Executive Team

Alex established the Funds Management division of E&P Financial Group in 2008. From funds under management of under $100 million at the time of his start, Alex has grown the Funds Management division to circa $6 billion of funds under management today, with investments across fixed income, private equity, listed equities, residential and commercial property and renewable energy.

Prior to his current role, Alex was an investment banker at UBS AG, where he rose to Head of Energy for Australasia. During his tenure in investment banking, Alex worked on more than $100 billion in mergers and acquisitions and capital markets transactions, advising some of the world’s leading companies.

Alex has a Bachelor of Arts from Cornell University and a Masters’ of Business Administration from The Wharton School, University of Pennsylvania.

Lyle oversees all private client advisers within the E&P Financial Group through his role as Managing Director and Chief Executive Officer of E&P Wealth.

With more than 20 years’ experience in the financial services sector, Lyle works closely with advisers and support services teams to ensure clients are offered the highest level of personalised service related to financial advice, superannuation, investment advice, asset allocation and portfolio construction, as well as having access to the Group’s broader services.

Lyle commenced his career in commercial banking working in a variety of roles across Private Banking, Corporate Finance and Financial Planning. Since 2001 he has worked as an Investment Adviser or in management roles across the Wealth Management industry. In 2017 Lyle was appointed to the role of Managing Director and CEO of Wealth Advice being ultimately responsible for the advice provided by over 100 Advisers, Accountants and Lawyers across the Wealth Management, Portfolio Services, SMSF Accounting and Legal services teams.

Lyle has a Bachelor of Economics and Arts from the Australian National University, a Post Graduate Diploma in Applied Finance and Investments and is a Fellow of the Financial Services Institute of Australasia.

Ben is Managing Director and Head of E&P Capital at E&P Financial Group.

Ben has over 25 years’ experience advising on numerous acquisitions, financings, trade sales and initial public offerings, working with a leading number of private equity firms and corporates in the domestic and international market.

Ben was formerly a Principal of Fort Street Advisers and has also held roles as Head of Financial Sponsors and General Industrials at UBS Investment Bank and Managing Director at CVC Asia Pacific.

Ben has a Bachelor of Arts (Honours) degree in Modern Languages and Literature for the University of Bristol and is a Member of the Australian Institute of Company Directors.

Richard is Executive Chairman of E&P Capital at E&P Financial Group.

He was Principal at Fort Street Advisers which he established in 2009. Prior to this he worked for UBS Australia for 16 years where he held a number of senior roles including Co-head of Investment Banking Australasia, Head of Real Estate Australasia and a member of a number of global Investment Banking boards and committees.

Richard was appointed as a Panel member of the Australian Takeovers Panel in 2012 and as an acting President in 2014. Richard is also a member of the New Zealand Takeovers Panel.

Richard holds a Bachelor of Economics degree (Actuarial Studies) from Macquarie University and a Diploma in Applied Finance from the Securities Institute of Australia.

James is Chief Risk Officer of E&P Financial Group.

As a seasoned enterprise risk professional, James has held a variety of Head of Risk and Compliance and Chief Risk Officer roles over a 28-year career which encompasses capital markets, commercial banking, wealth and funds management.

James has significant international experience. Prior to his current role, James worked in London, Singapore and Australia for several leading financial institutions including Morgan Stanley, Credit Suisse, NAB and Nikko Asset Management. Most recently he was Chief Risk Officer of Asia Pacific at Schroders Asset Management where he developed a regional risk management strategy across eight countries for the Asset Management, Wealth Management and Private Asset divisions during a notable period of business expansion.

Throughout his career, James has been a member of local Risk and Compliance committees and boards and has led a number of complex risk projects as well as running the risk due diligence on several acquisitions.

James has a Bachelor of Arts (Honours) in Accounting and Finance from the University of Kingston in London and is a qualified management accountant with CIMA.

Paul is Chief Financial Officer and Company Secretary of E&P Financial Group.

Paul brings significant executive and leadership experience to his role. He has a deep understanding of the Group built over twelve years across multiple roles, including five years as Chief Executive Officer of Evans and Partners where he was responsible for strategy, finance, risk, compliance and operations.

During a career spanning more than 20 years in financial services, Paul has managed teams across private wealth, funds management, capital markets and investment research, having previously been a top-rated research analyst over a decade at Goldman Sachs JBWere.

In addition to holding a Bachelor of Arts and Bachelor of Laws (First Class Honours) from the University of Melbourne, Paul has also completed the AICD’s Company Directors Course and the International Executive Program at INSEAD, after being awarded FINSIA’s Hugh D.T. Williamson Scholarship.

Peter has been Chief Executive Officer of E&P Financial Group since July 2019. Prior to joining the Group he was Australia’s pre-eminent restructuring practitioner.

Peter led a number of Australia’s largest and most complex restructuring engagements including across the Global Financial Crisis. He had operational responsibility for the restructuring of many prominent listed Australian entities and structured finance projects across a broad range of industries, including Babcock & Brown, Slater and Gordon, Hastings Funds Management, Arrium, Wiggins Island Coal Export Terminal, Centro and McAleese. Peter regularly advised syndicates of banks, bond holders and hedge funds, as well as private equity investors.

Peter has a Bachelor of Commerce and Diploma of Finance from the University of Melbourne. He is a member of Chartered Accountants Australia and New Zealand and the Australian Institute of Company Directors and was an Official Liquidator.