Managing Director & Co-Founder
Rob has been active in financial markets for more than 25 years with a primary focus on building investments across a range of asset classes. He has worked in Melbourne, Sydney and London with Macquarie Bank, CBA and JPMorgan before holding senior roles at Longreach Global Capital and Venture Crowd. Rob has first hand experience across equity, credit and property markets and has a passion for originating and completing successful transactions for investors.
Managing Director & Co-Founder
Travis is co-founder and joint Managing Director of iPartners, through the early years of the business has primarily led the evolution of the iPartners private credit, private securitisations and funds management businesses, with a constant eye to the broader strategic direction and emerging bolt on opportunities. Prior to iPartners he had worked in financial markets for the last 20 years, most recently as Managing Director at UBS Investment Bank, previously as a Director at Deutsche and ANZ. He has been a pioneer in the evolution of alternative investments and product in Australia. Having priced, structured and offered assets giving investors exposure to Credit, Rates, Equities, FX, Derivatives, ETF's, Funds, Property, Infrastructure and Agriculture. He is a successful investor in his own right, completing various property developments and investing across both public and private markets.
Head of Operations
James has more than 20 years experience within financial services, both domestic and overseas, having spent several years at Coutts and Company in London before moving to Sydney in 2011. Most recently as Vice President, Global Client Services at BNY Mellon, James was responsible for warehouse and securitisation issuers across a variety of structures and asset classes. James also held positions at Mainstream Fund Services, StateStreet and Macquarie Bank in a number of operational managerial positions.
Peter Dalton has more than 20 years of professional experience in financial and investment markets. He was most recently the Head Global Syndicate at Westpac Institutional Bank, responsible for the origination, execution and placement of investment grade institutional fixed income deals. Prior to Westpac, Peter held executive positions at Royal Bank of Scotland, RBC Capital Markets, TD Securities, ANZ Institutional, Investec and the DeBeers Group. He has completed hundreds of transactions globally for government, financial institutions, corporates and businesses with an aggregate value in excess of $500 billion.
Chief Technology Officer
Norman has a vast array of experience in building technology applications and leads a team of skilled engineers, and technology specialists, designers, testers and digital marketers across two continents. The team has a wealth of experience across a range of industries including financial services. Norman has previously worked with large organisations such as Toyota, Pentair, KPMG, Komatsu, BATA as well as universities and multiple federal government departments.
Chief Operating Officer
Chris has more than 20 years experience in Australian financial markets, having worked at UBS Investment Bank, Commonwealth Bank and Nikko Asset Management in senior product structuring and transaction execution roles. Chris is an expert in designing, building and operating best of breed investment products, services and transactions. He has experience across a very broad range of asset classes and product types including derivatives, structured products, investment lending, unlisted funds, exchange traded funds and property syndicates.
Dan is a Director of Sales at iPartners and has nearly 20 years of experience in financial markets. Largely working in sales and business development roles across interest rate, FX, credit / debt markets, Dan was most recently a Director at Deutsche Bank in Sydney. He has previously worked for a number of other organisations including Bankers Trust, Goldman Sachs, Goldman Sachs JB Were, AIG Financial Products and RBS with a significant part of his career based in Asia.
Vito is a financial services professional with more than 25 years of experience across credit and debt markets at several domestic and foreign banks.
Prior to joining iPartners Vito was a Director Investment Sales at CBA , Westpac and Societe Generale where he worked extensively across originations, structuring, securitisation and Fixed Interest areas. Vito was responsible for all facets of building and maintaining the continued growth of the client base with a ‘plain english’ approach in all products and services.
Vito is client centric and passionate to achieve a successful outcome for all his clients. His client depth and breadth of experience spans from the self directed SMSF through to fund managers, corporates, financial advisors, charities, religious organisations and high net wealth individuals delivering a consistent high level of service understanding focused on client needs.
Head of Marketing
Shannon is a strategic marketer with extensive experience across corporate communications, integrated marketing and stakeholder relations. With more than 25 years experience across fintech, financial and corporate services Shannon specialises in the design, execution and analysis of integrated marketing communications programs.
Shannon holds a Graduate Certificate in Strategic Communications from University of Canberra and a Graduate Diploma in Business from Queensland University of Technology.
Quillan has worked in the financial industry for the last 5 years. He has previously worked at NAB, Fiducian Financial Services and Mainstream Fund Services in a wide range of roles. His experience gives him extensive knowledge in Client Service, Financial Advisory, and Unit Registry Operations. Using the skills and experiences from his career, Quillan manages the fund operations, platform administration and investor AML/KYC requirements.
Quillan has a Bachelor of Agricultural Economics, with a second Major in Commercial Law and a Master of Commerce (Finance & Accounting) from Sydney University.
Director, Capital Markets
Mark has more than 20 years experience in investment markets across a broad range of asset classes. Mark held senior roles at Westpac's private wealth business, most recently as Regional Director North for the Global Investment Services business where he led a team of investment directors providing advice to high net worth investors. Prior to Westpac, Mark worked across the Asian region for several investment banks, including Credit Suisse, TD Securities and ANZ Investment Bank. Mark's extensive financial markets experience includes working with institutional investors, large corporations and ultra high net worth families. His broad asset class experience includes various roles across fixed income credit markets both origination and secondary trading, equity markets, managed funds, ETFs, private debt and equity, as well as institutional real estate investing.
Phone: +61 2 8029 0561
Address: Aurora Place, Level 8, 88 Phillip Street, Sydney NSW 2000
ABN 97 616 310 555