About PrivateInvest

BIG ENOUGH. SMALL ENOUGH.

PrivateInvest, as a family office driven initiative, has established and solidified itself as a platform to provide wholesale and sophisticated investors investment opportunities through its commercial investment and its lending to commercial borrowers in the Australian commercial property sector

We focus exclusively on commercial real estate opportunities, using an approach which prioritises collaboration, engagement, and direct relationships to mitigate risk and create value for all stakeholders.  

We are big enough to offer you the expertise, industry leadership, and governance expected of any major financial institution, but are small enough to ensure both our borrowers and investors have direct access to all team members when required.   

We provide tailored financing solutions to qualified borrowers in the middle development market segment and our lending is supported by a qualified team who take a genuine interest in supporting our investors and borrowers. 

By delivering on what we believe in, PrivateInvest has returned to its investors above industry average risk weighted returns, with no loss of capital or impairment in any of our Funds and a growing number of borrowers continuing to provide quality, repeat, and successful financing opportunities to PrivateInvest.  

Our goal is to maintain your trust in us to be a complete fund manager and private capital partner in the Australian commercial property sector.    

Our Team - The Thinking Behind The Money

Our specialist finance team has decades of property experience in structuring first and second mortgage debt and preferential equity at leading investment firms and institutions. We are uniquely placed to identify, assess, and work with qualified borrowers seeking finance for a range of development, construction, and other property projects across Australia. Our borrowers have direct access to decision makers and support networks at all stages of their property projects – this sets us apart from larger banks and financial institutions.  

Our Trustee Board of Directors, technical management team and Investment Review Committee are well placed to identify the right loan opportunities and assess the credit risk profiles – providing oversight of the risk management frameworks and execution strategies.   

Through the experience of our team, its focus on transparency, oversight, collaboration, and governance, PrivateInvest has established a funds management company that is big enough and small enough to deliver property finance solutions for all stakeholders.  

PRIVATEINVEST VALUE PROMISE

When PrivateInvest was created over a decade ago, our goal and promise was the same as it is today: to be a transparent, trustworthy, and forward-thinking values-based investment business with a strong culture that is always challenging the status quo, leveraging its best asset, its people, and producing above industry average risk weighted returns to the benefit of all stakeholders. 

Skilled and Experienced Trustee Board

Mark Roberts

Group Executive Chairman,
Founding Managing Director

Nils Miller

Chief Executive Officer,
Trustee Board Member

Leon Boyatzis

Director, Funds Management,
Trustee Board Member

Naomi Roberts

Founding Director – Legal/Governance and Compliance, Trustee Board Member

Elizabeth Court

Independent Non-executive Director, Trustee Board Member

Peter Folland

Independent Non-executive Director, Trustee Board Member

Technical Management Team

Sarah de Rozario

Group Finance Manager

Stewart Kestel

Director, Loan Origination

Andy Parsons

Finance Investment Analyst

Nigel Brophy

Project Consultant

Scott Anderson

Project Consultant

Investment Review Committee

Greg Peel

Chair, Investment Review Committee

Tim Jones

Investment Review Committee

Tom Ellen

Investment Review Committee

Mark Roberts

Group Executive Chairman, Founding Managing Director

Mark brings over 30 years’ property experience to PrivateInvest and its clients in both the public and private sectors. 

His real estate experience includes corporate and property finance, funds management, asset management, investment management, and large-scale commercial property development.

Mark founded PrivateInvest over a decade ago, taking a measured approach to its evolution as it grew to become a genuine alternative finance solution to underserviced lenders in the commercial property market. Since that time, PrivateInvest has grown to point where it now manages over A$100 million in loans and growing  – providing tailored financial solutions to qualified borrowers in the real estate sector, and supporting a range of significant projects and developments across Australia.

Mark has directed and executed a number of significant transactions in the finance, property and securities industries including listing an ASX entity as a major shareholder and as Managing Director. This entity became Australia’s largest in its sector, owning 5,600 rental retirement units and providing asset, facilities, tenancy, and funds management services to institutional, wholesale and retail owners.

