Who are we?
Colonial Nominees Proprietary Limited trading as Kingfisher Capital Partners (as trustee of the Excelsior Discretionary Trust) (Kingfisher), is a family owned and operated investment advisory firm based in Melbourne, Australia.
We are devoted value investors, with our investment selection being based on fundamental market analysis. Our clients are classified as 'wholesale investors' under the Corporations Act.
Kingfisher is able to provide a range of investment, advisory and stockbroking execution services to individuals, superannuation funds, trusts, investment companies and other entities.
We provide advice on portfolios comprising of direct equities, as well as, listed property, fixed interest and cash.
We believe wealth preservation and enhancement needs to be carefully planned as our clients wish to leave an enduring legacy for the next generation. Consideration is given to strategies, structures and legal devices to achieve our client's specific investment objectives as well as asset protection.
Kingfisher works effectively with accountants, solicitors and other trusted professionals to assist in planning and security.
Mr. Ross A Illingworth, is the Executive Director and Responsible Officer of Kingfisher Capital Partners. Mr. Illingworth is a veteran of the investment industry with over 30 years of experience. He holds a Bachelor of Business from Deakin University [Victoria College] in Human Resources.
Professional memberships include:
- Graduate Member and Scholarship recipient of The Australian Institute of Company Directors course;
- Member Institute of Financial Professionals Australia (IFPA);
- Master Practitioner Member of the Stockbrokers and Investment Advisers Association (SIAA Me. 556463)
- Part-time member of the Financial Services and Credit Panel (FSCP).
Colonial Nominees Proprietary Limited and Mr. Illingworth are registered Tax Agents with the Tax Practitioners Board (Corporate registation No. 26189956 /Individual registration No. 26195458), limited to providing 'Tax (financial) advice services'.
Why the name 'Kingfisher'?
We admire the kingfisher's ability to survey and strike with precision - a behaviour exemplified by the world's most successful value investors.