The Waratah Select Mortgage Fund is managed by Shakespeare Haney Securities Limited (SHSL), who act as the responsible entity of the Fund in accordance with the provisions of the Corporations Act.

SHSL and its predecessors have a long history in the Funds management business spanning almost 40 years. The company holds Australian Financial Services Licence No 226348, issued by the Australian Securities and Investments Commission.

The company has also expanded into the Sydney market, setting up office in the heart of the CBD. Chairman John Haney says the move is an acknowledgement that much of the company's recent growth has come from Sydney investors.

The directors attribute much of the company's stability to the continuity of personnel, with 5 of the key members of staff having accumulated more than 100 years of service between them.

The directors also take great pride in the fact that some of their investors have been investing with them for more than 30 years.

Shakespeare Haney's directors and staff have an extensive range of experience and expertise, as is demonstrated by the following brief personal profiles:

John Haney (Director)
John Haney is Chairman of Shakespeare Haney. Mr Haney has over 30 years’ experience in operating and managing the provision of mortgage finance. He has played an essential role in the successful growth and development of the extensive property finance business.

Mr Haney is also a solicitor of the Supreme Court of Queensland and New South Wales.

John Haney brings to Shakespeare Haney Securities Limited his wealth of considerable experience in mortgage finance and his specialist knowledge in the administration and management of the Fund.

David Williams (Director)
David Williams is a director of Shakespeare Haney and heads the mortgage management and operations of the company.

David Williams has a Bachelor of Laws from the Queensland University of Technology and is a Solicitor of the Supreme Court of Queensland and of the High Court of Australia. Mr Williams has completed a Certificate of Financial Planning Principles and Practice with the Securities Institute of Australia, is the secretary/treasurer of the Mortgage Managers Association (Qld) Inc. and an associate of the Securities Institute of Australia.

Mr Williams has over 23 years’ experience in mortgage and securities work. Of particular benefit to us is his experience in analysing mortgage defaults and taking appropriate and timely action to protect investments.

David Williams has completed a Diploma of Mortgage Lending with the Securities Institute of Australia, which included the following modules:
• Mortgage Lending Law;
• The Mortgage Industry;
• Processing and Managing Mortgage Loans;
• Mortgage Lending Financial Statements;
• Mortgage Credit Analysis; and
• Mortgage Funding and Risk Management.

Gina Sly (Mortgage Manager)
Gina Sly is Shakespeare Haney’s mortgage manager. She has over 16 years’ banking and finance experience and specialises in all facets of property finance. She has worked specifically within the development finance divisions of 2 major banks. Her expertise is in credit analysis, financial and cash flows analysis and security evaluation.

Gina Sly has a Bachelor of Business in Accounting and a Certificate of Financial Planning, Principles and Practice with the Securities Institute of Australia.

Nick Haney (Finance Manager)
With over 8 years experience working for SHSL and overseeing more than $500M in property transactions Nick brings a wide range of skills to all property types. Nick has established contacts throughout Australia most notably in Sydney and South East Queensland.

Nick has completed a Diploma of Mortgage Lending as well as a Masters degree in Urban Development and Sustainability at Bond University and has also obtained his real estate registration through the REIQ.

Nick has forged many relationships with key players in all aspects of the funds management and real estate fields which is vital to realising the full potential of property in today's challenging property and finance industries.

Business Administration
Tania Lowe, Angela Davis and Bernadette Smith operate the business administration and between them have over 54 years combined experience with Shakespeare Haney and its predecessors.

Sydney Office – Jim Cameron (Manager)
An experienced property industry figure, Jim brings to Shakespeare Haney a broad range of skills acquired during a 40-year career in NSW and Queensland, both as a developer and in the provision of development finance. Having been a borrower of Shakespeare Haney for more than 20 years, Jim has a thorough understanding of the company’s lending criteria and procedures.

Jim’s extensive building industry knowledge and his experience in dealing with planning and approval processes and local authorities have proved invaluable to the NSW operation.

The company’s presence in Sydney has been well received and lifts our profile in the city where we have been conducting business for around two decades.