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GENERAL ENQUIRIES
D. 1300 610 024
E. trading@thinkminc.com.au
EDUCATION ENQUIRIES
D. 02 8965 0435
E. education@thinkminc.com.au
ORDERS
D. 1300 610 024
E. orders@thinkminc.com.au
MARK MORRIS - MINC FINANCIAL SERVICES CEO
Mark has 28 years experience as a stockbroker in full service and online stock broking. Mark specialised in Derivatives trading for many years. In 1991 he assisted in setting up the London office of Macquarie Securities having been previously a director of Macquarie Equities in Sydney.
Mark was instrumental in establishing the first 3rd party clearer in Australia (ANZ Mees Pierson Clearing now known as Fortis Clearing) and went on to establish his own institutional and retail online stock broking firm (AOT). In December 2004 AOT was acquired by Commonwealth Securities and Mark was appointed as Head of Institutional Sales (Equities, Fixed Income and FX) for Commonwealth Bank of Australia (CBA). Mark left CBA in 2007 to once again establish an institutional and retail online business.
D. 02 8965 0400
E. mark.morris@thinkminc.com.au |
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SONIA KAMMEL - MINC FINANCIAL SERVICES CFO
Sonia is a fully qualified CPA who has worked in the Financial Services Industry for 17 years. Prior to joining Minc Financial Services as Chief Financial Officer (CFO),
Sonia held Executive roles within the Insurance and Banking segments. Her most recent role prior to joining Minc was in an Executive Management position overseeing the Management accounting for the Commonwealth Bank of Australia’s Global Markets business including FX, Structured Finance, Capital Markets and Equities.
D. 02 8965 0403
E. sonia.kammel@thinkminc.com.au |
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Tim Moffatt - Equities and Derivatives Dealer
Tim started his stock broking career as private client advisor in Adelaide at a resources focused broking firm before moving to Sydney to take up a role as an industrials equity analyst.
After moving to MINC in 2008, Tim operated in client advisory, trade generation for the desk & business development.
Tim has a Masters in Finance & Investments, a Commerce Degree majoring in Corporate Finance & a Diploma in Financial Planning on his resume. ASX qualifications include PS146, ADA1 and ADA2.
D. 02 8965 0426
E. tim.moffatt@thinkminc.com.au |
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Stuart McClure - Equities and Derivatives Dealer
Stuart has 6 years of trading experience including advising private clients on the Gold Coast, and more recently Minc Trading Sydney. His experience lies in the area of ASX Options which has led to several education courses to teach clients and advisors alike the skills gained over his years of trading.
Stuart has taught stock market courses at Queensland Tafe and often runs seminars and events in Sydney and online.
Stuart has a Degree in Business, Marketing and Finance and has the ASX qualifications ADA1 and ADA2.
D. 02 8965 0435
E. stuart.mcclure@thinkminc.com.au |
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Samuel James - Equities and Derivatives Dealer
Having come from a corporate management background, Sam understands the importance of strong client relationships and recognizes the benefit of not only providing advice to traders, but also education.
Sam provides a fresh perspective on the market and is happy to assist clients with any enquiries. On this front, Sam works closely in the production of the group’s Education Content.
RG146 Competencies
Derivatives (ADA) - Level 1
Derivatives (ADA) - Level 2
D. 02 8965 0492
E. sam.james@thinkminc.com.au |
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Jonathan Tacadena - Equities and Derivatives Dealer
Jonathan has over 9 years of trading and broking experience in all aspects of the financial markets. Jonathan started his career in finance working as a Futures broker in Sydney after qualifying as a registered representative of the Sydney Futures Exchange. He then moved on to trading, advising and making markets in Foreign Exchange alongside Futures for a Gold Coast broking house. Jonathan then moved into advising clients in Equity and Equity Options during the bull market phase from 2004.
