Established in 1937, Burrell is proud to have achieved more than 80 years in the business. Over the years, we have provided clients with wealth management and investment management advice. As our client base has grown, we have seen the need to extend our range of services to corporate businesses. We understand the challenges and opportunities corporate businesses face and want to provide services to them to support their success.
When designing our services to corporate business we wanted to address the current challenges faced by our competitors and hold ourselves to a higher standard. Perceived conflicts between corporate teams and broking teams are not in our ethos.
As such, Burrell are proud to announce that we have established a strategic alliance with HLB Chessboard to provide corporates with high quality strategic advice. That way Burrell can continue to focus on providing clients comprehensive portfolio and wealth management services and offer them more access to placements and IPOs.
The expert team will deliver corporate advice via a number of services including:
The Burrell Corporate Team
As Managing Director of Burrell Stockbroking & Wealth Management since 1997, Chris knows a thing or two about managing a successful business and more importantly, a successful investment portfolio. Since Chris’s appointment, Burrell has gone from strength to strength. Burrell now boasts an impressive client portfolio which exceeds $1.6 Billion of funds under advice. Prior to joining Burrell, Chris was a senior partner with Coopers & Lybrand (now PricewaterhouseCoopers), specialising in the corporate needs of prominent mining, superannuation and insurance clients for 15 years.
Jamie has 23 years equity market experience, starting on the graduate program in London with Charles Stanley the largest independent UK broker. Moving to Australia 15 years ago Jamie has worked on both an investment advisory and a institutional sales desk. Jamie is a member of the national broking committee for the Stockbrokers and Financial Advisors Association.
Bruce is an Associate and head of the research team at Burrell. Research is essential in decision-making and our team ensures that Burrell clients receive the best advice and recommendations in a timely and efficient process. With more than 20 years’ experience in research and valuing companies and businesses, Bruce has a meticulous and regimented approach to valuations based on a deep understanding of the target company as well as a fundamentally based opinion on its future prospects. Analysis of corporate finance opportunities including initial public offering, equity raisings and business divestments is also a focus and speciality.
Complimenting the HLB Chessboard team which consists of:
Founder of HLB Chessboard, Peter has been in the accounting and finance industry for 25 years. As a chartered accountant Peter has worked for Deloitte and was Head of Corporate Finance in Queensland at Crowe Horwath. Peter spent many years in the investment banking industry and has completed many transactions up to $135m in his career involving dual track exits, M&A, takeover defences, capital raisings and IPOs. He regularly acts as lead advisor to boards through corporate transactions. Peter sits on the UQDI Advisory Board, the JDRF state committee and is also chairman of the UQDI Foundation Board. Peter is a fellow of the CAANZ, member of FINSIA, graduate of AICD and adjunct fellow of the University of Queensland Diamantina Institute.
James is Managing Partner of HLB Mann Judd in Brisbane. He is an experienced business advisory specialist with in-depth knowledge of all operational and strategic aspects of a business. James has an extensive range of expert skills and knowledge across a broad range of industries, including property and construction, hospitality, professional services, transport, financial services institutions, wholesale, and retail. He is involved with several peak bodies that represent these industries, and is often invited to attend specific educational programs. James is a Fellow of the Institute of Chartered Accountants and Fellow of the Taxation Institute of Australia.
Cheyne is a chartered accountant with experience advising businesses across a diverse range of industries and sizes. Whether agriculture, health or hospitality; small-business, corporates or listed; Cheyne supports his clients with a range of corporate advice. Cheyne embodies, ‘if you can’t measure it, you can’t change it’ in his work by delivering quality outcomes for businesses and their shareholders, by starting with identifying and recognising their value first and foremost. His aim is to understand shareholders’ goals and deliver tailored practical advice to clearly articulate the key drivers of value
Salaj is an undergraduate student at the University of Queensland, pursuing a Bachelor of Advanced Finance and Economics degree. As a member of the HLB Chessboard Corporate Advisory team, Salaj provides his clients with corporate advisory services including mergers and acquisitions, transaction services, valuations, business restructuring, and capital raisings. Salaj has strong financial modelling experience which he leverages to ensure all client needs are fulfilled to an utmost standard. Prior to working at HLB Chessboard, Salaj has held internship positions at the Queensland Treasury and Edelweiss Financial Services. Salaj ensures to maintain strong relationships with clients by placing their needs and goals first and delivering a positive outcome.