Our Services

Registry

We deliver the best registry experience in the Australian market for all entities and their securityholders.

Technology, service, quality and value form the foundation of our offering. These strong foundations enable us to build trust and deliver a superior registry experience for you and your securityholders.

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We deliver the best registry experience in the Australian market for all entities and their securityholders.

The foundations of our registry offering

Technology

Cloud-based infrastructure combined with modern architecture enables real-time access to data and a simple user-friendly client experience, which means more satisfied securityholders.

Quality

Automic Group is the only registry provider in Australia that maintains ISO 9001: 2015 and ISO 27001:2013 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 79.35.

Value

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

We provide the full suite of registry services

Registry Maintenance Services

Our core registry service incorporates the day-to-day secure maintenance of the ownership records of our clients securities, structured products, warrants and managed funds. Underpinned by our innovative technology, we streamline and automate the processes that form our service offering to deliver a premium service to our clients and their securityholders.

Corporate Actions

Whether it’s a Share Purchase Plan, a Rights Issue, an IPO 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 exchanges, 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 clients General Meetings, including voting by proxy or in person, online or at the meeting. Most importantly, we provide clients with crucial real-time, online proxy reporting and support them with our solicitation services where required. As our technical expertise as a registrar is regularly in demand, we constantly 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 funds as well as other unlisted products. Utilising our technology expertise, we have built a capable solution that supports complete unit registry administration services, distributions, payments, corporate actions, investor communications, compliance reporting, and meeting services. Automic Group works closely with a number of local and global custodians to meet the requirements of various responsible entities.

Leading the industry in technology

Technology is at the core of each Automic Group solution. As a client, you can be assured of the highest levels of data security and the most efficient approach to managing your business. 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.

Blue sky with scattered white clouds

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.

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 notification to the ASX and ASIC.

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

Switching your register to Automic Group is simple

Want to know more? Get in touch

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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 15 years’ experience
  • Specialist in developing strong operational teams

Blake has approximately 15 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 15 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 15 years’ experience
  • Specialist in developing strong operational teams
David Hwang

David Hwang

Chief Compliance Officer

  • Legal and company secretarial expertise
  • ASX listings and compliance specialist
  • Works across multiple Automic Group divisions

David is an experienced corporate lawyer specialising in listings on ASX (IPOs and reverse listings), equity capital markets, mergers & acquisitions and providing advice on corporate governance and compliance issues. He is sought out for his expertise and guidance across a range of legal, governance and ASX compliance matters that are commonly considered by the Boards of unlisted (pre-IPO) and ASX listed entities at every stage of their growth, from listings, secondary raisings and strategic acquisitions or investments. David is a trusted adviser to dozens of boards and executive teams across a range of industries, including technology, health care, industrials, e-commerce and mining. David is a member of Automic Group’s senior leadership team, and serves as its Chief Compliance Officer across the company secretarial, legal, registry and governance divisions.

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David Hwang

David Hwang

Chief Compliance Officer

  • Legal and company secretarial expertise
  • ASX listings and compliance specialist
  • Works across multiple Automic Group divisions
David Hwang

David Hwang

Chief Compliance Officer

  • Legal and company secretarial expertise
  • ASX listings and compliance specialist
  • Works across multiple Automic Group divisions
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.

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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

National Head of Client Services

  • 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

National Head of Client Services

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

Jon Cooper

National Head of Client Services

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