Experience

The Capital Network Pty Ltd

• Australia
• Public Relations and Communications Services
• 1 - 100 Employee

• Financial Writer and Analyst

  • Feb 2021 - Present

  Key responsibilities in this role: • Editing and value-add reviews of materials prepared by TCN corporate clients (announcements and investor presentations included) • TCN client website reviews and content creation • Drafting of ASX announcements for TCN clients • Participation in TCN client presentations • Writing articles covering both the investment stories offered by TCN clients and the growth prospects of the industrial sectors they operate in • Preparation of media pitches for TCN clients when major company-specific or macro=economic events occur • Writing scripts and questions for TCN client media appearances (including TCNTV interviews) • Writing social media posts for TCN as well as TCN corporate clients



Self-employed writer/author

• United States
• Writing and Editing
• 700 & Above Employee

• Market Researcher

  • Mar 2019 - Jan 2021

  After departing Patersons Securities, my focus was: • Keeping abreast of financial market events – both at the macro and stock-specific levels. This was achieved by a daily process of (1) reading the financial press, headed by the Australian Financial Review (2) seeking out evolving Australian and offshore markets-related stories showing up on a range of web sites and (3) regular contact with financial market players in my network. • Compiling a number of market/investment outlook reports covering off on the economic challenges presenting - some of these issues being amplified by the economic dislocation wrought by COVID-19. • Retaining my RG146 designation by keeping up to date with my CPD points requirements. I fulfilled my FY19 and FY20 requirements via a combination of Kaplan courses and attendance of additional CPD (webinars. To help attain the hours needed to keep RG146 - and my Senior Fellow of FINSIA qualification - I retained an individual subscription to Kaplan.



Patersons Securities Limited

• Australia
• Financial Services
• 1 - 100 Employee

• Economic Strategist/Analyst

  • Apr 2007 - Feb 2019

  Over my time with Patersons (and Tolhurst, which was acquired by Patersons in early 2009) I held a number of roles, dependent on market conditions and staffing levels. The roles performed over my time at Patersons were: • Economist, analyzing specific local and offshore stats, overnight market happenings and a sway of specialized topics. • Strategist, with my views here formulated via analysis of macro-economic/sector developments as well as bottom-up fundamentals. • Bottom-up research on companies (usually around six) to bolster house stock coverage and/or corporate work flow. • Thematic-oriented reports, looking at sector and stock stories at different points in stock and economic cycles. • Mouth-piece for the group on economic and stock market developments. I regularly gave presentations to client groups on a wide range of topics, such as macro-economic conditions, developments in macro-driven sectors (including banking, mining, retail, energy and housing) and portfolio construction. Media coverage: I regularly undertook media spots on business-focused television channels Your Money (previously Sky Business), CNBC and ABC Channel 24. I also received ample coverage in the print media and wires services, with regular mentions in the financial pages of the Australian Financial Review, SMH/Age and the Australian as well as in stories released by Bloomberg and AAP/Reuters.



LM Equities/ASSIRT Equities Research/Aegis Equities

• Industrials and Financials Analyst

  • Aug 1999 - Mar 2007

  Following completion of my Masters degree, I commenced work as an assistant banking analyst at LM Equities, a JV between Peter Leodaritsis and Roy Morgan Research. The latter’s 50% share-holding was subsequently sold to St George Bank and the firm’s name changed to Assirt Equities Research. In mid calendar 2002 St George sold down its stake, necessitating another name change (to Aegis Equities Research). Assistant Analyst – Banking & Finance – August 1999 – August 2000 • The author/co-author for several larger publications distributed to institutional clients as well as shorter notes examining implications of newsworthy events. • The provision of views/commentary in morning meetings on the attractiveness of various finance-oriented stocks. • Initiating coverage of a number of smaller companies on the shareanalysis.com Web site. Analyst – Miscellaneous Industrials – August 2000 – March 2007 • The above-mentioned coverage of small-cap stocks evolved into ongoing analysis of a range of small- to mid-cap Australian industrials. • I developed, from scratch, the company’s coverage of agricultural stocks. • From late 2003, staff movements saw me progressively take over coverage of the major Australian Building Materials, Steel and Contractor stocks. • For 5+ years I compiled the Overnight Markets and the Australian Markets reports, I also, from time to time prepared economics-related briefing notes (e.g. on the Federal budget).



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Economist/Banking and Fixed Interest Analyst/Money Market Dealer

  • Jan 1981 - Jun 1997

  During my 16½ years with CBA I worked in a number of admin departments (listed below). Financial Markets Group (Dealing Room) – January 1994 to June 1997 • The original design and subsequent production of two financial markets publications (this included the roles of contributor and editor). • The provision of economic views/commentary to the money market and fixed interest related areas of the dealing room. • Caretaker maintenance/improvement of the Fixed Interest Division’s Quantitative Analysis systems (over a 9 month period). Group Communication and Development – June 1992 to January 1994 • Banking analysis duties akin to those performed in my Group Strategic Planning stint (please see below). • To identify and monitor the CBA’s market share in key segments of Australian banking. Group Strategic Planning – June 1990 to June 1992 • Bank analyst, responsible for monitoring the performance and strategic direction of Australian and major overseas financial institutions. • Contributor to the group strategic planning process of the Bank. Group Treasury Money Market – June 1985 to June 1990 • Corporate money market dealer for 2½ years. This entailed the sale of chiefly short-term investments to a wide array of corporate clients. • Assistant Manager, Liquidity Operations for 2½ years. My role was to monitor and provide intramonth forecasts for CBA and system liquidity. During my time here I also originated and helped develop a system for keeping the Bank’s Exchange Settlement cash at lower levels. Economic Research Division – January 1981 to June 1985 (following completion of my undergraduate Honours degree) • Real sector reporting and forecasting roles. • A financial markets economist role (last 18 months of term), during which time public speaking was added to the forecasting and reporting roles.