Executive Chairman, Chief Investment Officer, Head of Equities
AAIBF Fellow, ASIA, FAICD, MNIA, GDipAppFin
Investment experience since: 1979
Founded Ausbil: 1997
Responsibilities: Portfolio construction and strategy, Equities team management
Paul co-founded Ausbil in 1997 as an Australian equities house, building Ausbil into one of Australia’s leading investment managers offering Australian and global equity funds. Paul holds the position of Executive Chairman of Ausbil, Chief Investment Officer and Head of Equities. He is responsible for portfolio construction and strategy, and management of the Equities team. Paul has been instrumental in building Ausbil into a multi-billion dollar investment manager. Paul’s role includes investment strategy, portfolio construction and input into the investment management of Ausbil’s funds. Paul is a member and Chairman of Ausbil’s Portfolio Construction Committee. He has been in investments since 1979, gaining experience with companies such as Westpac Banking Corporation’s Investment Management Division, Mercantile & General and Legal & General Asset Management. Paul’s career has included senior roles in management, investment and portfolio management in the funds management industry. Paul is an AAIBF Fellow, ASIA, FAICD, MNIA.
Chief Executive Officer
BCom (UTas), MBA (Columbia), GAICD
Joined Ausbil: 2015
Responsibilities: Chief Executive Officer
Ross is responsible for Ausbil’s strategic positioning. Ross has over 30 years’ experience in the finance industry covering asset management, financial planning and stockbroking. Previously, Ross worked with Five Oceans Asset Management, an international funds management business he co-founded in 2005. Prior to this, Ross spent five years with Deutsche Bank in both Sydney and New York and held the positions of CEO of Deutsche Asset Management in Australia and Head of Deutsche Asset Management’s US Mutual Fund business. Ross also worked for Bankers Trust in both New York and Sydney across a variety of management roles.
General Counsel, Chief Compliance Officer, Company Secretary
BA (Hons), LLB
Regulatory and legal experience since: 1995
Responsibilities: Legal, compliance and regulatory
Jane has over 22 years of experience in the industry, with a background in law, financial services regulation, compliance and risk management. Jane has held positions at ABN AMRO Investment Banking as Director, Chief Operating Officer and Head of Compliance, Director at Citigroup and Head of Legal and Compliance at CIMB Bank.
Jane has been a Panel Member of ASIC’s Market Disciplinary Panel since 2013.
Director / Head of Distribution
Joined Ausbil: 2004
Responsibilities: Head of Distribution
Mark is responsible for Ausbil’s retail and institutional business and has 25 years’ experience in funds management. Mark specialises in developing distribution strategies and brings extensive multi asset class expertise to the team. Prior to joining Ausbil, Mark held positions with Norwich Investment Management, County Investment Management and IOOF/Perennial (Perennial Investment Partners). Finally, Mark is a Director and a member of the Executive, Due Diligence and Marketing Committees.
Director / Co-Head of Equities
BEc, SIA (Aff)
Investment experience since: 1985
Joined Ausbil: 2001
Responsibilities: Portfolio construction and strategy
John has been with Ausbil since 2001, and in the investment industry since 1985. At Ausbil, John holds the position of Co-Head of Equities. John’s role includes strategy and portfolio construction, as well as input into the investment management of the Fund. John is a member of Ausbil’s Portfolio Construction Committee. John has decades of financial services experience with companies such as McNall & Hordern (Sydney), Cazenove & Co (London), Royal Insurance Asset Management (London) and Legal & General Asset Management (Sydney). John’s career includes senior roles in management, stockbroking, investment management and portfolio management in the funds management industry. John’s initial grounding in equity analysis came through positions with stockbroking firms McNall & Hordern in Sydney and Cazenove & Co in London. Whilst in the United Kingdom, John became Portfolio Manager for Royal Insurance Asset Management with responsibility for Asia Pacific Funds. Back in Australia after five years in London, John joined Legal & General Asset Management as Senior Portfolio Manager. John holds a Bachelor of Economics degree, and is an Affiliate of FINSIA
Executive Chairman / Chief Investment Officer / Head of Equities
Deputy Head of Equities
BArts (Major in Economics) (University of Sydney)
Investment experience since: 1991
Gian is Deputy Head of Equities, portfolio manager for the Ausbil 13030 Fund, and is a member of Ausbil’s Portfolio Construction Committee, joining Ausbil in 2015. Gian has been in investment and financial services since 1991, gaining experience with companies such as Deutsche Bank, Ellerston Capital, ING and AMP Capital. Before joining Ausbil, Gian was a Co-Head of the Australian Fundamental Equities team at AMP Capital. His primary roles were the management of a long/short equities portfolio, management of a concentrated equities portfolio and overall management of over $7 billion of funds under management. Prior to joining AMP Capital, Gian was Director of Investments and Senior Portfolio Manager at ING where he managed concentrated and long/short portfolios with funds under management exceeding $10 billion. Gian’s role includes strategy and portfolio construction, as well as research, analysis and investment management. Gian holds a Bachelor of Arts (Economics) from the University of Sydney.
