Our investment team
Our impressive investment capabilities are driven by our investment team and structure. Each asset class has a dedicated portfolio manager who enjoys support from a host of support staff including analysts and investment specialists. Furthermore, the team benefits from the strong support of our additional research capabilities, namely through our asset consultant Mercer.
|Members of our investment team|
Chief Investment Officer
B.Ec (Hons), M.Com (Hons)
Dan was appointed to the role of Chief Investment Officer in July 2017 and is a member of the Investment Management Committee. Dan is responsible for overseeing the team, overall performance of all funds, managing risk and delivering superior investment outcomes to investors. Prior to this, Dan managed the Australian Equities portfolio for seven years and during this time he successfully implemented the boutique program and defensive equities portfolio.
Prior to joining IOOF, Dan was Senior Executive Investments at Telstra Super, managing the fund’s $3 billion Australian equity portfolio for seven years. During this period Telstra Super’s Australian equity product consistently ranked highly in the SuperRatings performance survey. Dan was also Portfolio Manager responsible for day to day management of internally managed Australian share portfolios at Telstra Super totalling over $450 million.
Dan holds a Bachelor of Economics (Honours) from La Trobe University in Melbourne and a Master of Commerce (Honours) from the University of Melbourne. Prior to joining IOOF, Dan was a Senior Executive in Investments at Telstra Super.
Deputy Chief Investment Officer and Head of Equities
B.Com, LLB (Hons), CFA
Stanley has been employed by IOOF since September 2010. Stanley was appointed to the role of Deputy Chief Investment Officer in July 2017 and Head of Equities in June 2020 and is responsible for managing a team of portfolio managers and analysts responsible for Australian and International Equities.
Prior to this he was the Portfolio Manager for Strategy and International Equities responsible for strategy and asset allocation of the diversified products of IOOF's multi-manager funds, and also managed the International Equities portfolio. He also previously managed the Fixed Interest and Cash portfolios.
Stanley holds a Bachelor of Laws (Hons), a Bachelor of Commerce and is a Chartered Financial Analyst. Prior to joining the investment team, Stanley was a Senior Consultant at Russell Investments. He has advised on strategic asset allocation, portfolio construction and implementation to large Asian sovereign wealth funds and large corporate superannuation funds. He actively managed and implemented the strategic asset allocation of the BHP Billiton Superannuation Fund to achieve consistent first quartile returns. Prior to this role, Stanley was an Investment Analyst at Gartmore Investment, UK.
Head of Alternatives & Portfolio Manager Smart choice
CAIA, CFA, M.Fin
Manish is the Head of Alternatives and Portfolio Manager of Smart Choice. Manish joined IOOF in 2020 and prior to this he was Portfolio Manager for OptiMix at ANZ/OnePath, setting investment strategy, portfolio construction and implementing asset allocation tilts for the multi-asset portfolios.
Head of Fixed Interest Assets
Osvaldo joined the IOOF Investment Team in December 2016 as Portfolio Manager Fixed Income and is currently the Head of Fixed Interest Assets responsible for portfolio management and performance of the various fixed income portfolios at IOOF. He has over 19 years industry experience within fixed income and capital markets.
Prior to joining IOOF, Osvaldo worked at Western Asset Management, a specialised global fixed income manager, where he was part of the investment management team responsible for portfolio management, trading and implementation of interest rate strategies across a number portfolios, including traditional fixed income, specialist credit, annuity matching funds, global mandates and cash/cash enhanced.
Prior to Western Asset Management, Osvaldo also held various senior roles in fixed income, treasury and capital markets within major Australian corporates.
Head of Asset Allocation
B.Econ (Hons), M.Econ (Hons)
Kerry heads up the Asset Allocation team and is responsible for working with stakeholders to formulate Strategic Asset Allocation (SAA) recommendations across IOOF’s suite of diversified funds as well as Dynamic Asset Allocation (DAA). He joined IOOF as part of the ANZ Wealth transition.
