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ESOP Consultants: Providing Professional Advice

This page provides information on employee share plan consulting and a list of consultants with expertise in Employee Share Ownership Plans (ESOPs) who would be happy to assist you in the design and / or implementation of your employee  share or equity compensation arrangements - see our Policy Statement on ESOP Consultants .

For more answers on "Seeking Professional Guidance", including "Choosing a Consultant" and "Ethics and the ESOP Practitioner", see the ESOP Forum on these topics at "Membership Questions" .

For pointers on setting up an ESOP, see the ESOP Forum "Going Ahead With Your ESOP" . Also, view the "ESOP Guidelines" page to consider the Industry Working Party approved guidelines for implementing and managing an ESOP in listed companies. For more information on employee equity in smaller businesses, see our resources page "Private Company ESOPs".  For issues on the topic of employee engagement, involvement and participation, see the "Employee Involvement" page. 

For access to the Australian Government web-sites providing information on ESOP tax laws and provisions, go to our "Links" page.  

ESOP Consultants

Consultancy Name

Contact Person

Contact Details

AEOA Member

 Bay Legal  Tim Mitchell Suite 2, 319 Malabar Road
South Coogee, NSW, 2034 

Tel: (02) 9344 0682

 Yes
Brash Solutions Pty Ltd Dr Nicholas Brash

2 Denistoun Avenue, Mt Eliza, Victoria, 3930

Tel: (03) 9787 0927
Fax: (03) 9012 4111   

Email: nickbrash@brashsolutions.com.au 

Web-site: www.brashsolutions.com.au

 Yes
CRA Plan Managers Ian S Crichton

Level 11, 99 York St
Sydney, NSW 2000 

Tel: (02) 9299 5677
Fax: (02) 9299 3677 

Email: ian@remadvisors.com.au 

Website: www.remadvisors.com.au

 Yes

Equity Strategies Pty Ltd

Edward Wright

Level 5, 350 George St
Sydney, NSW 2000 

Tel: (02) 9226 4200 

Email: ewright@equitystrategies.com.au

Web-site: www.equitystrategies.com.au

 Yes
Martin Consulting Malcolm Martin

Level 11, 99 York St
Sydney, NSW 2000 

Tel: 041 113 622 

Email: martinsydney1@optusnet.com.au

 Yes
 Mastertek Pty Ltd  Jamie Anderson

Level 12, 139 Macquarie Street, Sydney, NSW, 2000.

Tel: 8224 8477.

Email: jamie.anderson@mastertek.com.au.

Web-site: www.mastertek.com.au

 Yes
The Mercury Centre Co-operative Ltd Alan Greig Director, Ownership Strategies

GPO Box 4825, Sydney, NSW, 2001

Tel: (02) 9817 8586
Fax: (02) 9816 2241 

Email: alan.greig@mercury.org.au

Web-site: www.mercury.org.au

 Yes
Mybridge Corporate Business Strategies

Gary Delbridge

Level 13, K Tower, 269 Wickham St   Fortitude Valley Queensland 4006

PO Box 207 Fortitude Valley Qld 4006

Tel: (07) 3257 7759
Fax: (07) 3252 4951 

Email: gary@mybridge.com.au

Web-site: www.mybridge.com.au

 Yes

Owen Thomas and Associates Pty Ltd Owen Thomas

PO Box 315, St Leonards, NSW, 2065

Tel: (02) 9460 6530
Fax: (02) 9460 8845 

email: owen@owenthomas.com.au

web-site: www.owenthomas.com.au

 Yes
Remuneration Strategies Group John K Day

Level 4, 'The Cashmore'
302 Collins Street,
Melbourne VIC 3000 

Tel: (03) 9650 6599
Fax: (03) 9650 5788

Email: admin@remstrategy.com

Website: www.remstrategy.com

 Yes
 Succession Plus  Craig West

PO Box 100,                                            Oatley, NSW, 2223

Tel: 1300 665 473                                   Fax: 1300 665 475

Email: cwest@successionplus.com.au

Website: www.successionplus.com.au

 Yes

ESOP Facilitators*

Consultancy Name

Contact Person

Contact Details

AEOA Member

 CoSolve Pty Ltd Clive Thompson

32 Parkes Road,                         Collaroy, NSW, 2097

email: office@cosolve.com.au

Web-site: www.cosolve.com.au

 Yes

 * "ESOP Facilitators" facilitate consultation between stakeholders over ESOP initiatives.

 

The Australian Employee Ownership Association understands that the consultants listed above are specialists and practitioners with experience advising on various aspects of employee share plans and facilitating employee share ownership, but takes no responsibility for referrals to consultants listed above. The details provided are those provided to the Association by each individual consultant. The Association endeavours to keep these details updated but is reliant on each consultant to inform it of changes as they arise.


 

 
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