Luke Gregory Email & Phone Number

Perth, Western Australia, Australia

Perth, Australia

The Bankwest Business Bank provides a range of innovative core and specialised business banking products and services to our Business, Commercial, Corporate, Property, Rural & Regional customers. My team manages Business Banking and Commercial customers in our target Western Australian market with approximately $500k-$20m in business lending requirements and includes straight forward structures through to customers with large turnovers and more complex requirements. My team also includes our Banking Specialists who provide solutions across our full range of clients for requirements such as Global Markets, Transaction Banking, Merchant Solutions, Asset Finance, Trade Finance as well as our Money Market Investments team, which has a national presence. With market leading transaction and investment accounts through to flexible business loans and sophisticated financial market and international trade products, we are a business committed to making a meaningful difference in the financial services marketplace.

Perth

InvoCare is an ASX200 company and the Asia-Pacific leader in the provision of funeral services. InvoCare is an Australian company with a presence not only in Australia but also in Singapore and New Zealand as well.As the GM WA I am fully accountable for the perforamnce of the company's seven operating divisions/brands, 21 sites and 150+ staff. This includes business development, sales, all financial, corporate and human resource management, and extensive operations and asset management.

Australia

Conulting primarily to the Financial Services Institute of Australasia and Kaplan Professional I conducted lecture and workshop based work in Australia and Malaysia indicated as follows: • Lecturer/presenter in the following courses:- Managing and Marketing Financial Services; - Corporate and Structured Finance (Postgraduate);- Property Investment and Analysis (Postgraduate);- Applied Valuation (Postgraduate); and- Financial Analysis and Valuation (Postgraduate).• Appointed Lead Lecturer in the Managing and Marketing Financial Services course for 2000, 2001 and 2002. • Conducted five workshop programs for FINSIA in Malaysia over a 5 year period as follows:- Risk Analysis and Transaction Structuring - Introduction to Securitisation - Introduction to Financial Analysis - Property Investment Analysis • Mergers and acquisitions

Perth, Australia

• Managed WA business banking including the development and recommendation of strategies addressing growth markets & opportunities, talent identification & development, technical, operational, sales and marketing matters• Translated strategies into appropriate business plans • Mentored, coached, supported and developed emerging leaders and existing managers• Identified and secured critical resource requirements necessary to grow business operations• Restructured the business model from centralised to decentralised resulting in a positive impact on brand and presence in the market.

Perth, Australia

• Conduct business development programs involving sales and marketing and direct promotion at EFCL's business activities in WA, particularly those relating to Asset Backed Finance and General Finance.Managed and coordinated all WA based Asset Backed Finance opportunities including the functions of origination, credit approval and settlementOverall management, supervision and coordination of all Structured Finance and investment activities in Western Australia. • Managed EFCL's debenture and unsecured note programs and superviosed the investor registry which was managed out of the WA office. • Maintenance of legal and regulatory compliance and good corporate governance in relation to the debenture issuance program• Developed and managed EFCL'sFund Management activities in WA including property syndication and other managed investment schemes• Identified and completed due diligence on several investment opportunitiesManaged and supervised all accounting and administration activities in the WA office

Perth, Australia

• Advising the MD and CFO (not always taken!) in relation to all debt capital raising matters and Managed Investment Schemes conforming to the Corporations Act • Responsible for optimising the company’s debt capital structure, working with the groups Bankers and executing debt capital arrangements on behalf of the group• Formed and led the team responsible for managing the debt capital portfolio totalling $400M• Advised and successfully negotiated terms on projects nationally totalling approximately $950M• Led the due diligence on MIS products ensuring compliance with the Corporations Act and any other regulatory requirements

Perth, Australia

• Project management of key consulting and advice engagements• Complete the full range of financial and strategic planning due diligence for clients• Complete discounted cash flow modelling and corporate valuation• Design, prepare and assist in client presentations through to board level• COnducted the valuations and financial viability assessments on a major government asset.• Assisted a government entity to define value creation opportunities for the existing businesses.

Perth, Western Australia, Australia

• Restructured and lead the “Business Development/Commercial team”, a small project oriented group that works closely with the Executive Directors & Board in carrying out a variety of projects. The projects include M&As, due diligence, financial & business modelling & analysis, new product development and the project management of systems implementation and restructuring. The role called for the leadership and management of the commercial team, corporate and strategic planning and commercial negotiations.• Developed a disciplined competitor analysis and business development process;• Identifying and researching potential acquisition targets, and subsequent financial analysis and business case evaluation of the targets and their impact on the Group, including the development and construction of the transaction specific financial models. • Facilitated and authored the strategic business and marketing plans to further grow and enhance the group’s business and revenue streams for 2002-2004;• Produced the debt information memorandum and successfully raised the companies first tranche of debt ;• Developed and managed the organisations funding strategy;• Led and successfully negotiated the leasing of new corporate premises for a period of 4 years;• Supervised and assisted in the development of the enterprise contribution margin model;

Perth, Australia

• Established a “greenfields” site in Perth. The Business Financial Services division was an innovative provider of “allfinanze” financial services solutions to the SME and Corporate business market. The target market was companies with a debt-funding requirement of $1 million - $75 million. The services provided included trade finance, corporate lending, property finance, asset based finance, financial engineering and project finance.• Established and maintained an effective marketing strategy and continued to build its brand profile • Built a referral partner network• Developed and implemented an aggressive strategic marketing plan aimed at building market share in the SME and corporate market• Analysed the funding requirements and completed financial and risk analysis for a wide ranging customer base which included resource sector projects, property development and general working capital needs with transaction sizes ranging from $2 to $42 million.

Perth, Australia

• daily management of approximately 50 client relationships;• supervision of administrative staff and credit analysts;• the completion of detailed finance proposals and financial analysis models for new and ongoing clients;• liaising with clients to ensure transactions are successfully completed in line with the Bank’s quality service standards;• regular interface and management of external professionals, including property valuers, accountants, lawyers, other financial intermediaries/institutions and internal professionals such as treasury specialists and senior credit professionals;•

Perth, Australia

• Responsible for establishing the training functions in this stevedoring company in accordance with the Federal Government's requirements for effective Waterfront Industry Reform and Training Guarantee Legislation. There were in excess of 200 personnel employed in this Division• Co-ordination of all staff training in WA & NT• Conducting training needs analysis, program design, development, delivery and administration of staff, supervisory and management development courses

Various

Rank: Officer Cadet Jan 1984 - Dec 1986 Undergraduate Trainee Army Officer - (Royal Military College, Duntroon, ACT) Rank: Lieutenant Jan 1987 - Dec 1989 30 Terminal Squadron, Sydney, NSW Three Positions Held Consecutively (Troop Commander/Operations Officer/Squadron Second-In-Command) Rank: Captain Dec 1989 - Dec 1990 Second-In-Command - Recruit Training Company 1st Recruit Training Battalion Kapooka, NSW• Leadership of 42 training staff and 300 trainees (Kapooka).• Leadership of 145 personnel (30 Terminal Squadron).•

Masters In Applied Finance, Corporate Finance

Bachelor Of Arts, Military Studies And Economics

Bachelor Of Commerce, Accounting

Only 6 of 10 units completed prior to transferring to Duntroon. The degree was not completed.

Tertiary Admissions Exams, Tae

Gaicd

Graduate