Investor Centre

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Welcome to the E&P Financial Group Investor Centre

E&P Financial Group (E&P) is an ASX-listed business delivering financial services across wealth management, corporate advisory, institutional sales and trading and research. We provide quality financial advice for individuals, families, for-purpose organisations, corporates and institutions.

In E&P Wealth, we service approximately 7,400 wealth management clients, representing $29.4 billion in funds under advice. In E&P Capital, we are an adviser to many leading Australian institutions through the provision of research, institutional sales and trading, corporate advisory, equity capital market and debt capital market services. In E&P Funds, we manage $2.2 billion of assets across international equities and private equity.

E&P Financial Group Limited

ASX: EP1
Volume

8,000

Market Cap

$115.3m

as at 11/10/2024, 12:28pm

Announcements & Reports

ASX Announcements For older announcements, please visit www.asx.com.au
Financial Results

Dividend History

FY22 Final
100% Franked
Dividend per unit

2.7c

Record Date 03 Oct 2022
Payment Date 11 Oct 2022
FY21 Interim
100% Franked
Dividend per unit

2.0c

Record Date 06 Apr 2021
Payment Date 15 Apr 2021
FY20 Interim
100% Franked
Dividend per unit

2.5c

Record Date 02 Apr 2020
Payment Date 14 Apr 2020
FY19 Final
100% Franked
Dividend per unit

3.0c

Record Date 02 Oct 2019
Payment Date 11 Oct 2019
FY19 Interim
100% Franked
Dividend per unit

5.0c

Record Date 02 Apr 2019
Payment Date 11 Apr 2019
FY18 Final
100% Franked
Dividend per unit

6.0c

Record Date 02 Oct 2018
Payment Date 10 Oct 2018
FY18 Interim
100% Franked
Dividend per unit

5.0c

Record Date 04 Jun 2018
Payment Date 13 Jun 2018

Key Dates

2024

Extraordinary General Meeting

Friday, 1 November 2024
2024

Annual General Meeting

Tuesday, 12 November 2024
Click here to view the Notice of Meeting and Explanatory Statement and to cast your votes online in advance of E&P’s Extraordinary General Meeting

 

Board of Directors

Our board brings a wealth of experience across financial markets, wealth management, funds management, corporate advisory and sustainability to guide the governance and performance of E&P Financial Group.
David Evans
Non-Executive Chairman
Ben Keeble
CEO and Managing Director
Sally McCutchan
Independent Non-Executive Director
Josephine Linden
Independent Non-Executive Director
Tony Johnson
Executive Director
David Evans
Non-Executive Chairman
Ben Keeble
CEO and Managing Director
Sally McCutchan
Independent Non-Executive Director
Josephine Linden
Independent Non-Executive Director
Tony Johnson
Executive Director

Executive Leadership Team

E&P Financial Group prides itself on the strength of its leadership team, all of whom are experts in their chosen field. The calibre of our senior leaders allows us to deliver the very best products and services to our clients.
Ben Keeble
CEO and Managing Director
Rose Clark
Chief People Officer
Francis Araullo
Chief Risk Officer
Robert Darwell
Chief Financial Officer & Joint Company Secretary
Mike Adams
General Counsel & Joint Company Secretary
Paul Ryan
Managing Director & CEO – E&P Wealth
Hamish Whitehead
Managing Director, Co-Head of E&P Capital
Alex Rock
Managing Director, Co-Head of E&P Capital
Ben Keeble
CEO and Managing Director
Rose Clark
Chief People Officer
Francis Araullo
Chief Risk Officer
Robert Darwell
Chief Financial Officer & Joint Company Secretary
Mike Adams
General Counsel & Joint Company Secretary
Paul Ryan
Managing Director & CEO – E&P Wealth
Hamish Whitehead
Managing Director, Co-Head of E&P Capital
Alex Rock
Managing Director, Co-Head of E&P Capital

Corporate Governance

Manage your shares

Manage your shareholding, dividend election and document communications preferences using the login link or by calling E&P’s share registry, Boardroom Pty Ltd. If you are a client of Evans and Partners, please speak to your adviser who can address any questions relating to your shareholdings.

