Our People
Providing you with funds management, corporate advisory, banking and finance sector experience.
David Besser
Developer
David has been building and developing quality projects for over 35 years. Combining design and financial backgrounds, David’s developments have soul and a unique “X factor” which brings additional value to the end result. Residential developments are David's passion and main focus.
The uniqueness and quality of his finished developments are best-in-class.
Abe Tomas
Responsible Manager
A Fellow of the Institute of Chartered Accountants with over 30 years of experience in financial services in Australia and globally.
Abe has chaired credit committees of global corporations, and brings extensive experience in risk and compliance, along with debt and equity management for asset portfolios.
David Hamilton
Responsible Manager
David has worked with clients ranging from Institutions to Ultra high-net-worth individuals across all investment classes to provide guidance on Funds Management, Private Wealth Management, and Recruitment.
David previously held Authorised Representative authorities from McKinley Wilson Ltd, Shaw Stockbroking Ltd, BBY Ltd, ANZ Private Bank and UBS Wealth Management, and was a Responsible Manager for Falcon Capital Ltd.
Financial & Strategic Advice
CTS has expertise in specific areas of financial & strategic thinking.
Delivering market-competitive and commercially effective financial advice takes years of practice and discipline. The team at CTS has developed deep skills in specific areas, and only offers financial and strategic advice in areas where we are confident we meet or exceed professional ability in the markets we serve. Please contact us if you would like assistance with any of the following:
Property Trusts
CTS is licensed to provide Trustee Services for property trusts, and we have invested in sophisticated systems to support an efficient and professional service.
Managed Investment Schemes
CTS is licensed to act as a Trustee for share funds, bond funds, and many other kinds of managed investment schemes. CTS also acts as Trustee where the fund, and fund manager, are under the supervision and management of CTS.
Trustee Service
CTS can act as a Trustee for many commercial and financial arrangements, including acting as a security trustee in syndicated loan arrangements.
Acquisitions & Divestments
CTS professionals have decades of experience in mergers & acquisitions. We have a particular skill in transactions involving private companies and trusts. We provide advice including scenario analysis, transaction management, and post-transaction integration.
Trustee & Custodian Services
CTS acts as the Trustee and Custodian for many types of investment funds in Australia.
These are commonly called managed investment schemes.
Property Trusts
CTS has particular expertise in Australian property trusts. Our key executives include qualified real estate agents and experienced commercial property developers.
Our people have current and market-leading expertise in property financing and contracting with construction and development companies. Our alliance with the Purple Sand group is an example of how we partner for success.
Training & Upskilling
Training and People Development
Applying CTS's deep experience in training and people development, we offer seminars, courses, and on-the-job development for financial services professionals.
We can train your Responsible Managers, Advisers, and your Dealers. CTS professionals work with clients and counterparties in financial services transactions on a daily basis and are familiar with industry practice. Our aim is to train your people to deliver excellent client service in accordance with Financial Services regulations.
