LB

Lorraine Berends

Spheria Emerging Companies Limited | Non-Executive Director
Ms Berends has worked in the financial services industry for over 40 years and has experience in both investment management and superannuation. Before moving to a non executive career in 2014, she worked for 15 years with US based investment manager Marvin & Palmer Associates. She contributed to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association for 13 years and the Association of Superannuation Funds Australia. She has been awarded Life Membership of both the CIMA Society and ASFA.

Companies and Roles

Company
Title
Tenure
Since
SEC
SEC
Spheria Emerging Companies Limited
  • Non-Executive Director
8yrs, 10mthSep 2017
PL8
PL8
Plato Income Maximiser Limited
  • Non-Executive Director
9yrs, 4mthFeb 2017
HM1
HM1
Hearts and Minds Investments Limited
  • Non-Executive Director
7yrs, 9mthSep 2018
PNI
PNI
Pinnacle Investment Management Group Limited
  • Non-Executive Director
7yrs, 10mthSep 2018

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
HM1
HM1
Hearts and Minds Investments Limited
29/08/25N/A45,000N/AN/A
SEC
SEC
Spheria Emerging Companies Limited
22/08/25N/A50,000N/AN/A
PNI
PNI
Pinnacle Investment Management Group Limited
30/06/25N/A27,493N/AN/A
PL8
PL8
Plato Income Maximiser Limited
30/06/25N/A135,549N/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
PNI
PNI
Pinnacle Investment Management Group Limited
19/12/24
Issued
493$20.298$10,007Participation in share purchase plan
PL8
PL8
Plato Income Maximiser Limited
14/12/22
Issued
27,027$1.110$29,999Participation in share purchase plan
PNI
PNI
Pinnacle Investment Management Group Limited
03/12/21
Buy
2,000$15.720$31,440On-market trade
PL8
PL8
Plato Income Maximiser Limited
01/12/21
Issued
27,272$1.100$30,000Participation in share purchase plan
PNI
PNI
Pinnacle Investment Management Group Limited
24/02/21
Buy
4,168$9.270$38,637On-market trade