Primary’s mission is to look after the interest of investors using the qualities, capabilities and experience of our team. Four executive directors, professional and administrative employees plus lawyers, accountants, analysts, property professionals, and scheme specific consultants utilise their expertise to achieve the optimum outcome for investors.
Details of Primary's Directors:
Robert Garton-Smith, LLB, B Com, GDipFinPlanning (Sec Inst), F Fin
Robert Garton-Smith is the Managing Director and owner of Primary and has been its responsible manager in relation to managed investments since inception. He has degrees in law, commerce and financial planning and is a legal practitioner as well as being a Fellow of the Financial Services Institute of Australia. He is a member of the Law Society of Western Australia and the Australian Compliance Institute. Robert has worked in the area of managed investments since preparing Australia's first feature film prospectus in 1981. He has prepared and overseen dozens of managed investment schemes relating to film, forestry, viticulture, horticulture, manufacturing, mortgages, equities and real estate, and also prepared share, debenture stock and unsecure notes issues. Robert has practiced law since 1970 and is admitted as a practitioner in Australia, England and Wales. He remains the principal of the corporate and commercial law practice Garton Smith & Co, which now has small practice advising in relation to managed investments, corporate, real estate and intellectual property.
David Butterfield, ACA, CTA
David Butterfield is a Chartered Accountant, Chartered Tax Advisor and Management Consultant with significant professional experience. His professional career commenced in 1969 when he worked for Touché Ross & Co and then Price Waterhouse & Co. He commenced his own accounting practice in 1977.
Since then David has been involved in pooled investments. Around 50% of his clients were film and/or television producers. David structured and helped fund numerous Australian productions over a thirty year period. He has also been instrumental in structuring and funding live productions.
Since 2003 he has been the Managing Director of two funds management businesses in property, securities and derivatives, CFO and COO of an institutional funds management business investing in securities and derivatives and also acts as a Responsible Manager on other AFSL's mainly with a property focus. His specialties include AFSL advice, strategic advice, project and transaction management, business valuations, taxation and general business advice.
Ian Murchison, B Com, FCA, Dip Naut Sc.
Ian Murchison is a founding shareholder of Perth based private equity fund manager Foundation Capital. Foundation Capital was established in 1994 and has invested institutional funds of over $125M primarily in Western Australia. Ian is a Fellow of the Institute of Chartered Accountants and was a founding partner of Sothertons Chartered Accountants. Ian has a wide experience across a diversity of industries that encompass operations throughout SE Asia including pearling, sandalwood plantations, minerals exploration, information technology and industrial manufacturing and distribution. Ian has served as a non executive director on ASX and Nasdaq listed companies for over 25 years. He has been a consultant to the Western Australian government on private public partnerships and several corporations on acquisitions, strategies, capital raisings and listings.
Anthony Wamsteker, B Ec
Anthony has worked in the financial services industry for over 30 years. His experience includes various investment management, lending and banking roles.
After training as an actuary and being admitted as an Associate of the Institute of Actuaries of Australia, Anthony proceeded to pursue a career in Investment Management with National Mutual.
In 1993 he was asked to manage National Mutual's residential lending team and build a new home lending business in conjunction with Australia's leading industry superannuation funds. This business grew rapidly and ultimately became the highly successful ME Bank, of which Anthony was the founding CEO a role he held until 2009.
Since leaving ME Bank, Anthony has enjoyed further success in another CEO role whilst also pursuing his passion for active investment management including property development. He has also been an active company director on several boards.
Details of Primary's Staff:
Barbara Boyd, BA(Hons), FCIS, FGIA
Compliance Officer /Company Secretary
Barbara Boyd has worked in the company secretarial field in the UK, Hong Kong and Australia. She has worked for a professional body, a large international trading firm, one of the main international firms of accountants, a public listed company, as a consultant for a variety of clients, a university lecturer and latterly in the financial sector for Primary.
Natasha Olsen, LLB
Chief Operating Officer
Natasha has a Bachelor of Laws Degree from Notre Dame University and was admitted to practice law by the Supreme Court of Western Australia in November 2015. Natasha is a member of The Law Society of Western Australia.
Natasha works closely with the Managing Director and assists in all divisions of the business, particularly legal matters.
With the exception of two years in London, Natasha has been employed by Primary or related entities since leaving business college in 1998 and has considerable experience of all aspects of the business.