The Roberts family private investment entity has also undertaken direct developments in the industrial, commercial, retail, hospitality and healthcare sectors.

Mark is based in Perth, Western Australia.

Nils Miller​

Chief Executive Officer, Trustee Board Member

Nils has over 22 years of banking, corporate advisory and finance experience across a range of industry sectors. For over 10 years he worked with Investec Australia, with a senior role in the Infrastructure Finance and Investment Team.  

Over his career, Nils has acted as an adviser, lender, investor and developer in the property and infrastructure sectors, with responsibility for principal investment, asset management, oversight of institutional, strategic and investor partnerships, business development, strategic positioning and team strategy.  

While at Investec Australia, Nils worked closely with a range of stakeholders including investors, developers and governments to develop and deliver innovative, affordable housing solutions. This included:

  • Bowden Project, Adelaide – the development of a social and affordable housing project in partnership with Community Housing Limited and state urban renewal agency Renewal SA which offered an innovative “rent to buy” scheme for local workers.
  • Opportunities for development in New South Wales under the NSW Communities Plus program designed for private housing, affordable housing and replacement social housing. 

To PrivateInvest, Nils brings specific and highly valuable expertise in institutional investment and particular expertise in partnering with governments, including Public Private Partnerships.  

Nils holds a Bachelor of Laws and Bachelor of Commerce, and has completed an Executive Leadership Program with the University of California, Berkeley. 

Nils based in Sydney, New South Wales.

Leon Boyatzis​

Director, Funds Management, Trustee Board Member

Leon has over 25 years’ experience in property funds management.  

Leon’s background combines accounting, finance, funds management and property valuation. He has held senior property industry funds management roles for listed, unlisted, retail and wholesale funds ranging from private family offices to large multinational organisations, including Multiplex and Brookfield.

With highly valuable expertise in investment, property valuation, and finance, Leon has built a reputation for driving fund performance and exceeding benchmark investor return hurdles. This has been achieved through, for example, the development of detailed feasibility and investment models to support valuation analysis, accounting analysis including property cashflow, and fund models to drive strategic decision making and internal valuations. 

Leon has been the responsible manager for a number of responsible entities holding Australian Financial Services Licences with investment in property developments on behalf of retail and wholesale clients.

Leon is a Chartered Accountant, and a Certified Practicing Valuer with the Australian Property Institute. He holds a Bachelor of Business (majoring in Accounting and Business Law). 

Leon is based in Perth, Western Australia.

Naomi Roberts

Founding Director – Legal/Governance and Compliance, Trustee Board Member

Naomi has over 20 years’ experience in the property and funds management industries, with significant expertise in compliance, corporate governance and legal functions. 

Her real estate experience spans across working in the family private business which involved direct development of commercial, industrial, retail and residential projects. 

Naomi was previously involved in an ASX-listed national affordable rental retirement management company which became Australia’s largest in its sector, providing asset, facilities, tenancy and funds management services to institutional, wholesale and retail owners.

While studying towards a Bachelor of Laws, Naomi worked in a small legal practice in Queensland which provided excellent experience across many facets of legal matters including property, financing, conveyancing, wills and estates. She relocated to Western Australia and worked in a litigation firm as an Executive Paralegal while completing her law degree. 

Naomi is the Responsible Manager on the PrivateInvest Australian Financial Services Licence. 

In addition to a Bachelor of Laws, Naomi also holds a Bachelor of Business (major in Marketing). 

Naomi is based in Perth, Western Australia.

Elizabeth Court

Independent Non-executive Director, Trustee Board Member

Elizabeth has over 30 years’ banking, finance and treasury experience. 

She has experience as an economist within the banking and finance industry. This background combines financial risk management, debt advisory, treasury policy together with client relationship management, corporate governance, systems, and training. Within the financial services sector, her roles have included:

  • Treasury Consultant with ANZ Bank (where she provided economic advice and analysis, financial modelling and risk management), 
  • Assistant Treasurer with Colly Farms Cotton (treasury and risk management functions for Australia’s largest marketer and producer of cotton), 
  • Corporate Treasury Advisor with Societe Generale (treasury risk management services), and 
  • Consultant with Barrington Treasury Services (risk consulting and governance including treasury policy development, systems, and transactional banking review).

