Our Client Services Team
We work collaboratively with our clients to achieve optimal outcomes for their businesses.
About Lisa Brady
Lisa leads the Corporate Treasury Services team which is responsible for delivering debt finance, investment, foreign exchange and treasury management products and services to WATC’s clients.
Lisa has over 30 years’ experience working in financial roles in the WA public sector. Her career at WATC commenced as a Dealer in the Financial Markets branch where she was actively involved in all areas of WATC’s market activities including onshore and offshore debt issuance, investment portfolio management and foreign exchange risk management. In 2007, Lisa was appointed to a newly created role responsible for building WATC’s client foreign exchange risk management and investment products and services. In January 2021, Lisa was appointed to her current role.
Lisa has a Bachelor of Business (Accounting), Post Graduate Diploma in Business (Financial Management and Economics), Graduate Diploma of Applied Finance and an Australian Financial Markets Association (AFMA) accreditation in Foreign Exchange.
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About Charlie Gilkes
Charlie is a Principal Client Relationship Manager in the Corporate Treasury Services Team and enjoys working with clients to develop and implement strategies to achieve efficient management of FX risk, investment and debt portfolios.
Charlie has worked in numerous areas across WATC since 2006 including legal and governance, business analysis and corporate treasury services. Highlights include collaborating on transformational projects that deliver enhanced service delivery and financial outcomes to clients.
Charlie holds a Bachelor of Laws and degrees in Japanese language and Applied Finance.
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About Carol Whitworth-Hird
As a Principal Client Relationship Manager in WATC Corporate Treasury Services, Carol provides financial advice to government clients to achieve improved outcomes for their businesses.
Carol has over 35 years’ experience in the finance industry. Commencing her career in London, Carol worked for some of the World’s leading banks, and subsequent to migrating to Australia in 2005, Carol has held various roles within the Australian financial services sector. As an investment banker, Carol worked for the debt capital markets divisions of various prominent UK-based international banks including ABN Amro, BNP Paribas, Daiwa SMBC and Deutsche Bank. In addition to heading up several successful sales teams, in her role as a syndicate manager Carol participated in a number of inaugural EUR denominated benchmark capital markets’ transactions.
Prior to joining WATC, as a director at National Australia Bank, Carol specialised in providing investment solutions to the corporate, education, government, health, not-for-profit and private banking sectors.
Carol is AFMA accredited in debt, equity and foreign exchange markets and holds an Advanced Diploma of Financial Planning.
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About Peter Garrity
Peter is an experienced Senior Client Advisor and has been a member of the Corporate Treasury Services team since 2008. With over 20 years of relationship management experience, Peter has extensive expertise in assisting clients to develop solutions to complex debt and interest rate risk management problems.
Before joining WATC, Peter worked in agribusiness finance in regional Western Australia and collaborated with some of WA’s biggest dairy, grain, livestock and winery operations. Peter also spent four years working for a boutique agricultural chemical company as Marketing and Administration Manager. Peter is passionate about working closely with clients in all areas of finance from debt and working capital management, to investments and foreign exchange.
Peter holds a degree in Agribusiness (Marketing), a Master of Business Administration and has just completed a Master of Applied Finance.
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About Tamara Marsh
Tamara Marsh is a Senior Client Advisor within WATC’s Corporate Treasury Services branch. With a vast knowledge base, strong integrity and years of experience, Tamara has been assisting Local Governments in WA to deliver the best financial outcomes for their rate payers.
Tamara has been with WATC since 2008 and has worked with Local Government and Semi Government Clients delivering debt finance and investment services. Prior to this, she worked at CBA in both Sydney and Perth within the mortgage lending area.
Tamara holds a Bachelor of Business majoring in Accounting and Information Systems and has undertaken a post graduate course with FINSIA and is AFMA accredited.
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About Mladen Zaneta
Zaneta works as a Senior Client Advisor in the Corporate Treasury Services team. He partners with clients to provide tailored hedging solutions and negotiation support on large scale projects, as well as meeting clients’ transactional debt and foreign exchange needs.
Zaneta brings diverse functional experience and business versatility with exposure to corporate financial advisory, education delivery, management reporting, governance and legal. This builds upon Zaneta’s ability to communicate effectively and draw consensus across broad stakeholder groups.
Prior to joining WATC, Zaneta held various positions at a subsidiary of a major Australian bank and one of the big four advisory firms.
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About Eric Schuppli
Eric is a Systems Support Officer in the Corporate Treasury Services team and oversees the maintenance and management of systems, the processing of transactions, and the prioritisation and progression of initiatives to improve and expand the delivery of high-quality cost-effective products and services.
With over 35 years of experience in Western Australian public sector finance, Eric started work in the Western Australian Department of Treasury’s loans and investments team. Eric then transferred to WATC soon after it was established and has undertaken several roles within the organisation.
Eric has a wealth of experience and a great understanding of WATC’s products and services and how they can best be applied by clients to achieve desired outcomes. He has also contributed to several key WATC projects including implementing new systems and developing new products.
Eric has a Bachelor of Business in Finance and is AFMA accredited.
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About Baz Ghaleigh
Baz is a Client Advisor in the Corporate Treasury Services team. He is an experienced professional, skilled in business operations and financial services, with a diverse background in the life insurance and equities industries, having worked in both the UK and Australia.
He previously worked in WATC’s Advisory Service team, providing financial advice and analysis for clients.
Prior to joining WATC, Baz worked at Commonwealth Securities and Australian Investment Exchange in their Portfolio Operations team. He managed equities administration, provided analytical oversight, handled complex corporate actions, and advised on associated tax implications for large wholesale clients.
In the UK, Baz served as a Finance Systems Analyst at Friends Provident Life, aiding the finance team in developing and refining finance systems and applications.
Baz holds a Bachelor’s degree in Business Economics from Brunel University, UK.
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About Sebastian Madden
Sebastian is a Client Advisor in the Corporate Treasury Services team. With a strong background in client relationship management and finance, Sebastian assists clients with WATC’s full suite of products including debt financing, foreign exchange, investments, and treasury management services.
Before joining WATC, Sebastian worked in the investment management sector, initially as part of a graduate program at AMP Capital and later as a Senior Associate at Spire Capital. His roles involved investor relations, capital raising, investment analysis, product management, and marketing. Sebastian has a strong understanding of international financial markets and financial products, and he adopts a client-first approach.
Sebastian holds a Bachelor of Business, majoring in Finance and Economics, from the University of Technology Sydney.
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About Nicole Streuli
Nicole is a Client Support Officer in the Corporate Treasury Services team. With a strong background in financial services and operations, Nicole’s key responsibilities include assisting clients with their queries about loan and investment products and services, processing transactions, maintaining and updating data in the Client Portal, as well as generating and reviewing reports.
Nicole started her career in Zurich, Switzerland at a global Swiss bank, where she gained valuable experience in transaction management and financial operations.
Nicole also worked at SIX Securities Services in Switzerland, where she assisted with project implementations and was responsible for developing product strategies to meet client needs. While working for a private Swiss wealth and asset management firm, Nicole led a team responsible for processing securities transactions, monitoring holdings, and ensuring accurate record keeping.
Just prior to joining WATC, Nicole was a Consultant at AMP North, assisting advisers and clients with superannuation, pensions, investment products and investment options.
Nicole holds an Advanced Swiss Federal Diploma in Banking and Finance and has a Trader License from the SIX Swiss Exchange.
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Client Products and Services
Find out more about the high-quality, cost-effective financial products and services we deliver.