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 small to mid-cap ASX listed companies 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 small to mid-cap companies 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

Alistair McKeough

Alistair McKeough

Principal Corporate Governance

Alistair specialises in complex commercial matters that require careful strategic planning. An experienced commercial litigator with an outstanding record of success in contested litigation, Alistair also applies his exceptional black letter knowledge and analytical skills in transactional work. Alistair is known for his ability to cut through to the real issues and for giving clear and concise advice. Alistair is regularly engaged in matters involving serious risk to personal and corporate reputations and he has extensive experience in media sensitive matters. Alistair has served as Company Secretary to several ASX Listed companies and is a member of the University of New South Wales Law Advisory Council.

Blake Stelzer

Blake Stelzer

Chief Operating Officer

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.

Anne Nguyen

Anne Nguyen

Senior Client Experience Manager

Ann has worked within the share registry industry for over 10 years and worked within multiple areas, including processing, investor communications and client services. Ann has serviced a diverse group of clients from ASX20 to other listed entities, including several LIC’s such as Clime Capital, Magellan and Cadence Capital.

Jon Cooper

Jon Cooper

Head of WA Operations

Jon has worked within the share registry industry for over 5 years and worked within multiple areas, including processing, investor communications and client services. 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.

Sam Horner

Sam Horner

Senior Executive Client Services

Sam’s background spans a decade of investment, trading and third party financial market education. His specialism is the listed small to mid-cap space, specifically targeting technology, mining, energy and base metals exploration companies. Sam has a keen understanding of the need to service clients in a manner that delivers value and enables growth. Prior to this, Sam was head of Peloton Capital’s Shareholder Services division, delivering a number of successful retail-based capital raisings. Sam advised Directors on timing of corporate actions, conducted research and led Investor Relations initiatives.

Eric Merven

Eric Merven

Senior Executive Client Services

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.

Ebony Caldow

Ebony Caldow

Senior Executive Client Services

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.

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