Directors:

Anne Thoume, B Tec, MBA (Chair)

Anne Thoume has extensive experience in the commerce, banking and trustee industries. Beginning as a trust officer, and moving into management of unit trusts, she has acted as both Manager – Trust and Corporate and Company Secretary of a major international bank. She has also worked as a senior executive with Perpetual Trustees (WA) Ltd and as General Manager of a Singaporean trust company. As a former director of Professional Funds Management Pty Ltd, Anne was responsible for the day to day operations and administration of that company’s trustee and corporate service division.

Robert Garton Smith, LLB, B Com, GDipFinPlanning (Sec Inst), F Fin (Managing Director)

Robert Garton Smith is the Managing Director and owner of the Primary Group and has been its key person in relation to managed investments since inception.  He has degrees in law, commerce and financial planning and is a legal practitioner as well as being a Fellow of the Financial Services Institute of Australia. He is a member of the Law Society of Western Australia and the Australian Compliance Institute.

Robert Garton Smith has worked in the area of managed investments since preparing Australia's first feature film prospectus in 1981. He has prepared and overseen dozens of managed investment schemes relating to film, forestry, viticulture, horticulture, manufacturing, equities and real estate, and also prepared share, debenture stock and unsecure notes issues. Robert Garton Smith has practiced law since 1970 and is admitted as a practitioner in Western Australia, the federal courts, New South Wales and in England and Wales. He remains the principal of the corporate and commercial law practice Garton Smith & Co, which now has small practice advising in relation to managed investments, corporate, real estate and intellectual property.

He is on the board of several unlisted public technology companies.

Brian Millmore, B Ec, GDipAppFin (Sec Inst), F Fin, PNA

Brian Millmore is a compliance professional specialising in the banking, funds management and financial planning industries. He has substantial experience in dealing with regulatory compliance issues, implementing and managing compliance plans and systems and the development and management of managed funds in both superannuation and unit trusts. Brian is a graduate in Economics and holds a Graduate Diploma in Applied Finance and Investment and diplomas in accounting and company secretarial practice.

 Anthony Treadgold, B Com, CPA

Anthony Treadgold began his career in professional accounting after completing his degree at the University of Western Australia, firstly with Deloittes and later with Arthur Andersen. He specialised in business start ups and work outs and moved to London and later Hong Kong. Anthony returned to Australia after 8 years overseas and joined the Bank of Boston to start up a new Merchant Bank operation in Perth. He developed expertise in tax effective financing and innovative financial solutions for business. 

In recent years Anthony has developed vineyards in the south west of Western Australia and followed his love of wine into production of super premium wines on a modest commercial scale. Anthony is an executive director, being the analyst and financial controller of the Responsible Entity. He also holds directorships in other companies involved in managed investment schemes and in technology companies. 

Compliance Officer / Company Secretary:

Barbara Boyd, BA(Hons), FCIS

Barbara Boyd is Company Secretary of the companies comprising the Primary Group.  She became a fellow of the Institute of Chartered Secretaries and Administrators (UK) in 1990 and has held various company secretarial positions including a listed company and  lecturing in Business Law and Company Secretarial Practice at Curtin University of Technology.

Complaints Officer/Property Officer:

Anna Catelli, B Juris, LLB, Dip Ed

Anna Catelli  was admitted as a legal practitioner of the Supreme Court of Western Australia in 1981 and in addition to  her position as Complaints Officer for Primary Securities Ltd, Australian Growth Managers Limited and Primary Compass Ltd she is the Group Property Officer ensuring compliance with agricultural scheme registration requirements.

Office Manager/ Law Clerk/ Custodial Officer :

Natasha Olsen

Natasha has an Advanced Certificate in Office Administration and Secretarial Studies obtained in 1998 at Olympia Business College.  She also has an accredited certificate from the Law Society of Western Australia following completion of a Legal Assistants Training Course. Natasha is currently studying a Bachelor of Laws Degree with Notre Dame University on a part time basis.

Financial Controller

Melinda Brown

Melinda is  experienced in  accounting and deals with financials for the Primary group.  She has held similar management positions for various organisations both in Australia and the United Kingdom.

Responsible Officers

The Primary Group's management team also includes responsible officers who oversee and provide advice as detailed below:

·                          property (Richard Hurn)

·                          mortgages (Anne Thoume)

·                          forestry (Professor Bernard Dell)

·                          viticulture (Anthony Treadgold)

·                          stonefruit horticulture (Earnscy Weaver)

·                          citrus horticulture (Peter Wishart)

·                          fine art (Patricia Flanagan)

·                          hardwood timber storage (Denis Brown)

·                          film (Ros Tatarka)