Jonathan is able to bring a truly global market perspective to his clients thanks to his vast experience. Jonathans specialty lies in his thorough understanding of Options Spreads and the ability to apply them practically to ASX stocks. Jonathan is PS146 compliant in Futures, Foreign Exchange. His ASX qualifications include PS146, ADA1 and ADA2
D. 02 8965 0494
E. jonathan.tacadena@thinkminc.com.au |
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Michael Jeffrey - Equities and Derivatives Dealer
Michael has over 7 years of trading experience in the market. Michael is an equities and options dealer who started his career in equities with a large retail broking house. Michael spent time in trade execution and margin lending before moving into the options dealing desk. From there he has acquired a large amount of experience in the derivatives market, where he operated as an options DTR for 2 years. Michael has a broad knowledge of different strategies and how best to use options as part of a portfolio. He has a keen interest in equity trading and his strength lies in his ability to combine both a fundamental and technical perspective in analysing prospective investments.
Michael holds a Bachelor of Commerce and has acquired a number of industry qualifications including PS146, ADA1, ADA2, ASX CFDs, Options DTR, a Certificate in Applied Finance and is currently studying his Diploma of Financial Planning.
D. 02 8965 0493
E. michael.jeffery@thinkminc.com.au |
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Martin Tscheuschler - Equities and Derivatives Dealer
Martin has 10 years experience as an active trader and stockbroker. As one of Australia's first advisor’s to offer general advisory CFD service to his clients he specialises in short to medium term trading opportunities with the intent of achieving the highest returns possible. His aim is to always achieve the highest possible risk adjusted profit for his clients in any market environment.
Martin holds a Bachelor of Business degree in Finance and Marketing plus PS 146 accreditation and ASX ADA 1 & 2 option qualifications.
D. 08 6364 9650
E. martin.tscheuschler@thinkminc.com.au
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John Miles – Equities and Derivatives Dealer (Gold Coast)
John has close to ten years experience in trading and advising private clients. John started his career in 2001 trading global futures and margin forex on one of Australia’s busiest retail overnight dealing desks. In 2002 he moved to wealth management, building a successful book of general advisory clients as well as branching into system trading management. That focus continued and in 2006 he launched systematic trading solutions to high net worth individuals through the use of Managed Discretionary Accounts and Individually Managed Accounts. John continues to focus on systematic techniques through a variety of asset classes including CFDs and direct equities and options.
John believes consistency, discipline and good quality money management are the foundations of successful trading.
John holds a Bachelor of Commerce (Hons), was a Registered Representative of the Sydney Futures Exchange, RG 146 Compliant and ASX ADA1
D. 02 8965 0438
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Morgan Shipp - Equities and Derivatives Dealer
Morgan’s experience, acquired over the past 4 years began by trading his personal accounts in equities while also spending a significant amount of time trading in foreign currency markets. Morgan also traded accounts for high-net worth clients across a range of markets. In addition to trading, he has spent the last 3 years, studying and executing the technical trading strategies which now lend themselves to his clients. Morgan’s preference is to identify trends in a market and trade directional strategies, by way of direct equity investments, CFDs or Options.
Morgan previously practiced law for 2 years, in the Banking and Finance division of a large international firm, giving him a unique understanding of the fundamentals that drive financial markets, an appreciation of regulatory effects on those markets and more specifically, individual equities.
Morgan holds a Bachelor of Commerce and a Bachelor of Laws and has acquired a number of industry qualifications further to each of his degrees.
D. 02 8965 0434
E. morgan.shipp@thinkminc.com.au |
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Ajay Malgaonkar - Equities and Derivatives Dealer
Ajay has more than 5 years of trading experience in the equities, commodities, FX market. He has also worked in the field of Corporate Finance for more than 8 years. He has extensive background in emerging market with special expertise full cycle delivery in infrastructure and resources deals.
Ajay believes that a successful trader must have traits such as Self-Discipline, Knowledge, Decisiveness, Positive attitude, Persistence and Patience.
Ajay holds a Bachelor degree in Engineering. MBA in Finance; Graduate Diploma in Applied Finance plus PS 146 accreditation and Tax planning accreditation from H & R Block.
D. 02 8965 0437
E. ajay.malgaonkar@thinkminc.com.au |
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