From 26 August to 20 September
Since our founding over a decade ago, PrivateInvest has been guided by a single promise: to be a transparent, trustworthy, and forward-thinking investment business. Our values-based culture challenges the status quo, leverages our greatest asset, our people, and delivers above-industry-average, risk-adjusted returns.
Over the years, we have assembled a team of highly qualified industry professionals who share a common conviction to be the preferred partner for both investors and borrowers.
At PrivateInvest, we believe the foundation of successful investing lies in genuine, direct relationships. These relationships go beyond transactions. They are built on trust, transparency, and alignment of interests with our investors, borrowers, and partners.
Executive Chair – Trustee
Responsible Manager
As Chairman of PrivateInvest Capital Securities Limited – the AFSL holder and Trustee for PrivateInvest – Greg provides governance oversight across the group, chairs the Independent Review Committee, and leads the development of the PrivateInvest Philanthropic business model, an initiative he is deeply passionate about.
With over 35 years of experience in the banking and finance sector, Greg’s background spans corporate finance, credit and risk management, and business banking. A significant focus of his career has been enterprise development, funding structures, business modelling, and the formation of strategic partnerships – particularly within the realms of social finance and impact investment.
Early in Greg’s career, he held senior roles at BNP and Standard Chartered Bank, working across capital markets and trade finance. In 1995, he joined Bendigo and Adelaide Bank to establish their SME Business Banking division. Greg was instrumental in establishing Bendigo and Adelaide Bank’s Business and Asset Finance divisions, along with their Strategic Market division. Greg also co-founded and served as CEO and Managing Director of Community Sector Banking – Australia’s first dedicated banking institution for the not-for-profit and social enterprise sectors, with a strong focus on impact investing and social infrastructure finance.
Throughout his career, Greg has also held numerous advisory and board positions.
Greg holds a Bachelor of Economics.
Executive Chairman & Managing Director
As the Founding Managing Director of PrivateInvest and major shareholder – Mark has built and launched the PrivateInvest Credit national business model in the commercial non-bank lending sector grounded from his extensive background in property development. This has now evolved into a private investment house providing both credit and equity products for commercial finance.
Mark’s role is the strategic execution of PrivateInvest growth and capital combined with his co-Director Naomi Roberts, CEO, who oversees the day-to-day operations. Mark has honed his capability skills over 35 years in both the public and private property sectors. Mark’s property experience includes corporate and property finance, funds management, asset management, investment management, and large-scale commercial property development.
Mark’s experience and skills were developed through many areas’ years and experience of property. This included founding as a major shareholder and as Managing Director from a start-up business in rental retirement units, as both developer and manager, through to an Australian Stock Exchange listing. This entity then became Australia’s largest in its sector, managing 5,600 rental retirement units and providing asset, facilities, tenancy, and funds management services to institutional, wholesale and retail owners.
As Managing Director of The Roberts Family private investment entity, Mark has also personally undertaken direct developments in the industrial, commercial, retail, hospitality and healthcare sectors.
Mark does not hold a degree and surrounds himself with those that do. He works between the Perth and Sydney offices.
Chief Executive Officer
With over 20 years of experience in the property and funds management industries, Naomi has built a strong foundation in compliance, corporate governance, and legal functions. Her career has been shaped by both hands-on development work and senior management roles, giving her a well-rounded understanding of the property investment lifecycle.
Naomi began her property journey working within her family’s private business, where she was actively involved in the direct development of commercial, industrial, retail, and residential projects. This early exposure gave her a practical, ground-up understanding of the industry and instilled a deep appreciation for the complexities and opportunities in property development.
Prior to founding PrivateInvest, Naomi held a key role in an ASX-listed national affordable rental retirement management company, which grew to become Australia’s largest operator in its sector. There, she was responsible for managing asset, facilities, and tenancy funds management services on behalf of institutional, wholesale, and retail investors – a role that combined operational oversight with strategic governance.
While studying for her Bachelor of Laws, Naomi worked in law firms. Today, she serves as the Responsible Manager on the PrivateInvest Australian Financial Services Licence (AFSL), a position that reflects her commitment to maintaining the highest standards of regulatory compliance and fiduciary responsibility. She also oversees the external legal work for PrivateInvest and works closely with the PrivateInvest team across all operations functions.
