EP1's Principal Activity is the provision of financial advice, investment advice, stockbroking services, property design and construction management, self-managed superannuation fund administration, the management of investment companies and managed investment schemes, Responsible Entity services to managed investment schemes and advisory services to corporations on equity and debt capital market transactions.
|Bid / Ask||-|
|Volume (4w avg)|
|vs Sector (1yr)||+7.12%|
|vs ASX 200 (1yr)||+15.67%|
|ASX Rank||801 of 2,295|
|Sector Rank||67 of 130|
E&P Financial Group Limited (EP1, formerly Evans Dixon Limited ) provides financial services through an integrated structuring, investment, execution, and advice solution for private clients, institutional clients, and corporate clients. The business operates through three brands in Australia, being Evans & Partners, Dixon Advisory, and Walsh & Company, a specialist global asset manager.
No incorporation details available.
DPS and Yield calculations use the Pay Date.
See Upcoming Dividends for all ASX companies.
|Mr Anthony Winchester Pascoe||Non-Executive Director||Nov 2020||
Mr Anthony Winchester Pascoe
Mr Pascoe was formerly CEO of Lendlease Ventures and CFO and Executive Director of Blackmores Limited and is currently Executive Chairman of IWS, a technology enabled services business.
|Mr Harry Kevin McCann||Non-Executive Director||Feb 2020||
Mr Harry Kevin McCann
Mr McCann has was formerly Chairman of Macquarie Group Limited, Origin Energy Limited, Healthscope Limited and Citadel Group Limited and is currently Chairman of Telix Pharmaceuticals Limited. Mr McCann practiced as a Commercial Lawyer as a Partner of Allens Arthur Robinson from 1970 to 2004 and was Chairman of Partners from 1995 to 2004.
|Mr Paul Ryan||Chief Financial Officer,Company Secretary||Feb 2020|
|Ms Sally Herman||Non-Executive Director||Mar 2018||
Ms Sally Herman
Ms Herman has been a director of Evans Dixon since March 2018. She brings to Evans Dixon expertise in financial services and working with customers, shareholders, regulators and government. Ms Herman has executive experience running customer-facing financial services businesses in the US and Australia. She has held board positions (including on subsidiary boards) of financial services organisations for over 20 years, with a focus on governance, regulation and compliance. Ms Herman's current listed company directorships include Breville Group Limited, Premier Investments Limited, and Suncorp Group Limited. She is also a director of Investec Property Limited (since July 2013), the responsible entity of listed trust Investec Australia Property Fund. During her 16 years at Westpac (from 1994 to 2010), Sally held significant executive roles. Running the Corporate Affairs function during Westpac's merger with St George, the financial services transaction in Australia at the time. He had also led the product function of retail and business banking and the Financial Planning business.
|Ms Josephine Linden||Non-Executive Director||Mar 2018||
Ms Josephine Linden
Ms Linden has been a director of Evans Dixon since March 2018. She is Founder and Chief Executive Officer of Linden Global Strategies, a wealth management advisory firm and multifamily office. She retired from Goldman Sachs as a Partner and Managing Director in 2009, after being with the firm for over 25 years and was previously an Advisor to Goldman Sachs JBWere, Australia.She serves on private and non-profit boards. She is the Chairman of Lands End, Director of Sears Hometown & Outlet Stores Inc. and Member of the Advance Global Advisory Council. She is the financial advisor for The Prince of Wales Foundation. She is a Trustee for the Collegiate School, and currently chairs the Financing Committee, sits on the Executive Committee and Investment Committee, and served as Treasurer. She was an Adjunct Professor at the Business School of Columbia University, where she taught a class in wealth management, and currently teaches and moderates ad hoc sessions. She is a Member of the Council on Foreign Relations.She is an active contributor to the Australian Consulate in New York and has had the honour of presenting at the Australia Day address on two occasions.
|Mr David Evans||Executive Chairman,Executive Director||Feb 2017||
Mr David Evans
Executive Chairman,Executive Director
Mr Evans has been a director of Evans Dixon since February 2017. David Evans is the Executive Chairman of Evans Dixon Limited, having established Evans and Partners Pty Ltd in June 2007. Since 1990, he has worked in a roles within JB Were & Son and then the merged entity Goldman Sachs JBWere Pty Ltd. Prior to establishing Evans and Partners, Mr Evans ran Goldman Sachs JBWere's (GSJBW) Private Wealth business and the Institutional Equities business. His recent role at GSJBW was as Managing Director and Chief of Staff. He is a director of Seven West Media (SWM) and a Member of the People, Remuneration & Nomination Committee.
The current holdings of EP1 directors.
|Director||Last Notice||Direct Shares||Indirect Shares||Options||Convertibles|
A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.
Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.
|Name||Last Notice||Total Shares||Shares Held (%)|
|MCF3 E&P Holdco Limited||03/06/2021||46,692,157||19.90|
12 month transaction history compiled from ASX announcements.
|Date||Name||Bought||Previous %||New %|
|03-06-21||MCF3 E&P Holdco Limited||46,692,157||--||19.90|
|10-09-20||360 Capital ED1 Pty Ltd||2,850,326||18.33||19.55|
|31-08-20||360 Capital ED1 Pty Ltd||43,015,049||--||18.33|
12 month transaction history compiled from ASX announcements.
|Date||Name||Sold||Previous %||New %|
|28-06-21||360 Capital ED1 Pty Ltd||45,865,375||19.6||--|
|27-08-20||Alan Cochrane Dixon||41,322,625||18.1||--|
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