PROFESSIONAL STAFF

The firm’s professional staff and advisors benefit from many years of collective commercial experience gained in a variety of industries. The partners and senior consultants have practical knowledge and direct experience drawing from their long and successful careers in the investment banking, accounting, legal, commercial banking, stockbroking, funds management, marketing, technology, media, entertainment, healthcare, natural resources and commercial property sectors.

As a matter of practice while one partner will have ultimate responsibility for a client matter he will be working with the input and support of the other partners and executives.

Managing Partner

Maxim J Carling B Com (Econ) BA (Accy)

Max is the principal and Managing Partner of Carling Capital Partners. He has worked in commercial, merchant and investment banking, and the finance and accounting industries for more than 34 years and has direct industry experience as the finance director of a group of public and private companies.

Max has a broad range of senior advisory and project management experience in all facets of corporate finance for both medium sized and large corporations and government. Unlike many professionals who provide advice Max is never concerned about providing a client with an honest opinion on the most appropriate solution to a problem.

During his corporate career he has worked as a director/senior executive with Standard Chartered Bank, Ramsay Health Care and Prime Television whilst finance director of the Paul Ramsay Group, Deloitte Touche Tohmatsu, ANZ Investment Bank and Terrain Capital before establishing CCP in 2003.

Max has also served on the boards of several ASX listed resources companies in the minerals exploration and oil and gas industries and he is presently an executive director of Elysium Resources Limited (ASX code: EYM). He also is a director of a number of private companies.

Advisory Board

Charles F Plumridge BA (Mathematics)

Charles is a senior corporate advisor with many years of experience gained in funds management, company research and investment banking. Over the past two decades Charles worked as a partner in a pre-eminent stockbroking firm before it was sold to a major investment bank where he was retained to initiate and manage the research department before migrating into investment banking.

He has been engaged by many major corporations and governments to advise on mergers and acquisitions and disposals of non-core assets. Before entering the stockbroking and investment banking industries Charles was a senior executive in the funds management industry. During his career Charles has been a senior executive with the State Superannuation Fund, MacNab Clarke, Credit Suisse First Boston Australia, ANZ Investment Bank and advised many major corporations and governments.

R Kent Wilson M Com

Following earlier careers as an industrial economist and as an academic, Kent joined the finance industry as an equities research analyst in 1981. He later moved to a corporate advisory role and headed the equities capital markets function of a Melbourne-based stockbroking firm before joining Credit Suisse First Boston in 1991.

Kent played a major role in the emergence of CSFB as a leading firm in the Australian equities market in the early 1990’s. He was a key figure in the successful management buyout of the firm in the mid-1990’s (when it became First Pacific Stockbrokers) and in the successful re-integration of the business when the firm was later restored to CSFB ownership.

With CSFB, Kent’s roles included Head of Research and Co-Head of Australian Equities; he was a member of the firm’s Australian Executive Committee and of various global operating committees. Kent has served as an advisor on key finance industry bodies, including the Australian Stock Exchange and the Securities and Derivatives Industry Association. Kent is based in Sydney following his retirement in 2004 as a Managing Director of CSFB Australia.