Naomi was admitted to the Supreme Court of Western Australia in 2022 and also holds a Bachelor of Business with a major in Marketing.
Investment Review Committee Member
With over 23 years of experience in the property industry, Matthew brings extensive valuation, development, and advisory expertise to PrivateInvest’s Investment Review Committee. His career spans senior leadership in valuation, strategic advisory, and governance, equipping him to provide disciplined, commercial, and well-informed oversight across all property and lending decisions.
Matthew’s career includes over a decade as State Director of Commercial Valuations for one of Australia’s largest property valuation and advisory firms, where he led complex valuation mandates and strategic advisory work across the Commercial, Industrial, and Development sectors. In his current role at MLV Commercial, Matthew continues to advise a diverse range of clients on asset and portfolio strategies, risk profiling, and value-optimisation across WA’s property markets.
Matthew joined Glendinning & Associates in 2002 and served as Associate Director from 2012 to 2015. Following the firm’s rebranding as Acumentis, he was WA State Director from 2015 to 2025, overseeing the specialised division of commercial valuations and consultancy across the Perth metropolitan area and regional Western Australia. Throughout his career, Matthew has developed longstanding relationships with financial institutions, ASX-listed entities, and a wide range of clients involved in property and financial services across Australia.
Holding degree qualifications in Property, Finance, and Science, Matthew offers a well-rounded perspective that blends analytical rigor with on-the-ground market understanding. His experience and judgement play a key role in supporting PrivateInvest’s disciplined approach to investment selection, credit risk assessment, and portfolio governance.
Chief Financial Officer
Sarah is a Certified Practicing Accountant and finance executive with over 20 years of experience across business and finance, strategy, risk and compliance, process engineering, and governance.
Sarah’s career has included leadership roles across both corporate and sporting organisations. She was previously CFO at ACE Interactive, a leading developer and supplier of turnkey IVT systems, where she was responsible for overseeing the planning, budgeting, forecasting, and financial reporting functions. Sarah also served as CFO for Hockey WA and sat on the Risk and Governance Committee. In that role, she led strategic planning and worked closely with the executive team to drive key initiatives and evaluate organisational performance.
Earlier in her career, Sarah was the Global Development – Compliance and Reporting Manager at the International Cricket Council (ICC), overseeing compliance and financial reporting across 93 Member countries and 5 Regional offices. Sarah managed the financial administration of the ICC’s Developing Cricket World Funding Policy, a US$300 million global development program.
Her background also includes senior finance roles in the UK, including as Group Reporting and Consolidation Controller at Balfour Beatty, where she was responsible for group revenues of £7.49 billion and a forward order book of £11.5 billion. Sarah also held roles at Shell UK, Mowlem, and Holmes Place, where she served as European Finance Manager for the £70 million turnover wellness brand.
Sarah holds a Bachelor of Business, majoring in Accounting and Business Law.
Executive Manager – Investor Relations
With over a decade of experience in financial services, corporate operations and client relations, Jacqui Hearn brings a people-first approach and an established track record of managing complex responsibilities with professionalism and warmth.
As Executive Manager – Investor Relations at PrivateInvest, Jacqui serves as the primary point of contact for the firm’s investor base, fostering trust through transparent communication, proactive engagement and a genuine understanding of client needs. She is known for her ability to connect with people at every level, building the trust and rapport that underpin long-term investor partnerships and sustained client loyalty.
Her career spans leadership roles at JP Equity Partners, Canaccord Genuity and Patersons Securities, where she developed a strong foundation in client-facing financial services, managing relationships across corporate transactions, capital raising activities and securities operations. This breadth of experience gives her a nuanced understanding of what investors value most: responsiveness, clarity and reliability.
Combining warmth with professionalism, Jacqui is passionate about building strong relationships and supporting organisations to achieve both operational excellence and strategic growth.
Group Accountant
Sahil Loungani is the Group Accountant at PrivateInvest, bringing over a decade of experience across financial services, manufacturing, and transport sectors. He has held senior accounting roles with organisations including Australian Finance Group, Transit Systems, and Wizard Professional Services, where he most recently acted as 2IC to the CFO and played a key role in leading finance functions within complex, multi-entity environments.
