Our Business is General advice and execution.
Further down this page, is the research process behind it.
Golden Leaf Capital specialises in global equities, primarily U.S., with selective European and Asian exposure. Following client instruction or consent, trades are placed through Interactive Brokers (IBKR), a global leader in brokerage known for institutional-grade execution, direct custody, and real-time transparency.
No trailing commissions. No foreign exchange fees. No platform fees. No other hidden fees.
- We do not receive platform rebates from IBKR or any custodian
- We do not accept soft-dollar benefits from research or execution providers
- We do not receive payments of any kind from product issuers or third parties
General Advice & Execution is available for individuals, companies, Self Managed Super Funds, and trusts, for portfolios above $100,000.
Top Down
We research the market before we act on it: we look at bond markets, then search by global sectors to explore opportunities.
Built by four professionals who'd seen enough.
Golden Leaf Capital is a Sydney-based investment firm giving Australian investors direct, efficient access to global capital markets.
Our commitment is simple: deliver superior, risk-adjusted returns relative to U.S. and Australian benchmarks, while holding ourselves to the highest standard of transparency and service.
We were founded by four professionals who watched the industry grow complacent and detached from client outcomes, and built this firm on the belief that exceptional performance and genuine client service should go hand in hand.
Golden Leaf Capital was founded to lift the standard of performance and accountability in an industry that has grown comfortable living off Australian investors' hard-earned dollars.
Our mission is to prove that disciplined investing, transparency, and genuine client care can deliver superior results without the layers of complexity or cost that have become standard in wealth management.
Super is growing fast. Retail participation is at record levels. Yet the industry has traded long-term relationships for scale. We're doing the opposite: institutional rigour with personal accessibility, focused entirely on client outcomes.
Ryan Flanagan
With experience across financial services, business operations and technology, Ryan brings a practical and systems-focused approach to Golden Leaf Capital. He oversees compliance, client onboarding and operational development, building the infrastructure that supports the firm's long-term growth and client experience.
Dave Sebesfi
With nearly a decade in finance, David blends expertise in geopolitics, global economics, and real-time markets to deliver sharp investing insight, offering clear analysis without unnecessary complexity, and a client-focused instinct for risk management.
Richard Nader
A senior financial adviser with extensive experience in investment strategy, corporate advisory, and general advice support. Drawing on a background in equity trading, capital raising, and business advisory, Richard brings balanced insight into personal and corporate finance.
Richard Casali
Over 10 years' experience trading and broking derivatives across Australian and U.S. interest rate markets, with a focus on the short-dated bank bill curve and long-end bond futures. His scope later expanded to perpetual crypto futures, equity indices, and commodities, sharpening a strong bias toward downside protection and disciplined risk management.
Last month's 3 best & 3 worst.
| Entry | Exit | Ticker | Entry Price | Exit Price | Change | Status |
|---|---|---|---|---|---|---|
| 22/04/26 | 03/06/26 | OUST | $28.42 | $46.30 | +62.91% | WIN |
| 15/05/26 | 03/06/26 | RKLB | $123.70 | $137.00 | +10.75% | WIN |
| 15/05/26 | 03/06/26 | MRVL | $185.40 | $324.00 | +74.76% | WIN |
| 01/06/26 | 25/06/26 | RDDT | $180.48 | $161.00 | -10.79% | LOSS |
| 01/06/26 | 25/06/26 | RBRK | $79.79 | $74.00 | -7.26% | LOSS |
| 02/06/26 | 26/06/26 | AAOI | $197.15 | $131.00 | -33.55% | LOSS |
Let's start the conversation.
Whether you're looking to learn more about Golden Leaf Capital, our investment philosophy, our Top Down research, or our portfolio management service, we'd welcome the opportunity to hear from you.
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Ask our investment team how fits into our Top Down research, or start a conversation about opening an account.
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