Portfolio Manager, Head of Equities Research
BBus, GradDipAppFin (Finsia), FINRA (U.S.)
Joined Ausbil: 2007
Responsibilities: Head of Research, Sector and stock analysis
Nicholas is Head of Equities Research, covering sector and stock analysis,and leads Ausbil’s team of equity analysts. Nicholas is the Co-Portfolio Manager of the Ausbil Active Sustainable Equity strategy and is a member of the Portfolio Construction Committee, having joined Ausbil in 2007. Nicholas has worked in financial markets since 1991, gaining experience working in Sydney, London and New York, including over 16 years in equity analysis. Prior to joining Ausbil, Nicholas worked with Citigroup in Australia and then New York specialising in healthcare and pharmaceuticals equity analysis. Nicholas held earlier positions in structured finance with Bankers Trust in Sydney and equity risk analysis with Commerzbank in London. In 2012, Nicholas was appointed Head of Equities Research at Ausbil. Nicholas holds a Bachelor of Business (Accounting) degree, a Graduate Diploma in Applied Finance (Finsia), and has completed FINRA Series 7, 63, 86 and 87.
Deputy Head of Equities Research
BCom (Accounting, Finance)
Joined Ausbil: 2017
Responsibilities: Sector and stock analysis
Andrew is Deputy Head of Equities Research at Ausbil covering Agriculture, Commercial Services and Supplies, Building Materials, Packaging, Transport and Utilities. Andrew joined Ausbil in 2017, and has been in financial services since 2006. Prior to joining Ausbil, Andrew was a highly rated industrials analyst at Credit Suisse. Most recently, Andrew specialised in the building and construction sector, however Andrew also held positions as an equities analyst covering developers and contractors, paper and packaging, chemicals, mining services and steel. Andrew began his working career as a corporate accountant before transitioning into an insolvency accountant, working on formal and informal financial restructuring, strategic workouts and insolvencies. Andrew holds a Bachelor of Commerce (Accounting and Finance) degree.
Portfolio Manager, Equity Income
B. Ec. (Actuarial Studies), FIAA
Joined Ausbil: 2018
Michael manages the Ausbil Active Dividend Income Fund. Michael has over 34 years of quantitative, actuarial and financial markets experience working in Sydney and Melbourne with companies such as AMP Capital, ING Investment Management, Mercantile Mutual and Colonial Mutual. Before joining Ausbil, Michael was Head of Australian Equities at AMP Capital. His primary roles at AMP Capital were the overall management of the $16b Australian equities team and the portfolio management of the sustainable equities and equity income strategies. Prior to joining AMP Capital, Michael was Director – Investment Process at ING Investment Management where he was the portfolio manager for the sustainable, imputation and tax effective Australian equity strategies as well as being a member of ING’s asset allocation committee. Michael’s role at Ausbil includes strategy, portfolio construction and investment management for the equity income strategy. Michael holds a Bachelor of Economics (Actuarial Studies) from Macquarie University and is a Fellow of the Institute of Actuaries of Australia.
Chief Economist, Associate Director – Debt and Diversifieds
BLaw and Econ (Hons)
Joined Ausbil: 2014
Responsibilities: Macroeconomic research and the management of Ausbil Balanced Fund cash and fixed interest mandates.
As Ausbil’s Chief Economist, Jim is responsible for macroeconomic research and strategy. As Associate Director – Debt and Diversifieds, Jim manages the Ausbil Balanced Fund cash and fixed interest mandates. Jim has been with Ausbil since 2014, and has been involved in investment markets since 1986, with investment experience in managing multi-billion dollar active fixed interest portfolios for the likes of BT Investment Management, Rothschild Australia Asset Management and Commonwealth Bank Financial Services Asset Management. As a highly experienced fixed interest macro strategist and economist, over his career he has demonstrated a consistent skill in adding value to portfolios and translating macroeconomic themes into actionable investment strategies and portfolios. Jim holds Bachelor of Laws and Bachelor of Economics (Honours) degrees from the University of Sydney.
