The Navinci Difference

Our team at Navinci brings together a breadth of financial markets and private capital investments experience across a diverse range of industries globally.

Board & Executive

Simon Swanson

Chairman

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Simon

Simon Swanson

Chairman

Simon is an internationally experienced financial services executive having worked for over 40 years across life insurance, funds management, general insurance and health insurance.

Simon was the former Managing Director and founder of ClearView Wealth Limited (ASX listed financial services company which provides life insurance, funds management and pension products, as well as owning a large financial adviser network).

Simon has a Bachelor of Economics, Bachelor of Business, FAII and FCPA.

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David Tozer

Managing Director

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David Tozer

Managing Director

David is the founder of Tozer and Co. an Australian family office. David is a highly experienced investor across multiple markets and situations covering institutional and SME markets.

David was a Founding Partner and primary bank licensee of Houlihan Lokey Australia and led its restructuring, distressed debt and special situations practice winning multiple deal of the year awards. He completed the ABN AMRO global graduate program based in London.

David has a Bachelor of Laws and Finance (LLB B.Com) from UNSW graduating as an AXISS Scholar. He completed CFA I & II and was an authorised adviser in the UK covering M&A, securities and derivatives.

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Piers Watson

Director & Head of Trading & Risk Management

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Piers Watson

Director & Head of Trading & Risk Management

Piers has over 30 years of experience in financial markets, having worked in investment banking and institutional investment management as well as founding two hedge funds. He is a skilled investor with expertise across multiple asset classes in both traditional and alternative asset management. He is highly experienced in structuring and executing derivative trades to enhance returns, manage risk, and preserve capital. He also extensive knowledge of developing and implemented systematic trading programs and managing macro strategies.

In addition to his investment expertise, Piers is a skilled developer with a strong background in developing quantitative models and algorithmic trading programs.

Piers holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certificate in Quantitative Finance (CQF) designations. He earned a Bachelor of Arts in Business Studies and a Master of Science in Investment Analysis.

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Origination

Managing Director - Trade Finance & Hedging

Kamran Yousuf

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Kamran Yousuf

Managing Director - Trade Finance & Hedging

Kamran has more than 15 years of Private Capital Investing experience across Australia, Asia and MENA region.

Prior to joining Navinci, he was working as an Investment Director at IFM Investors in the Private Credit team. Earlier he worked for Singapore based fund manager Eurofin Investments, focusing on Structured Trade & Commodity Finance transactions. He also led the firm's expansion into MENA region and served as a Senior Executive Officer & Licensed Director for group's Dubai Financial Services Authority regulated entity. Kamran previously worked at Standard Chartered Bank.

Kamran has a Bachelor of Commerce, MBA and Masters in Project Management.

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Maximilian Szarycz

Vice President - Trade Finance & Hedging

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Maximilian Szarycz

Vice President - Trade Finance & Hedging

Max has extensive experience in finance, restructuring, and business turnaround working closely with Australian businesses.

Prior to joining Navinci, Max played a key role in notable restructuring appointments within Australia, primarily covering manufacturing, construction, and technology. He has maintained a high degree of involvement in commercial property and mixed-use developments across Sydney, for projects valued up to AUD $300 million. Using his insolvency experience, Max has assisted Australian small and medium enterprises access private credit for growth and working capital by originating and structuring funding solutions.

Max has completed a Bachelor of Applied Finance and Bachelor of Economics from the Macquarie University, Australia.

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Sayed Saad

Vice President - Trade Finance & Hedging

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sayed

Sayed Saad

Vice President - Trade Finance & Hedging

Sayed brings extensive experience in finance, insolvency, and private credit to his role as Vice President at Navinci.

With years of insolvency experience, Sayed excelled in handling distressed assets from valuation and sales, including a A$1.3 billion portfolio. In private credit, Sayed's tenure as a Credit Analyst was marked by his crucial role in understanding fund compliance and completing substantial capital raises. He specialised in deal and scenario analysis for private credit deals and implemented a portfolio monitoring system, ensuring regular investor communication and deal performance management.

Sayed holds a Bachelor of Commerce and Bachelor of Laws from the Macquarie University, Australia.

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Trading

Director & Head of Trading & Risk Management

Piers Watson

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piers

Piers Watson

Director & Head of Trading & Risk Management

Piers has over 30 years of experience in financial markets, having worked in investment banking and institutional investment management as well as founding two hedge funds. He is a skilled investor with expertise across multiple asset classes in both traditional and alternative asset management. He is highly experienced in structuring and executing derivative trades to enhance returns, manage risk, and preserve capital. He also extensive knowledge of developing and implemented systematic trading programs and managing macro strategies.

In addition to his investment expertise, Piers is a skilled developer with a strong background in developing quantitative models and algorithmic trading programs.

Piers holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certificate in Quantitative Finance (CQF) designations. He earned a Bachelor of Arts in Business Studies and a Master of Science in Investment Analysis.

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Senior Trader - Derivatives & Structured Products

Yousef Alia

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Yousef Alia

Senior Trader - Derivatives & Structured Products

Yousef has over 15 years markets experience in trading and treasury management.

Yousef is an accomplished quantitative trader with expertise in programming, quantitative and fundamental analysis, and financial engineering.

Yousef has an outstanding track record in the pricing and risk management of multi asset derivatives and structured products and holds a Master’s degree in Quantitative Finance.

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Legal & Risk

Kate Prior

Head of Legal & Compliance

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Kate Prior

Head of Legal & Compliance

Kate has a distinguished career of over 15 years in the financial sector, spanning public and private sectors, including with Government and large multinational corporations in technology and finance. She has held pivotal roles such as the Former Head of Legal and Head of Compliance at Export Finance Australia, Australian Government’s export credit agency, and has led large regulatory change projects as an experienced legal and compliance professional.

Kate was also a former Governance and Advisory Board Member for the Australian Government’s AusNCP, and appointed advisor to the Bribery Prevention Network.

Kate has a Bachelor of Laws and Bachelor of Social Science (Politics, International Relations and Social Science and Policy) from UNSW.

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Stuart King

Chairman - Credit Committee

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Stuart King

Chairman - Credit Committee

Stuart is a seasoned internationally experienced banking executive with over 45 years financial markets experience. He was previously Head of Workouts at NAB, Sydney (restructuring, trading claims, turnarounds).

Stuart is the Chairman of Premier Litigation Funding. He has also been on the Tozer and Co advisory board for 10 years.

Stuart has completed a Bachelor of Laws and a Masters of Management.

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