About Us

Experience and Expertise

Geoffrey Wilson has had 32 years experience in the Australian and international securities industry. He holds a Bachelor of Science Degree and a Graduate Management Qualification. He is also a Fellow of the Institute of Company Directors and a Fellow of the Securities Institute of Australia. 

Other current directorships

Experience and Expertise

Kate has worked in the funds management industry the past 7 years with the Wilson Asset Management Group initially as a Financial Accountant, CFO and more recently as CEO.  Kate is also the Company Secretary of WAM Capital, WAM Active and WAM Research.  Prior to this she worked in London and Dublin for over 6 years as an Accountant for a finance outsourcing company and a private investment company. She is a fully qualified CPA and holds a Bachelor of Commerce from the University of Southern Queensland, a Graduate Diploma in Applied Finance and Investment and Graduate Diploma of Applied Corporate Governance with CSA.

Experience and Expertise

Experience and Expertise

Martin joined Wilson Asset Management in March 2010 as an Analyst/Dealer. Prior this Martin worked at Challenger Financial Services for 2 years in various roles within the Funds Management division. From an early age Martin was interested in financial markets, and began trading his own portfolio at age 13. Martin currently holds a Bachelor of Business & Computing from the University of Technology Sydney and is currently enrolled in the Master of Applied Finance' at Kaplan Professional.

Experience and Expertise

Matthew joined Wilson Asset Management in January 2011 as an Equity Analyst. Matthew has over 7 years’ experience in the investment industry working both as a Portfolio Manager and Analyst for Australian Executor Trustees (now part of IOOF). Matthew holds a Bachelor of Commerce from the University of Adelaide, a Graduate Diploma in Applied Finance and Investment, and has been awarded his CFA (Chartered Financial Analyst) designation and is a member of the CFA Australia.

Experience and Expertise

Mark joined Wilson Asset Management in June 2010 as an Accountant and more recently as Assistant Analyst.  Prior to joining Wilson Asset Management, Mark had been working in London. He has 7 years experience in the funds management industry, where he has held various accounting and administration roles in Dublin, London and Sydney. He holds a Bachelor of Business Studies (Hons) degree from Waterford Institute of Technology, a Masters in Economic Science from University College Cork. He is fully a qualified member of the Association of Chartered Certified Accountants (ACCA) and has an Investment Management Certificate from the UK CFA Society. 

Experience and Expertise

Mary-Ann joined Wilson Asset Management in October 2009 as the Office Manager/Executive Assistant.   Mary-Ann spent the last 10 years as an Executive Assistant at Colonial First State, Challenger Financial Services Group and HBOS Australia Pty Ltd.   Her role is varied and ranges from Settlements and Corporate Actions to managing the office and team.  

Experience and Expertise

Linda joined Wilson Asset Management in December 2011 as Senior Financial Accountant.  Linda spent the last 5 years working at RBC Dexia Investor Services as a Senior Fund Accountant and prior to that in various accounting/business advisory roles.

Linda holds a Bachelor of Commerce and is a fully qualified CPA.