Head of Investment Execution
Rhodri has been with IOOF since September 2008 and is currently the Head of Investment Execution responsible for internal equity and currency hedging strategies, while also providing transition management and implementation solutions for the investment team. He provides investment support which includes research, analysis and manager monitoring to the other portfolio managers with an emphasis on the Australian Equity portfolio. Previously he was the Portfolio Manager - Internal Equities, Currency and Implementation.
Rhodri holds a Bachelor of Science in Business Administration (Finance/Economics major) and a Master of Business Administration.
Head of Property
Ass. Dip - Valuation
Simon is the Head of Direct Property and as such is responsible for all of the IOOF property products. He is a qualified property valuer and has managed the MultiMix Direct Property portfolio since 2004.
Simon is also responsible for the Australian and global listed property holdings of IOOF's multi-manager products. He holds an Associate Diploma – Valuation.
He joined the industry in 1980 and has worked for a number of leading investment institutions including Australian Fixed Trusts and GIO Australia where he gained extensive experience in senior roles managing substantial national property portfolios with values exceeding $1 billion.
Head of Portfolio Implementation
David is responsible for managing the team that provides portfolio execution, currency management, and dealing (and middle office support) across IOOF products in Australia. He joined IOOF in 2020 as part of the ANZ Wealth transition.
Head of Investment Governance
B.A., Dip. FS (FP)
Michele is responsible for ensuring IOOF’s investment products are appropriately managed, monitored and reported in accordance with good investment governance principals. She is also responsible for effective governance within the Investment Team including the operation of the principal Investment governance forum, board reporting and investment communications. She manages all investment policies, procedures and governance documents.
Michele brings more than 20 years financial services experience. Prior to joining IOOF, she was Senior Manager Investment Transformation and Governance for ANZ’s Chief Investment Office (CIO) for seven years where she led and managed priority investment related transformation projects including the implementation of the CIO’s operational risk and compliance frameworks across Australia, New Zealand and Asia. Prior to that she was the Senior Manager, Product & Research for ANZ Financial Planning where she managed the APL, model portfolios, product management and the Investment Committee. She has also held senior product and marketing roles at ING Australia.
Michele studied management at University of Technology, Macquarie University, the diploma of financial services at Kaplan and superannuation governance at ASFA.
Portfolio Manager, Australian Equities
Paul was appointed as Portfolio Manager Australian Equities in August 2017. In his role, Paul is responsible for the overall management and performance of our multi-manager Australian equities portfolios.
Prior to joining IOOF, Paul was a portfolio manager at Funds SA, where he was responsible for the management of the International Equities (global, small caps, emerging markets) and Australian equities asset classes worth $5.6bn and $5.7bn, respectively. During this time Paul was responsible for the development, monitoring and review of the overall sector strategies, along with manager selection. Additional responsibilities included the research and recommendation for investments in the alternative asset classes. During his time at Funds SA, Paul was also responsible for the development and production of the “Risk and Exposure” report across each asset class for the Board. Paul was a member of the Investment Review Committee.
Paul previously worked at Origin Energy, where he prepared gas demand forecasts and asset valuations of transmission and distribution pipelines and assisted in regulatory submissions for internal and external bodies.
Paul has completed level 2 of the Chartered Financial Analyst Program and is a member of the CFA Institute.
Portfolio Manager - OptiMix and OnePath Diversified Funds
CIMA, B.Comm, M.AppFin
Liam is joined IOOF in 2020 and is the Portfolio Manager for the OptiMix and OnePath diversified portfolios, as well as global equities, REITs and listed infrastructure portfolios. This involves setting investment strategy, selection of fund managers, portfolio construction and implementing asset allocation tilts for the multi-asset portfolios.
Prior to IOOF, Liam held portfolio management responsibilities for Australian equities, global and emerging markets, and fixed income portfolios at ANZ Wealth. Previous to this, Liam was responsible for Australian equity fund manager research and market analysis, as well as research, development and implementation of the ING Investment Management (INGIM) overlay strategies within the Australian equities multi-manager portfolios.
