Hartleys

Hartleys was a financial services company in Western Australia, founded in 1955. It listed in 1996 as Hartley Poynton and in July 2000, the ASX listed entity changed its name to HP JDV to reflect the prominence and brand momentum of the company's outsourcing and technology division JDV. In April 2002, the business was renamed Hartleys.

In October 2003 the stockbroking staff completed a management buy-out of the Western Australian broking and corporate finance operations of Hartleys from the listed company, which was renamed JDV. This restructure returned Hartleys to management and employee ownership.

In June 2020, Hartleys was acquired by rival stockbroking firm Euroz, with the merger completed in October 2020.

Contact Details

Level 6, 141 St Georges Terrace , PERTH WA 6000

08 9268 2888

info@hartleys.com.au

www.hartleys.com.au

Company Activity

	NEWS: Tagged in Hartleys rides resources resilience	01 Oct 2020
	NEWS: Tagged in Argonaut boosts Perth team	07 Sep 2020
	NEWS: Tagged in Nordgold ups Cardinal bid in takeover battle	02 Sep 2020
	NEWS: Tagged in Fenix raises $15m for Iron Ridge	20 Aug 2020
	NEWS: Tagged in Gold explorers raise $8.9m	06 Aug 2020
	NEWS: Tagged in Tietto launches $62m raising	03 Aug 2020
	NEWS: Tagged in Sipa shares up on Rio farm-in	03 Aug 2020
	NEWS: Tagged in Peel to gain control of Mallee Bull	27 Jul 2020
	NEWS: Tagged in WA explorers raise $48m	24 Jul 2020
	NEWS: Tagged in Shandong raises Cardinal bid to $368m	23 Jul 2020

