The team of experts at BW Equities have all had long careers at top tier Australian stockbroking firms and extensive experience in advising and dealing for professional and institutional clients.
Head of Sales
Ben has been working in Australian financial markets for over 29 years. Prior to joining BW Equities, Ben commenced his career at BBY ltd in 1995 and then went on to work as an institutional dealer at RBS Morgan’s in Melbourne for 9 years. Ben has been advising local and international institutions for much of his career. Ben’s area of expertise includes sharebroking, corporate advice to small / mid-sized companies. His client base comprises of institutions and high net worth individuals.
Australian Equities Sales Technical Research Advisor
Emre has over 10 years of financial markets experience for institutional and individual sophisticated investors. He has commenced his career at NAB Private Wealth working closely with their former Private Wealth arm, JBWere. Thereafter joining a boutique Melbourne based fund manager as a Senior Equities Trader overlooking $250m FuM while delivering a successful track record on momentum stock picking for HNW clients before joining BW in July 2018 in his current role of Australian Equity Sales. Emre founded Technical Order Flow Analysis (“2FA”) which provides premium strategies in intraday and momentum opportunities on both the Long and Short side using technical patterns and order flow.
Rory has worked in the financial services industry for over 20 years. Prior to co-founding BW Equities in 2011, Rory had a long career in financial markets, starting in fixed interest in 2000, then in various buy and sell side equities roles with leading Australian firms. Rory has been the head of corporate for BW Equities since its inception, and is responsible for the firm’s equity capital markets and corporate advisory functions.
Head of Research
Lindsay has worked in financial services for over 10 years, primarily within institutional equities research and corporate finance. Immediately prior to joining BW Equities, Lindsay spent four years in London where he worked as an equities research analyst covering the US transportation industry. Prior to moving to London, Lindsay held various roles at the Commonwealth Bank including within its TMET equities research and corporate finance teams. Lindsay is a CFA Charterholder.
Tom has worked in financial markets for over 12 years, across Fixed Interest derivatives, Foreign Exchange Dealing and Institutional Equities Sales. He worked at Lodge Partners from 2012 until 2018, focusing on institutional and HNW clients in small cap industrials before joining BW Equities in his current role of Australian Equity Sales in February 2018.
Paul has over 20 years’ experience institutional stockbroking. He started his career at Macquarie on the Melbourne Institutional Sales Desk and then went onto the Sales Desk at BBY and APP Securities before joining BW in Jan 2017. He has a wealth of experience dealing with Australian & Offshore Institutions and high net worth individuals.
Paul has over 14 years’ experience in equities markets since 1996 in addition to over 9 years in industry. Prior to joining BW Equities, Paul commenced his career at D & D Tolhurst before later becoming an Associate Director at Patersons Securities. He also co-founded equities research firm BlueSky Report. Utilising a hybrid approach of fundamental, technical and quantitative analysis, he specialises in near term strategies for both Long and Short trading alongside select marquee positions.
Charlie is currently completing a Bachelor of Commerce and International Studies at Deakin University, majoring in Finance and International Relations. He has been working with BW for over 9 months, assisting in research and acting as a desk assistant to the Equity Sales team.