The Trawalla Group manages a diversified investment portfolio on behalf of the Schwartz family.

About the Group

The Trawalla Group portfolio has a significant weighting towards operating businesses. Some of these such as ALI and BagTrans are managed in collaboration with exceptional Chairs and CEOs. Others such as Qualitas and Armitage are managed through partnerships with outstanding entrepreneurs and venture partners. Trawalla’s investment portfolio increasingly includes real estate as a store of long-term value, an example of this is the redevelopment of Parliament Square. The Schwartz family’s commitment to philanthropic giving, primarily via the Trawalla Foundation, is supplemented by the socially responsible policies and conduct of Trawalla Group’s long term investment in operating businesses.
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About the Board

Simon
Simon Jones
MA Oxford (Hons), ICAA
Chairman of the Advisory Board
Simon is a qualified chartered accountant and founding director of Canterbury Partners, an independent corporate advisory firm. He has been advising local and multinational companies for more than 25 years.Simon is currently Chairman of the advisory board of MAB Ltd, Chairman of Computershare Ltd and the Chairman of Melbourne IT Ltd.

Alan Schwartz AM
B Ec, LLB Monash (Hons)
Managing Director

Over the past 30 years, Alan has created, built, managed and sold a number of successful businesses in industries as diverse as publishing, property information, professional services and software.

Currently, Alan is Managing Director of the Trawalla Group, managing a diversified investment portfolio on behalf of the Schwartz family.

www.alanschwartz.com.au


Carol Schwartz AM
BA, LLB Monash, MBA, FAICD
Non Executive Director

Carol Schwartz is one of Australia’s leading business identities. Carol has extensive experience in business, property, the arts and community organizations.

Carol’s current roles include: Chair, Creative Partnerships Australia; Chair, Ourcommunity; Chair, Womens Leadership Institute Australia; Director, Stockland Ltd.

Twitter: @cazzmelbourne


Kevin Slomoi
B Com, B Acc Wits, CA
Member of the Advisory
Board

Prior to joining Deloitte Private as a Partner, Kevin was a Director of GMK Partners Pty Ltd and played a major role in developing the firm’s culture, which emphasizes long-term client relationships based on superior service and advice.

His active interest in client affairs, commitment to positive outcomes and vast practical knowledge and experience are highly valued by his diverse client base.
Kevin has held various prominent roles with a number of communal organisations.


Graham Goldsmith
BBus (Acctg), FAICD, FCPA, FFin
Member of the Advisory Board

Graham retired in 2012 from Goldman Sachs Australia. At the time he was Vice Chairman and a Managing Director of the business in Australia, having spent a 25 year career with the firm and is predecessors. He completed the Advanced Management Program at Harvard Business School in 2007. Graham is currently a non-executive director of ASX-listed SEEK Ltd and Djerriwarrh Investments Ltd, and NYSE-listed Zhaopin Ltd.

Graham is Chancellor of Swinburne University of Technology and the immediate past President of the Council of Bialik College.


Huy Truong
B Ec Monash (Hons), MBA HBS
Venture Partner
Huy is passionate about helping businesses reach their full potential, and having been a business founder and CEO himself, is acutely aware of the day-to-day challenges that business owners and management teams face.After helping establish the Trawalla Group’s private equity activities through Yarra Capital Partners, Huy is now a Trawalla Group “Venture Partner”. He is a Venture Partner and CEO of Australian Life Insurance Group, and a Director of BagTrans.


Mark De Ambrosis
B Com(Fin & Acc), B Ec, UQ, MBA HBS
Venture Partner
Mark is Managing Director of Armitage Associates. Mark has over 10 years experience as a management consultant and private equity investor, starting his career as a consultant with McKinsey & Co and most recently as Investment Director at M H Carnegie & Co. Mark was a Baker Scholar at Harvard Business School, and received a high distinction average in his dual degrees in Commerce (Finance and Accounting) and Economics from the University of Queensland.

Our Portfolio

Parliament Square Logo_PS_300dpi copy
The Parliament Square project is the complete redevelopment of the existing Parliament precinct in the Hobart CBD into a new office precinct for the State Government of Tasmania’s occupation, as well as associated retail and a new boutique hotel within existing heritage structures.Developed in conjunction with Citta Property Group and Qualitas, Parliament Square will seamlessly integrate outdoor space, distinct heritage buildings and contemporary additions to create a dynamic community hub that will become a destination for locals and visitors.
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BagTrans is a specialty transport company specifically servicing the food and pharmaceutical industry with a national palletised LTL (less than full truck load) delivery service for time critical and high value products.Leading retailers and brands use BagTrans for more frequent deliveries of smaller quantities to reduce the amount of inventory in the supply chain, and enable valuable shelf space to offer more brands.
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The Women’s Leadership Institute Australia exists to catalyse and inspire innovative partnerships, action and system changing solutions to address the gender imbalance.
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Armitage

Armitage Associates is Australia and New Zealand’s leading investment partner for medium sized businesses. We make long-term investments alongside owners and operators of growing businesses. We play an active role in helping management drive growth, including leveraging our experience and extensive network to improve business performance.
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ALI Group is the market leader in the distribution of life risk insurance products through the mortgage broking industry. ALI authorised mortgage brokers are able to seamlessly provide their clients with affordable loan protection at a time when they are incurring their most significant debt. Since protecting its first customer in 2003, ALI Group has grown to become the leading provider of this loan and mortgage protection, having provided over $30 billion in cover to more than 115,000 Australians.
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Australian flora is extraordinarily diverse, beautiful, hardy and drought resistant. Despite this, the overwhelming majority of flowers, plants and trees used in Australian homes, gardens and landscapes are “exotic” – that is, they are not native to Australia. Austem’s mission is to establish the rightful place of native flora in the Australian home, garden and landscape.
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Qualitas is a real estate investment management firm focused on investing across the capital structure. Since 2008, Qualitas has invested in, managed or financed assets valued at over A$4 billion. Qualitas’ successful track record spans development, repositioning, special situations and opportunistic investments. Qualitas is dedicated to partnering with leading real estate investors, developers and operators. Qualitas manages multiple discretionary funds for institutional and wholesale clients in Australia, Asia, and Europe, with a commitment to allocating its own capital alongside clients.

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Together, Carol and Alan Schwartz established the Trawalla Foundation in 2004 to invest in social enterprises and opportunities that focus on arts, ideas, innovation and scholarship.
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Arch Finance has 25 years experience as an originator, lender and manager of first and second mortgage loans for completed assets and new construction projects across the commercial, office, retail, industrial and residential sectors. Arch takes pride in delivering superior loan outcomes and building lasting relationships with our clients.
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Contact Us

Trawalla Group
Level 4, 167 Flinders Lane
Melbourne VIC 3000
Australia

Email: info@trawallagroup.com.au
Phone: +61 3 9653 5300