Troy has more than 15 years investment and fund management experience, including management of hedge funds and multi-strategy funds. Troy is a co-founder and focuses on all facets of NCC operations, and is the portfolio manager for the Alternative Diversification Fund. Troy has raised and managed over 300 million dollars for NCC and, engaged and serviced over 150 high-net-worth clients ranging from private individuals to institutions. A civil engineer by training, Troy’s educational qualification include an MBA and Masters of Applied Finance.

Kevin has worked for more than 20 years in the investment and fund management industry. He has developed extensive experience in Fixed Income, Equity trading, Derivatives, Commodities, Foreign Exchange, Digital Assets and Property. Kevin is a co-founder, a responsible manager for our financial services licence, and the Anti-Money Laundering Compliance Officer. Kevin’s key focus is on coordinating compliance and risk management functions across all NCC products and services. FINSIA’s financial markets program awarded Kevin the Dux of Victoria and the National Subject Prize for “Derivatives – Applying theory to practice”.

Sue has 35 years’ experience in running businesses, as well as 20 years as a consultant and database systems developer. Sue focuses on NCC’s back office, database systems, and coordination with the MIS platform 3rd parties. Her educational qualifications includes a PhD in Business Information Technology, MBA and Bachelor of Science.

Joe has over 16 years of experience in financial services. Joe advises NCC on all legal matters to ensure the business meets its obligations as licensee and trustee, and achieve a commercial outcome with its partners. Joe’s qualifications include an Adv. Diploma of Financial Services, Bachelor of Commerce, and Juris Doctor. Joe is admitted in the Supreme Court of WA and High Court of Australia.

Jenni is an experienced professional who brings to NCC more than 20 years of operations and administration experience within the financial services industry. Jenni’s extensive experience includes roles held as a Compliance Officer, Operations and Office Manager, Client Relationship Manager and Executive Assistant. Jenni works closely with the NCC management team providing assistance with compliance, financials, procedures and human resources.

David has more than 25 years of experience in the financial services industry. He began his career as a research analyst with a Melbourne based stockbroker, then moved onto the advisory desk where he managed both retail and institutional clients. David has Private Banking experience with both an ANZ and UBS. David co-founded a Melbourne based fund manager, which operated a domestic retail long/short equity fund and an offshore domiciled long/short equity fund. David is a responsible manager on the NCC AFS Licence and manages operations and compliance functions across NCC products and services. David’s qualifications include a Bachelor of Economics with Honours.

Roger Buckeridge has been a leading unlisted equity funds manager in the Asia Pacific region for 36 years and was the co-founding partner and Responsible Manager for Allen & Buckeridge Asset Management Limited (based in Sydney Australia), which invested A$280 million of institutional venture capital funds in some 60 early-stage technology-based businesses, between 1997 and 2013.

Over 20 years’ experience working with SMEs and corporates as a corporate governance, risk and compliance professional, predominantly in the financial services industry. Expertise in the design, implementation and maintenance of governance, risk and compliance frameworks with a focus on ensuring that businesses meet their strategic and commercial objectives whilst also addressing their legal and compliance responsibilities.

Reena comes with over 19 years of experience working with SMEs and corporates as a risk and compliance professional, predominantly in the financial services industry. She holds a Bachelors in Business Law and Accounting, is a qualified CPA, who completed the CPA financial planning specialist designation and is an accredited certified practicing professional of the GRC Institute – Australia’s most recognised and highly regarded compliance organisations.

Sonny is an experience Financial Advisor and qualified Chartered Accountant, with 18 years experience working with a broad range of successful business owners, professionals and families.

Andrew has over 5 years’ experience in financial services and compliance. Andrew has experience working with many financial advisors and some of Australia’s largest superannuation funds. His role involves assisting NCC and its partners to meet their regulatory obligations. Andrew’s qualifications include a Bachelor of Commerce.

Joel is a Quantitative Analyst responsible for the analytics software, operations, marketing, strategy execution, providing reports to the committee and day to day operations of NCC. Previously, Joel worked for TacticalAI Fund, a multi-strategy quantitative hedge fund, and has five years of investment and finance experience. He holds a Master of Science (MSc) in Quantitative Finance and a Master of Applied Finance.

