About the Team

 

Gleneagle

Gleneagle Securities is an Australian registered financial service provider and a leader in the evolution of Australian financial markets. We serve the diverse needs of sophisticated market participants and institutions ranging from traditional money managers and high net worth individuals to registered investment firms and funds.

 

Matt Hall – Portfolio Manager

Matthew has broad experience working in the stockbroking industry for more than 25 years as a trader and an institutional advisor/broker to banks and fund managers both locally and internationally in equity derivatives.

He joined Gleneagle Securities (Aust) Pty Ltd in September 2014 as Group Head Institutional Derivatives. Prior to this he was at BGC Securities Australia Pty Ltd (Cantor Fitzgerald) from May 2010 to August 2014, where he held the position of Director and Partner, opening their Australian based ASX member stock broking business.

In this role, Matthew was a Responsible Executive and Responsible Manager and key person on the AFS Licence. He managed a seven person team broking to banks and multi-strategy hedge funds in the Australian and overseas marketplace. His responsibilities included the overall broking strategies and prices to clients to suit their portfolios including long/short, buy/write return, volatility skew, dispersion and derivative overlay ideas and execution.

Prior to this, Matthew was a Director at GFI Brokers Limited from February 2007 to May 2010, and opened their single stock derivative desk. In this role he was responsible for marketing, broking and executing to banks globally. Matthew is a DTR Governor for the Stockbrokers Association of Australia.

 

Alex Webster – Dealer/Assistant Portfolio Manager

Alex has 10 years experience in the Australian market as an Institutional execution trader, specialising in listed Equity Derivatives. His previous role was Institutional sales and trading at BBY in Sydney.

Alex has diploma of financial markets from AFMA, and a Masters of Applied Finance (M.App.Fin) from Macquarie University, Sydney.

 

Service Providers

 

ADMINISTRATOR

Apex Fund Services Ltd

20 Reid Street, Williams House, 3rd Floor, Hamilton HM11, Bermuda

 

SUB ADMINISTRATOR

Apex Fund Services (Australia) Pty Ltd

ACN 149 408 702

Level 8, suite 801,100 William Street

Woolloomooloo NSW 2011

Australia

www.apexfundservices.com

 

AUDITOR

Lachlan Nielson Partners Pty Limited

ABN 65 155 188 837

Level 11, 60 Castlereagh St

Sydney NSW 2000

Australia

 

RESPONSIBLE ENTITY

Gleneagle Asset Management Limited

ACN 103 162 278

AFSL 226199

Level 27, 25 Bligh Street

Sydney NSW 2000

AUSTRALIA

 

INVESTMENT MANAGER

Gleneagle Securities (Aust) Pty Limited

ACN 136 930 526

AFSL No. 337985

Level 27, 25 Bligh Street

Sydney NSW 2000

AUSTRALIA

 

The information contained above is current as at April 2015 and is provided by Gleneagle Asset Management Limited. ACN 103 162 278 AFSL 226199, the issuer of the Gleneagle Income Plus Trust.

It should be regarded as general information only rather than advice. It has been prepared without taking account of any person’s objectives, financial situation or needs. Because of that each person should, before acting on any such information, consider its appropriateness, having regard to their objectives, financial situation and needs.

Each person should consider all risks relating to the product and consider the Risk Disclosure Statement before making any decision about the product.

If you acquire or hold the product, fees and cost may be payable to Gleneagle Asset Management Limited and related companies. Related companies will receive fees and other benefits which are generally disclosed in disclosure documents that will be provided for the product.

Neither Gleneagle Asset Management Limited nor related companies or our respective employees receive any specific remuneration for any advice provided to you. However, financial advisers (including some Gleneagle Asset Management Limited related companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the Fund.

Further details can be obtained by calling us on 1300 241 491 or +612 8277 6619 for international calls

Gleneagle Asset Management Limited
ACN 103 162 278
AFSL 226199
Level 27,  25 Bligh Street
Sydney NSW 2000
AUSTRALIA