Our Services

Registry

We deliver the best registry experience in the Australian market

Automic provides a superior registry experience for you and your securityholders. We offer customised solutions and a dedicated team to meet your unique needs, supported by market-leading technology to increase efficiency for your business.

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We deliver the best registry experience in the Australian market

The foundations of our registry offering

Technology

Cloud-based infrastructure combined with modern architecture enables real-time access to data from anywhere on any device. Our platform offers and a simple user-friendly client experience, which means more satisfied securityholders.

Quality and Security

Automic Group operates to the internationally recognised ISO 9001 Quality and ISO 27001 Data Security accreditations. You can rest assured that your data and your business is in safe hands with us.

Service

We strive to deliver a premium service to all clients. Our people are passionate, highly committed industry experts who take service seriously. Our most recent NPS was 72.

Value

Our value-based pricing is structured to meet client requirements. Our pricing is transparent and always supported by clear service level agreements.

Switching your register to Automic Group is simple

Automic Group has automated the process of moving your register and has extensive experience completing this process. In the last 5 years we have transitioned more clients on to our platform than any other provider.

We take the lead to ensure the transition process is seamless for you. From the outset, we appoint a dedicated client manager who looks after communications with your incumbent registrar, your securityholders, and provides the required notifications to the applicable regulators.

We make it our job to take care of your business and your investors.

Switching your register to Automic Group is simple

Leading the industry in technology

Using the latest agile software development methods and technologies, as well as leveraging the multiple advantages of cloud hosting via Amazon Web Services, we continue to develop our platform for the benefit of our clients and their securityholders. Automic will be first to move to a DLT integration which will give issuers more control, better access to data analytics and increased levels of privacy and integrity.

Blue sky with scattered white clouds

We provide the full suite of registry services

Registry Maintenance Services

Our core registry service incorporates day-to-day maintenance of the ownership records of our clients securities, whether it be company shares, derivatives, structured products or managed funds. Underpinned by our innovative technology, we streamline and automate processes to deliver a premium service to our clients and their securityholders.

Corporate Actions

Whether it’s an IPO, Rights Issue, Share Purchase Plan, or a merger, we approach all corporate actions with comprehensive planning and a focus on the detail. Our highly skilled in-house corporate actions team generates successful outcomes for our clients, helping them move their companies onto the next stage.

Investor Services

At Automic Group, facilitating payment disbursements, managing share transfers, or keeping track of, and communicating with, securityholders is a critical share registry function. Through our consultative approach, we understand our clients' requirements and provide securityholders with the support required for the day-to-day administration of their holdings.

Meeting Services

Our specialist meeting services team plan and manage all aspects of our client's meetings, including both proxy and direct pre-meeting voting together with virtual and physical meeting services. Most importantly, we provide clients with crucial real-time, online reporting and support them with our solicitation services where required. As our technical expertise as a registrar is regularly in demand, we regularly act as scrutineer to ensure listed issuers are in full compliance with regulatory requirements. For large-scale poll voting, we have built technology to deliver timely and accurate voting results.

Initial Public Offering (IPO)

At Automic Group, we provide you with the integral registry support required for an IPO. We appoint a dedicated and experienced IPO specialist who will guide you towards a successful listing. We recognise that clients need a reliable partner who will ensure that no detail is overlooked, and who will oversee all administrative services associated with the IPO. The team at Automic Group ensure this process is seamless for your existing securityholders, as well as a positive experience for new securityholders.

Managed Funds

Our managed funds division provides ongoing registry services for a diverse range of wholesale and retail managed investment schemes. Utilising our technology expertise, we have built a solution that supports complete unit registry administration services, onboarding and offer management, distributions, payments, corporate actions, investor communications, compliance reporting, and statutory reporting. Automic Group works closely with a number of local and global custodians to meet the requirements of various responsible entities. We provided both listed and unlisted services as well as dual-listed and unlisted structures.

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Our Registry Services Team

Blake Stelzer

Blake Stelzer

Chief Operating Officer

  • Share Registry, Company Secretarial Support and Other Professional Support Services
  • Over 20 years’ experience
  • Specialist in developing strong operational teams

Blake has approximately 20 years’ experience within the finance and the share registration industry, working across Australian, UK and wider European markets. Blake’s experience extends widely across many aspects of share registration and associated professional support services, both from client relation and operational perspectives, including delivery of many large scale corporate action projects and dividends on client registers up to 2 million holders. Some of the companies Blake has worked with include, Standard Life, BP, TUI Group AG., Legal & General, Wilson Investment Funds, Magellan Funds, Clime Capital, Metcash, Channel 7 and Harvey Norman.

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Blake Stelzer

Blake Stelzer

Chief Operating Officer

  • Share Registry, Company Secretarial Support and Other Professional Support Services
  • Over 20 years’ experience
  • Specialist in developing strong operational teams
Blake Stelzer

Blake Stelzer

Chief Operating Officer

  • Share Registry, Company Secretarial Support and Other Professional Support Services
  • Over 20 years’ experience
  • Specialist in developing strong operational teams
Ann Nguyen

Ann Nguyen

Head of Capital Markets & Investor Services

  • Share registration professional
  • Approximately 15 years’ experience
  • Specialising in registry operations and capital markets

Ann has worked within the share registry industry for approximately 15 years. Ann’s experience covers all aspects of the registry business including, capital markets, investor and client servicing and wider professional support services. Ann has a strong track record of building exceptional teams who deliver outstanding client-focused results. Ann has worked with a diverse group of clients, ranging from ASX20 through to many other listed and unlisted entities. This includes many listed managed funds such as Perpetual, Qualitas Group, Clime Capital, Magellan and Cadence Capital.