Contact our share registry, Boardroom

Within Australia 1300 737 760
Outside Australia +61 2 9290 9600
Login to InvestorServe

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Contact Jessica Scott

Associate, Consumer

Contact Millie Ferguson

Investment & Strategy Adviser
Call Millie directly

Contact Luke Fussell

Associate Adviser

Contact Lucy Pentelow

Strategy Adviser
Call Lucy directly

Contact Giorgio Antoci

Associate, Research

Contact Hamish Whitehead

Managing Director, Co-Head of E&P Capital
Call Hamish directly

Contact Mike Adams

General Counsel & Joint Company Secretary

Contact Robert Darwell

Chief Financial Officer & Joint Company Secretary

Contact Adam Howard

Analyst, Corporate Advisory

Contact Shankari Thayakaran

Associate, Small Caps

Contact Miquela Bezuidenhoudt

Associate, Capital Markets

Contact Annabel Khun

Associate, Technology

Contact Nick Torelli

Associate, Transport & Infrastructure

Contact Hamish Frazer

Associate, Media & Telco

Contact Genevieve Perrignon

Analyst, Corporate Advisory

Contact Sidney Sharma

Manager
Call Sidney directly

Contact Lester Lagasca

Director
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Contact Jo-Lyne Lim

Director
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Contact Amanda Watson

Director
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Contact Leesa Starren

Executive Director
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Contact Tara McCarthy

Manager
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Contact Austen Saunders

Manager
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Contact Nathan Hope

Associate Director
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Contact Ryan Maxwell

Executive Director
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Contact William Linnett

Director
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Contact Nicholas Antoni

Director
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Contact Kristina Shanker

Executive Director - Head of SMSF Accounting
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Contact Cam Philpot

Associate Adviser
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Contact Jonathon McEniry

Associate Adviser
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Contact Joshua Barker

Associate Adviser
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Contact Hamish Whitehead

Managing Director - Head of Capital Markets
Call Hamish directly

Contact Richard Trinder

Analyst, Capital Markets

Contact Gretel Janu

Executive Director, Healthcare

Contact Daniel Jetter

Director, Fixed Income

Contact Christian Beddoe

Investment Adviser
Call Christian directly

Contact Bryce Johansen

Investment Adviser
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Contact Alison Rodriquez

Associate Director, Investment Adviser
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Contact Samuel Jones

Investment Adviser
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Contact Andersen Lee

Investment Adviser
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Contact Tom Richardson

Director, Senior Investment Adviser
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Contact Philip Anglin

Managing Director, Senior Investment Adviser
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Contact Nick Ries

Director, Senior Investment Adviser
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Contact Marc Huinink

Managing Director, Senior Investment Adviser
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Contact Kane Miller

Executive Director, Senior Investment Adviser
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Contact James Lindberg

Director, Senior Investment Adviser
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Contact Damien Kerr

Executive Director, Senior Investment Adviser
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Contact Craig Frankpitt

Managing Director, Senior Investment Adviser
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Contact Andrew Dixon

Investment Adviser
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Contact Alex Hayward

Director, Senior Investment Adviser
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Contact Alice Browne

Director, Senior Investment Adviser
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Contact Entcho Raykovski

Executive Director, Media & Telco

Contact Anthony Ayles

Executive Director, Senior Investment Adviser
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Contact Anthony Chiefari

Director, Senior Investment Adviser & Product Review Group Secretary
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Contact Jake Edwards

Investment Adviser
Call Jake directly

Contact Randall Fulton

Director - Senior Investment Adviser
Call Randall directly

Contact James Morrow

Executive Director, Senior Investment Adviser, Investment Committee Secretary & Product Review Group Member
Call James directly

