Graduating from the University of Cape Town first with a degree in medicine, then an MBA, his career prior to Monark included two years in corporate finance with an international accounting firm, eight within the property division of an international investment bank, and a further three as head of development asset finance for a boutique property financier.

Focused and considered, always calm and forever curious, his passion for creating opportunities that benefit developers and investors alike is the bedrock upon which Monark’s reputation is built.

Responsible for managing the firm’s key relationships, Adam’s expertise in investment banking and property finance has seen him involved in multiple landmark projects totaling many billions of dollars, and earned Adam several industry awards.

Personable, empathetic and always proactive, he enjoys liaising closely with our clients throughout, and beyond their projects, and uses his extensive industry contacts to add value wherever possible.

Adam holds a Bachelor of Laws and a Bachelor of Economics from Monash University.

Adam Slade-Jacobson is a credit representative 433 826 of BLSSA Pty Ltd A.C.N 117 651 760 ( Australian Credit Licence 391237)

Passionate about emerging trends and always open to new ideas, Justin’s depth of experience and expansive thinking make a telling contribution to Monark’s growth and strategy evolution.

He holds a Bachelor of Laws and a Bachelor of Economics from Monash University.

In addition to being a co-founding partner of Square Peg Capital—a venture capital and private equity company—Barry is the Investment Manager at Jagen, a Melbourne-based family office he joined in 2006. Barry has also held senior corporate development positions at ASX-listed MYOB Limited and Village Roadshow Limited, and advisory positions at Merrill Lynch and KPMG.

Outside of working hours, Barry’s family and four children are his focus. He holds a Bachelor of Laws and a Bachelor of Economics from Monash University.

Expert in the full gamut of traditional proficiencies, including taxation, treasury management and compliance, he is also a highly skilled communicator, and his ability to articulate complex financial information clearly and succinctly is immediately evident in the firm’s management, board and investor reports.

A diligent colleague and affable family man, Sam is a qualified Chartered Accountant and member of the Institute of Chartered Accountants of Australia and New Zealand.

A respected financial services professional of the highest integrity, his 30-year track record of success includes executive level positions in wealth management and non-bank lending, and numerous advisory and consulting roles.

Positive, knowledgeable and able to communicate complex concepts with compelling clarity, Dani’s passion for the profession is reflected through his commitment to continual learning from the world’s investment philosophy thought leaders.

He is the proud dad of two adult daughters, a devoted husband and a connoisseur of fine whisky.

Two decades on, his highlight-filled resume is testament to his affinities for finance and
financial risk management, with executive roles in treasury, capital management and funds management to his name, and significant experience both on the debt and equity
side—most recently through his own consultancy.

Throughout, the property sector has been James’ principal focus, and professional rigour his hallmark; attributes that make him perfectly suited to his position as a Monark Investment Committee Member.

He holds Bachelor of Laws (Hons) and Bachelor of Arts degrees from Monash University, and a Master of Applied Science from Macquarie University.

A highly respected industry figure and gifted motivator, Matthew prides himself on making a positive impact. He has formal qualifications in accounting, property and real estate, and a nearly three decade-long resume that includes CEO and senior leadership positions within ASX listed companies, multiple directorships and numerous consultancy and corporate advisory roles.

Committed to balancing work, life and community, he is a devoted father of four and a long-standing volunteer surf lifesaver.

In his role as an advisory board member, Peter brings to Monark more than three decades’ experience and a deep connection to the property industry coalface. Articulate, strategically minded and solutions driven, his nationwide and sector-wide knowledge is a constant source of incisive decision support.

Away from professional duties, Peter’s focus shifts to his family, and occasionally global weather patterns in preparation for his next big wave surfing adventure.

With experience in funds management, investment banking, and non-bank lending, he has performed key analytic, advisory, origination, and execution roles, and is renowned for establishing strong relationships with corporate and private clients, alike.

Responsible for growing Monark’s presence throughout New South Wales, Tom is a qualified Chartered Accountant and a member of the Institute of Chartered Accountants Australia & New Zealand.

Both a property person and a people person, his easy-going nature, sharp technical mind and innate professionalism have seen him nurture enduring, respect-based relationships with clients, consultants and contemporaries all throughout the industry.

Rupert holds a Bachelor of Business, Commerce Law and Finance from Monash University, and a Master of Applied Finance majoring in Corporate Finance from Kaplan Professional, Australia. Away from the office, his interests include running, boxing, doting on his baby daughter and spending time with his extended family.

Since joining Monark in 2018, his sharp analytic mind and diligent, solutions-oriented approach have delivered insightful assessments of risk and return parameters—particularly with highly complex property transactions—and helped ensure expert management of transactions throughout the investment cycle.

Amit is a qualified Chartered Accountant and a member of the Institute of Chartered Accountants of India. An avid sports fan and dedicated family man, he has two young children, and enjoys playing cricket and tennis.

Complementing that 360° competency, he has an innate ability to simplify complex structures, an entrepreneurial mindset, easy-going nature and a high degree of professional integrity.

