Tony McGrath - Director

Tony has over 18 years in the financial services industry with the majority of his experience in client advising and management roles, specialising in advice on Australian equities and research on stock selection. He has worked in both large and small organisations including Credit Suisse, and most recently ran his own investment and financial advice business.

He holds a Bachelor of Commerce degree and is ASIC Regulatory Statement 146 (RG 146) compliant.

Ben Callanan - Director

Ben has been in the financial markets for over 15 years. Ben is a senior member of the Securities team and came to us from Macquarie Private Wealth in January 2008. His experience spans across a diverse range of portfolios including income and growth focussed strategies for investments, superannuation and pension funds.

Ben can add value to your investment selection process with advice that is appropriate for your personal risk profile and help you identify and implement appropriate investment strategies.

He can help with administration, coordination and management of your portfolio so you are always in a position to take maximum advantage of movements in financial markets. Ben also heads our Corporate team

Mark Patterson - Director

Mark has over 20 years experience in the financial industry involved in both brokering and futures. He has worked as a sole trader covering the ASX 200 and brokering for large organisations such as Credit Suisse and E*Trade specialising in stock selection.

Mark is ASIC Regulatory Statement 146 (RG 146) compliant.

Matthew Sharratt - Senior Adviser

Matthew is head of YBR Securities’ International Equities and Derivatives Division. He is passionate about offering his clients a gateway to investment opportunities in global companies and global markets. He is a very experienced adviser and trader working with institutional and retail clients and has a strong track record of delivering above market returns for his clients.

Matthew is licensed in Securities, Derivatives and Foreign Exchange, has a Diploma in Financial Services and studied Business at University of Technology in Sydney.

George Tucker - Investment Adviser

George has been involved in the financial markets for close to 20 years. Having been involved in both broking and trading since 1991, he started his career with Australian Gilt Securities before joining UBS as a bond broker and trader. George managed the three year bond trading team for six years prior to starting his own trading operation which he successfully managed for 10 years.

George specialises in advising high net worth clients on managing their stock portfolios with a focus on risk management to ensure a client’s wealth is protected. George is ASIC Regulatory Statement 146 (RG 146) compliant.

Pawel Kulisiewicz - Investment Adviser

Pawel Kulisiewicz is an Investment Adviser with 7 years in financial services working in financial markets and sales. Previously at Stonebridge Securities Ltd and has also worked with Macquarie Bank and the Rivkin Report.

Pawel is educated with a double degree in Business and Law, has completed his Advanced Diploma of Financial Services and Highest level of options accreditation.

Alex Szabo

Alex has over 5 years financial markets experience. From 2005, Alex worked for E*TRADE Australia as an Account Manager where he was responsible for client relationships and fulfilling their transactional requirements in the share market. Alex is degree qualified with a Bachelor of Business in Applied Finance.

Alex is involved with executing client transactions on the ASX and assisting the team in the management of client investment portfolios.

Ryan Cross - Investment Trainee

YBR Securities would like to welcome Former Australian Representative Ryan Cross as the newest member of our line-up. Ryan CV includes eight years as premiership winning Sydney Rooster and State of Origin representative. Ryan in 2007 switched codes to union, playing for the Western Force. In 2008, Ryan was called up to represent his country playing eight games for the Wallabies. 2011 looks bright for Ryan as he has also just signed a deal to play for the NSW Waratahs.

Ryan has expressed much interest in the industry and keen to learn from the experienced brokers of the YBR Securities team. Ryan will be completing his R6146 course and helping with the marketing and development of YBR Securities. We look forward to watching Ryan's achievements both on and off the field.

Michael Dulieu - Senior Adviser

Michael has been working in the financial markets as an advisor for the past 10 years. His experience spans several stockbrokers and he is experienced in constructing Income and Growth portfolio’s, providing investment advice for Self-Managed Superannuation Funds, and short term trading strategies. Michael focuses on achieved superior returns through the use of option strategies to produce additional income and provide portfolio hedging.

Michael heads up the Options team, has Level 2 Derivatives Accreditation and is RG146 compliant.

Martin Woods - Investment Adviser

Martin has been involved in the financial markets for close to 8 years. Having been involved in both broking 2002, he started his career with Adelaide Bank before working as a broker in a number of Boutique broking firms. Martin specialises in advising on stock and option portfolios. With a focus on risk management and growth he ensures that all clients’ needs are met and understood.

Martin is ASIC Regulatory Statement 146 (RG 146) compliant and has Level 2 Derivatives Accreditation.

Jay Pace - Investment Adviser

Jay has been in the financial markets for over 5 years. With the majority of his experience in Business Development, Client Relations and Advising.

Jay started in the market during the online trading boom and has vast experience with most the online trading platforms used by traders today. Jay is the creator of a well-known online newsletter known as the Weekly Wrap. The Newsletters purpose is to inform traders/investors of the opportunities we have Identified in the market and the strategies we are using to take advantage of these opportunities.

Jay is ASIC Regulatory Statement 146 (RG 146) compliant.

Renera Thompson

Renera brings 5 years’ experience in the finance industry ranging from compliance, business development to client management. She has worked closely with Financial Educators, Senior Advisers and Managing Directors ensuring excellent client service. Knowledgeable of domestic and international market strategies, her expertise includes the art of online trading and is well versed with the YBR Global and TWS Platforms and Procedures. Renera is looking forward to assisting you with all aspects of your portfolio management.

Renera is ASIC Regulatory Statement 146 (RG 146) compliant.

David Swidler - Investment Adviser

David commenced his career as a Chartered Accountant working in South Africa before moving to Australia in 1996. Whilst in Australia David has established, managed and subsequently sold a number of businesses in distribution and the food sectors, before entering the investment and stockbroking community

David provides high advice to corporate, institutional and private clients. He has a strong emphasis on integrity, corporate governance and compliance earning himself an excellent reputation .

David assists corporate clients to develop and implement transactions that create value. David takes great pride in delivering innovative solutions that helps clients achieve their strategic and financial objectives

Michael Cerreto – Senior Adviser