News Articles

Related Information

Past People

Name	Position	Year Started	Year Ended
Ian Parker	Director, Chair since 2015	2003	2020
Andrew Gribble	Head of Wealth Management	2015	2020
Dale Bryan	Head of Corporate Finance, Director since 2015	2004	2020
John Goodlad	Investment Adviser, Stockbroker	1998	2020
David Smyth	Senior Investment Advisor, Executive Director since 2013	2000	2020
Ben Crossing	Director, Corporate Finance	2010	2020
Richard Simpson	Director, Corporate Finance	2008	2020
Carrick Ryan	Head of Institutional Desk, Director since 2014	2004	2020
Marayka Cath	Executive Assistant		2020
John Featherby	Director	2003	2020
Digby Gilmour	Institutional Sales	2014	2020
Mike Parker	Business Development Manager	2019	2020
Brad Booth	Investment & Portfolio Advisor	1996	2020
Kristi Bryson	Institutional Sales	2020	2020
Charlie Ransom	Chief Executive, Company Secretary since 2010	2009	2020
Chris Chong	Institutional Advisor	2011	2018
Scott Williamson	Resources Analyst	2013	2016
Simon Andrew	Industrials & Energy Analyst	2012	2016
Grey Egerton-Warburton	Head of Corporate Finance	2003	2015
Scott Metcalf	Director, Head of Wealth Management	2003	2014
Travis Clark	Investment Advisor	2002	2014
Andrew Gribble	Senior Investment Advisor	2000	2014
Peter Gray	Analyst	2010	2013
Ben Crowley	Resource Analyst	2011	2013
David Wall	Analyst	2007	2012
Lisa McLean	Office Manager, Corporate Finance	2007	2011
Andrew Muir	Senior Resources Analyst	2005	2011
Tania Spinella	Executive Assistant to MD, Head of Corporate Finance	2008	2010
Peter Ruse	Associate Advisor	2007	2009
Charlie Ransom	General Manager	2004	2009
Davide Bosio	Investment Adviser	2004	2008
Andrew Jones	Associate Advisor	2006	2008
Sian Shirlaw	Associate (since 2005)	2002	2008
Richard Simpson	Chair & Managing Director	2003	2008
Andrew Rowell	Senior Resources Analyst	2004	2007
Melissa Romeo	PA to CEO		2006
Rob Brierley	Institutional Dealer, Hartleys Wealth Management	2005	2006
Selina Cann	PA to CEO		2006
Ken Rule	Business Development Manager	2001	2006
Craig Smith-Gander	Stockbroker	2003	2005
Kevin Tomlinson	Head of Research	2002	2005
Jo Battershill	Analyst	2004	2005
Steve Morris	Private Client Advisor	1999	2004
Chris Bates	Investment Advisor	2000	2003
Carly Terzanidis	Assistant, Wealth Management	2001	2003
Neil Rinaldi	Investment Advisor	1998	2003
Richard Harris	Senior Mining Analyst	1991	2003
Raphael Wood	Stockbroker	1999	2003
Stuart Usher	Group Financial Controller	2003	2003
Tim Moore	Chief Executive	1993	2003
Jamie Ogilvie	Head of Risk	2001	2003
Cameron McCall	Stockbroker	1998	2003
Anthony Hewett	Manager, National Operators	2001	2003
Anthony Brittain	Portfolio Services Manager	2000	2003
Marc Lincoln	Branch Manager, Perth	1999	2003
Jamin Hirte	Strategic Analyst	2002	2003
Jamin Hirte	Product Manager	2001	2002
Gavin Bain	Head of Marketing	1999	2002
Danny Stent	Investment Advisor	1997	2002
Brad Gordon	Senior Investment Advisor	1994	2002
Graeme Yukich	Investment Advisor	1990	2002
Russell Lester	Investment Advisor	1998	2002
David Craig	Divisional Chief Executive, Wealth Management & Private Clients	1992	2002
Jamin Hirte	Manager, Pricing & Analysis	2000	2001
Jock Clough	Executive Director since 1990, Executive Chair since 1996	1988	2001
Anthony Hewett	National SEATS Operator	2000	2001
Kerryn Jakovich	New Client Accounts Officer	2000	2001
Jamin Hirte	Product Development Officer	1999	2000
Kerryn Jakovich	Receptionist, Switchboard Operator	1999	2000
Gavin Argyle	Manager, Corporate	1996	1999
Troy Valentine	Equities Advisor	1994	1999
Anthony Maslin	Stockbroker	1994	1999
Andrew Foster	Superannuation Specialist	1997	1999
David Hann	Investment Adviser, Associate Adviser	1997	1999
Gavin Argyle	Manager, Corporate	1996	1999
Jim Adamos	Manager, Portfolio Administration	1999	1999
David Greenwood	Resource Analyst	1996	1998
Michael Hendriks	Private Client Advisor	1994	1998
Charles Fear	Executive Director	1993	1997
Gareth Lloyd	Resources Research Director	1995	1997
Hugh Currie	Institutional Sales	1993	1996
John Abernethy	Executive Director	1994	1996
Robert Morrison	Corporate Advisor	1994	1995
Georgina Munro
Sheila Rodger	Operations Executive, Corporate Services
Dale Hiscock	Financial Controller
Kate Lepenicheva	Executive Assistant to Head of Corporate Finance
Scott Weir	Senior Manager, Corporate Finance
Lani Ward	Executive Assistant to Head of Corporate Finance
Scott Metcalf	Advisor	2014
Ian Parker	Private Client Advisor	1991

ECM Deals

Date	Company	Transaction Type	Total Value
20/08/20	Fenix Resources	Placement	$15.00m	>>
17/08/20	Trinex Minerals	Placement	$4.08m	>>
13/08/20	Horizon Minerals	Placement	$16.10m	>>
05/08/20	Great Western Exploration	Placement	$2.52m	>>
03/08/20	Tietto Minerals	Placement	$57.50m	>>

M&A Deals

Announced	Bidder	Target	Transaction Type	Total Value
18/06/20	Shandong Gold	Advisor for Cardinal Resources	Acquisition	$578.21m	>>
16/06/20	Euroz Hartleys	Hartleys	Acquisition	$30.20m	>>
03/06/20	Perseus Mining	Advisor for Exore Resources	Acquisition	$59.80m	>>
07/05/20	Aurenne Group	Advisor for Alt Resources	Acquisition	$30.67m	>>
16/03/20	Nordgold	Advisor for Cardinal Resources	Acquisition	$564.76m	>>