Elizabeth is the principal of Court Capital and has recently retired her position as a Membership Director of the Private Wealth Network, an independent membership organisation of over 200 Family Offices.

In addition to her role at PrivateInvest, Elizabeth holds Non-Executive Director positions with Grey Innovation Group, a technology commercialisation company, and NuFortune Group, a Western Australian-based gold producer and developer of clean mining technology. Elizabeth is also a Member of the Board of Trustees of the Sir Frank Ledger Charitable Trust.

Elizabeth holds a Bachelor of Economics and is Member of the Australian Institute of Company Directors.

Elizabeth is based in Perth, Western Australia. 

Peter Folland

Independent Non-executive Director, Trustee Board Member

Peter has over 35 years’ experience as a Chartered Accountant in public practice where he provided accounting and taxation advice to SME clients in a broad range of sectors. 

In 2000, Peter established a commercial property syndication business and since that time he has been involved in the establishment and management of over 25 property trusts and syndicates, raised over A$300 million equity, and acquired approximately 35 industrial, commercial, residential and retail properties.  He has acted as trustee director and co-syndicate manager, and was involved in property management, syndicate management, and accounting and tax compliance. 

He brings highly valuable property fund management expertise together with governance, financial management, and compliance experience to PrivateInvest, and plays a key role in capital raising activities as an Authorised Representative. 

Peter was previously a Fellow of the Chartered Accountants in Australia and New Zealand, and holds a Bachelor of Business (Accounting). 

Peter is based in Perth, Western Australia.

Sarah de Rozario

Group Finance Manager

Sarah is a Certified Practicing Accountant and finance executive with over 20 years’ experience in the areas of business and finance, strategy, risk and compliance, process engineering and governance.

Sarah was formerly the CFO for ACE Interactive (a leading developer and supplier of turnkey IVT Systems – software and hardware), with responsibility for the planning, implementation and management of the organisation’s finance functions including planning, budgeting and forecasting, and reporting. She was also the CFO for Hockey WA and a member of the Risk and Governance Committee and was responsible for strategic planning and key initiatives with the management team, together with the assessment of organisational performance. 

Prior to this, Sarah was the Global Development – Compliance and Reporting Manager for the International Cricket Council (ICC), where she was responsible for planning, managing and overseeing 93 Member countries and 5 Regional global offices, including the compliance and financial reporting for the ICC’s Developing Cricket World Funding Policy, a US$300 million program.  

Previous roles included Group Reporting and Consolidation Controller at Balfour Beatty, a UK-based engineering and construction services company (where Sarah was accounting for revenues of £7.49 billion and a forward order book of £11.50 billion), Finance and Analysis Accountant at Shell (UK), and Group Finance Accountant at Mowlem, a UK-based construction and civil engineering services company and European Finance Manager at Holmes Place (a luxury brand in  health, leisure and wellness industry with a turnover of £70 million).  

Sarah holds a Bachelor of Business, Major in Accounting and Business Law.

Sarah is based in Perth, Western Australia.

Stewart Kestel

Director, Loan Origination

Stewart has over 30 years’ experience in the property industry, with extensive experience in property finance, valuation, property development, capital raising, and Government relations. 

Stewart was the Managing Director and equity partner of Hegney Property Group, one of Western Australia’s largest and most respected valuation practices. Hegney Property Group (now ASX-listed Acumentis) provided valuation services to all major banks, financial institutions and non-bank lenders, valuing over A$7 billion of property each year. 

Stewart played a key role in the expansion of Hegney Property Group’s regional presence, providing state-wide coverage and establishing the first buyer’s agency in the State.