A Chartered Professional Accountant, Chris holds a Bachelor of Commerce (Finance) and a Graduate Certificate in Management Accounting from Concordia University, Canada. He has three school-aged children, speaks three languages and is a handy golfer.

A CFA^® charterholder and Chartered Accountant (Australia and New Zealand), Chiau Lin was recognised as the Acuity Future Leader – 20 Chartered Accountants to watch in 2020 by the Institute of Chartered Accountants’ Magazine. She holds a Bachelor of Commerce (Finance and Accounting) from the University of Melbourne, holds directorships in several not-for-profit organisations and is fluent in English and Mandarin.

An affable colleague and insightful analyst, Jake’s innate curiosity compels him to look beyond simple answers. Focused on evaluating the information presented and the thinking that underpins it with equal rigour, his assessment of each investment opportunity begins by validating the fundamentals—not just the formulae.

In addition to being a Charterholder with the CFA Institute, Jake holds a Bachelor of Business majoring in Entrepreneurship and Accounting from RMIT University. He enjoys a variety of sports, and recently became a father for the first time.

Upbeat and energetic, his approach to financial structuring combines an unwavering
attention to detail with a passion for innovation. He radiates optimism and relishes in the challenge to seek optimal solutions for all stakeholders, carefully balancing risk and reward.

He holds a Bachelor of Business Science (Hons) in Finance from the University of Cape Town, and a Master of Science in Technology, Innovation, Systems & People from The Da Vinci Institute. Away from the office, Daniel’s interests include philosophy, personal fitness, and immersing himself in the culture of his new hometown.

Formerly Head of Construction for an ASX-listed property development company—and still a registered domestic and commercial builder—he applies his deep technical knowledge and vast experience to analyse, and monitor, construction risk from project inception to completion.

Complementing our execution team’s document-based risk assessment, Paul’s field expertise and industry network not only help safeguard investor returns, they also better protect our project partners.

After hours, his duties shift to ferrying his two teenage sons to and from sport, and the occasional round of golf.

A specialist in wealth and finance for high-net worth individuals, Marina brings to Monark more than 20 years’ experience in private banking and non-bank lending. She is passionate about using her knowledge and skills to make a genuine difference—both for our investor partners, and the wider community through her advocacy for financial literacy.

Marina is an avid reader, occasional writer, and loves to ski with her husband and two daughters. She holds a Bachelor of Commerce & Business Systems from Monash University (with majors in Accounting & Information Technology) and a Diploma in Financial Services from Kaplan Professional.

Deeply curious and empathetic, Gini approaches new challenges with energy and a desire to craft win-win strategies. Her success is predicated on her integrity, genuine interest in people, and strong work ethic.

Gini has an equally energetic toddler and enjoys rediscovering the world through her eyes. She’s also passionate about regenerative agriculture and is a strong advocate for small businesses and local growers. Gini graduated with distinction from Duke University, where she majored in Political Science, minored in French, and obtained a certificate in Markets and Management.

A lateral thinker with an exacting eye for detail, Ashley’s appreciation for process, project management prowess, and large firm experience have also equipped her with the ability to structure, execute and streamline workflows; a skill she is using to embed scalable operational efficiencies across the business.

Outside of the law, Ashley’s enjoys playing tennis, expanding her knowledge of wine and has recently taken up golf.

A genuine end-to-end practitioner, her combination of analytical, technical and project management skills enable Karin to devise and implement marketing and communication solutions that effectively engage and connect partners to the Monark brand.

Mum to two school-age children, Karin begins the day with an early morning run—rain, hail or shine. She is an AMI Certified Practicing Marketer and holds a Master of Communication (Advertising) with Distinction from RMIT University.

Calm, composed and always prepared, her no nonsense practicality and process-driven precision ensure Monark investors remain informed and up-to-date throughout the duration of their investment. Kate oversees initial documentation, collates monthly statements and quarterly reports, handles phone and email queries, and manages the final close down.

When not being the world’s best aunty to her 21 nieces and nephews, she can usually be found immersed in a good novel.

Organised and efficient, she combines high-level technical proficiency with a team oriented approach focused on helping colleagues work more effectively, through process improvement and enhanced analytic tools.

Committed to lifelong learning, Rachel is always looking for opportunities to build on her knowledge and expand her skillset. She speaks three languages, is a Certified Practising Accountant and holds a Master of Practising Accounting from Swinburne University.

Away from the balance sheet, you’re likely to find her running, practising yoga or doting over her two West Highland Terriers 

An exceptional multitasker, and prolific list maker, Sig wears a great many hats over the course of  a day—often all at once—including executive PA,  event planner, travel organiser, IT help desk, bookkeeping clerk, administrative support, supplier liaison, and chief problem solver.

Sig joined the Monark team in its earliest days and, having worked in various administrative positions for over 20 years, her organisational efficiency, time management skills and calm demeanour make her a highly regarded colleague.

Away from the office, Sig enjoys nothing more than travelling and spending time with her partner and son. She holds a master’s degree in English and History from TU Dresden and San Francisco State University.