CFA, BEng (Hons), MCom Extension (Major in Finance)
Joined Ausbil: 2006
Shanelle is an Equities Analyst at Ausbil covering Media, Telecommunication Services, Software & Services, Online Services and Leisure sectors. Shanelle has previously covered the Transportation and Infrastructure sectors. Shanelle started with Ausbil in 2006. Prior to this, Shanelle undertook graduate training experience with Ernst & Young, and gained over 2 years of work experience in consulting with Accenture, specialising in the airlines and healthcare industries. Shanelle’s career includes equities research, quantitative analysis, IT consultancy and software development. Shanelle holds a Bachelor of Engineering (Hons) and Masters of Commerce Extension (Finance) degrees, and is also a CFA Charterholder.
B. Arts, BBus
Joined Ausbil: 2020
David is an Equities Analyst responsible for responsible for coverage of the REITs, Real Estate, Diversified Financials and Insurance sectors. David is a senior equities research analyst with a strong track record of identifying alpha generating ideas, providing in-depth analysis and accurate earnings forecasts, and building and maintaining client relationships, domestically and internationally. Most recently, David was Equity Research Analyst–Real Estate & Infrastructure (Director) at Citi. David has been in the financial services industry since 2006. Prior to working with Citi, David has held roles as an Equity Research Analyst – Real Estate at Morgan Stanley, CBA Institutional Equities, Goldman Sachs JBWere, and as a Senior Analyst at Deloitte Corporate Finance. David holds Bachelor of Arts and Bachelor of Business degrees. As an analyst, David has been previously ranked 1st in the 2018 StarMine Awards Best Stock Pickers (Australia & New Zealand), ranked 1st in the 2018 StarMine Awards Best Earnings Estimator (Australia & New Zealand), and ranked No. 2 in the 2018 Peter Lee Associates Survey.
Equities Analyst, Resources
Luke is the Co-Portfolio Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. Luke joined Ausbil in 2014, and has been in the industry since 1998, gaining experience in the resources sector, both at a corporate level and as an equity analyst in financial services. Most recently, Luke was a highly rated Director, Senior Energy Analyst at Commonwealth Bank Institutional Equities. He also worked as a Commercial Mining Analyst with IndiEnergy, an Oil and Gas Analyst with ABN Amro and a Corporate Finance Analyst with Woodside Petroleum. Luke holds a Bachelor of Science degree.
Research Analyst, Resources
BCom (Accounting, Finance, Bus.Law), GradDip App Fin, CFA, GradDip Mining Engineering
Joined Ausbil: November 2017
Responsibilities: Mining, Commodities and associated industries.
James is the Co-Portfolio Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. James joined Ausbil in 2017, and has been in the industry since 2001, gaining experience in resources and commodities experience to the Ausbil team. James’ experience spans global resources. Most recently James was the mining specialist with Regal Funds Management, a leading Australian long/short fund. Prior to this, James was responsible for regional resources coverage for UBS in Singapore, and worked with CLSA. James holds Bachelor of Engineering (Mechanical Engineering) and Bachelor of Commerce degrees, a Graduate Diploma in Applied Finance (Finsia), a Graduate Certificate in Mining Engineering, and is a CFA Charterholder.
CFA, MBus (Finance with Distinction), BCom (Finance)
Joined Ausbil: 2016
Responsibilities: Portfolio analysis
Salman is responsible for analysing Ausbil’s large and mid-cap portfolios to assist with investment strategy, portfolio construction and trading. Salman has been with Ausbil since 2016. Prior to joining Ausbil, Salman was a Portfolio Manager at Nikko Asset Management in Singapore and Australia where his responsibilities included trading of futures contracts and foreign exchange, and researching fund managers. Salman has also worked in research, risk management and quantitative analysis roles at National Australia Bank and Forsyth Barr in Australia and New Zealand. Salman holds Bachelor of Commerce (Finance) and Master of Business (Finance with Distinction), and is a CFA Charterholder.
