test

Late 2004

• We find a small (and very cheap) office in

Loftus Street

 2006
  • We start the year with a team of nine
  • We move into much bigger offices in

        Hunter Street (we buy brand new furniture)

 2008
  • We make the Australian Financial Review

        Fast Starters Top 100 for the second time

  • October, GFC hits, stock markets collapse

        (a very bad time for Financial Services,

        but we all learned a lot)

 2011
  • We begin hiring and building out a local

        presence in Melbourne

  • We move our Sydney team to an office in

        Spring Street (we have a balcony and BBQ,

        which gets a lot of use)

 2015
  • We begin hiring and building out a local

        presence in Melbourne

  • We move our Sydney team to an office in

        Spring Street (we have a balcony and BBQ,

        which gets a lot of use)

 2017
  • We win “Recruiter of the Year” at the inaugural

       “Women in Finance Awards

  • We are awarded “Australia’s Healthiest

       Workplace” by AIA Vitality for the second time

  • Two of our team move to the Gold Coast,

        our first to be working 100% flexibly.

 2021
  • Founding Partner, Rod Jones retires and

       moves to our Board

  • We hire Matt Bennett as our

       Chief Executive Officer

 2005
  • January, with the previous tenant’s furniture

       in place we officially open for business

  • March, we hire our first employee
 2007
  • We make the Australian Financial Review

        Fast Starters Top 100

 2009
  • We open an office in Singapore
 2014
  • We merge with Primary

        Asset Consulting, our major

        market competitor

  • Our Singapore team

        buy out the business.

 2016
  • We are awarded

       “Australia’s Healthiest Workplace”

        by AIA Vitality

 2020

Covid-19 pandemic hits (everyone keeps

their job; in fact, we increase our head count)

• Sydney-based private equity firm

Redwood North takes a material stake in the business

• Simone Mears and Ashton Bilbie remain as major shareholders

• We celebrate our 15-year anniversary

 2022
  • After 12 years in Spring Street, we relocate our

        Sydney team to Number One O’Connell Street

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