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Wilsons Advisory appoints three key roles across Corporate Finance and Institutional Equities
Mon 19th April, 2021

Wilsons Advisory is delighted to announce the appointment of three key roles across our Corporate Finance and Institutional Equities teams.

Jeanne Truijens will lead the Corporate Access activity across the firm when she commences her role in June, joining us from the Bank of America where she led the Australian corporate access offering. Jeanne has extensive experience in financial services event management in the UK, South Africa and Australia, and Head of Institutional Equities at Wilsons Advisory, Chris Nicolay, said her expertise would be an asset to the firm.

“Jeanne has worked for some of the biggest names in financial services around the world and we are thrilled she will be joining our team and working to expand our already hugely successful Rapid Insights event series.”

The Wilsons Corporate Finance team has two new starters, with Anna Ahadizadeh joining as Executive and Sara Soldo as Associate Director. Anna joins Wilsons Advisory from Deloitte where she specialised in mergers & acquisitions valuations, and tax and advisory. Sara was most recently with fintech company Plenti, where she was the Director of Commercial Development and has other previous experience with CBA and Greenstone Partners.

Head of Corporate Finance, Rob Snow, said the addition of Sara and Anna will bring a wealth of experience to the team.

“Anna and Sara are both fantastic additions to our team, bringing a range of skills and knowledge that will complement the activity we have underway and help grow our business.”

About Wilsons: Wilsons is a financial advisory firm focused on delivering strategic and investment advice for people with ambition – whether they be a private investor, corporate, fund manager or global institution. Its client-first, whole of firm approach allows Wilsons to partner with clients for the long-term and provide the wide range of financial and advisory services they may require throughout their financial future. Wilsons is staff-owned and has offices across Australia.

Disclaimer: This communication has been prepared by Wilsons Advisory and Stockbroking Limited (ACN 010 529 665; AFSL 238375) and/or Wilsons Corporate Finance Limited (ACN 057 547 323; AFSL 238383) (collectively “Wilsons”). It is being supplied to you solely for your information and no action should be taken on the basis of or in reliance on this communication. To the extent that any information prepared by Wilsons contains a financial product advice, it is general advice only and has been prepared by Wilsons without reference to your objectives, financial situation or needs. You should consider the appropriateness of the advice in light of your own objectives, financial situation and needs before following or relying on the advice. You should also obtain a copy of, and consider, any relevant disclosure document before making any decision to acquire or dispose of a financial product. Wilsons’ Financial Services Guide is available at wilsonsadvisory.com.au/disclosures.

All investments carry risk. Different investment strategies can carry different levels of risk, depending on the assets that make up that strategy. The value of investments and the level of returns will vary. Future returns may differ from past returns and past performance is not a reliable guide to future performance. On that basis, any advice should not be relied on to make any investment decisions without first consulting with your financial adviser. If you do not currently have an adviser, please contact us and we would be happy to connect you with a Wilsons representative.

To the extent that any specific documents or products are referred to, please also ensure that you obtain the relevant disclosure documents such as Product Disclosure Statement(s), Prospectus(es) and Investment Program(s) before considering any related investments.

Wilsons and their associates may have received and may continue to receive fees from any company or companies referred to in this communication (the “Companies”) in relation to corporate advisory, underwriting or other professional investment services. Please see relevant Wilsons’ disclosures at www.wilsonsadvisory.com.au/disclosures.

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