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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