Chartwell Group is committed to fostering profitable growth and sustainability for our clients.
Established in 1994 by David L. Thomas and Dr Sally Thomas, our team comprises experts from diverse sectors, bringing deep knowledge and expertise to our clients.
The Chartwell Philosophy
Client Satisfaction: Prioritising your interests and working to achieve your business goals.
Long-Term Relationships: We are proud to have developed trusted partnerships with our clients over many years.
Deep Understanding: We work to understand each client's vision and objectives, and design unique strategies and solutions.
Sustainability & ESG: Chartwell is committed to sustainable outcomes, and adheres to the highest industry and ethical standards.
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Chartwell team
David L. Thomas - Senior Partner David is a finance specialist, corporate banker and director with over 30 years of experience in corporate finance, debt and equity funding, and structured finance across various industries. He has extensive knowledge in the commodities, agribusiness, manufacturing, mining, and energy sectors and is also active in working with founders in technology related start up companies including medtech and fintech. He has served as a director, chairman, and committee member with private companies, government statutory authorities and government policy advisory entities. David has formal training and significant experience in green and sustainable finance. He enjoys working with entrepreneurs and founders. In addition to his professional experience, David is skilled in corporate governance and currently serves as Senior Partner with Chartwell Group. |
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Dr Sally E. Thomas - Partner
Sally is a highly experienced medical doctor, director and health-sector senior executive, skilled in governance, strategic foresight and medical futurism. With a focus on health sector leadership, risk management and international development programs, Sally’s passion is to improve the well-being of both people and our environment using strategic foresight and community engagement. A member of international and regional health sector boards, she provides critical strategic insights to business leaders by anticipating future trends, and is Chartwell’s expert on emerging technologies, clinical applications, and global perspectives. |
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Julian V. Thomas – Partner
Julian is an analyst, director and company secretary with over ten years of experience in research, strategy and policy development. He is adept in assisting clients to manage complex issues and projects across environmental, economic, social and political systems, and has a particular interest in the intersection of natural resources, community interest and public policy, holding a range of positions across both government and private industry. A certified member of the Governance Institute of Australia, and holding a Bachelor of Laws, and with a Graduate Diploma of Legal Practice from the College of Law (WA) and a Bachelor of Arts (Hon. 1st Class) in Political Science and International Relations, Julian works with Chartwell's collaborators across our areas of activity. Julian is the Partner responsible for Compliance and Regulatory Affairs across Chartwell's activities. |
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John Saunders - Director - Structured Finance
John is a seasoned banking professional with extensive expertise in Structured Trade Finance, General Working Capital, and Traditional Trade Finance. With over 25 years of experience, including senior leadership roles at HSBC Australia where he drove significant revenue growth and innovative finance solutions, John specialises in developing strategic financial and capital solutions that build dynamic and resilient businesses. He has a forte in asset-backed finance, receivables, payables, and inventory finance, and a proven track record in risk management and strategic planning. In his role as Director of Structured Finance at Chartwell Consulting, John leverages his deep industry knowledge to create solutions that emphasise sustainable growth and strong ESG outcomes for clients. |
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Harley Ross - Senior Associate
Harley is a strategic business planning and optimisation professional. With more than 30 years’ experience working for enterprises of a range of sizes, from small farms through to multinational companies in the mining and mineral processing industries, he brings a unique blend of strategic modelling and business optimisation skills to Chartwell. Harley has extensive experience in mining, sustainable resource management and commercial negotiations at a senior level. His financial management background includes financial control, debt facility structuring and capital optimisation. He has significant experience in managing complex investments, mergers and acquisitions in the resources and commodity space – including time as Finance Director of a large and complex mining operation in Australia, during which time he led the team through a successful merger with a peer company to the benefit of all shareholders. Harley applies his considerable expertise to guide and support Chartwell's clients as a Senior Associate. |
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Alexandra E. Thomas - Manager - Customers and Business
Alex is our Manager of Customers and Business, harnessing her communication, problem solving and organisational skills to enable Chartwell’s clients to grow their businesses to their full potential. She is passionate about building and maintaining strong client relationships, and has a unique ability to understand and support diverse individual and business needs. With over ten years of experience as an educator (Master of Teaching, UWA) specialising in Mathematics and Science, Alex has honed her expertise in data-driven decision-making, and has keen interests in the areas of sustainability, design, and staff training and development. |
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Chartwell Group also works with a wide network of external consultants, investors and professionals across Australia and the Asia Pacific Region.