IndiEnergy

People

Joe Procter

Joe Procter

Managing Director – BBus (Acc), GDip (AIC), Dip & OM (AICD), MBA (Fin and Strategic Mgt)

Joe is the founder of IndiEnergy in 2007 who has led a number of transactions including strategy, capital raising, resource negotiation and private equity. The team has gradually built IndiEnergy into a company that represents Indigenous and mainstream clients in a range of resource related activities throughout Australia. Previously held positions at Carnegie Wylie investment bank (4yrs) and Woodside Petroleum (6yrs). Dux for Strategic Management at University of Western Australia Master of Business Administration and Order of Merit for Australia Institute of Company Directors.

Roger Allen

Roger Allen AM

Roger Allen, director and co-founder of Allen & Buckeridge, has over thirty years as a chief executive of a major Australian IT services company with worldwide operations, then 13 years as an active investor in private companies in the technology industries. Previously deputy chairman of Austrade, chairman of the Australian Information Industries Association, vice-president of the Asia-Pacific industry organisation, member for two advisory councils to the Prime Minister and has chaired state advisory boards in both NSW and Victoria. He received the two major industry awards; in 2007 the Pearcey Medal for Lifetime Achievement in recognition for his outstanding contribution to the ICT industry and in 2009 the CSIRO Tony Benson award for Individual Achievement in the ICT Industry. In 2011 Roger received an Order of Australia Honour (AM) for his services to the information technology sector through leadership roles, venture capital investment and professional development and in recognition of his support of the Indigenous community and philanthropic interests.

Charles Morgan

Charles Morgan

Mr. Morgan is a resources and technology strategist who has successfully identified emerging international opportunities and acquired large, early stage and strategic positions in a wide range of ventures around the globe. Mr Morgan has founded and seed invested a number of oil and gas companies including Alcyone Resources Limited, Grand Gulf Energy and Tamaska Oil and Gas and technology companies including Sensear and ITC Global. He also holds numerous private interests in petroleum, hard rock and technology companies and projects in Australia, North America and Europe. He was previously Chair of the WA State Science and Innovation Council and TIAC. He is a philanthropist involved in genomics research and the various WA University Innovation competitions as judge and sponsor.

Sean Cortis

Sean Cortis

Sean has over 30 years of practice experience with specialised skills in taxation, estate and succession planning, business advisory and family office services. Sean’s passion is advising families and their businesses. He balances soft skills on family issues with incisive decision-making on business strategy. Sean’s strong tax and business advisory capability has led to his involvement in a number of innovative consulting and corporate advisory assignments, such as public listings, business sales, debt and equity raisings, valuations, mergers and acquisitions. Sean is an experienced meeting facilitator and is a current panellist for MBA sessions conducted by the Macquarie Graduate School of Management. Sean has worked with a number of prominent families, locally and overseas, on matters of family governance and structures, including the design and implementation of family office infrastructure. He is a recognised thought leader in the family office arena and regularly writes and presents on topics that are challenging for families. Sean was the keynote speaker at both the 2010 and 2012 Asian Family Office Forums in Singapore and presented at the first ever Family Office Summit in China. Sean co-founded the Chapman Eastway Charitable Foundation in 2012 to help facilitate strategic philanthropy initiatives within the firm’s network. He encourages active sponsorship by the firm of events which promote the role of philanthropy in the community. Sean is a member of the Institute of Chartered Accountants in Australia, a Chartered Tax Advisor and member of the Society of Tax and Estate Practitioners. He has a Bachelor of Commerce in Accounting from The University of New South Wales and has also been awarded a certificate in Fiduciary Governance from the Thunderbird School of Global Management. Sean also currently sits on the Board of Directors for Epilepsy Action Australia. Sean is an Authorised Representative (Number 438996) of AFSL 287730 which enables him to provide various financial services to wholesale clients.

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