BCom/LLB (University of New South Wales)
Stephen is responsible for analysing Ausbil's large and mid-cap portfolios to assist with investment strategy, portfolio construction and trading. Stephen joined Ausbil’s Middle Office in January 2017 and moved into the Quantitative Team in July 2017 where he was responsible for quantitative stock analysis for Ausbil (through the ranking model). Prior to joining Ausbil, Stephen worked within a leading commercial law firm. Stephen holds degrees in Commerce (Major in Accounting) and Law from the University of New South Wales. Stephen has also successfully passed all three examinations of the CFA program.
BCom (Finance and Economics)
Responsibilities: Sector and stock analysis
Jordan is an Equities Analyst at Ausbil covering Real Estate, Capital Goods and Automotive. Jordan joined Ausbil in 2014 as a recent Finance and Economics graduate. His first role was within the retail distribution team, which was followed by an internal move to the institutional business team at Ausbil. He is now responsible for stock and sector analysis of the Australian REITs. Jordan holds a Bachelor of Commerce (Finance and Economics) degree and is currently enrolled in the CFA program level 2.
Head of ESG Research
MBA International (Griffith University), Master of Finance (Gothenburg School of Economics)
BSci (Major in Business Administration) (Gothenburg School of Economics)
Responsibilities: ESG Research
Måns leads Ausbil’s ESG Team who take an active approach to engaging Australia’s listed companies on environment, social and governance issues, and how they are reported and improved. As a trained equity analyst, Måns also leads Ausbil’s integration of proprietary ESG scoring, research and ratings within Ausbil’s top-down bottom-up valuation approach so that ESG is fundamental in all of Ausbil’s investment decisions. Måns has been with Ausbil since 2015. Prior to Ausbil, Måns was the Senior ESG Research Analyst at AMP Capital, following positions at Carnegie Investment Bank, Macquarie Bank and Accenture, having begun his career in 2004. Måns is well known for producing and presenting consistent, high-quality ESG research covering the Australian market, and he has published numerous, highly regarded insight papers on ESG issues. Måns is a member of the PRI Australia Network Advisory Committee. He holds a Bachelor of Science (Major in Business Administration) and Master of Finance degree both from Gothenburg School of Economics, and an MBA International from Griffith University.
BCom (Finance and Accounting)
Nick holds the role of ESG Analyst, and is also an Equities Analyst focusing on the Food and Beverages sector. Nick joined Ausbil's Middle Office in 2016. He has previously worked for the Australian Defence Force and has part time experience across the finance industry. Nick joined the ESG team as an analyst in 2017. Nick holds a Bachelor of Commerce (Finance and Accounting).
Associate ESG Analyst
Janelle Morrison is an ESG Analyst in Ausbil’s ESG Team which focuses on the integration of ESG in our investment decision process for all funds, and in the active engagement of listed companies in reporting and improving their ESG performance. Janelle has been with Ausbil since 2017 where she has gained experience across the business. Prior to joining Ausbil, Janelle was an Operations Analyst at MainstreamBPO, a Research Analyst (Intern) at the NSW Cancer Council, and held various roles at the University of Technology as a student. Janelle holds a Bachelor of Business (Finance) degree with distinction from the University of Technology in Sydney, and completed a global exchange program in Oxford, UK in 2015. Janelle has passed Level 1 of the CFA Program.
Portfolio Manager, Small & MicroCap CFA, BCom (Honours)
Responsibilities: Portfolio construction, strategy and management
Mason is the Portfolio Manager for the Ausbil MicroCap & SmallCap Fund. Mason joined Ausbil in 2017, and since 2002 has gained financial services experience with companies including Australian Ethical Investment, ING Investment Management, ABN AMRO and AMP Capital Investors. Previously at Australian Ethical, Mason held positions including Portfolio Manager for the Australian Ethical Diversified Share Fund, Senior Equities Analyst for the Australian Ethical Australian Shares Fund (formerly known as the Australian Ethical Smaller Companies Trust) and Senior Equities Analysts for the Australian Ethical Emerging Companies Fund. Since 2012, Mason has been focused on small and microcap companies. Mason holds a Bachelor of Commerce (Hons) in Finance and Accounting, and is a CFA Charterholder.
