Wentworth and our industry leading team
Wentworth Securities provides investors and corporate clients with 'Wealth through Experience'. Our advisors utilise years of knowledge gained from senior roles in major global financial institutions and accounting firms, to deliver independent, performance based solutions, based on the individual clients objectives.
M.Com (Syd), B. Com (Syd), ADA 2
Malcolm joined Wentworth in 2014 and held the position of Managing Director from 2018 – 2022. He was previously a Senior Investment Adviser at Macquarie Bank for 5 years, Private Client Adviser at Ord Minnett for 10 years, and for 2 of these years, Malcolm was Associate Branch Manager of the Sydney Office. Prior to this, Malcolm worked as an Investment Analyst at Crescent Capital. Malcolm has a deep knowledge of investment markets, portfolio management and corporate activities. Malcolm is a Partner at Cultiv8 and Sparklabs Cultiv8, which are Agriculture and Food Technology Funds based in Orange, NSW.
Head of Wealth Management – Founder
Thomas founded Wentworth in 2012, and prior to this he held the role of Senior Investment Adviser with Macquarie Bank for 6 years and spent 5 years as a Senior Adviser with Wilson HTM. He has also worked in London with Europe’s most prestigious Private Wealth Management division at Morgan Stanley Dean Witter (MSDW) and the Debt Capital Markets division of Merrill Lynch. Thomas’ core focus at Wentworth is Wealth Management, where he provides tailored investment solutions to sophisticated and professional investors, family offices and financial intermediaries.
B Econ (UQ), ADA 2
Simon joined Wentworth in 2017, prior to this he was a senior Investment Adviser for 20 years with Wilson HTM. Prior to this he spent 3 years with Capital Group in London, and has worked in operations, stock & options trading and private wealth management. As a Senior Advisor at Wentworth, Simon provides clients with individualised, strategic, investment advice.
MAppFin, B. Bus, ADA 2
Mark joined Wentworth in 2017, prior to this he worked as an Investment Adviser for Macquarie Bank for 7 years, and also spent 6 years between Ord Minnett and Bell Potter. Mark’s focus is on tailoring investment strategies that meet a client’s objectives, whilst understanding the importance of capital preservation for a client’s portfolio over the longer term. Mark’s strengths lie in managing High Net Worth (HNW) Individuals and Corporates investments covering Australian Listed Equities, International equities, Exchange Traded Funds (ETF), Derivatives, Managed Funds, Corporate Deal Flow, Bonds and Cash.
MSAFAA, Dip.FS, ADA 2
Will joined Wentworth in late 2020 and has over 30 years of experience in Global Financial Markets. He was most recently a Senior Adviser at Morgans Financial, and prior to this he held senior trading roles. Will was a Director of the Strategic Risk Group at Westpac, and before that Head of AU/NZD Rates Trading at Credit Suisse. Will’s core business is Wealth Management for wholesale clients, with a strong focus on creating corporate opportunities. Will is also a Partner at Seed Space Venture Capital, an early stage FinTech Fund with offices in Sydney and Geneva.
B Ag Econ (Hons)
Catriona joined Wentworth in 2015, bringing a wealth of organisational skills, having previously worked in both start up and corporate role environments, specialising in agribusiness, marketing and banking. Catriona is responsible for general office management, supporting advisors with client account, portfolio setup and management, dealing with office systems and deployment, back office, client enquiries, liaising with clients and their accountants to provide tax information, and overseeing client communication compliance.