Gary is responsible for all the company's activities. As our MDA advisor,
he is assisted by a hand-picked team assembled in accordance with the
key requirements of your MDA portfolio.

Gary holds a Bachelor of Economics Degree, Advanced Diploma of Financial Services and is a member of CPA (Certified Public Accountants), FINSIA (Financial Services Institute of Australasia), CSA (Chartered Secretaries Australia) and SAA (Stockbrokers Association of Australia).

He is an outstanding portfolio management specialist with over 29 years experience in shares, the money market and fixed interest investments in the Australian market.

His previous experience includes 10 ten years managing a $160 million investment portfolio for VACC/Amev; preparing recommendations to Board members and implementing decisions.

Gary worked for three years with Potter Partners in Melbourne, under an options specialist; he also worked as a private client adviser in the firm.

He has been providing investment and financial planning advice since obtaining his Australian Securities Dealer License in 1992.

Where Gary provides you with MDA services, he will prepare an investment program for you that will explain:

• The discretions that he will be authorised and required to exercise
• The basis on which he considers the suitability of the MDA
• When notices and warnings will be provided to you
• Who will be responsible for reviewing your program

Patricia is our risk management, internal audit and compliance specialist. She is achievement oriented, commercially focused, analytical, and enjoys finding solutions for challenging problems. She has an ability to harness team strengths, and influence successful outcomes with a range of stakeholders.

Patricia has over 25 years experience assisting a wide variety of enterprises, ranging from small businesses and not-for-profit organisations to top 50 ASX-listed companies. Her experience encompasses industries such as telecommunications, call centres, marketing, health funds, manufacturing, printing, and service organisations — to whom she has provided her expertise in such areas as:

• Risk management, internal and external audit, business continuity management and compliance, ensuring that revenues or reputational risk are reduced while compliance obligations are met and used to competitive advantage
• Strategic advice in developing risk management, business continuity management and governance and compliance frameworks
• Development and implementation of risk management and assurance plans, risk registers, business continuity management plans
• Assurance testing – developing a self-assessment framework to monitor and test effectiveness of internal controls
• Facilitating risk management workshops Conducting risk assessments, workshops, and developing risk mitigation plans
• Training in risk management, business continuity management principles and practice

In addition to her business, management and leadership qualifications, Patricia holds a Bachelor of Commerce Degree and a Master of Business Administration and is an Associate of the Institute of Chartered Accountants in Australia.