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 adjusted returns.
Throughout this decade, PrivateInvest has assembled a team of highly qualified industry professionals who share a common culture and conviction to strive to be the best choice for both investors and borrowers.
Capital Preservation +
Higher Risk Adjusted Averages
PrivateInvest offers alternative investment opportunities in registered first and second mortgage property security for wholesale and sophisticated investors within the Australian market. Since our inception, we have maintained a record of no impairments or capital losses, emphasising a strong commitment to capital preservation while delivering above industry average risk-weighted returns. PrivateInvest investments options include the First Mortgage Income Fund and Select Mortage Trust.
A Capital Partnership Approach to Project Financing
As a non-bank lender, PrivateInvest offers an extensive range of financing solutions for Borrowers and Brokers. Our specialised technical management team understand the importance of a timely decision-making and credit process.
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. In 2018, Mark identified the opportunity to move into the non-bank lending sector, one of Australia’s fastest growing asset sectors which PrivateInvest has now become a genuine alternative finance solution to underserviced lenders in the commercial property market. Since that time, PrivateInvest has grown providing a range of 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, managing 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.
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
af fordable 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.
Naomi has been admitted to the Supreme Court of Western Australia (2022) and also holds a Bachelor of Business (major in Marketing).
Naomi is based in Perth, Western Australia.
Director – Funds Management
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 of fices 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.
NON-EXECUTIVE DIRECTOR – TRUSTEE BOARD MEMBER AND 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 Gold Coast Queensland
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 ef ficiencies 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.
Director – Group Finance
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.
Office Manager – South East Asia Co-Ordinator
Belinda joined the PrivateInvest team in 2023, bringing onboard over 20 years of professional experience supporting senior roles across diverse industries, including oil & gas, construction, and finance.
A highly adaptable and flexible administrator, Belinda has dedicated 5 years to working in the finance sector showcasing her organizational skills, adept workflow management, and commitment to enhancing productivity.
Belinda’s multilingual fluency in English, Malay, Mandarin, Cantonese, and Hokkien provides a significant advantage in global communications and operations.
Belinda is based in Perth, Western Australia.
Senior Manager – Private Capital
Andrew Groves has over 20 years’ experience within the Australian Markets sector. With a career spanning several decades, he has developed a deep understanding of various financial products, including discounted securities, bonds, interest rate derivatives, and general banking products. His expertise extends to both front and back-office functions, making him well-versed in the intricacies of the industry.
Andrew’s professional journey reflects his versatility. He played a pivotal role in the establishment and financial success of the ANZIB/Wealth Management Joint Venture, demonstrating strong business development skills.
His career at ANZ Group from 1994 to 2011 involved pioneering the Margin Lending Business, contributing to the ANZ Diversified Margin Loan, tailoring investment and risk management solutions and managed internal relationships across ANZ to drive new product initiatives.
Externally, he managed private client relationships and collaborated with large private companies and ASX-listed organizations. In 2014, Andrew joined National Australia Bank as an Associate Director, boosting FUM and revenue across diverse distribution channels for five years.
Andrew assumed the role of Private Chief Financial Officer at Candor Family Office, offering comprehensive financial advice to high-net-worth families, akin to institutional or corporate clients. His diverse expertise renders him a valuable asset in the financial industry.
loan origination manager
Matt Evans brings over 20 years of experience in property development, investment finance, and corporate advisory, making him an integral asset to PrivateInvest. His extensive expertise spans relationship and risk management, with a proven track record of delivering results across Australia’s capital markets and property sectors.
Matt’s expertise extends to real estate capital, where he’s directed property finance strategies for major development pipelines, including residential, industrial, and aged care sectors. He has successfully procured and managed debt funding across multi-billion-dollar project pipelines, demonstrating his deep understanding of structured finance and capital raising.
His experience spans the full spectrum of capital project management, from deal origination and structuring to execution, leveraging strong networks across Australia’s capital markets. Matt’s leadership and strategic acumen have made him a sought-after figure in the industry, with an exceptional ability to manage stakeholder relationships and ensure project success.