Sahil has a strong track record in financial reporting, process improvement, and team leadership, with extensive experience supporting executive stakeholders and driving operational efficiencies across finance functions. He is proficient across leading financial systems including SAP, Oracle, and Hyperion, and leverages Power BI to deliver actionable insights and enhance reporting capabilities
He holds a Master of Professional Accounting and is a member of the Institute of Public Accountants. Sahil is currently progressing both the Chartered Institute of Management Accountants (CIMA) qualification and the Financial Modelling & Valuation Analyst (FMVA) certification.
Head of Origination
Tony Maroun joined PrivateInvest as Head of Origination, bringing more than 20 years of banking and third-party distribution experience across residential, SME and commercial lending. His career has spanned major bank and non-bank environments, with deep expertise in broker distribution, aggregator relationships, credit-aligned origination and strategic growth execution.
Tony has built a strong reputation as a high-performing distribution leader, recognised for converting broker and aggregator relationships into sustainable growth outcomes through disciplined execution, market insight and relationship depth. He has held senior roles with ThinkTank Property Finance and ANZ, leading multi-state broker networks, managing high-performing teams, and driving improved pipeline quality, partner engagement and settlement conversion.
His experience spans strategic partnership development, mortgage and commercial broker distribution, performance analytics, credit structuring and cross functional leadership, making him well placed to strengthen PrivateInvest’s origination capability as the platform continues to scale.
Tony’s track record includes delivering 150% year-on-year growth in a multi-state distribution role and receiving multiple industry and bank leadership awards, reflecting both his commercial capability and his standing within the broker market.
Credit Analyst
Tom has extensive experience in the banking and finance sector, with expertise in 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.
Tom spent over 20 years with National Australia Bank in roles including Regional Credit Executive, Senior Credit & Risk Manager, Credit & Risk Manager, and Relationship Manager Business Banking. During this time, he developed comprehensive risk management templates for NAB’s Operational Risk and Compliance Team, led numerous business process improvement initiatives to enhance both operational efficiency and customer experience, and implemented change management platforms to support the rollout of process improvements. Tom also managed risk dashboards and quality assurance controls to maintain and strengthen banking industry compliance functions, leading a team of credit and risk managers to achieve industry-leading, independently assessed Asset Quality Assurance results.
In his current role, Tom oversees incoming commercial credit applications, prepares due diligence, and liaises with developers and commercial brokers to ensure timely decisions and efficient processing through PrivateInvest’s credit procedures.
Tom holds a Bachelor of Business and a Securities Institute of Australia Certificate in Financial Markets.
Credit Analyst
Josh is a finance professional with extensive experience spanning credit risk, real estate, and private wealth across both Australia and the UK.
Before joining PrivateInvest, he was an Associate Director in the Funds & Asset Management team at Fitch Ratings in London, where he specialised in credit risk analysis for multi-billion-dollar private equity financing facilities. His responsibilities included evaluating subscription finance, securitisations, and NAV loan facilities, conducting due diligence and collateral assessments, and presenting credit risk evaluations to committee.
Earlier, Josh worked at Cushman & Wakefield in London as a Senior Analyst in Valuations & Advisory, focusing on infrastructure and operational real estate. He valued more than £10 billion of assets, including landmark projects such as Luton Airport and The Crown Estate’s offshore wind farm portfolio. This role involved buy-side and sell-side advisory, detailed DCF modelling, and sector-specific market research.
Josh began his career in Perth with Knight Group, where he spent six years progressing from Associate Adviser to Financial Adviser. As a member of the firm’s Investment Committee, he helped oversee the management of approximately $1 billion in client funds.
Josh’s passion lies in connecting investment strategy and practical execution, delivering value for both clients and stakeholders through both his technical expertise and commercial acumen.
Josh holds a Bachelor of Commerce, CFP Certification, CFA Level I certification and a diploma of Financial Planning.
Project Director – Quick Service Retail
Andrew has over 20 years of experience in the construction industry. His career began in Sydney, where he spent four years as a Project Manager at Savills (Aust) and three years at Brookfield Multiplex in roles including Project Engineer, Design Manager, and Project Manager. During this time, he worked on landmark projects such as the Sydney Opera House redevelopment, the Sydney Wharf multi-residential build, and the Centrelink National Services office in Canberra.
Andrew then founded Hanson Projects, delivering project management services to Brookfield Multiplex while also constructing private residential and commercial projects throughout Sydney’s Eastern Suburbs. After relocating to Perth with his family, Andrew became a Director at a prestige home builder, where over eight years he oversaw the delivery of 15 multi-million-dollar luxury homes in Perth’s Western Suburbs.
