporate Finance.
Chris holds a Bachelor of Commerce from Sydney University.
Simon is a Managing Director in Corporate Advisory for MA Moelis Australia.
He is Head of Markets and has over 20 years’ experience in Australian financial markets primarily in the equities division of global investment banks including Credit Suisse, CitiGroup and Goldman Sachs.
Prior to joining MA Moelis Australia, he operated his own company where he provided advisory services to real estate companies and co-founded CorVal Partners, a boutique real estate funds management business.
Simon holds a Bachelor of Commerce from the University of Auckland and a Master of Commerce from the University of Sydney.
Jennifer is a Client Director at MA Financial Group.
Jennifer is a tax and accounting specialist and has over 10 years’ experience in taxation and management accounting.
She previously worked as a chartered accountant, a taxation accountant and a senior management accountant.
Jennifer holds a Bachelor of Commerce (Accounting) from Macquarie University, is a qualified Chartered Accountant and a member of Chartered Accountants Australia and New Zealand.
Jennifer is fluent in English, Vietnamese and Cantonese.
Client Relationship Manager
Annie is a Client Relationship Manager at MA Financial Group.
She previously worked as a business manager specialising in real estate, hotel management and immigration services.
Annie is a client relationship specialist and has over 6 years’ experience serving high net worth and institutional investors in asset management, real estate and hotel management industry.
Annie holds a Master degree of Translation and Interpreting from University of New South Wales and is a NAATI accredited professional translator and interpreter.
Annie is fluent in English, Mandarin and Hokkien.
Client Relationship Executive
Jack Chen is a Client Relationship Executive MA Financial Group.
Jack joined MA Financial Group as Analyst, he supports the client services managers with marketing and events and the fund managers with investments and data analysis.
He previously worked at the Agricultural Development Bank of China and Industrial and Commercial Bank of China.
Jack has Masters’ degrees in both Finance and Accounting from the Australian National University and is fluent in English and Mandarin.
Marketing and Communications Director
Franny Hu is Marketing and Communications Director at MA Financial Group.
Franny previously worked for Huawei Australia and listed wealth management and FX group.
She holds a Master degree of Accounting and Finance from University of Technology Sydney.
Franny is fluent in English and Mandarin.
Client Service Manager
Karen joined MA as a Client Service Executive in MA Asset Management.
Karen has over 15 years' experience in financial services, specializing in managed funds; share and unit registry operations; client relationship management; manage corporate actions of funds raising; and EGMs. Servicing clients across retail, wholesale institutional, platforms and SIV UHW.
Prior to MA, Karen worked as a Client Service Manager for Boardroom Ltd. Her past positions include Client Relationship Assistant Manager, Senior Share Plan Officer, Fixed Interest Administrator for Link Market Services, Mortgage settlement and Refinance for ANZ.
Karen holds a Master degree of Business in Finance from University of Technology Sydney, a Master degree of Engineering Science from University of NSW South Wales, a Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broking. Karen is a Senior Associate member with Financial Services Institute of Australia (FINSIA).
Karen is fluent in English, Mandarin and Cantonese.
Client Service Executive
Sarah is Client Service Executive at MA Financial Group.
Sarah previously worked for Certis Australia, Citco Fund Services and HSBC bank.
She holds a Master degree of Accounting from University of Sydney, a bachelor of Information System Management from University of Technology Sydney and Shanghai University, a Diploma of Financial Planning and is also a candidate of CPA Australia.
Sarah is fluent in English, Mandarin and Shanghai dialect.
Client Service Executive
Vanessa Lin is Client Service Executive at MA Financial Group.
Vanessa Lin previously worked for The Wharf (Holdings) Ltd in Chongqing and GO Markets in Melbourne.
Vanessa Lin holds a Masters of Banking and Finance from Monash University in 2016 with being on the Dean's Honour List. She is CFA Level II Candidate.
Andrew is a Managing Director in Corporate Advisory for MA Moelis Australia.
He has over 18 years’ of investment banking experience and extensive experience across public and private buy-side and sell-side processes, equity and debt capital markets and strategic advisory mandates.
Prior to joining MA Moelis Australia, he was Head of General Industrials coverage for Credit Suisse in Australia and a member of Credit Suisse’s Asia Pacific Investment Banking Committee.
Andrew holds a Bachelor of Economics (Honours) in Econometrics (First Class) and a Bachelor of Arts from Monash University.
Andrew holds a Bachelor of Economics (Honours) in Econometrics (First Class) and a Bachelor of Arts from Monash University.
Client Service Executive
Amber is the Client Service Executive at MA Financial Group.
Amber previously worked for Westpac Private Bank as an Associate Private Banker and Associate Financial Planner in BT Financial Group.
She holds a Master’s Degree of Professional Accounting and Bachelor of Applied Finance.
Amber is fluent in English, Mandarin.
Client Service Associate
Amy Sun is a Client Service Associate at MA Financial Group.
Amy has previously worked for KPMG Australia Assurance & Risk Consulting Department and UBS Prime Brokage Settlement Team in Sydney and China.
Amy holds a Bachelor of Accounting from Victoria University and a Master of Commerce from University of Sydney, majoring Finance and Business Analytics.
Amy is fluent in English, Mandarin and the Shanghai dialect.
Client Service Associate
James Guo is Client Service Associate at MA Financial Group.
James previously worked for the Commonwealth Bank of Australia, Qudos Bank and CMC Markets.
James holds a Bachelor of Commerce from the University of New South Wales.
James is fluent in English and Mandarin.
Client Service Associate
Mark Liu is a Client Service Associate at MA Financial Group.
Mark previously worked as an Auditor at Deloitte Australia and Risk Consultant at Protiviti. His main clients are ASX200 listed companies and Government Agencies.
Mark holds a Master degree of Professional Accounting from Macquarie University, is a provisional Chartered Accountant and a member of Chartered Accountants Australia and New Zealand.
Mark is fluent in English and Mandarin.
Client Service Associate
Joanne is a Client Service Associate at MA Financial Group and mainly serve Hong Kong Business.
Prior to joining MA Financial Group, Joanne previously worked for PCCW Media Ltd Marketing Team mainly managed marketing activities, and also worked for Orix Banking Ltd Loan and Vehicle Finance Department.
Joanne holds a Bachelor of Event Management from Edinburgh Napier University.
Joanne is fluent in Cantonese, English and Mandarin.