Our Services

Registry Services

Our smart tech solution ensures security and accuracy of data, minimises manual administration and delivers the best share registry experience in the Australian market for all listed and unlisted entities and their shareholders.

Next-Generation Technology

Innovative & Intuitive

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

Automation & Accuracy

Our automated technology eliminates the risk of human error, flagging all potential inaccuracies for manual review. With our smart technology you can manage data effectively with integrated controls, checks and balances.

Scalable & Secure

We take the storage and security of third-party data extremely seriously. Clients’ data is securely housed in the cloud, protected through the most advanced levels of multi-layer encryption currently available worldwide. Being cloud based means we can maintain ultra-fast operating speeds so you experience undisrupted services and have real-time access to your data.

Quality

Our specialist in-house team develops all our technology using agile development principles. What does this mean for you? Our team works to code sprints that lead to enhancements and functionality extensions every three weeks. This methodology allows us to continually improve in direct response to your feedback.

Our Core Foundations Ensure Successful Delivery for Our Clients

Certified Quality

Certified Quality

Automic is the only registry provider in Australia that maintains the ISO 9001: 2015 accreditation. Because ISO 9001 is an internationally recognised standard, you can have the peace of mind of knowing we have a safe, reliable and secure system, coupled with robust and ethical business practices.

Dedicated Client Service

Dedicated Client Service

Our people are passionate, highly committed industry experts. Our corporate mission is to help all listed and unlisted entities to accelerate growth and consolidate their success. Honesty and integrity are at the core of our values, while our team's skills are focussed on delivering timely counsel and knowledgeable support to your team and your shareholders.

Trusted Execution

Trusted Execution

Our highest priority is the delivery of services to our clients. To demonstrate this commitment, we’ve developed a performance monitoring system that allows us to track our ongoing performance against each client’s tailored Service Level Agreement (SLA). In our most recent customer satisfaction survey, 73% of respondents rated our service as ‘excellent’.

Leading the Industry in Tech

Automic Group currently has the premium registry platform in the Australian market. In designing this platform from the ground up, our vision was to build a registry experience that would exceed client and shareholder expectations on every level. Using the latest agile software development methods and technologies, as well as leveraging the multiple advantages of cloud hosting via Amazon Web Services, we created a scalable and resilient share registries platform.

Switching Your Share Register to Automic is Simple

The process of moving your share register is much easier than you might expect. On average, we transition several clients’ registries each week.

We provide a dedicated client manager from our team to support you through all the necessary steps and administration involved. This includes communications with your incumbent registrar and your shareholders, and notices to the ASX and ASIC.

The actual data migration takes a mere 15 minutes; however, we will reconcile then test the information to check that everything reconciles and that the data input is accurate.

Switching Your Share Register to Automic is Simple

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.

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 the Chief Compliance Officer at Automic Group and a Senior Associate of Automic Legal. He 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 compliance matters that are commonly considered by the Boards of unlisted 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 senior management across a range of industries, including technology, health care, industrials, e-commerce and mining. David is a leader within the company secretarial, governance and registry practices at Automic Group to ensure that it delivers the highest possible level of corporate compliance for its clients.

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.

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
  • National Head of Client Services at Automic Group
  • 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.

Jon Cooper

Jon Cooper

National Head of Client Services

  • 17 years’ financial services experience
  • National Head of Client Services at Automic Group
  • Focus on service standards
Jon Cooper

Jon Cooper

National Head of Client Services

  • 17 years’ financial services experience
  • National Head of Client Services at Automic Group
  • Focus on service standards
Eric Merven

Eric Merven

Senior Executive, Client Services

  • Financial services specialist
  • 15 years’ experience
  • Customer service driven

Eric comes from a Financial services background, with 14 years working within the superannuation industry. His remit included developing investment menus for a Big 4 investment platform, including client relationship management with all associated fund managers and key management personal. Prior to this Eric gained experience processing investment instructions, especially working with rebates and dividend payments within the investment platform business.

Eric Merven

Eric Merven

Senior Executive, Client Services

  • Financial services specialist
  • 15 years’ experience
  • Customer service driven
Eric Merven

Eric Merven

Senior Executive, Client Services

  • Financial services specialist
  • 15 years’ experience
  • Customer service driven
Ebony Caldow

Ebony Caldow

Senior Executive, Client Services

  • Worked in banking and finance since 2005
  • Experience across areas of wealth management, stockbroking, insurance, lending and registry
  • Client focused service delivery

Ebony has worked within the banking and financial services industry since 2005. Ebony has worked in client relationship/business development roles across multiple areas including stockbroking, wealth management, insurance and lending.

Ebony Caldow

Ebony Caldow

Senior Executive, Client Services

  • Worked in banking and finance since 2005
  • Experience across areas of wealth management, stockbroking, insurance, lending and registry
  • Client focused service delivery
Ebony Caldow

Ebony Caldow

Senior Executive, Client Services

  • Worked in banking and finance since 2005
  • Experience across areas of wealth management, stockbroking, insurance, lending and registry
  • Client focused service delivery
Teresa Lee-Antonas

Teresa Lee-Antonas

Senior Executive, Client Services

  • Client Services
  • Over 20 years’ experience in financial services
  • Specialising in wealth management client service, fund administration and investment operations

Teresa has over 20 years’ experience in the financial services industry covering wealth management client service, fund administration and investment operations across major global hedge fund administrators, fund managers and custodians working in both middle office and back-office environments. Prior to Automic, Teresa worked for 5 years within private wealth management as the Client Service Manager servicing high net worth clients and as the Operations Manager overseeing the operations on our inhouse endowment fund.

Teresa Lee-Antonas

Teresa Lee-Antonas

Senior Executive, Client Services

  • Client Services
  • Over 20 years’ experience in financial services
  • Specialising in wealth management client service, fund administration and investment operations
Teresa Lee-Antonas

Teresa Lee-Antonas

Senior Executive, Client Services

  • Client Services
  • Over 20 years’ experience in financial services
  • Specialising in wealth management client service, fund administration and investment operations

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