AUSTRALIAN VALUERS CAPABILITY STATEMENT

Transcription

1 AUSTRALIAN VALUERS CAPABILITY STATEMENT 2015

2 CONTENTS SUMMARY SECTION ONE: COMPANY PROFILE 2 SECTION TWO: MAJOR CLIENTS 26 SECTION THREE: BANKING AND FINANCIAL INSTITUTIONS 27 SECTION FOUR: PROFESSIONAL INDEMNITY INSURANCE 28 SECTION FIVE: CONTACT DETAILS 28

3 SECTION ONE: COMPANY PROFILE INTRODUCTION Australian Valuers has been operating since 2009 and as previous entities over the past 20 years. OUR MISSION Discover property uncertainty and deliver Property Intelligence, every time. OUR MOTTO The Peak of Property Intelligence PRINCIPLES Serve with Honesty, Trust, Respect, Integrity and Loyalty. OFFICE LOCATIONS Brisbane Gold Coast Ipswich/Toowoomba Buderim Noosa Newcastle Page 2

4 SERVICE AREA Concentrating mainly in South East Queensland and for various Management Rights and Asset/Fair Value and Project appointments we extend nationwide and to the Pacific area. CLIENT SECTORS Institutional Community/Government Private Page 3

5 SOLUTIONS Property advice is provided for various purposes including; Asset Valuations Deceased Estates Dispute Resolution Building Insurance First Mortgage Security Pre-Purchase Advice Pre-Sale Advice Rent Reviews Financial Reporting Resumptions & Compensations Strata Insurance Taxation Stamp Duty Transfer Capital Gains Retrospective Family Law Litigation PROPERTY TYPES/ASSET SECTORS Commercial Going Concerns Industrial Management Rights Motels Residential Retail Rural Specialised Properties Project Development Page 4

6 TEAM PROFILE A strong expert team of 14 qualified property professionals covering most valuation disciplines/sectors and 5 support members with comprehensive capability. We provide strategic property-related advice involving approximately 10,000 assets annually. All Valuers employed by Australian Valuers are members of the Australian Property Institute and are registered with the Queensland Valuers Registration Board. All of our Valuation staff are fully system trained and have the right experience to provide Clients with a reliable solution to their property needs. We maintain an ongoing training program to ensure both our business service and staff develop. Industry training is provided in-house as well as via the Continuing Professional Development (CPD) programs offered by the Australian Property Institute. Page 5

7 RESIDENTIAL TEAM Suite 9/76 Wises Road, Buderim QLD 4556 P: M: Craig Smith AAPI, CPV Director Craig is a shareholding Director of Australian Valuers and has had over 13 years experience in the valuation industry. Craig currently holds both a Queensland and New South Wales registration and has also had over 7 years experience in providing valuation advice in Melbourne. He specialises in providing a wide range of residential and commercial property valuation services, including specialised facilities and leasing/rental advice. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 3309 New South Wales Registration Number VAL Education University of Queensland Bachelor of Business (Property Studies) Portfolio Work Linfox National Portfolio Department of Education Victoria Department of Housing Queensland Department of Communities Queensland Public Trustee Queensland Gloria Jeans Coffees Rental Advice Page 6

8 Experience Australian Valuers - Buderim November Current Valuer/Director Smith & Geyer Sunshine Coast March 2011 November 2014 Valuer/Director J.D Dodds Sunshine Coast November 2008 March 2011 Valuer/Director Charter Keck Cramer Melbourne October 2005 November 2008 Valuer Industrial, Commercial, Retail, Residential Armstrong Biggs Melbourne October 2001 October 2005 Valuer - Residential Herron Todd White Gold Coast March 2001 October 2001 Assistant Valuer Page 7

9 Paul Geyer AAPI, CPV Director Suite 76, CA8-10, 28 Eenie Creek Road, Noosaville QLD 4566 and 345 Ann Street, Brisbane. P: M: Paul is a Shareholding Director of Australian Valuers and has had over 17 years experience in the valuation industry. Paul currently holds a Queensland registration and has also had experience in providing valuation advice throughout Victoria and Queensland. Whilst Paul has gained extensive experience in a wide range of valuation disciplines, he specialises in prestige residential, industrial (including rental valuations), rural/residential, rural/lifestyle, tax depreciation schedules and various specialised projects. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 2861 Education University of Queensland Bachelor of Business (Property Studies) Kangaroo Point TAFE Diploma of Business Management Portfolio Work Brisbane City Council - Queensland Department of Housing Queensland Department of Communities Queensland Public Trustee Queensland Australia Post Victorian Statewide Asset Re-valuation Page 8