Liam has over 17 years of financial market experience, commencing his career with the global investment research house Morningstar, where he worked as a performance analyst, focusing on portfolio performance analytics and ratings.
Liam holds a Bachelor of Commerce (majoring in Finance and Economics) from the University of Wollongong, and a Master of Applied Finance from Macquarie University. Liam is also a Certified Investment Management Analyst from the Investment Management Consultants Association.
Senior Manager Fixed Interest Assets and Strategy
B.Comm (Hons), B.Sc
Mark joined IOOF in 2020 and is responsible for portfolio construction and manager selection for Australian and global fixed income and cash. Prior to IOOF Mark worked at ANZ/OnePath in a similar role.
Asset Manager, Property
B.Sc (Hons), MRICS
Mark joined the IOOF property investment team after holding senior positions with Knight Frank and Colliers International, two of the largest and most respected property and asset management companies in Australia.
Prior to coming to Australia in 2006, Mark gained his property qualification in London and subsequently gathered deep experience working with leading British valuation and consulting organisations. Mark is a Chartered Surveyor and supports Simon in relation to all property asset classes and funds.
Tim is responsible for providing quantitative assistance to the investment team which includes performance attribution analysis.
Tim holds a degree in Actuarial Mathematics & Statistics from Heriot-Watt University in Edinburgh. Prior to joining IOOF, Tim worked in actuarial teams at Legal and General in the UK and as a Performance and Investment Analyst at Telstra Super with both Steve Merlicek and Dan Farmer.
Investment Analytics Manager
B.Sc (Adv), M.Bus
Daniel joined IOOF in 2020 as the Investment Analytics Manager. In his role he provides investment risk and performance analytics and reporting to support the investment decision-making process. Prior to this, Daniel was at ANZ/OnePath in the same role.
Prior to this, Daniel was a Senior Analyst, responsible for ensuring that the portfolio construction and management process within the ANZ/OnePath Investment Team was conducted with appropriate risk and analytical methodologies. Daniel’s role involved monitoring and providing commentary on portfolio positions, volatility, and correlations, as well as providing investment support and input into the portfolio decision-making process.
Daniel has 12 years of industry experience in risk, quantitative and portfolio analytical roles. In his previous role as Portfolio Analytics and Quant Specialist at FactSet Research Systems, he had responsibility for sales and support of leading-edge portfolio analytics and risk systems across fund managers in Sydney and Brisbane.
Daniel holds a Bachelor of Science (Advanced), majoring in Mathematics and Physics, and a Master of Business, majoring in Entrepreneurship, both from the University of Sydney.
National Specialist - IOOF Multi-Manager Investments Solutions (VIC, WA, SA, TAS)
Charles has over 30 years financial services experience and is currently responsible for providing support to those financial advisers that use IOOF MultiSeries and IOOF MultiMix range of funds. In his role, he is also responsible for the investment division’s relationship with external research houses.
Charles has a professional membership with FINSIA and has completed his Certificate of Financial Markets and Diploma of Financial Planning. Prior to joining IOOF, Charles worked as a senior financial planner. His career includes business development roles with renowned companies such as Citibank Ltd and Dow Jones.
National Specialist – IOOF Multi-Manager Investments Solutions (NSW, ACT, QLD)
B.Comm – Banking and Finance
Tim’s 20 plus years’ experience in the financial services sector, combined with his tertiary studies, provides an extensive knowledge of investment markets.
In his current role as Investments Specialist, NSW, ACT and QLD, Tim is responsible for promoting to and educating advisers on the IOOF Multi-Manager suite of products, where he partners with advisers to find the most suitable investment solutions/product for their clients.
National Investment Specialist – Practice Management
CFP®, Dip FP, FChFP (AFA)
Neil has over 40 years’ experience in banking, finance and business with the last 28 years in the financial services industry. Neil ran his own financial planning practice for the 12 years prior to joining IOOF in a practice management capacity after selling his practice in 2016.
In his current role as Investment Specialist – Practice Management, Neil dedicates himself to assisting financial planning practices in improving their practice efficiencies and investment management strategies in a time of many challenges.