In 2022, Andrew then founded Essere Construction to diversify his portfolio and apply his experience across a broader range of industry sectors. He provides consultancy services to PrivateInvest Credit, undertaking due diligence for first mortgage loans involving construction for the Funds and Trusts, and assists in managing the national rollout of Quick Service Retail (QSR) sites. In addition, Andrew serves as a Director of InvestPrivate, the PrivateInvest shareholders private development entity, which also holds a Building License.
Andrew holds a Bachelor of Construction Management (Building).
Corporate Systems
Belinda joined PrivateInvest in 2023, bringing over 20 years of professional experience across oil & gas, construction, and finance, with a strong background in complex, large-scale environments.
She spent approximately 10 years embedded within a single, large-scale global oil & gas project, delivered across successive phases of continuous work, with re-engagements aligned to team relocations. This enabled deep continuity of systems, processes, and stakeholder knowledge over the life of the project.
At PrivateInvest, Belinda leads the integration of a new Finance Management System and Artificial Intelligence initiatives, working closely with external consultants across investment and credit operations. Her focus is on harnessing AI to enhance decision-making, streamline due diligence, strengthen risk management, and accelerate transaction assessment.
Belinda ensures that while the firm adopts advanced technology, it retains the boutique, relationship-driven service that defines PrivateInvest, delivering compliance-led processes with precision, efficiency, and performance.
Fluent in English, Malay, Mandarin, Cantonese, and Hokkien, Belinda supports global operations in diverse business environments. She holds a Certificate in Business Administration from Binary University College of Management and Entrepreneurship and a Diploma in Executive Secretarial Studies from Systematic Secretarial Centre.
Corporate Graphic Design
Nataly joined PrivateInvest bringing with her, 24 years of experience in graphic design and a diverse portfolio across both corporate and agency environments. Her expertise lies in creating visually compelling content that strengthens brand identity and drives audience engagement.
From 2007 to 2014, Nataly worked as a Graphic Designer for Licores Maduro N.V. in Curaçao, and earlier in her career, she took on various design roles in Venezuela, including at Hippocampus Vacation Club and Publimenu. Her work during this time included developing logos, sales collateral, brochures, and digital content, often collaborating closely with clients to ensure their vision and needs were met.
Since December 2015, Nataly has been the lead graphic designer at an Australian engineering consulting firm, where she designed corporate collateral, digital assets, and technical materials while ensuring brand consistency across all platforms. She has also provided design support for a range of international clients, including Hyundai, BMW, Chevron, and Lions Club, as well as volunteering her skills for RSPCA WA.
Nataly holds a Business Certificate III from Perth (2015), along with foundational studies in Graphic Design, Marketing, and Computer Programming in Venezuela. Over the years, she has honed her skills in industry-standard tools such as Adobe InDesign, Photoshop, Illustrator, Premier Pro, Mailchimp, and Canva, allowing her to thrive in fast-paced, deadline-driven environments.
Leigh has over 25 years of experience in the construction industry. His career began in Melbourne, where he completed a 4-year carpentry apprenticeship with a commercial builder.
During this time, he was involved in the construction of many commercial projects inclusive of Police Stations, hospitals and medical facilities, sporting complexes, retirement villages, hospitality buildings and education. From early on in his apprenticeship, Leigh undertook supervision of many small projects such as office fit-outs and shop fit-outs and art galleries.
On completion of a carpentry apprenticeship, Leigh founded LMH Carpentry & Maintenance, delivering mostly insurance maintenance repairs as well as residential and commercial renovations & extensions throughout the metropolitan area.
After relocating to Perth with his family in 2006, Leigh founded LMH Builders and applied his construction experience managing high end residential projects across Perth western suburbs ranging in value from $2m-$15m. Also undertaking commercial structures in the aviation and marine industry.
Leigh serves as Construction Manager for InvestPrivate, the PrivateInvest shareholders’ private development entity, which also holds a registered builder’s licence.
When required, Leigh assists PrivateInvest in undertaking construction related due diligence during the assessment of loan transactions. He may also inspect construction sites as part of PrivateInvest’s execution focused lending model, supporting ongoing monitoring of projects through to completion.
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To align with our Credit Guidelines, we generally look for Loans that meet the following:
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