STAGE 1
Pre-IPO and early stage
Building the finance function and readiness for listing.
- Budgeting and systems set-up
- Governance frameworks
- Investor-ready financials
- R&D tax incentive claims
Fractional CFO · ASX small-caps
Senior finance leadership, precisely sized.
CFO-level reporting, capital management and governance for ASX-listed small-cap companies, from early-stage explorer to producer. Engaged part-time, by project or as interim cover, without the cost of a full-time executive.
CA Chartered Accountant
GAICD Graduate, Australian Institute of Company Directors
16+ years in listed and high-growth companies
Services by company stage
The right finance focus for where the company is now.
Each stage of a listed company's life puts different demands on its finance function. Engagements are scoped to the stage, not to a fixed package.
STAGE 2
Listed explorer
Cash runway, controls and stakeholder reporting.
- Appendix 4C reporting and treasury
- Capital raising support
- Board packs and ASX compliance
- Audit management
STAGE 3
Development
Capex control and funding through construction.
- Cash flow forecasting
- Procurement controls
- Project reporting and AASB compliance
- FX hedging and project funding
STAGE 4
Growth and production
Performance, cost discipline and transactions.
- FP&A and working capital
- KPI dashboards and investor reporting
- Cost controls
- M&A and due diligence support
How engagements work
Three ways to engage.
Fractional
An ongoing CFO for a set number of days each month, holding the role and accountable to the board.
Suited to listed explorers and early-stage companies not yet ready for a full-time CFO.
Project
Senior capacity for a defined piece of work, with a clear scope and end point.
Capital raises, IPO readiness, audit remediation, transactions.
Interim
Immediate cover in the CFO seat while a permanent appointment is made, with a structured handover.
Executive departures, recruitment gaps, extended leave.
Current engagements
Working with ASX-listed resources companies.
ASX: GT1
Green Technology MetalsCritical minerals · lithium
Fractional CFO
ASX reporting, audit management, treasury, budgeting and Canadian flow-through share compliance. Involved since the 2021 IPO.
ASX: EV1
Evolution Energy MineralsBattery materials · graphite and copper
Fractional CFO
Cash flow forecasting, board reporting and project funding support.
ASX: CNJ
ConicoBase and precious metals
Fractional CFO
ASX reporting, audit management and operational finance support.
NED
WA Blue SkyRegistered NDIS provider · Perth
Non-Executive Director
A not-for-profit disability service provider delivering Supported Independent Living (SIL), accommodation and tenancy support, and community participation and life-skills programs. Board governance, financial oversight and strategic guidance, including chairing the Finance and Investment Subcommittee.
Marshall LeeCA · GAICD · Principal
About
A CFO who has sat in the seat from IPO to producer.
I'm Marshall Lee, principal of ML Corporate. I've spent more than 16 years in finance across critical minerals, battery metals, robotics and medical technology, including financial controller and CFO roles at listed companies.
My focus is audit-defensible reporting and investor-grade financial frameworks for listed small-caps: the work that lets boards raise capital with confidence and stand behind their numbers. I'm as comfortable in the boardroom as in the finance system.
Chartered AccountantChartered Accountants ANZ
GAICDAustralian Institute of Company Directors
Bachelor of BusinessAccounting and Finance, Edith Cowan University
Non-Executive DirectorWA Blue Sky
Start a conversation
Discuss an engagement.
Tell me where the company is and what's coming up: a raise, an audit, a gap in the finance team. I'll come back within one business day.
Book a time
30-minute introductory call
A short first conversation about where the company is and what support would help. Choose a time below and you'll receive a calendar invitation by email.
Calendar not loading? Use the booking page, or email marshall@mlcorporate.com.au with two or three times that suit.