Personnel, Consultants & Partners
Wally is an experienced accountant with 35 years experience in business. He comes from a public corporate background, and has served as chief technical officer, business adviser, financial adviser, accountant and managing director. He has extensive experience in business structuring, business and financial advice, and has been involved in financial services since 2008. Wally is the Managing Director of a tax, accounting, and business services practice which also provides advice and support to Wholesale Funds Management Pty Ltd.
Wally is a Fellow of the Institute of Public Accountants. He holds a Bachelor of Commerce Degree, a Diploma of Financial Services, is a registered Tax Agent and a Qualified SMSF Adviser.
Hao joined Wholesale Funds Management Pty Ltd after working with a mid-tier corporate advisor with focus on IPOs, private placements, strategic advisory and board services. During his time as a Senior Associate, Hao has worked on several mandates including pre-IPO and IPO capital raise, government backed bonds issue, and private placements. He also worked as an analyst with a boutique funds management company with assets comprised of residential and commercial properties.
Hao is fluent in Mandarin Chinese. He holds a Bachelor of Economics and Graduate Certificate of Commerce. Hao has also completed his RG146 qualification and is currently pursuing his Bachelor of Laws.
LOUIS DE BEER
Louis is the Managing Director of his own next-generation law firm, specialising in financial services, commercial, technology and property law. Louis acts for the providers of financial services and responsible entities in providing compliant financial service offerings and structuring of offers. He also works with organisations in the area of property development and property sales to properly structure and promote their offerings. Louis brings this expertise with him to Wholesale Funds Management Pty Ltd.
Louis is fluent in Afrikaans and proficient in Dutch. He is an admitted Solicitor in both Australia and South Africa. He holds a Graduate Diploma of Legal Practice, Bachelors of Laws, Bachelor of Commerce, and is a Graduate of the Australian Institute of Company Directors.
Business Development Manager
Ray has been involved in the Banking and Financial Services industry for 29 years, starting in the traditional banking sector for 10 years in both lending and investment roles, followed by 19 years in the broader Financial Services industry in advisory, senior management and proprietary roles.
Since 2009, Ray has worked in Project Management for family owned Property Development projects as well as consulting/business advisory roles in the Renewable Energy and Energy Efficiency industries.
Phi has over 5 years experience in both commercial and public practice accounting for small business.
Phi is fluent in Vietnamese and is a Qualified Accountant, a Member of CPA Australia, and holds a Master of Accounting Degree.
McCullough Robertson is one of Australia’s leading law firms, with extensive expertise in financial services. The firm has played a lead role in the establishment of the Wholesale Funds Management Pty Ltd Australian Financial Services License, and the Secure Investment Fund, and provides related legal services and advice to our company and its associated entities.