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 Portfolio Manager, Strategy and International 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 is the Portfolio Manager for Strategy and International Equities. In his portfolio manager role, Stanley is responsible for the strategy and asset allocation of the diversified products of IOOF's multi-manager funds, and also manages the International Equities portfolio. Prior to this, Stanley 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. Outside of work, Stanley has a keen interest in travel and food.
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, Alternatives
Ray is responsible for delivering the strategy, growth and investment performance of the IOOF Alternatives Portfolio.
Ray has over 25 years solid industry experience. Ray commenced working in the industry at Towers Perrin in 1990 where he was Manager, Asset Consulting. In 1994 he joined Industry Fund Services where he was responsible for the development of its asset consulting and funds management businesses. In 2000 Ray founded Sovereign Investment Research providing specialist investment advice and consulting to institutional investors and investment managers. Ray was the founding Chairperson of the Australian Chapter of IMCA in 2000 and made a Life Member in 2012.
Ray has a Bachelor of Economics (Honours) from Monash University and prior to joining the investment industry he was Chief Economist with the SECV and Telstra.
Portfolio Manager, Internal Equities, Currency & Implementation
Rhodri has been with IOOF since September 2008. His current title is Portfolio Manager - Internal Equities, Currency and Implementation. Rhodri is 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.
Rhodri holds a Bachelor of Science in Business Administration (Finance/Economics major) and a Master of Business Administration. Outside of work Rhodri enjoys playing golf and soccer, the latter being a sport in which he represented New Zealand at junior level.
Portfolio Manager, Internal Management Credit and Cash
B.Bus, M.Fin, M.App Fin.
Juanita was appointed to the role in December 2013 and is responsible for portfolio management of the various cash and fixed income trusts at IOOF. Juanita has 9 years of experience in capital markets specialising in multi asset management, funds management and asset allocation strategies.
Prior to joining IOOF, Juanita was a Portfolio Manager for Money Markets and Listed Equities and then became Portfolio Manager for Fixed Income, Hybrids, Currencies and Equity Derivatives and Overlays, at Medibank Private Limited for 3 years. During this time Juanita was responsible for designing, structuring, trading, reporting and managing the Fixed Income portfolio. She provided in depth analysis for cash management and its optimisation with the aim of meeting the company's financial objectives and risk appetite.
Juanita has a Bachelor of Business Administration from El Rosario University (Colombia), a Master of Finance and Capital Markets from La Sabana University (Colombia) and a Master of Applied Finance from Melbourne University (Australia).
Juanita as a native Spanish speaker enjoys learning languages, travelling and learning from different cultures. As she considers the best representation of a culture is through food, her main passion is trying new restaurants and red wine.
Portfolio Manager, Fixed Income
Appointed in December 2016, Osvaldo is responsible for portfolio management and performance of the various fixed income portfolios at IOOF.
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 trading and portfolio management across domestic and global 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
Portfolio Manager, Property
Ass. Dip - Valuation
Simon is the Portfolio Manager for 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 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. Outside work Simon is a keen soccer supporter and keeps fit with regular sea kayak and mountain bike excursions.
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.
Outside work Tim is a keen footballer (round ball variety) in a central Victorian team and also enjoys gardening and beekeeping.
National Specialist - IOOF Multi-Manager Investments Solutions (VIC, WA, SA, TAS)
Charles has over 28 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.
Outside work Charles has a strong interest in sport. Early in his career he was a registered tennis professional where he toured with some of Australia’s junior elite players.
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.
Investment Specialist – Practice Management
CFP®, Dip FP, FChFP (AFA)
Neil has over 40 years’ experience in banking, finance and business with the last 25 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.
Neil is now part of IOOF in the capacity of Investment Specialist – Practice Management, where he now dedicates himself to assisting financial planning practices in improving their practice efficiencies and investment management strategies in a time of many challenges.