Contact Jessica Byrne

Director - Senior Investment Adviser
Call Jessica directly

Contact Ben Keeble

CEO and Managing Director

Contact Caleb Adams

Associate Director, ESG & Sustainable Investment

Contact Tiana Moini

Team Assistant

Contact Paris Gutierrez

Associate Director – Senior Specialist, Corporate Access

Contact Tanya Irvine

Executive Director, Head of Corporate Access

Contact Taylor Duong

Associate Director, Institutional Middle Office

Contact Stephanie Siomos

Associate, Fixed Income

Contact Stefan Cvetkovic

Associate Director, Fixed Income

Contact James O’Hare

Executive Director, Head of Fixed Income

Contact Simon Bernadou

Associate Director, Institutional DTR

Contact Mark Steer

Director, Sales Trader

Contact Alexander Blight

Executive Director, Sales Trader

Contact Steven Marchio

Executive Director – Institutional Equities Sales

Contact Anna Lenzner

Executive Director, Institutional Equities Sales

Contact Bill Forde

Executive Director, Institutional Equities Sales

Contact Will Hart

Director, ESG & Sustainable Investment

Contact Sam Fletcher

Managing Director, Institutional Equities Sales

Contact Adam Woods

Managing Director, Head of Sales Trading

Contact Anne Anderson

Independent Member, Investment Committee

Contact Honor McFadyen

Independent Chair, Investment Committee

Contact Natalie Virgona

Desktop Publisher, Corporate Advisory

Contact Sarah Pratt

Team Assistant, Corporate Advisory

Contact Buddhika Ratnasekara

Analyst, Corporate Advisory

Contact Samuel Davis

Analyst, Corporate Advisory

Contact Harshit Taneja

Analyst, Corporate Advisory

Contact Minenhle Twalo

Analyst, Corporate Advisory

Contact Samuel Long

Analyst, Corporate Advisory

Contact Terry Theodorou

Associate, Corporate Advisory

Contact Keneisha Suriyaaratchie

Associate, Corporate Advisory

Contact John-Louis Irvine

Associate, Corporate Advisory

Contact Helen Andersson

Associate, Corporate Advisory

Contact Jonathon Maroon

Associate Director, Corporate Advisory

Contact Brad Hancock

Director, Corporate Advisory

Contact Stephanie Kelaher

Director, Corporate Advisory

Contact Andrew Serle

Executive Director, Capital Markets

Contact Carlee Szakiel

Executive Director, Corporate Advisory

Contact Nicholas Zaita

Executive Director, Corporate Advisory

Contact Tom Washington

Executive Director, Corporate Advisory

Contact Angus Buckley

Managing Director, Co-Head of Corporate Advisory

Contact Saurav Patel

Investment & Strategy Adviser
Call Saurav directly

Contact Mark Hogan

Investment Adviser
Call Mark directly

Contact John Hogan

Director, Senior Investment Adviser
Call John directly

Contact Jarrad Collins

Director, Senior Investment Adviser
Call Jarrad directly

Contact James Bailey

Executive Director, Senior Investment Adviser
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Contact Jake Wynan

Director, Senior Investment Adviser
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Contact Ishara Rupasinghe

Executive Director, Senior Strategy Adviser
Call Ishara directly

Contact George Goodchild

Director, Senior Investment Adviser
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Contact David Stevenson

Managing Director, Senior Investment Adviser
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Contact Daniel Thompson

Director, Senior Investment Adviser
Call Daniel directly

Contact Daniel Griffin

Investment Adviser
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Contact Damien Kennedy

Director, Senior Strategy and Investment Adviser
Call Damien directly

Contact Katie Loveday

Director, Senior Strategy and Investment Adviser
Call Katie directly

Contact Jessica Surlan

Director, Senior Investment Adviser
Call Jessica directly

Contact Francois Scheepers

Associate Director, Investment Adviser
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Contact William Gregg

Executive Director, Senior Investment Adviser
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Contact Wanhee Lee

Managing Director, Senior Investment Adviser
Call Wanhee directly

Contact Ryan Cormican

Director, Senior Investment Adviser
Call Ryan directly

Contact Robert Tayoun

Director, Senior Investment Adviser
Call Robert directly

Contact Michael Clegg

Executive Director, Senior Investment Adviser
Call Michael directly

Contact Matthew Turner

Director, Senior Investment Adviser
Call Matthew directly

Contact Matthew Poynton

Director, Senior Investment Adviser
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Contact Mark Havens

