We are a team that is passionate about the stock market and helping investors find true value
A diversified array of experience spanning banking, corporate finance, analytical research and institutional broking has brought Wise-owl to where it is today. Voted Australia's leading boutique research firm, Wise-owl is committed to finding the best opportunities in the market for its members.
Meet the owl's behind the desk
Our team's hobby, passion and addiction is the ASX. See some of the background info on us below.
Phillip Shamieh - Founder
Phillip Shamieh is the founder of Wise-owl. Phillip has been widely regarded as one of Australia's top ten financial market experts and has been interviewed and featured on every major broadcaster globally, including Bloomberg, Reuters and CNBC. He has over fourteen years of capital markets experience in the natural resources sector, technology sector and and emerging companies. Phillip holds a BA in Commerce from Sydney and a post-graduate degree in Applied Finance and Investments from the Securities Institute of Australia. He has assisted in the corporate advisory of some of Australia's most successfully listed companies. Phillip is head of the Wise-owl Investment Committee and is a specialist in emerging company analysis.
Tim Morris - Head of Research
Having studied Commerce and Science at the University of New South Wales, Tim began his career in an analytical capacity with wise-owl. Tim has conducted over 500 corporate valuations and appraisals, specialising in pre-revenue assets and emerging markets. Tim is Wise-owl's specialist in equity analysis for Australian small- and mid-cap companies across a diversified range of industries including resources, technology and financial services. For the last seven years, his Equity Capital Market insights have been featured as part of a weekly column in The Australian, and regularly features on Sky News, CNBC, ABC, and Bloomberg TV. Tim is on the board of the Wise-owl Investment Committee.
Imran Valibhoy - Director and Corporate Advisor
Since joining the firm in 2006, Imran has worked on a range of M&A and Capital Market transactions in the natural resources sector, mining, as well as projects in the renewable energy sector. Prior to joining Wise-owl, Imran worked at Euroz Securities in Perth, aiding in the advisory and valuation of companies in the mining and industrial sectors in Australia. He has extensive experience in analysis of pre-revenue companies and analysis of upcoming listings on both the ASX and abroad. Imran has a Masters in Banking & Finance from City University’s Cass Business School in London , and Bachelor degree in Commerce from UWA. Imran is a member of the Wise-owl Investment Committee.
Matt Dibb - Director and Corporate Advisor
Matthew has an extensive track record in equity markets and derivatives advisory. Spanning a career in several investment banks and private wealth groups including Macquarie, his specialist knowledge relates to capital market advisory and equity market analytics. Prior to joining Wise-owl, Matthew was a commodities and equities trader for a boutique investment firm. His industry specific knowledge is in the technology sector, retail and commerce. Matthew has assisted in the corporate advisory of numerous companies both private and public. Matthew has a diploma in Financial Advisory, Masters in Applied Finance and is ADA 1 & 2 accredited. Matthew sits on the board of the Wise-owl Investment Committee.
Simon Herrmann - Senior Equity Analyst
Simon is an advisor and analyst at Wise-owl providing general advice on Australian equities to retail clients. Simon is RG 146 compliant in the areas of generic knowledge, securities and derivatives and has an extensive knowledge on how to analyse and trade securities and the principles of risks associated with investments. As an analyst Simon has compiled numerous research reports for ASX200 and small and mid-capitalisation stocks for Wise-owl. His area of expertise involves fundamental and technical analysis.
Want to know more? - Talk to us
Feel free to pick up the phone and give us a call, or alternatively, book in a time with one of our analysts and advisers using the online appointment system.
These guys have got their model down-pat. Real research from real investors.