Treasury Services Group is an independent Australian-based provider of world-class financial products.
What We Do
Treasury Services Group provides innovative custom built financial products including investment products, lending products and financial risk management products suitable for wholesale investors, borrowers, superannuation funds, government bodies, fund managers, credit broking firms and financial advisory firms.
Treasury Services Group is passionate about a strong culture of transparency and integrity, so to minimise any conflicts of interest, does not provide personalised investment or lending advice.
Who We Are
Phil is the Responsible Manager of Treasury Services Group's Australian Financial Services Licence (AFSL) and Australian Credit Licence (ACL). These licences have been granted based on Phil’s 25 years of experience in the financial sector across a wide range of financial products. He is currently one of the highest regulated figures in Australian financial services.
Phil founded Treasury Services Group in 2007. In the early years at Treasury Services Group, Phil performed a variety of roles providing financial, investment and funding advice for Western Australian companies and State government bodies. Over the past five years, Phil has concentrated on building the Treasury Services Group infrastructure, comprising of a wide range of product creation, placement agent, regulatory, operational and administration financial product infrastructure. Since 2013, Phil has launched a number of independent investment managers’ unique products in Western Australia utilising the Treasury Services Group infrastructure. Phil is currently developing unique products for Treasury Services Group.
Phil was previously Head of Treasury Management (WA) for six years at National Australia Bank until 2006. In this role, Phil was responsible for the performance of a team distributing interest rate derivatives, foreign exchange products; commodities risk management products and standard and structured investment products across institutional, corporate, business, private banking, agribusiness divisions and the Bank of New Zealand division in Western Australia.
Phil had previous roles with Western Australian Treasury Corporation as a financial analyst and portfolio manager, treasury consulting and investment banking in London. He holds a Bachelor of Commerce (double majors in Accounting and Finance) and Bachelor of Economics (double majors in Economics and Japanese language) from the University of Western Australia.
Chief Commercial Officer
Stephanie is a Chartered Accountant with over 20 years experience within financial markets in a broad range of roles in Australia and internationally, focusing on the finance and resource sectors.
Prior to joining Treasury Services Group, Stephanie most recently specialised in treasury management, commercial and related roles within the oil and gas sector in Perth, primarily with Chevron and Woodside.
Stephanie previously gained significant international financial market experience working for JP Morgan, Nat West Bank and Lloyds TSB Bank while based in London. Stephanie’s roles included strategic asset finance, treasury management and Vice President within the JP Morgan Proprietary Positioning Business. Stephanie also worked with PricewaterhouseCoopers in Perth and Moscow.
Stephanie is a member of Chartered Accountants Australia and New Zealand (CAANZ) and holds a Bachelor of Commerce in Accounting and Finance from the University of Western Australia.
Chief Operating Officer
Annette is a Chartered Accountant with over 10 years’ experience in Perth and internationally, mainly in the finance and retail sectors.
Annette began her career in Perth at PricewaterhouseCoopers and then gained experience in global financial markets working in London for Morgan Stanley, and in Cayman Islands for Citi Group in the hedge fund industry. After returning home and working at Bankwest in Finance, Annette has spent the last 4 years as a Financial Controller within the retail sector.
Annette is a member of Chartered Accountants Australia and New Zealand (CAANZ) and holds a Graduate Diploma of Applied Finance (Corporate Finance) from Kaplan Australia and a Bachelor of Commerce in Accounting and Finance from the University of Western Australia.