LB

Lorraine Berends

Plato Income Maximiser Limited | Non-Executive Director
Ms Berends has worked in the financial services industry for over 40 years and possesses 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.

Companies and Roles

Company
Title
Tenure
Since
PL8
PL8
Plato Income Maximiser Limited
  • Non-Executive Director
7yrs, 9mthFeb 2017
HM1
HM1
Hearts and Minds Investments Ltd
  • Non-Executive Director
6yrs, 2mthSep 2018
SEC
SEC
Spheria Emerging Companies Limited
  • Non-Executive Director
7yrs, 3mthSep 2017
PNI
PNI
Pinnacle Investment Management Group Limited
  • Non-Executive Director
6yrs, 3mthSep 2018

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
PL8
PL8
Plato Income Maximiser Limited
30/06/24N/A135,549N/AN/A
HM1
HM1
Hearts and Minds Investments Ltd
30/06/24N/A45,000N/AN/A
PNI
PNI
Pinnacle Investment Management Group Limited
30/06/24N/A27,000N/AN/A
SEC
SEC
Spheria Emerging Companies Limited
30/06/24N/A50,000N/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
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
SEC
SEC
Spheria Emerging Companies Limited
02/12/20
Buy
25,000$1.900$47,500On-market trade