10 Experience Australian Valuers - Noosa November Current Valuer/Director Smith & Geyer Sunshine Coast March 2011 November 2014 Valuer/Director J.D Dodds Sunshine Coast November 2008 March 2011 Valuer/Director Herron Todd White Sunshine Coast October 2005 October 2008 Valuer Residential Charter Keck Cramer Melbourne March 2004 July 2005 Valuer Residential Anthony Cody & Associates Melbourne August 2001 March 2004 Assistant Valuer/Valuer Generalist Greg Jorgensen & Associates Brisbane January 2001 July 2001 Assistant Valuer John Logan & Associates Rockhampton March 1999 December 2000 Assistant Valuer Page 9

11 Suite 9/76 Wises Road, Buderim QLD 4556 P: M: Justin Becker AAPI, CPV Valuer Justin originally joined the Smith & Geyer team in January 2011 as an Assistant Valuer and has recently received his Certified Practicing Valuer (CPV) status in Queensland. Justin specialises within the residential (south Sunshine Coast) market and small commercial/industrial assets under $500,000. Justin brings a willingness to learn, together with reliability and discipline to our team. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number Education University of The Sunshine Coast Bachelor of Property Economics and Development Experience Australian Valuers Brisbane Jan 2015 Current Valuer JD Dodds/Smith and Geyer Property Valuers - Sunshine Coast Jan Assistant Valuer Page 10

12 Nathan Cobb AAPI, CPV Level 4, 345 Ann Street Brisbane City QLD 4000 P: M: Nathan has been with Australian Valuers since early-2014 and is a with extensive experience in residential valuations. Nathan is a registered property valuer in QLD & NSW and was a Shareholding Director of the HTW Gold Coast office and Residential Manager for approximately 6 years. Nathan specialises in providing residential & rural residential valuations for both mortgage & non-mortgage purposes throughout Brisbane. Qualifications Education Experience AAPI, Certified Practising Valuer Queensland Registration Number 2632 NSW Registration Number Queensland University of Technology Bachelor of Applied Science (Property Economics) Australian Valuers - Brisbane Current HTW Sunshine Coast HTW Gold Coast Director HTW Gold Coast Assistant Valuer Page 11

13 Level 4, 345 Ann Street Brisbane City QLD 4000 P: M: Jason Hegarty AAPI, CPV Jason has been with Australian Valuers since July 2015 and holds registrations in both Queensland and New Zealand. Jason specialises in residential and rural lifestyle properties on the south side of Brisbane and the Gold Coast. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 2700 New Zealand Registration Number Education University of Queensland Bachelor of Business (Property Studies) Experience Contract Valuer Current Australian Valuation Office Valuer Page 12

14 Ray Allsop AAPI, CPV Suite 210, 15 Albert Avenue Broadbeach QLD 4218 P: M: Ray Allsop has worked in the property industry since the early 1970 s. During his career he has been engaged by major listed corporations and private enterprise. His clients have included local and international banks, government bodies and large private corporations. During that time he has been involved with numerous industry bodies and also lectured in property at various tertiary institutions. His experience has encompassed property and project management, property sales and leasing and for the past 20 years has been in private valuation practice on the Gold Coast. His current expertise is in prestige residential property. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 1842 Education Real Estate Institute of NSW Valuation Practice Diploma Page 13

15 Experience Contract Valuer Gold Coast 2011-Current PRP National Valuers Gold Coast Self Employed Gold Coast Developer RS Melloy Valuers Gold Coast Valuer Stanton Hillier Parker Sydney Commercial Sales Associate Aust-Wide Property Trusts Sydney National Portfolio Manager Peter Howarth and Associates - Sydney Retail Shopping Centre Manager Craig Miller and Associates Residential Property Manager and Trainee Valuer Page 14

