About us

JP is a passionate finance advisor, with over 30 years with the major banks, client base were mostly family businesses, within high growth industries. JP prides himself in his ability to engineer finance solutions, with a strong focus in optimising enterprise value.

M & A (including capital raising), cash flow, working capital and Equipment financing are some of the expertise JP has to offer.

JP also sits as an advisor on a few of his clients’ board, where strategic framework are discussed for management to implement. JP’s value add to the board is to align bank and or private equity funding with the business growth strategy.

JP has also spent nearly 2 years as Director / CFO and minor shareholder of a national footprint family business. He was an integral contributor in implementing strong corporate governance, successfully accreditation and implementation of ISO 9000, which assisted the company participate and winning large tenders (> $100m). Over an 18 months period, the business turnover improved from $31m (one client) to $44m, The business was sold  to an international participant. JP reconnected with his passion for helping his client’s business growth strategy.

JP key strength is his customer-centric approach and his ability to be in his client’s shoes. JP has strong partnership relationships with the major banks, second tier lenders, and private equity providers.

JP is the co-founder of Moreton Partners in January 2019, and today we have a diverse client base, with funding of > $500m under our management.

Donna has extensive experience in banking and finance working with small to medium businesses through to corporates in a diverse range of industries.

Donna joined Moreton Partners in 2022, after 35 years at BNZA / NAB where she worked in both Business Bank and High Growth and Emerging Corporate. She understands the working capital needs of businesses and is passionate about helping her clients grow their business and achieving their business goals.

She has experience in all facets of finance but her key strength is working capital and cashflow finance. Donna ensures that both straight forward and complex funding is completed as simply and timely as possible. Like JP, she is committed to partnering with clients, working closely to ensure the best outcomes.

She was regularly recognised amongst the top NAB bankers in Qld and Australia.

When she left NAB, Donna was an Associate Director managing high growth and emerging corporate customers with complex funding requirements from $10m to $75m loan facilities and turnover up to $250m.

Nathalie joined Moreton Partners in late 2022 after leaving her role as a CFO / Director of Finance in one of Berkshire Hathaway group of companies.
She is a qualified Accountant, a CPA with over 20 years’ experience working mostly in large multinational companies.
Nathalie provides consulting, and accounting, services to businesses across a variety of industries. Nathalie supports the Moreton Partners team, bringing a wealth of accounting experience and skills.