Throughout his career, Matt has held senior positions in prominent financial institutions and property groups. His strong leadership in mentoring teams and overseeing complex credit deals has been instrumental in attracting and maintaining high quality deal flow and relationships nationally.
Matt now bring his wealth of experience to PrivateInvest, driving growth and innovation in the non-bank lending sector.
Matt is based in Sydney.
Credit Analyst
Marina Wei has a broad background in credit analysis, asset management, financial markets and process improvement. She began her career at Macquarie Group with the Futures Division, where she focused on market operations, business analysis, process automation and strategic project management. Her work significantly enhanced service quality and operational efficiency through improved processes and methodologies.
Following this, Marina branched out as a Corporate Lending Analyst at CBA, where she focused on diversified cashflow lending and was responsible for attending client meetings, structuring debt facilities, conducting comprehensive financial and business analyses as well as industry research. She was also the ESG Champion for leading ESG initiatives of responsible lending.
Marina then took on a pivotal role as an Executive in Infrastructure Portfolio Management at Macquarie Asset Management. There, she worked on major APAC infrastructure funds to ensure optimal returns by conducting strategy and scenario analysis, overseeing valuation processes, preparing quarterly reports and managing fund-level cash flow and forecasts.
Marina’s career reflects a solid foundation in finance and lending. She holds a Master of Applied Finance from the University of Western Australia. Fluent in English and Mandarin, with proficiency in Japanese and Korean, she adeptly navigates diverse cultural and linguistic environments. Now, driven by a newfound passion for real estate, Marina is eager to apply her extensive finance experience at PrivateInvest.
Marina is based in Sydney, New South Wales.
Graphic Design – Marketing
Brett joined the PrivateInvest team in 2023, bringing a wealth of graphic design and marketing expertise.
Brett graduated from SAE Creative Media Institute in 2021 with a Bachelor of Design and an award for high achievement, having averaged distinction marks throughout his studies. He went on to work in a variety of professional environments including creative studios and corporate offices, specialising in graphic design.
As well as crafting insightful and innovative visual designs, Brett is proficient in creating motion graphics, animation and social media content.
Brett is based in Perth, Western Australia.
Construction Advisor
With over 45 years of experience in the construction industry, John Ferguson is a highly regarded leader with a proven track record across Australia, ASEAN, and GCC regions.
John’s career began in the early 1970s as a Site Engineer with John Laing Construction (UK) and Sir Robert McAlpine (UK). In the early 1980s, he joined Multiplex in Perth. He then made significant advancements at Multiplex in Malaysia, where he first joined as a Project Manager and later became the General Manager and Director of their new construction division. His strategic leadership significantly expanded the company’s project capacity by tenfold, highlighting his outstanding abilities in operational efficiency and growth. In 1998, John joined Multiplex in Dubai as Project Director, quickly ascending to Managing Director for the Middle East region. Under his leadership, Multiplex expanded its presence across key markets such as Abu Dhabi, Qatar, and Kuwait, effectively integrating international regulatory standards. His outstanding contributions earned him a spot in Construction Week’s “100 Most Influential People in the Construction Industry in the GCC” for three consecutive years (2013-2015), with rankings peaking at #31.
John’s expertise led to an opportunity to establish Roberts Constructions in Dubai, where he played a crucial role in shaping the company’s policies, business plans, and core structural components.
In addition to his operational roles, John has served on various construction boards, including the Multiplex Middle East Board and as the representative of the Middle East region on the Multiplex Global Board. In these capacities, he collaborated with a multinational executive leadership team on the company’s strategic direction, systems, processes, and other key internal matters. This followed a two-year tenure on the board at Southern Bank Berhad, where he further honed his skills in governance and strategic development.
With a career defined by consistent success and innovation, John is now leveraging his extensive expertise to assist PrivateInvest, providing his construction knowledge and guidance on construction loans within the PrivateInvest portfolio.
John is based in Perth, Western Australia
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