Portfolio Manager, Small & MicroCap
CFA, BAppFin, BCom - (Major in Accounting) Macquarie University
Responsibilities: Portfolio construction, strategy and management
Arden joined Ausbil in 2017, and brings expertise in the analysis and management of small and micro-cap company investments from some of Australia’s leading investment houses. Since 2010, his role has covered a variety of functions including analysing and investing in ASX listed small & microcap companies, global equity dealing and foreign exchange. Arden was previously a Portfolio Manager at Hunter Hall Investment Management specialising in Australian Small Companies. Arden held earlier positions as Equities Analyst, and Dealer at Hunter Hall and has financial services experience with the Bank of Tokyo-Mitsubishi UFJ, Morgan Stanley Smith Barney and Babcock and Brown. Arden holds a Bachelor of Applied Finance with Bachelor of Commerce (Accounting) and is a CFA Charterholder.
Associate Director, Quantitative
BEc (Major in Actuarial Studies and Statistics)
Joined Ausbil: 2000
Responsibilities: Quantitative stock analysis (through ranking model), Attribution and Performance Systems, Databases and Investment & Fund Operational Technical Support
Khay-Tuck is Associate Director, Quantitative, at Ausbil, and is responsible for quantitative stock analysis (through Ausbil’s proprietary ranking model), attribution and performance systems, databases, and investment and fund operational technical support. Khay-Tuck joined Ausbil in 2000, and has a strong background in quantitative analysis. Prior to joining Ausbil, Khay-Tuck was the quantitative analyst at van Eyk Research where he was responsible for all investment manager quantitative research and asset allocation research for master trust and corporate clients. Previous experience also encompassed development of performance and quantitative software databases and systems, marketing and client servicing. Khay-Tuck holds a Bachelor of Economics (Actuarial Studies and Statistics) degree.
Portfolio Manager, Global Resources B Sci.
Investment experience: 1998
Joined Ausbil: October 2014
Responsibilities: sector and stock analysis, portfolio construction and strategy
Portfolio Manager, Global Resources B Com. (Accounting, Finance, Bus.Law), GradDip App Fin, CFA, GradDip Mining Engineering
Investment experience: 2002
Portfolio Manager, Global SmallCaps
B Arts. (Hons) Finance and Accounting, CFA
Investment experience: 2001
Simon has over 19 years of investment experience. Prior to joining Ausbil, Simon spent four years at AMP Capital as an Investment Consultant in Sydney. Prior to this Simon spent 11 years at Barings, based in London and HK and was a Director within the Global Quantitative Research Team. Simon has a B.A (Hons) in Accounting and Finance, is a Global Chartered Management Accountant and is a CFA Charterholder.
Simon is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management.
Portfolio Manager, Global SmallCaps M Arts. (Hons) Social Anthropology
Investment experience: 2005
Tobias has over 14 years of financial markets experience. Tobias was a fund manager on the global desk at Newton Investment Management managing over $20bn in global equity strategies. Tobias left Newton to be the 2IC in the global small & mid cap team at Barings helping manage the $3bn Baring Europe Select Trust and other global strategies. Tobias has also worked for CLSA as Head of Emerging Companies. Tobias has a MA (hons) in Social Anthropology from the University of Edinburgh.
Tobias is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management.
Head of Global Listed Infrastructure B Eng. (Civil and Structural Engineering)
Responsibilities: Portfolio construction and strategy, stock analysis
Tim has over 20 years of financial markets experience working in Sydney and London with companies such as AMP Capital, AMP Capital Brookfield, RARE Infrastructure, Insight Investment and Rothschild Asset Management.
Prior joining Ausbil, Tim was Head of Global Listed Infrastructure at AMP Capital. His primary role at AMP Capital was the management of global listed infrastructure funds which grew from $200m to $2bn during his tenure. Tim also sat on various Investment and Valuation committees for the AMP Capital Unlisted Infrastructure Funds.
Before joining AMP Capital, Tim was a senior analyst at boutiques AMP Capital Brookfield and RARE Infrastructure where he was responsible for a broad range of Infrastructure companies globally. Tim helped increase AUM at both companies significantly.
Earlier in his career he worked for 10 years as an equity analyst with Insight Investment and Rothschild Asset Management where he covered a broad range of sectors across Europe, including Tech during the dotcom bubble burst.
Tim is a founding member of Ausbil’s global infrastructure team and his roles at Ausbil include strategy, portfolio construction and stock analysis for the global listed infrastructure team.
Tim holds a Bachelor of Engineering (Civil and Structural Engineering) from The University of Sheffield (United Kingdom) and studied Engineering Science at Oxford University.