16 Daniel Lewis AAPI, CPV 27 Brunker Road Adamstown NSW 2289 P: M: Daniel has been with Australian Valuers since March 2015 and has had over 10 years experience in the valuation industry. Daniel has previously held both regional and state level management roles prior to joining Australian Valuers. Daniel conducts a mix of residential, commercial and rural valuations generally within the Sydney, Newcastle, Maitland and NSW Mid North Coast region. His experience also extends to Government and non-government portfolio assessments and bulk project management. Qualifications AAPI, Certified Practising Valuer NSW Registration Number VAL Queensland Registration Number Education University of South Australia Masters in Business (Property) Post Graduate Diploma in Property Experience Australian Valuers - Newcastle March Current CBRE Residential - Newcastle CBRE Residential Sunshine Coast Valuation Manager - Residential WBP Property Group South East QLD QLD State Manager Page 15

17 Andrew Hood AAPI, CPV 27 Brunker Road Adamstown NSW 2289 P: M: Andrew has had 22 years experience within the valuation industry. Andrew specialises in a mix of residential and rural valuations, land tax valuations, expert witness and compulsory acquisitions generally within the Greater Taree, Dungog, Newcastle and Port Macquarie regions. Qualifications AAPI, Certified Practising Valuer NSW Registration Number Education University of Western Sydney Bachelor of Business (Land Economy) Experience Contract Valuer Current Valuer General - NSW Page 16

18 Desmond O Loughlin AAPI, CPV 27 Brunker Road Adamstown NSW 2289 P: M: Desmond has 36 years experience within the valuation industry. Desmond specialises in providing a mix of residential, commercial and rural valuations generally within the Newcastle, Maitland and NSW Central Coast regions. Qualifications FAPI, Certified Practising Valuer New South Wales Registration Number 1766 Education Certificate of Real Estate and Valuation Practice Certificate of Qualification as Local Government Valuer Associate Professional Certificate in Expert Evidence Experience Contract Valuer Current Page 17

19 NON RESIDENTIAL TEAM Level 4, 345 Ann Street Brisbane City QLD 4000 P: M: Greg Jorgensen AAPI, CPV Manager (Management Rights) Greg is the former Managing Director of Australian Valuers and commenced his valuation career in Greg is a registered property valuer in both QLD & NSW and has been running his own valuation practice since Greg specialises in providing Management Rights valuations, together with Resumption & Litigation advice throughout south east QLD and beyond. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 1474 NSW Registration Number 2671 Education University of Queensland Diploma of Business (Real Estate Valuation) Portfolio Work Department of Housing Queensland South Eastern Busway Extension Project Springwood to Loganholme Springwood to Loganholme Motorway Widening Project Sherbrooke Road Doolandella Intersection Upgrade Former Milton Tennis Centre Acquisition North-South Tunnel (Clem 7) Volumetric Resumptions Project Airport Link Tunnel Volumetric Resumptions Project Page 18

20 Experience Australian Valuers - Brisbane November Current Manager (Management Rights) Australian Valuers - Brisbane 2009 November 2014 Managing Director Ray White Valuers (QLD) - Brisbane Managing Director Jorgensens Property Valuers - Brisbane Managing Director Taylor Byrne - Brisbane Ray White Commercial (QLD) Pty Ltd - Brisbane Richard Ellis Ray White (QLD) Pty Ltd - Sydney Valuer Page 19

21 Level 4, 345 Ann Street Brisbane City QLD 4000 P: M: Alison Sun AAPI, CPV Alison has been with Australian Valuers since 2006 and is a with extensive experience in Management Rights. Alison is a registered property valuer in both QLD and NSW. Alison specialises in providing Management Rights valuations along the eastern seaboard of Australia; however focuses on Brisbane, Sydney & North QLD. In addition Alison has worked with Greg Jorgensen on various resumptions, management projects and large scale management rights. Qualifications Education Experience AAPI, Certified Practising Valuer Queensland Registration Number 3053 NSW Registration Number 6828 University of Technology Sydney Master of Property Development Advanced Diploma of Property (Valuation) Diploma of Business ( Real Estate Management) Australian Valuers Current Higgins Valuers Pty Ltd Valuer Page 20