Stewart’s previous roles also included Acquisitions Manager for Saterley Property Group, one of Australia’s largest residential property developers, and Acquisitions Manager for ASX-listed Aspen Group, a property group providing accommodation in the residential, retirement and short stay sectors. 

He has had managerial roles within the Western Australian Department of Housing including Executive Director of Strategic Asset Management, General Manager of  Commercial and Business Operations, and Director of Complex Projects.

Prior to joining PrivateInvest, Stewart was responsible for Capital Raising and Investor Relations for WarpForge, a technology start up where he successfully raised in excess of A$10 million as part of several funding rounds.

Stewart holds a Bachelor of Commerce (Property) and is a member of the Australian Institute of Company Directors.  

Stewart is based in Perth, Western Australia.

Andy Parsons

Finance Investment Analyst

Andy joined PrivateInvest in 2022, relocating from his home in Brisbane to work with PrivateInvest in Sydney. 

He was previously a Lending Analyst in the Loan Origination Services team at Auswide Bank, where he was responsible for providing client services for third-party brokers. Andy supported the end-to-end lending process for loan applications, preparing credit papers for credit assessment by the credit team, completing due diligence activities, and verifying supporting financial information provided as part of home loan applications. 

Andy was responsible for the management of lending applications (from origination to settlement), preparing and assessing credit submissions, resolving application and credit structuring issues for brokers, lenders and relationship managers, and completing employment verifications, credit checks and assessing valuations. He was also responsible for applying bank credit policies to satisfy the bank’s responsible lending criteria.   

Andy worked as an intern with Exceed Capital while studying his degree which gained his experience in fund management and finance administration. 

His responsibility with PrivateInvest is working with loan origination team on drafting credit papers, working with capital origination team on the drafting of Information Memorandums and the finance feasibility analysis with the fund management team.  

Andy holds a Bachelor of Business, majoring in Finance and Economics. 

Andy is based in Sydney, New South Wales.

Nigel Brophy

Project Consultant

Nigel has an extensive background in the infrastructure, real estate and construction markets throughout Australia and New Zealand. During his 30-year career he has successfully led numerous large-scale projects from origination to delivery. 

Nigel has been involved in significant structured housing and PPP projects covering a range of sectors including social and affordable housing, education, health, justice and defence, together with large scale real estate developments including residential, office parks, industrial, retail and mixed use. 

His skills include infrastructure strategy and planning, feasibility studies and analysis, development and implementation of risk mitigation strategies, project finance, structuring, development management, governance, and strategic asset management.

Nigel’s career has spanned across senior executive roles with national developers and global investment banks including Lend Lease, Multiplex, RBS and Investec. He has provided strategic advice and support in relation to major infrastructure projects including (for example):

  • ANU Exchange Precinct, Canberra – Director and co-investor in the development of a A$750 million university and mixed-use precinct,
  • Common Equity Housing Limited, Melbourne – commercial advisor and transaction manager for the planning and delivery of a large-scale privately owned social and affordable housing program,
  • University of Queensland Pharmacy School, Brisbane – developer of a A$150 million university research and teaching facility using the “build/own/transfer” model.

Nigel holds a Bachelor of Engineering, University of Adelaide and Property Investment and Analysis Graduate, Securities Institute of Australia. 

Nigel is based in Adelaide, South Australia and works extensively in Melbourne, Victoria.

Scott Anderson

Project Consultant

With a background in structural engineering, Scott has a career spanning over 25 years. Over this time he has  built a reputation of managing key stakeholders and delivering world class and complex projects both nationally and internationally. 

Scott has successfully managed the delivery of over A$5 billion worth of development projects across various sectors including commercial, industrial, residential, retail, hospitality, health care and retirement. Notable projects include:

  • The A$640 million Northern Beaches Hospital project in Frenchs Forest, New South Wales – a construction project for the hospital operator, Healthscope,
  • The A$55 million Gold Coast University Hospital Car Park, a multi-storey facility in Southport, Queensland (a public private partnership financed by Investec and operated by Healthscope),
  • The A$100 million Metrolink Commercial Office development in Mascot, New South Wales. 