Co-Head Global Listed Infrastructure B General Studies. (Major in Economics)
Responsibilities: Portfolio construction, Transportation analysis
Jonathan has over 16 years of financial markets experience working in Sydney and New York for AMP Capital, AMP Capital Brookfield, RARE Infrastructure and Bear Stearns Asset Management.
Before joining Ausbil, Jonathan spent 10 years working alongside Tim Humphreys at RARE Infrastructure and AMP Capital as a Portfolio Manager/Analyst in the Global Listed Infrastructure team. Jon was responsible for portfolio management of the global listed infrastructure strategies and the analysis of infrastructure companies in the Asia Pacific and North America regions.
Prior to joining AMP Capital, Jonathan was an analyst at AMP Capital Brookfield and RARE Infrastructure based in Sydney where he was responsible for analysing infrastructure companies in the Emerging Markets, Asia Pacific and North America regions.
Jonathan started his career at Bear Stearns, where he worked for over six years on the equity trading desk and later the asset management division as an investment analyst for the large-cap value team.
Jonathan is a founding member of Ausbil’s global infrastructure team and his roles include strategy, portfolio construction and company analysis for global listed infrastructure securities in the transportation infrastructure sector.
Jonathan holds a Bachelor of General Studies (Major in Economics) from The University of Kansas (Kansas, USA).
Portfolio Manager, Utilities B Econ. Hon
Responsibilities: Utilities analysis
Paul has over 20 years of experience in the utilities and infrastructure sector including over a decade as a highly respected sell-side analyst in Australia and prior to that direct infrastructure industry experience.
Prior to joining Ausbil, Paul was a Managing Director at RBC Capital Markets, Head of Australian Equities Research, with overall responsibility for Australian equities research team. He also had responsibility for research coverage of the utility and infrastructures sectors in Australia which he covered for 11 years including the last 6 years at RBC. Paul has consistently ranked highly with both Australian and global funds in his coverage of the ASX infrastructure and utility sectors.
Prior to moving into equities research, Paul worked for companies such as Vodafone and Powercor and also the Victorian Government where he obtained around a decade of experience as an economist specialising in the areas of policy development, industry structure and regulation in the infrastructure sector.
Paul holds a Bachelor of Economics with first class Honours from La Trobe University in Melbourne.
Paul is a founding member of Ausbil’s global infrastructure team and his role includes company analysis for global listed infrastructure securities in the utilities sector.
Portfolio Manager, Energy & Communication B Com. (Finance & Accounting), CA
Responsibilities: Energy and Communications Infrastructure analysis
Natasha has over 16 years of financial experience working in Sydney and New York including over 10 years as a buy-side infrastructure equity analyst at a major Global Investment Management firm.
Prior to joining Ausbil, Natasha held the position of Associate Director – Senior Equities Analyst for the Macquarie Global Listed Infrastructure Fund where she was based in both Sydney and New York.
Since 2007 Natasha had sole responsibility for analysing, building financial valuation models and making stock recommendations for the North American energy infrastructure (MLPs and corporations) and US telecommunication tower sectors. Natasha has also researched other infrastructure companies including utilities in the United States, airports in Mexico, toll roads in Brazil and communications infrastructure companies in Europe.
In addition, prior to joining Macquarie in 2004 as a Fund Accountant she worked as a Tax Accountant at Foster Raffan in Sydney where she commenced while completing her undergraduate studies.
Natasha is a Chartered Accountant and holds a Bachelor of Commerce from the University of Sydney.
Head of Distribution
Responsibilities: Retail Business, Institutional Business
0438 307 841
National Manager, Institutional Business B Com. (Accounting and Marketing), Diploma in Financial Planning
Joined Ausbil: 2019
Responsibilities: Business development, Institutional
02 9259 0211
0408 002 850
At Ausbil, Camilla is responsible for existing and new relationships with institutional clients and consultants. Camilla brings significant experience in funds management, relationship management and multi-asset investing that will help Ausbil expand its institutional and global footprint. Most recently, Camilla was a Portfolio Manager in Tailored Investment Solutions and Head of Research Houses at AMP Capital. Prior to this, Camilla was with Wellington Management as a Director, Head of Product for Australia and Asia responsible for developing innovative, customised multi-asset investment solutions for institutional clients and asset consultants. Camilla also worked at Pendal (formerly BT Investment Management) in numerous roles including Director, Head of Wholesale Sales & Consultants, Director, Head of Research & Strategy and Director, Head of Product for Corporate Super, Retail Super and Retirement Solutions. Camilla holds a Bachelor of Commerce degree (Accounting and Marketing), and a Diploma in Financial Planning.
