Matthew Ward
Corporate Officer/Principal at The Institute of Chartered Accountants in Australia
Profile
Mr. Matthew J.
Ward is a Fund Manager at Katana Asset Management Ltd., a Member at Australian Institute of Co. Directors and at The Institute of Chartered Accountants in Australia.
He joined Katana Asset Management May 2008.
Mr. Ward was previously employed as a Research Analyst by Bell Potter Securities Ltd.
During his 9 years in the accounting profession, he completed a broad range of assignments for KPMG in London and Johannesburg before transitioning into investment evaluation and commercial advisory work in senior commercial management roles for large corporate.
He has also held senior analytical and investment management roles in stockbroking and in funds management over the past 12 years in Australia.
Matthew Ward active positions
| Companies | Position | Start |
|---|---|---|
| The Institute of Chartered Accountants in Australia | Corporate Officer/Principal | 2010-12-20 |
Australian Institute of Co. Directors
 Australian Institute of Co. Directors Miscellaneous Commercial ServicesCommercial Services Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia. | Corporate Officer/Principal | 2010-12-20 |
Katana Asset Management Ltd.
 Katana Asset Management Ltd. Investment ManagersFinance Katana Asset Management Ltd. (KAM) is an independent investment management firm headquartered in Perth, Australia. The firm was founded by Romano Sala Tenna and Brad Shallard in 2003. KAM offers investment solutions to individual and institutional clients. | Portfolio Manager-Equities | 2008-04-30 |
Former positions of Matthew Ward
| Companies | Position | End |
|---|---|---|
| MCS SERVICES LIMITED | Director/Board Member | 2023-10-30 |
Bell Potter Securities Ltd.
 Bell Potter Securities Ltd. Investment Banks/BrokersFinance Bell Potter Securities Ltd. (Bell Potter) is the stockbroking subsidiary of Bell Financial Group Ltd. (ASX: BFG) in Australia. The firm was created in 2001 when Bell Financial Group acquired Johnson Taylor Potter and merged them with the Bell Securities share broking business. Bell Potter is headquartered in Melbourne and offer stockbroking, portfolio management and administration, cash management, margin lending, superannuation and financial planning to private, corporate and institutional clients. Their institutional broking services are supported by a dedicated research team, a team of specialists in equity capital markets providing small, mid and large-cap corporate clients with advice, and a team of advisers across a network of offices in Australia, as well as in London and Hong Kong. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MCS SERVICES LIMITED | Commercial Services |
| Private companies | 4 |
|---|---|
Bell Potter Securities Ltd.
Bell Potter Securities Ltd. Investment Banks/BrokersFinance Bell Potter Securities Ltd. (Bell Potter) is the stockbroking subsidiary of Bell Financial Group Ltd. (ASX: BFG) in Australia. The firm was created in 2001 when Bell Financial Group acquired Johnson Taylor Potter and merged them with the Bell Securities share broking business. Bell Potter is headquartered in Melbourne and offer stockbroking, portfolio management and administration, cash management, margin lending, superannuation and financial planning to private, corporate and institutional clients. Their institutional broking services are supported by a dedicated research team, a team of specialists in equity capital markets providing small, mid and large-cap corporate clients with advice, and a team of advisers across a network of offices in Australia, as well as in London and Hong Kong. | Finance |
Australian Institute of Co. Directors
Australian Institute of Co. Directors Miscellaneous Commercial ServicesCommercial Services Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia. | Commercial Services |
Katana Asset Management Ltd.
Katana Asset Management Ltd. Investment ManagersFinance Katana Asset Management Ltd. (KAM) is an independent investment management firm headquartered in Perth, Australia. The firm was founded by Romano Sala Tenna and Brad Shallard in 2003. KAM offers investment solutions to individual and institutional clients. | Finance |
| The Institute of Chartered Accountants in Australia |
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