Senior Management

Sally has over 15 years’ of experience in the funds management and financial planning industries having worked at Payton for the past 8 years, and previously at Macquarie Bank and other smaller businesses.

Sally has extensive experience in working with investors, financial planners, accountants and lawyers, assisting them to fulfil their financial goals.

Sally holds a Bachelor of Commerce (Australian National University) and a Diploma of Financial Planning.

Melinda has over 10 years’ of experience in funds management across retail, wholesale and preferred equity investments, having worked at Owenlaw Trust (acquired by Australian Unity) and Secura Funds + Advanta, managing both the investor and borrower relationships.

Melinda previously worked in architectural consultancy, working on a wide range of high end commercial, residential and institutional developments.

Melinda has extensive experience in relationship management working with individual investors, financial planners and accountancy firms.

Melinda holds a Bachelor of Arts (University of Melbourne).

Daphne has worked in the finance sector for over 17 years specialising in REITs, fixed income assets and hedge funds, with organisations such as Acorn Capital, Thomson Reutrers and Seidel & Shaw. Daphne also has a strong network and significant experience in the finance industry.

Daphne holds a Master of Finance from Pace University – Lubin School of Business.

Sean joins Payton Capital following a ten-year tenure with NCN Investments, a diversified investment company behind a Melbourne-based Family Office. During his tenure, Sean managed a diverse investment portfolio that included public and private sectors such as property, IT, venture capital, and private equity.

Sean’s expertise in global markets, startups, and corporate ventures has enabled him to take on key roles in international business, high-growth companies, corporate development, strategy, and competitive intelligence. Notably, Sean made significant contributions as an early employee at SEEK Ltd, where he focused on product and business development. Subsequently, he served as a Senior Manager in the Corporate Development and Strategy team at the REA Group for over five years.

Sean holds a Bachelor of Business and Commerce (Monash University).

Chris has extensive experience in the banking and financial services sector having worked for the past 16 years in ultra-high-net worth private banking and wholesale markets. Chris brings with him a strong acumen in relationship management, risk and compliance and stakeholder engagement.

Having worked with major banking institutions and with large family groups, Chris has detailed knowledge and understanding of wholesale investor and debt markets across various asset classes. With previous experience in distribution of private debt opportunities, Chris is well placed to assist high net worth clients.

Chris prides himself on his connection to the community and local market having recently been a board member and treasurer of St John’s Crisis Centre on the Gold Coast after a four-year term. His work continues as a member of the fundraiser sub-committee.

Residing on the Gold Coast, Chris holds a Bachelor of Business, Accounting (James Cook University)

Phil is an experienced financial services professional with a career spanning 30 years. His extensive experience encompasses various roles including support, sales, relationship management and leadership roles across diverse segments such as agribusiness, commercial and corporate, retail and private wealth.

Phil delights in creating those magic moments for clients and is committed to presenting innovative ideas to deliver the best possible outcomes. Phil holds a Master’s level in Business Administration and in Accounting (James Cook University), which enables him to supplement exceptional client focus with technical expertise.

With more than 20 years of professional experience, Tom is responsible for loan origination and business development, deal structuring, credit assessment and asset management.

Having begun his career as a Capital Markets lawyer with Allen & Overy LLP, Tom transitioned into CRE Finance through JLL, Lloyds Banking Group, and non-bank Debt Funds in both London and Melbourne.

Tom holds a Bachelor of Economics/Philosophy and a Diploma in Law.

Specialising in commercial and retail banking (CBA), Nick’s financial experience spans over 10 years.

Nick’s expertise covers complex negotiations, relationship management, risk analysis, commercial and residential lending and portfolio analysis. Nick has managed large corporate teams and grown a successful finance business from start up.

Nick holds a Master of Business (Banking & Finance), Bachelor of Arts and Diploma of Finance (Mortgage Broking).

Sam has over 16 years of banking and finance experience having worked for a major bank in corporate finance and business banking. Sam’s experience includes corporate and property lending, deal structuring and he has a passion for relationship management.

Sam has a Master of Finance and a Bachelor of Economics from RMIT University.

Michael has had a highly accomplished career spanning 20 years with major banks and financial institutions in senior banking and property finance roles. In his most recent role at St George, he effectively led a team of property finance professionals overseeing a large portfolio of development and investment customers across Sydney.

Michael holds a Bachelor of Commerce majoring in Accounting and Finance from Macquarie University

With more than 35 years of professional experience, Brett is responsible for loan origination and business development, deal structuring, credit assessment and asset management.

Having begun his career in retail banking with NAB, Brett transitioned into Investment Banking working in London with UBS and Mizuho, before returning to Australia and fulfilling CRE Finance positions at NAB and Lloyds Bank.

Brett has also spent a number of years in property insolvency roles and more recently as a commercial broker specializing in construction finance. Brett holds an Associate Diploma in Business.

Grant has held executive financial services roles across Queensland, with his most recent role as NAB Commercial Real Estate Banking Executive, where he steered the business team through a period marked by substantial growth and success.

Grant’s experience has seen him develop a deep knowledge of property across all major markets and is uniquely placed to support Payton’s growth in the eastern seaboard of Australia.

With a passion for the property sector and commitment to the evolution and growth of Queensland, Grant is eager to leverage his expertise to deliver innovative and customer-focused outcomes.

Grant holds a Bachelor of Economics and a Master of Applied Finance.

Larry graduated from Monash University with master degree of professional Accounting. He has over 15 years’ experience in accounting and finance area.

As a CPA qualified accountant, Larry is specialised in mortgage funds management including unit registration, fund accounting, investment administration, fund valuation, income calculation and distribution.

Larry also has extensive experience in general accounting, management accounting and financial reporting.

Matt has worked in the property industry for over a decade, with capability across all major asset classes.

Matt’s extensive knowledge of property comes from his experience as a commercial valuer and time spent managing acquisitions and investments for private equity and developers.

Jodie is a seasoned professional with a long and successful history in the financial services industry. With her expertise in event management, corporate communications, marketing, and portfolio management, Jodie has demonstrated her ability to innovate and consolidate her assets to achieve outstanding results.

A strong marketing professional, Jodie holds a Bachelor’s degree in Public Relations, Advertising, and Applied Communication from RMIT University. This academic foundation, combined with her hands-on experience, has equipped Jodie with a unique skill set that allows her to excel in the fast-paced and constantly evolving financial services industry.

Whether she is managing complex projects, developing marketing strategies, or communicating with stakeholders, Jodie always brings her passion, dedication, and professionalism to the table. Her track record of success speaks for itself, and she is widely recognized as a leading figure in her field.

Tanya is a People and Culture executive with over 25 years’ experience across the commercial, not for profit and government sectors. Tanya has led teams with remits across Australia and globally and is passionate about employee engagement, performance and values driven people and culture practices.

Tanya holds a number of qualifications including a Bachelor’s degree majoring in Human Resources, is a long-standing member of the Australian Human Resources Institute and is a Graduate of the Australian Institute of Company Directors.

Linda has over 30 years’ experience in governance, compliance, and risk management disciplines in financial services, including funds management, custody and investment banking having previously worked at Australian Unity, Chimaera Financial Group, NAB and Heine Management Ltd, and health services at Bupa.

Linda has held senior positions in compliance and risk management. Linda is passionate about building best practice risk and compliance and guiding people in organisations to see the value it brings.

As Risk & Compliance Manager Linda is responsible for managing the risk and compliance function across the Payton Group.

Linda holds a Bachelor of Arts and a Graduate Diploma in Applied Finance and Investment.