Senior Investment Adviser, International Equities
Call Mark directly

Contact Lucy Meagher

Director, Senior Investment Adviser
Call Lucy directly

Contact James Israel

Investment Adviser
Call James directly

Contact Alex Baroukh

Director, Senior Investment Adviser
Call Alex directly

Contact Brian Kim

Executive Director, Senior Investment Adviser
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Contact Peter Jorgensen

Managing Director - Head of Private Wealth Sydney, Senior Investment Adviser
Call Peter directly

Contact Nadine Florenini

Associate Director, Investment Adviser
Call Nadine directly

Contact Kathleen Dillane

Investment Adviser
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Contact William Richardson

Director, Senior Investment Adviser
Call William directly

Contact Paul Benveniste

Managing Director, Senior Investment Adviser
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Contact Monique Gourlay

Director, Senior Investment Adviser
Call Monique directly

Contact Michael Kostos

Investment Adviser
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Contact Melanie Stone

Investment Adviser
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Contact Mark Summers

Managing Director, Senior Investment Adviser
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Contact Katrina Tull

Executive Director, Senior Investment Adviser
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Contact Jeremy Sojka

Director, Senior Investment Adviser
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Contact James Fletcher

Investment Adviser
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Contact James Evans

Director, Senior Investment Adviser
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Contact Hannah Doherty-McMillan

Director, Senior Investment & Strategy Adviser
Call Hannah directly

Contact Glen Pearce

Associate Director, Investment Adviser
Call Glen directly

Contact David Wansbrough

Executive Director, Senior Investment Adviser
Call David directly

Contact David Hay

Managing Director, Senior Investment Adviser
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Contact Darcy Kiernan

Associate Director, Investment Adviser
Call Darcy directly

Contact Daniel Parasol

Managing Director, Senior Investment Adviser
Call Daniel directly

Contact Daniel Gumley

Director, Senior Strategy & Investment Adviser
Call Daniel directly

Contact Cameron Malingbrough

Executive Director, Senior Investment Adviser
Call Cameron directly

Contact Ashley Woodhead

Director, Senior Investment Adviser
Call Ashley directly

Contact Andrew Moir

Managing Director, Senior Investment Adviser, Investment Committee Member, Product Review Group Chair
Call Andrew directly

Contact Nick Gordon

Managing Director - Head of Private Wealth Melbourne, Senior Investment Adviser
Call Nick directly

Contact Alex Rock

Managing Director, Co-Head of E&P Capital

Contact Olivia Cartwright

Director, Australian Institutional Sales

Contact Sam Bradshaw

Associate, Media & Gaming

Contact Branko Skocic

Associate, Energy

Contact Kade Madigan

Associate, Consumer

Contact Kieran Harris

Associate, Small Caps

Contact Nick Weal

Associate Director, Small Caps

Contact Johnny Huynh

Associate Director, Media & Gaming

Contact Harry Saunders

Associate Director, Building Materials & Services

Contact Max Casey

Director, Portfolio Strategist

Contact David Nayagam

Executive Director, Healthcare

Contact Adam Martin

Executive Director, Energy

Contact Tim Rocks

Chief Investment Officer

Contact Robin Young

Executive Director, Research

Contact Olivier Coulon

Executive Director, Small Caps

Contact Phillip Kimber

Executive Director, Consumer

Contact Paul Mason

Managing Director, Technology

Contact Julian Mulcahy

Managing Director, Small Caps

Contact Cameron McDonald

Managing Director, Head of Research

Contact Alex Maclachlan

Managing Director & CEO – E&P Funds

Contact Paul Ryan

Managing Director & CEO – E&P Wealth

Contact Ben Keeble

CEO and Managing Director

Contact Francis Araullo

Chief Risk Officer

Contact Stephen Hill

Chief Financial Officer & Company Secretary

Contact Rose Clark

Chief People Officer

Contact Sally McCutchan

Independent Non-Executive Director

Contact Josephine Linden

Independent Non-Executive Director

Contact Tony Johnson

Executive Director

Contact Peter Anderson

Managing Director & CEO

Contact David Evans

Non-Executive Chairman