JPS Personnel
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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

JPS Personnel 2020

Sydney

Melbourne

Malcolm Palmer

Managing Partner

Malcolm Palmer is the Managing Partner of Joseph Palmer & Sons and is the great-grandson of the firm’s founder. Prior to joining the family firm, he was Investment Director at Tyndall Investment Management with responsibilities for equity and fixed income portfolios. His extensive experience in investment analysis led to the development of proprietary analytical systems, which the firm uses to manage equity and fixed interest portfolios for direct clients and financial advisers. Malcolm has lectured at numerous Australian Stock  Exchange investor education courses and makes regular presentations on investments, economics and related topics.

He was elected a Member of the Australian Stock Exchange in 1993 and is a member of the Stockbrokers Association of Australia. Malcolm has headed the firm for 25 years and has 30 years’ investment experience. He is accredited as a Responsible Executive and an Authorised Representative under the firm’s AFSL.

Sonia Xerri

Chief Operating Officer

Sonia Xerri

Chief Operating Officer

Georgia Viera

Executive Assistant / 
Estates Administrator

Georgia Viera

Executive Assistant / 
Estates Administrator

Allan Furlong

Manager Investment
Advisory Services

Allan, who has been with Joseph Palmer & Sons for 15 years, has a long history in the financial services industry. Before joining the firm, he worked for a leading Australian bank, making a name for himself by leading several departments to pursue substantial efficiencies across a wide range of banking activities. Allan supervises a desk team of six in Sydney, who are all Authorised Advisers and who focus on delivering high levels of service to the firm’s clients, existing and new. The desk team also make investment decisions in respect to our managed funds in regular Desk Meetings. Allan chairs these meetings which include our Melbourne desk, and leads the debate on changes to the models and formalising the decision-making process for such change.

Maria Webb

Portfolio Manager

Maria is accredited as an Authorised Representative under the firm’s AFSL. She is a Bachelor of Commerce (Finance and Economics), Bachelor of Arts (Philosophy) and has a Graduate Diploma in Applied Finance and Investments. Maria spent 15 years in global investment banking, stockbroking and relationship management and has been with Joseph Palmer & Sons since 2013. After moving to London for two years she rejoined the firm in 2018. Maria has a keen interest in the share market, particularly international equities and global economic affairs. 

Ron Stephens

Aged Care Consultant / 
Business Development Manager

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Greg Smith

Senior Investment Administrator - Fixed Interest

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Chris Gutierrez

Senior Investment Administrator

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Anthony Palmer

Digital Media / 
Business Administrator

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Carl Memmott

Executive Chairman
Investment Committee

Carl is an independent member, and chairman, of the firm’s Investment Committee.  He is accredited as a Responsible Executive and an Authorised Representative under the firm’s AFSL. Carl holds the qualifications of Bachelor of Engineering (Honours), Master of Engineering Science, Graduate Diplomas in Business Studies, Applied Finance and Financial Planning, and he completed postgraduate studies in Zurich. His experience includes 35 years in senior executive roles in the private sector, managing both public and private companies. Carl has applied this knowledge to funds investment and management and this latter activity dominates his recent career experience. He has been with Joseph Palmer & Sons for five years and has 30 years’ investment experience.

Ray Mitchum

Financial Planner & Investment Adviser

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Rodney Horin

Managing Partner

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Alex Moffatt

Director

Alex joined Joseph Palmer & Sons in 2006. He has invaluable global experience, having spent 31 years in the investment profession not only in Australia, but also the UK and USA covering both income bearing securities and equities. Alex leads the investment team in the Melbourne office & is an Authorised Representative of Joseph Palmer. Alex develops strong relationships with clients and applies both his extensive knowledge and education in their best interests. He takes a strategic approach to investment advice and draws upon his many years in the profession to deliver the high-quality service for which he is renowned.

Ben Gratzer

Business Administration

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Len Gratzer

Business Administrator

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Eric Krause

Chairman of Business Development

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Liz Condell

Aged Care Consultant

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John Rawling

Aged Care Consultant

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Leanne Summers

Aged Care Consultant

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Dona Christine

Administrative Assistant

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