Anna Catelli, B Juris, LLB, Dip Ed
Complaints Officer/Legal Officer
Anna Catelli was admitted as a legal practitioner of the Supreme Court of Western Australia in 1981 and in addition to her position as Complaints Officer for Primary, she is also the Legal Officer.
Anna is responsible for preparing agreements on behalf of Primary or any Schemes in which Primary has an interest, as well as reviewing agreements which Primary proposes to enter into.
Tania Melkus, BEc (Accounting Major), CPA
Tania Melkus has a Bachelor of Economics degree with an accounting major from La Trobe University in Melbourne and qualified as a CPA in 2002.
Tania has worked as an accountant for over 20 years in a variety of industries including funds management and superannuation before moving to Western Australia in 2014 and joining Primary.
Nicole Lim, B Com
Nicole Lim came to Australia in 2004 as a university student. Nicole graduated from Curtin University of Technology with a Bachelor of Commerce Degree. After graduating , she has worked in different roles and gained experience in customer service, human resource management, accounts and administration. Nicole joined Primary in May 2016 and is currently enrolled in CPA program.
Sandy Fisher is the Office Manager and she is responsible for all HR Management and assists with all aspects of administration and secretarial work.
Sandy has qualifications in Office Administration and has experience in a variety of office environments including Chartered Accountancy, insurance broking and the health industry.
Responsible Manager for Forestry
Toni is responsible for the management of all activities within the Willmott Forests 1995-1999 Scheme and other forestry projects, paying particular attention to matching the log resource and market opportunities in a way that yields the highest sustainable return to growers.
Toni coordinates the forestry maintenance and harvesting programs and her key strengths are in contract analysis and negotiation, strategic and financial planning and delivering forestry projects that meet financial, environmental and safety requirements.
Toni has formal qualifications in safety and environmental management, management systems auditing, project management, GIS mapping, book keeping and business office administration.
Geoff Potter, B.Com, CPA
Responsible Manager for Property
Geoff Potter is the Principal of Capital APM (Asset Performance Management). Geoff has a Bachelor of Commerce Degree and is a member of the Certified Practicing Accountants Australia as well as being a Licensed Auctioneer and a Licensed Real Estate Agent.
Geoff is actively involved in the area of Asset Management of properties for a private client base, advice on acquisition and disposal of property, and offering strategic business development advice to several real estate companies.
Geoff set up his own consulting and advisory business in 2006 following a successful 30 year career as a principal in commercial, industrial and residential agency Burgess Rawson (1986 to 2006) and prior to that in residential property with Airey Potter Davies (now Anderson Davies Real Estate) (1976 to 1986). During the last 36 years Geoff has been involved in managing and building several successful and highly profitable businesses.
Scott Vanson, B.Com (Property and Finance)
Responsible Manager for Property (Sub Divisions)Scott Vanson is the Principal of Acuitus.
With a career spanning over 15 years in the property industry, Scott has gained a broad knowledge of residential development markets in both Australia and New Zealand, current developments and market trends, new business development strategies, implementation of operational strategies and detailed knowledge of project financial management and assessment techniques.
Scott formerly held senior positions at Brookfield Multiplex and Stockland in the fields of acquisitions and development.
Details of Primary's Compliance Committee:
Joe is currently the principal of Ruzzi Consulting. Prior to this he spent nearly 25 years in the public sector with the corporate regulator in the State (WA Corporate Affairs department) and Commonwealth (Australian Securities & Investments Commission) public sector.
Upon leaving ASIC, he worked for a commercial law firm as a Paralegal/Office Manager and then as the Compliance Manager for a managed investment scheme operator.
Laurie Factor FGIA (Life), FCIS, FCPA, B.Com, Grad Dip (Bus Law), M.Com
Laurie Factor has a diverse background as a practitioner in accounting, secretarialship, corporate governance and administration with companies (listed and unlisted) and as an academic specialising in corporate law, corporate governance and company secretarial practice. Prior to retirement he was a Senior Lecturer in the School of Business Law at Curtin University. He is a Life Fellow of the Governance Institute of Australia and holds various appointments at state and national level. He has been a member of the WA Regional Liaison Committee of ASIC since its inception. He is an international member of the Professional Standards Committee of the Institute of Chartered Secretaries and Administrators.