Our Executive Team
Greg Kirk
Executive Chairman
Katie Gill
Chief Operating Officer
Ian White
General Manager - Corporate
Santi Burridge
Founder and Chief Executive of Corporate Development
Our Corporate Development Team
Phil Pilgrim
Corporate Development Executive
Tahlia Rozis
Corporate Development Associate
Our Asset Allocation and Investment Committee
Jon Reilly
Chief Investment Officer and Co-Founder
Paul Dortkamp
AAIC Chair
Tim Farrelly
Jonathan Pain
Consultant to the CIO and AAIC team
Our Portfolio Management Team & Custody
Chris Smith
Head of Investment Services
Emery Wong
Portfolio Manager
Dean Roberts
Senior Portfolio Manager
Samantha Feeley
Portfolio Operations Assistant
Jemmy Pola
Head of Custody & Administration
Marketing, Communications and Public Relations
Naomi Christopher
National Manager – Marketing and Communications
Adviser Services Team
Natasha Daniels
Head of Adviser Services
Kate Chaseling
Head of Projects & Service Delivery
Aaron Bray
Adviser Service Manager
Anne Ngo
Adviser & Client Service Manager
Rohan Dunne
Adviser & Client Service Manager
Robert Howell
Business Optimisation Specialist
