About Dolphin Partners

Dolphin Partners was established in 2010 and holds an Australian Financial Securities Licence (AFSL) number 364512. We are authorised to provide financial product advice and deal in financial products.

Our advisers have extensive stock market experience and are available to assist you with your investment needs. We have access to a range of global and Australian independent research and investment opportunities and we offer clients the ability to deal in securities listed on the Australian Stock Exchange (ASX) and leading global stock exchanges such as NASDAQ.

Meet Our Team

Lewis Vassos

Managing Director

MeSIAA, DIP App Finance (SIA), PROF DIP STOCKBROKING SIAA, RG 146
Acc: Margin Lending (DEAKIN Prime/SAA)
Acc: Superannuation (RMIT)

Lewis commenced his stockbroking career in 1982 as an operator on the floor of the Melbourne Stock Exchange. Lewis specialises in high net worth clients, covering mining and industrial sectors. His experience also spans superannuation and wealth creating strategies as well as corporate placements, new issues and IPO opportunities. Lewis is a practitioner member of the Stockbrokers and Investment Advisors Association of Australia (SIAA). He is also authorised to provide personal advice after completing the Financial adviser exam.

Telephone: (03) 9982 8506
Email: lvassos@dolphinpartners.com.au

Darren Kerford

Director

B.BUS MONASH, MeSIAA, PROF DIP STOCKBROKING SIAA, RG 146
Acc: Margin Lending (DEAKIN Prime/SAA)
Acc: Superannuation (RMIT)

Darren commenced his career in 1988 and his stockbroking experience spans private clients, institutional and corporate advisory work. A specialist in portfolio management, covering high net worth individuals, family offices and self-managed superannuation funds. Darren’s expertise also extends to institutional dealing to local and offshore investment funds as well as corporate advice to ASX listed companies, IPO’s and raising capital. Darren is a practitioner member of the Stockbrokers and Investment Advisors Association of Australia (SIAA). He is also authorised to provide personal advice after completing the Financial adviser exam.

Telephone: (03) 9982 8505
Email: dkerford@dolphinpartners.com.au

Anthony Neasmith

Director

AfSAFAA, DIP FIN PLANNING DEAKIN, PROF DIP STOCKBROKING SIAA, RG 146
Acc: Margin Lending (DEAKIN Prime/SAA)
Acc: Superannuation (RMIT)

Tony commenced his career in the mid 1990’s and specialises in private client equity advising and education. His expertise extends to warrant and option markets and providing clients with access to market risk management tools, income producing and trading strategies. Tony is an Affiliate member of the Stockbrokers and Investment Advisors Association of Australia (SIAA). He offers clients a portfolio administration service (PAS) and is authorised to provide personal advice after completing the Financial adviser exam.

Telephone: (03) 9982 8501
Email: tneasmith@dolphinpartners.com.au

Evan Vassos

Equity Analyst

B.COM, MBA

Evan commenced in 2018 and has accumulated valuable experience in financial services and provides in depth analysis of macro trends, listed equities and initial public offering (IPO) opportunities.

He regularly attends and represents Dolphin Partners at ASX company meetings and presentations with senior management to evaluate investment opportunities. He is an active investor in ASX financial markets and Global markets such as NASDAQ. Evan has continued to identify unique investment opportunities for not only himself but for Dolphin Partners.

Evan holds a Bachelor of Commerce and a Master of Business Administration with Distinction from Monash University and RMIT University respectively.

Telephone: (03) 9982 8500
Email: evassos@dolphinpartners.com.au

Darren Light

Senior Client Adviser

BH-COM, RG 146
Acc: Margin Lending (DEAKIN Prime/SAA)
Acc: Superannuation (RMIT)

Darren commenced his stockbroking career in 1988 and specialises in identifying market opportunities with an emphasis on delivering short term trading strategies. Darren’s skills also extend to market trend identification and technical analysis. He is also authorised to provide personal advice after completing the Financial adviser exam. Darren holds a Bachelor of Commerce degree with honours. He is also authorised to provide personal advice after completing the Financial adviser exam.

Telephone: (03) 9982 8502
Email: dlight@dolphinpartners.com.au

George Maikousis

Senior Client Adviser

B.SC. GRAD DIP MGT, A.R.M.I.T., RG 146

George began his Stockbroking career at Johnson Taylor Melbourne in September 1987, just prior to the market Crash in October of the same year. That experience along with many others over the last 28 years leaves George with a wealth of market experience and knowledge. George moved from JT Melbourne (now Bell Potter Securities) in 2002 and joined Shaw and Partners until January 2015. He joined the Dolphin Partners team in February 2015. He specialises in ASX Blue Chip shares but also has a keen sense of value and a canny eye for undervalued situations. He brings to Dolphin Partners a broad range of stock market experience and his own loyal retail client base. He is also authorised to provide personal advice after completing the Financial adviser exam.

Telephone: (03) 9982 8503
Email: gmaikousis@dolphinpartners.com.au

Peter Clarke

Senior Client Adviser

B.COM – RG 146., AfSAFAA
Acc: Margin Lending (DEAKIN PRIME/SAA)

Peter brings to Dolphin Partners not only an expert knowledge in the mining and resource sector but an extensive and loyal client following. Initially joining the NAB in 1978 he specialised in retail portfolio and funds management. He then spent the next 20 years with ASX member firms such as May and Mellor, Lands Kirwan Tong and most recently Shaw, providing financial analysis with an emphasis on Institutional and Retail dealing services. Peter is an affiliate member of the Stockbrokers and Investment Advisers Association of Australia (SIAA). He currently services sophisticated investors and provides execution only services to private clients. Peter is not licensed to provide personal advice to retail clients.

Telephone: (03) 9982 8504
Email: pclarke@dolphinpartners.com.au

John Joglou

Senior Client Adviser

B. BUS, RG 146

John has been assisting clients accumulate and preserve their wealth since 2011, having commenced his career in Financial Services in 2004. John takes pride in getting to know his clients ambitions, discovering their goals, risk tolerance and priorities to provide appropriate investment advice. Focusing primarily on ASX 200 companies, John specialises in applying a combination of passive and active portfolio management tools and analysis to construct appropriate client portfolios. He offers clients a portfolio administration service (PAS) and is authorised to provide personal advice after completing the Financial adviser exam.

Telephone: (03) 9982 8500
Email: jjoglou@dolphinpartners.com.au

Mark Trent

Senior Client Adviser

RG 146

Mark started his career in November 1986 at Fred Thonemann & Co and was an operator on the floor of the Melbourne Stock Exchange. In the mid-nineties he transitioned into private client advising. He currently services sophisticated investors and provides execution only services to private clients. Mark is not licenced to provide personal advice to retail clients.

Telephone: (03) 9982 8508
Email: mtrent@dolphinpartners.com.au