LinkedIn


Ann Nguyen

Ann Nguyen

Head of Capital Markets & Investor Services

  • Share registration professional
  • Approximately 15 years’ experience
  • Specialising in registry operations and capital markets
Ann Nguyen

Ann Nguyen

Head of Capital Markets & Investor Services

  • Share registration professional
  • Approximately 15 years’ experience
  • Specialising in registry operations and capital markets
Jon Cooper

Jon Cooper

Customer Success Director

  • 17 years’ financial services experience
  • Focus on service standards

Jon has worked within the share registry industry for approximately 7 years and worked within multiple areas, including processing, investor communications, corporate actions and client services. Jon now manages the team of client relationship managers across Australia to ensure that Automic’s clients continue to receive the exceptional service that sets Automic apart from its competitors. Prior to Automic, Jon worked within the UK financial services industry for over 10 years as a Financial Planning Manager with AXA Wealth UK, Lloyds Banking Group and the Royal Bank of Scotland.

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Jon Cooper

Jon Cooper

Customer Success Director

  • 17 years’ financial services experience
  • Focus on service standards
Jon Cooper

Jon Cooper

Customer Success Director

  • 17 years’ financial services experience
  • Focus on service standards
Gino Gorrero

Gino Gorrero

Manager, Investor Services

  • Share registration professional
  • Approximately 13 years' experience
  • Specialising in registry operations and customer service

Gino has worked within the share registry industry for approximately 13 years and worked within multiple areas, including call centre, dividend/distribution/managed fund payments and client services. Gino now manages the investor services team based in Sydney to provide the highest service when dealing with shareholder enquiries as well as processing across various transactions in updating and maintaining Automic client’s share register.

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Gino Gorrero

Gino Gorrero

Manager, Investor Services

  • Share registration professional
  • Approximately 13 years' experience
  • Specialising in registry operations and customer service
Gino Gorrero

Gino Gorrero

Manager, Investor Services

  • Share registration professional
  • Approximately 13 years' experience
  • Specialising in registry operations and customer service
Jordan Foster

Jordan Foster

Customer Success Director

  • 8 years’ experience in share registry industry
  • Specialist in domestic and global employee share ownership plan (ESOP) operations and management

Jordan has 8 years’ experience in the share registry industry, with a strong background in the administration of both domestic and global employee share ownership plans. Jordan is highly experienced in managing the day-to-day administrative challenges that go with offering and delivering equity-based compensation to both domestic and global employee populations. Jordan has experience working with clients ranging from ASX20 companies all the way through to unlisted entities and start-ups and is passionate about delivering excellent customer service to Automic clients and their shareholders.

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Jordan Foster

Jordan Foster

Customer Success Director

  • 8 years’ experience in share registry industry
  • Specialist in domestic and global employee share ownership plan (ESOP) operations and management
Jordan Foster

Jordan Foster

Customer Success Director

  • 8 years’ experience in share registry industry
  • Specialist in domestic and global employee share ownership plan (ESOP) operations and management
Andrew Carrick

Andrew Carrick

Chief Customer Success Officer

  • Software as a Service professional
  • 8 years of Corporate Governance experience
  • Customer Success fanatic

Andrew is a highly focused and motivated senior SaaS commercial leader with over 8 years of senior leadership experience running Sales & Customer Success teams across various countries in the Asia Pacific region. He has almost 15 years experience in customer facing roles across the Corporate Governance, Legal, Mining and the Financial Markets industries primarily dealing with C Suite and Director level contacts. Andrew heads up the Customer Success function within Automic Group encompassing everything from initial client onboarding and implementation right through to ongoing customer lifecycle management and advocacy. He is particularly focused on problem solving, employee development and partnering with our clients to delight and exceed their desired outcomes. Prior to joining Automic, Andrew worked for Diligent Corporation for close to 9 years where he was most recently Vice President of Asia Pacific and prior to that worked for Thomson Reuters.

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Andrew Carrick

Andrew Carrick

Chief Customer Success Officer

  • Software as a Service professional
  • 8 years of Corporate Governance experience
  • Customer Success fanatic
Andrew Carrick

Andrew Carrick

Chief Customer Success Officer

  • Software as a Service professional
  • 8 years of Corporate Governance experience
  • Customer Success fanatic

Registry FAQs

+ What is a share registry?

Companies must keep a record of all the shares they've issued. This record is known as a share register or shareholder register. Share registry providers such as Automic work on behalf of companies to manage their list of shareholders and provide on-going management of changes to shareholder personal details and their holdings.

+ How does a share register work?

Shareholders will typically have a relationship with both the broker and the share registry. Share registry providers such as Automic are the main point of contact for shareholders who want to enquire about their holdings. They also manage important functions such as payment of dividends, shareholder voting and distribution of company reports.

Employee share option plans are also tracked by registries.