Rob Garton Smith is the Chairman of NC Group and has been its responsible manager in relation to managed investments since inception. Rob has degrees in law, commerce and financial planning and is a legal practitioner and a registered tax (financial) advisor. Rob 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 an associate member of the Financial Advice Association Australia. 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 is the COO of NC Group and 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 NC Group since its formation and has considerable experience of all aspects of the business.

Toni Smith is manager of the Willmott Forests 1995-1999 Project. She has worked in the agricultural sector for over 20 years, having lead several productive agricultural projects including forestry, broadacre cropping and livestock production. Toni has extensive skills across rural land acquisition and financial management as well as practical farm and plantation management capabilities which ensure the performance of operations. Toni is passionate about regenerative agriculture, low-cost production, and food security solutions. Toni has formal qualifications in accounting and safety and environmental management and sits on several other company boards related to agriculture. Toni and her husband also have their own property in Northern NSW, where they breed Angus cattle and Dorper sheep.

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.

Graham Segall was born and bred in South Africa, before moving to Perth in 2001, he has qualifications in both Accounting and Law from both South Africa and Australia. Graham has over 30 year’s experience as an Auditor, Bank Tax Advisor, Specialised Finance Advisor and Marketer and a Risk and Compliance Professional. He is skilled in a combination of commercial, financial, risk and compliance disciplines, almost exclusively in the financial services sector.

Saphal Shrestha has a Bachelor’s degree in Business Accounting from King’s Own Institute. He started his career as a Tax Accountant at an accounting firm in Sydney. Prior to commencing with Primary Saphal worked under a registered tax agent allowing him to gain experience in the preparation of tax returns, financial statements and business activity statements.

Emily Yang has a Bachelor of Accounting Degree at Edith Cowan University Western Australia and graduated in 2012. Prior to commencing with Primary Emily worked as an Accounts and Payroll Officer. She became a Certified Practising Accountants Australia in 2023

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.

Dean has 15 years’ experience in financial markets and specialises in Australian and International Equities and their derivatives. Dean is a Responsible Manager for Equities and Securities and assists with day to day overseeing of Primary securities related businesses. Dean is also the Head of the Equities and Derivatives trading desk at Primary Securities and holds a Diploma of Financial Services, ADA level 1 & 2, and is RG146 compliant. Dean is also the administrator to the Managed Investment Account Service scheme. Dean is actively involved in mentoring and educating clients in both directional and non-directional systems. Dean is a regular guest speaker and is actively involved in presenting to industry groups such as The Australian Investors Association (AIA), Australian Shareholders Association (ASA), Australian Technical Analyst Association (ATAA) and industry interest groups. Dean is a former member of the Australian Technical Analyst Association (ATAA) for nine years and past ATAA Queensland chapter President and Nation ATAA Director. Before joining Primary Securities, Dean was responsible for dealing with International settlements and custodians throughout Asia (Hong Kong, Singapore and Malaysia) and the United Kingdom for retail and wholesale funds.

Laurie Winton has over 35 years’ experience in the Australian Banking and Finance Industries culminating in Senior Managerial roles in the NAB & St George Bank, predominantly in the property banking sector specialising in all aspects of development finance. Laurie holds a Diploma in Financial Services and a Diploma in Finance Broking & Mortgage Management.

Bruno Romeo has over 35 years’ experience in business services, funds management and commercial lending including senior positions at Perpetual Trustees and Great Southern. Bruno has a strong emphasis in credit analysis, deal structuring and compliance. Bruno holds a Bachelor of Business and a Diploma in Finance Broking & Mortgage Management.

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.

With over 25 years of operations and administration experience in the financial services industry, Jenni is a professional dedicated to driving efficiency and excellence at NCC. Her diverse background includes critical roles as a Compliance Officer, Operations and Office Manager, Client Relationship Manager, and Executive Assistant. At NCG, Jenni plays a crucial role in supporting the management team in enhancing compliance, streamlining financial processes, optimising procedures, and supporting human resources. Her extensive expertise ensures that our operations run smoothly and effectively, making her an invaluable asset to our organisation.

