About us

Fixed returns.
Personal service.
Proven performance.

Established in 2005, Millbrook Group has a proven track record of delivering attractive returns for investors and co-investing in investment opportunities. With a genuine focus on building personal relationships, we consistently deliver on our core values of trust, integrity, innovation and teamwork. We have never lost any of our investor funds, because we treat them as carefully as we would our own.

Core values

Going beyond to build relationships; fostering close ties with our clients.

Integrity

Treating every investor like a family member ensures we remain true to our focus on integrity and transparency.

Trust

Long-standing relationships with investors and borrowers alike, we have spent over 15 years building these relationships, combined with proven performance.

Teamwork

Our team has decades of local and international experience and by working together we deliver the best results.

Innovation

Consistently reviewing and introducing new technologies and upgrades where needed keeps our business innovative.

One of the secrets of success in business is in finding true partners to explore new opportunities; partners who share common ethical practice, seek similar opportunities and who share in the rewards. Millbrook has been all of that over our journey.

Mark Berry

Our team

Our people are a diverse and experienced team of experts.

David Lyall

Managing Director

David Lyall

Managing Director

Founder and Managing Director of Millbrook Group, David Lyall is highly experienced and respected in the non-bank lending industry. Since 2007, Millbrook Group has been providing a fixed income to its investors, with a key focus on building long term relationships, founded by a mutual trust.

David holds a Bachelor of Law from the University of Canterbury in New Zealand and is a Responsible Officer for both the Millbrook Income Fund and the Millbrook Credit Fund.

P: 03 8663 1802
E: davidl@millbrookgroup.com.au

Image of Andrew Slattery

Andrew Slattery

Head of Investments

Image of Andrew Slattery

Andrew Slattery

Head of Investments

Andrew Slattery has over 15 years of experience in the financial services sector with expertise in private banking, relationship management, credit structuring and investment management. He has held senior roles at leading firms NAB Private Wealth and ANZ Private. Andrew started his banking career at Citigroup in their Global Transactions business.

He holds a Bachelor of Commerce (Accounting & Finance), Graduate Diploma of Banking & Finance, Diploma in Financial Planning and Chartered Banker status.

M: 0424 095 586
E: andrews@millbrookgroup.com.au

Image of Peter Mill

Peter Mill

Head of Distribution

Image of Peter Mill

Peter Mill

Head of Distribution

With over 20 years professional experience in distribution and strategic management roles at APN, AXA, ING and boutique Managers, Peter has a deep understanding of the Australian and APAC wealth management markets. He has developed extensive relationships with key market participants, including private wealth advisory groups, researchers, asset consultants, platforms, advisers and investors.

M: 0409 209 036
E: peterm@millbrookgroup.com.au

 

Opal Brooks

Head of Finance

Opal Brooks

Head of Finance

Opal has over 20 years’ experience in corporate accounting, financial services, Big 4 consultancy, and FMCG industries. This includes working with KPMG, EY and Citibank.

Opal has overall responsibility for managing the finance function of Millbrook, taxation and regulatory compliance, operational risk management as well the Group’s statutory and secretarial functions.

She is a Fellow with the Association of chartered Certified Accountants (UK), holds an MBA and is a member of CPA Australia and has a Diploma in Financial Planning.

P: 03 8663 1807
E: opalb@millbrookgroup.com.au

Colin Robinson

Head of Credit

Colin Robinson

Head of Credit

Colin Robinson has in excess of thirty years’ senior leadership experience in the Australian property finance sector, both from a major bank and mortgage fund background.

He has been the National Head of a major Bank’s Commercial property lending division, and General Manager of a Mezzanine Mortgage Fund business in addition to direct property roles.

He holds a Bachelor of Economics, is a Fellow of Finsia; and is a Graduate of the Australian Institute of Company Directors.

P: 03 8663 1804
E: colinr@millbrookgroup.com.au

Geoffrey Werner

Compliance Officer

Geoffrey Werner

Compliance Officer

With over 35 years’ experience in the Banking and Finance industry with two major Banks where he held many senior management positions Geoffrey has a wealth of knowledge and experience in loan and security management, processes and compliance.

Geoffrey has been with the Fund since 2010 and is the Chairperson of the external Compliance Committee. He has previously been a non-executive Director, Internal Member and Chairperson of the Compliance Committee.

P: 03 8663 1811
E: geoffw@millbrookgroup.com.au

Image of Beatriz Marchueta

Beatriz Marchueta

National Investment Manager

Rushil Sodhi Anand

Finance Manager

George Lyall

Business Development Manager

Caine White

Mortgage Manager

Melanie Carr

Investor Administrator

Andrew Christensen

Senior Credit Analyst

Kathy Chen

Company Accountant

Brendan White

Investor Administrator

Thomas Robinson

Credit Analyst