Scott has owned and managed businesses with up to 75 employees overseeing approximately A$1billion worth of construction annually as the Managing Director of Nix Anderson and Colliers International Project Leaders. 

He has also held senior project and development management positions for several internationally recognised organisations including Macquarie Capital, Laing O-Rourke (UK), Fletcher Construction and St Hilliers.

Scott holds a Bachelor of Engineering (Honours), a Diploma of Management (AGSM) and an Master of Business Administration (Henley, UK), and is a Fellow of the Royal Institute of Chartered Surveyors.

Scott is based in Sydney, New South Wales.

Greg Peel

Chair, Investment Review Committee

Greg has over 35 years’ experience in the banking and finance industry including corporate finance, credit and risk management, and business banking. He is highly experienced in the areas of enterprise development, funding and business modelling and partnership identification and development particularly in the area of social finance and impact investment.

He established Bendigo and Adelaide Bank’s Business and Asset Finance divisions and the Strategic Market division. Greg also co-founded and was the Chief Executive Officer and Managing Director of Community Sector Banking, a financial institution focused on not-for-profit, impact investing and social infrastructure financing.

Greg was the Director of Business Development with the New South Wales Aboriginal Land Council where he was responsible for the development of a corporatisation strategy which included enterprise and housing policy.

He has held numerous advisory roles and directorships including Australia Social Investment Trust (Executive Director),  Alternative Finance Custodians (Director and Chair of Trustee), Community Sector Enterprises and Community Sector Banking (CEO and MD), Bendigo Asset Management (Chair), Social Enterprise Finance Australia (Director), Eco Trust Australia (Director), Community Development Australia (Director and Chair) and LendForGood (Advisor). 

Greg has also held positions as Senior Credit Analyst, and Corporate Relationship Manager at Banque Nationale de Paris, Standard Chartered Bank and State Bank of NSW, London. 

Greg holds a Bachelor of Economics.

Greg is based in Nelson Bay, New South Wales.

Tim Jones

Investment Review Committee

Tim has over 27 years’ experience in property funds management, property operations, property investment and development markets throughout Australia. He is currently the principal of Wholesale Securities, a fund manager for the commercial real estate sector.

Tim was a senior executive for 15 years with the Sarich Family Office, Western Australia’s largest private property investor at the time. Tim was responsible for building the Sarich Family Office into a major property portfolio which included master planned estates and the acquisition of commercial buildings. 

Prior to this, Tim’s roles included:

  • Director / State Property Manager with Macquarie Bank’s Development Funds Management team, where he was responsible for establishing various projects in direct property investment and development, with a portfolio valued in excess of A$800 million. 
  • Head of Funds Management with Goldmate Property Group in Sydney ,with the responsibility of establishing their property funds management business. 

Tim holds a Bachelor of Business (Valuation and Economy), is an Associate with the Australian Property Institute, and is a Fellow of the Financial Services Institute of Australasia (FINSIA).

Tim is based in Perth, Western Australia.

Tom Ellen

Investment Review Committee

Tom has extensive experience in the banking and finance sector, with expertise in the areas of credit and risk analysis, compliance and governance, process and policy reviews, change management, and identifying and implementing business performance opportunities to improve operating efficiencies and ensure compliance adherence. 

Tom had over 20 years’ experience with National Australia Bank as Regional Credit Executive, Senior Credit & Risk Manager, Credit & Risk Manager, and Relationship Manager Business Banking. 

He has developed comprehensive risk management templates for National Australia Banks’ Operational Risk and Compliance Team, numerous business process improvement initiatives to improve both business efficiencies and customer experiences, and change management platforms for the implementation and roll out of process improvements. Tom has managed risk dashboard and quality assurance controls to both maintain and improve banking industry compliance functions and their implementation, leading a team of credit and risk managers to deliver leading, independently assessed Asset Quality Assurance results. 

Tom holds a Bachelor of Business and Securities Institute of Australia Certificate in Financial Markets.

Tom is based in Perth, Western Australia.