E&P Financial Group (E&P) is a diversified Australian financial services business with a history spanning more than 30 years.  

The Group’s approach is to focus on long-term client partnerships, while seeking to provide high-quality, market-leading financial advice for private clients, institutional clients and corporates. 

E&P has an international network of experienced industry specialists working across wealth management, corporate advisory, institutional sales and trading, research, and funds management with offices located in Sydney, Melbourne, Canberra, Brisbane and New Jersey. The Group operates under three key divisions:

E&P Wealth
Personalised service is provided through a national team of dedicated advisers, offering clients the benefits of customised wealth solutions through a full suite of services which includes private wealth management, strategic financial advice, investment advice, stock broking, portfolio administration and reporting and estate planning. 

E&P Capital 
The Corporate Advisory team has built a reputation for delivering trusted, high-quality advice and outstanding execution for listed and unlisted companies, institutions and investors, with expertise in M&A, IPOs, debt structuring and capital raisings.

The Institutional team provides a personalised, high-touch equity sales trading and execution service covering domestic funds, small-cap funds, international funds, hedge funds and risk-arbitrage opportunities.

The Research team utilises deep technical expertise and quantitative techniques to identify specific themes and assess market trends which reveal compelling opportunities in line with our investment approach. Highly proficient analysts cover in total more than 100 stocks across targeted sectors.

E&P Funds
A suite of bespoke funds offers investors access to a broad range of asset classes and strategies across global equities, residential and commercial property, private equity, fixed income and solar infrastructure.

Research

E&P Financial Group

Paul R.

Tom Washington

Samuel Long

Genevieve Perrignon

Richard Trinder

Brad Hancock

Azib Khan

Shelby Farnbach Dyer

Minenhle Twalo

Harshit Taneja

Jonathon Maroon

Adam Martin

Ryan Maxwell

Leesa Starren

Jacqueline Barkley

Gretel Janu

Sam Fletcher

Paul Mason

Angus Buckley

Alex Rock

Adam Woods

Tim Rocks

Stephen Hill

Rose Clark

Francis Araullo

The Financial Strategy and Advisory team at E&P Financial Group focuses on delivering tailored financial solutions and strategic insights to enhance client outcomes across wealth management and corporate advisory services. This team collaborates with both private and institutional clients to provide high-quality market analysis, investment strategies, and expertise in areas such as capital markets, ESG considerations, and portfolio optimization, ensuring alignment with long-term financial goals.

Financial Strategy and Advisory

Investment Analysis

Leadership Team

Financial Strategy and Advisory

About

Team members

Other teams at E&P Financial Group

Investment Analysis

Leadership Team