Senior Manager, Institutional Business
B Sci. (Bentley University, Massachusetts)
02 9259 0256
0414 375 495
Christine is responsible for institutional account management, institutional business development, preparation for asset consultant reviews and researcher reviews.Christine holds a Bachelor of Science degree with a major in Finance from Bentley University in Massachusetts. Christine has over 15 years of financial market experience in Australian equities. Prior to joining Ausbil, Christine was an Institutional Equity Sales Advisor at Commonwealth Bank, following positions at Deutsche Bank and Macquarie Bank.
National Manager, Retail
B Sci. (Major in Economics), BEd
Responsibilities: Key Account Management, Business development, Retail
0424 160 728
In his role as National Manager, Key Accounts, Hik services national dealer groups, as well as financial planners from across the country and in particular his home state of Queensland. Hik has been involved in the financial services industry for almost 20 years. Prior to joining Ausbil, Hik began his working life as an equities dealer / market maker in London at various institutional stockbrokers. Over the course of a decade he worked at Salomon Brothers, CA Investment Bank, Schroders Securities and Citigroup and specialised in European and African Emerging Markets. In between leaving London and joining Ausbil, Hik also spent several years teaching Economics and Mathematics at Brisbane Girls Grammar. The breadth of experience that Hik has gained over the course of his working life so far has led him to feel just as comfortable explaining financial concepts to mums and dads as to highly qualified financial professionals.
Key Account Manager, VIC & SA
0424 814 297
Lisa joined Ausbil in 2014 and is responsible for serving the financial planning community in Victoria and South Australia. Lisa comes to Ausbil with over 11 years of experience in the financial services industry and is based in Ausbil’s Melbourne office. Lisa’s previous roles include Key Account Manager and Business Development for the Southern Region at Hunter Hall Investment Management and holds a Bachelor of Business and also an Advanced Diploma in Financial Services.
Investment Specialist, VIC and TAS
Responsibilities: Key Account Management, Business Development, Retail
0437 773 688
Jeremy Sherman joined Ausbil in 2017 as Investment Specialist. Between 2005 and 2017 Jeremy performed the roles of Regional Sales Manager and National Key Account Manager with Nikko Asset Management/Tyndall Investments based in Melbourne. As well as his considerable experience in the Melbourne market, Jeremy is familiar with long only equity, concentrated equity, equity income and fixed income strategies.
Key Account and Research Manager
B Com, CIMA®
0401 830 483
Fawaz joined Ausbil in 2015 and brings a wealth of managed fund research experience to the team. Fawaz is responsible for serving the financial planning community in New South Wales and Western Australia and is based in Ausbil’s Sydney office. Prior to joining Ausbil, Fawaz held positions at Challenger/Fidante developing a strong background in managing research relationships. Fawaz brings to the team in-depth experience and technical capabilities delivering an alignment with both adviser and research communities. Fawaz holds a Bachelor of Commerce and CIMA.
Key Account Manager, NSW & ACT
0421 582 436
Daniel joined Ausbil in 2018 and is based in the Sydney office. He is responsible for serving the financial planning community in New South Wales & ACT. Prior to joining Ausbil, Daniel held a number of positions at BT Financial Group within the Adviser Distribution and Investment businesses where he developed a strong background in managing investment relationships. Daniel brings to the team a depth of knowledge and experience in investment markets and stakeholder management. Daniel’s academic qualifications include a Master of Business with Merit from Newcastle University and a Diploma of Financial Markets from FINSIA.
Key Account Manager, Retail
BBus (Finance & Banking), GDipFinMarkets (FINSIA)
0407 917 661
Rebecca joined Ausbil in January 2020 and is responsible for looking after the intermediated market in VIC and SA. Rebecca brings 15 years’ experience in funds management operations and sales roles from various boutique fund managers such as Perennial and Pengana. Rebecca has knowledge across Australian and Global equities as well as fixed interest markets and holds a Bachelor of Business (Finance and Banking) as well as a Post Graduate Diploma in Financial Markets and Investment from FINSIA. Rebecca is interested in behavioural finance and wha
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