22 Suite 210, 15 Albert Avenue Broadbeach QLD 4218 P: M: Jeremy Rutledge AAPI, CPV Jeremy has been with Australian Valuers since 2005 and is a with extensive experience in a wide variety of asset classes. Jeremy is a registered property valuer in both QLD and NSW. Jeremy specialises in providing Resumption & Compensation valuations for State/Local Government & private land owners mainly within Northern NSW & south east QLD. In addition Jeremy undertakes a wide range of residential & commercial valuations within his local area of northern NSW & the Gold Coast. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 2358 NSW Registration Number 6413 Education University of Queensland Bachelor of Business (Property Studies) Graduate Diploma of Applied Finance & Investment Page 21

23 Experience Australian Valuers Gold Coast Current National Property Valuers Valuer King Property Valuations Valuer Queensland Investment Corporation - Brisbane 2001 Valuer Jones Lang Lasalle (JLL) - Brisbane Valuer Corbetts Valuers - Brisbane Valuer Page 22

24 Claudine Overton AAPI, CPV Suite 210, 15 Albert Avenue Broadbeach QLD 4218 P: M: Claudine has been with Australian Valuers since December 2014 and is a with extensive experience in Management Rights valuations. Claudine is a registered property valuer in QLD. Claudine specialises in providing Management Rights valuations on the Gold Coast. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 3196 NSW Registration Number VAL Education Queensland University of Technology Bachelor of Business Management (Real Estate & Development) Experience Australian Valuers Gold Coast December Current CBRE Gold Coast July 2009 December 2014 Colliers International Gold Coast September 2007 July 2009 Assistant Valuer/Valuer CBRE Gold Coast September 2006 September 2007 Assistant Valuer Australian Valuation Office (AVO) January 2005 September 2006 Assistant Valuer Page 23

25 Level 4, 345 Ann Street Brisbane City QLD 4000 P: M: Alex McCowan AAPI, CPV Alex has been with Australian Valuers since November 2014 and is a Valuer with extensive experience in Commercial, Management Rights, Motels & Boarding Houses. Alex is a registered property valuer in QLD. Alex specialises in providing a mix of Commercial valuations within Brisbane and Management Rights valuations on the Sunshine Coast. Qualifications AAPI, Certified Practising Valuer Queensland Registration Number 2722 Education University of Queensland Bachelor of Applied Science (Property Economics) Experience Australian Valuers - Brisbane November Current Australian Valuers - Brisbane Rushtons/AssetVal - Brisbane Madden Hill/Landmark White Sunshine Coast Valuer Page 24

26 Our Brand: The Peak of Property Intelligence Page 25

27 SECTION TWO: MAJOR CLIENTS Government Semi Government Private Brisbane City Council Endeavour Charities Department of Communities Department of Transport and Main Roads Public Trustee Queensland Rail Telikom PNG Unity Water Solomon Islands Port Authority Accor Hotels National/Queensland Affordable Housing Consortium Department of Environment & Resource Management Queensland Police Page 26

28 SECTION THREE: Banking and Financial Institutions ANZ Bank Commonwealth Bank Westpac Bank National Australia Bank Bank of Western Australia Macquarie Bank Limited Suncorp Bank Bank of Queensland Bendigo Bank Widebay Australia All CUSCAL Member Credit Unions Foresters Community Finance Resimac Page 27

29 SECTION FOUR: PROFESSIONAL INDEMNITY INSURANCE A Lloyds Syndicate named Woodina Underwriting Agency provides our annual Professional Indemnity Insurance cover. A summary of the current policy is as follows:- Commencement Date: 13 October 2014 Expiry Date: 13 October 2015 Coverage: AUD $5,500,000 in any one claim AUD $11,000,000 in the aggregate A copy of our Certificate of Currency follows: Page 28

30 SECTION FIVE: CONTACT DETAILS Australian Valuers Telephone: Facsimile: (07) Website: australianvaluers.com.au Physical Address: Level 4, 345 Ann Street Brisbane QLD 4000 Postal Address: PO Box Adelaide Street Post Office Brisbane QLD 4001 Australian Valuers ABN: ACN: E: Page 29