DETAILS OF PRIMARY DIRECTORS:
David Butterfield is a Chartered Accountant, Fellow of the Taxation Institute 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.
Since 2003 he has been the Managing Director of two funds management businesses in properties, 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.
Robert Garton Smith is the Managing Director of Primary Securities Ltd and has been its responsible manager in relation to managed investments since inception.
Robert has degrees in law, commerce and financial planning and is a legal practitioner and a registered tax (financial) advisor.
Robert is a member of the Law Society of Western Australia and the Australian Compliance Institute and is a Fellow of the Financial Services Institute of Australia and the Association of Financial Advisors.
He has worked in the area of managed investments since preparing Australia’s first feature film prospectus in 1981 and has prepared and overseen dozens of managed investment schemes relating to financial assets, derivatives, property, property developments, mortgages, film, forestry, and other investments.
Natasha Olsen 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.
With the exception of two years in London, Natasha has been employed by Primary since its formation and has considerable experience of all aspects of the business. Natasha is in charge of operations.
DETAILS OF PRIMARY’S STAFF:
David Mahon has over twenty years’ experience in governance, risk management and compliance, working in London, Perth and Sydney.
In 2010 he established Mahon Consulting, providing company secretarial, risk and corporate compliance requirements to a number of companies across the spectrum, including mining and resources, healthcare, ICT, primary industries, real estate, financial services and infrastructure.
From 2015 to 2018 David was the WA State Manager and senior governance consultant for a national risk and compliance consulting firm, focusing on delivering tailored governance and risk systems to commercial organisations, listed entities, fund managers and Not-for-Profits.
David is a Chartered Company Secretary, a Fellow and graduate of the Governance Institute of Australia and a Fellow of the Institute of Chartered Secretaries and Administrators. He holds post graduate qualifications in risk and compliance from Charles Sturt University, NSW. He has held numerous board positions on public, private and not-for-profit organisations.
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 has a Bachelor of Economics degree from La Trobe University in Melbourne majoring in accounting and qualified as a Certified Practicing Accountant (CPA) in 2002.
Tania 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 Securities Ltd.
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 has qualified as a CPA in June 2019.
Emily Yang moved from China to Australia in 2008 to study Accountancy at Edith Cowan University Western Australia and graduated in 2012 with a Bachelor of Accounting Degree. Prior to joining the Primary team in August 2019, Emily worked as an Accounts and Payroll Officer for 7 years. Emily also speaks fluent Mandarin.
Roisin Boyd has a Bachelor of Commerce from the University of Western Australia majoring in Financial Accounting, Corporate Finance and Entrepreneurship & Innovation. She was admitted to the Institute of Chartered Accountants Australia & New Zealand in March 2016 and worked as an external auditor for a Big Four accounting firm before joining Primary at the beginning of 2018
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.
Toni is responsible for the management of all activities within the Willmott Forests 1995-1999 (NSW), Gunns 2000 and 2001 (TAS) 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 manages relationships with key customers and coordinates the forestry harvesting, maintenance and land sale programs. Toni produces regular reports keeping Growers informed of the progress of their forestry investments.
Toni’s 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 accounting, safety and environmental management, management systems auditing and project management.
Robert Parr has 10 years of experience in financial markets focused on Australian and US Equities and Derivatives. Robert manages direct client and asset manager portfolios and looks to provide investment advice, portfolio strategy and trade execution. Robert joined Primary in January 2019.
Robert is an Accredited Derivatives Adviser (Level 2) and is completing a Bachelor of Commerce via the University of Southern Queensland.
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 Potter 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 Gordon 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 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:
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.
Chris Carey is a Chartered Accountant with more than 40 years experience in funds management , compliance, engineering, mining and chartered accountancy practice. He is a Fellow of the Institute of Chartered Accountants and retired Fellow of the Institute of Company Directors. He has been a Director of Lifeline WA since 2012.