Nomsa is a qualified chartered accountant with over twenty years of professional services experience and fifteen years in the Channel Islands, UK financial services sector. Her expertise involves auditing, accounting, and administration of listed and unlisted closed-ended funds, mainly investing in private equity, real estate funds, infrastructure, conventional fund asset classes and fund of funds, corporate structures, and family office structures. Nomsa trained with Ernst & Young and is a Member of Chartered Accountants of England and Wales. She also holds a Bachelor of Accounting Science Degree and a Post Graduate Diploma in Auditing.

Office Manager Melissa is a professional who brings to NCG more than 10 years of administration experience within the financial advisory services and business insurance industry. Melissa’s experience includes roles as a personal assistant, office manager, executive claims support, and administrator. Melissa Works closely with supporting the NCG team by providing administration support.

Emy is a seasoned finance professional with over 20 years of audit and finance experience, including over two years in fund administration. She holds a Bachelor of Science in Accountancy and has completed graduate-level coursework toward a Masters in Business Management. Emy is a Certified Practising Accountant (CPA) in both Australia and the Philippines, bringing a wealth of international experience across diverse financial environments. Her expertise in investor and client relationship management and her global perspective make her a valuable asset to the team.

Lachie Chubb is a compliance and AML professional with over 14 years of experience supporting financial institutions globally. During his career he has previously worked in Hong Kong, Singapore and London. He specialises in regulatory compliance and AML needs, including managing high-level compliance issues, AML/KYC processes, complex regulatory inspections, and multi-jurisdictional compliance programs. Lachie also holds a bachelor’s degree in international business.

Dean Minett is Managing Director of Gatehouse Hospitality and has been a part of the Australian hotel landscape for nearly 40 years when he first started as a teenager at Melbourne’s prestigious Southern Cross Hotel.

After a rapid rise in the hotel Dean became the youngest ever GM of a five star hotel in Australia, opening the Southern Cross Sydney. Since that time Dean has managed, led or consulted to hotels, restaurants, resorts and casinos throughout Australia including many years as Country General Manager, Australia, for the world’s largest owner/operator of serviced apartments. In that time he has been involved with the management of numerous strata developments across the country.

Dean’s experience gives him an unparalleled perspective in the industry, with a range and depth not seen elsewhere. Since 2012, this experience has been utilized by owners, developers, managers and investors who have all drawn on his expertise to develop, manage or improve their properties, whether hotels, casinos, resorts, or serviced apartments. Dean now supports clients at every stage of hotel development, from site assessment and property design through to operator selection and ongoing asset management.

Dean is a graduate of the Australian Institute of Company Directors and in addition to his commercial work has served on numerous boards and committees including William Angliss Institute, Victoria University, Australian Hotels Association, Hotel Motel and Accommodation Association and Parks Victoria. Dean has judged for both state and national awards and was recognized as a Legend of Tourism by Tourism Training Australia. He is the co-author of two best-selling industry texts and is a regular blogger/author and a proud husband, father and grandfather.

Meet Steven, financial planner who aims to leave a lasting impression on everyone he crosses paths with in life. This is one of the most rewarding aspects of his work and a reason why Steven has cultivated genuine life-long connections with his client base, approaching every meeting, phone call, email and text message with a high level of care and dedication. He has more than two decades of experience in Life Insurance, TPD, IP claims and retirement planning, and considers himself a “rainy day adviser” preparing clients for life's unforeseen challenges. Steven often compares life to climbing mountains. Where there is an up, there must be a down, and having summited Kilimanjaro safely and surviving a near death experience on Mount Elbrus, Steven knows life doesn't always go to plan. This served as a remarkable lesson that the worst of times can often be the best of times. Outside of work, Steven enjoys quality time with his beautiful wife and four children, hiking, dominating social poker, and immersing himself in a good book.