Greg Kirk
Executive Chairman
Katie Gill
Chief Operating Officer
Ian White
General Manager - Corporate
Santi Burridge
Founder and Chief Executive of Corporate Development
Phil Pilgrim
Corporate Development Executive
Tahlia Rozis
Corporate Development Associate
Jon Reilly
Chief Investment Officer and Co-Founder
Paul Dortkamp
AAIC Chair
Tim Farrelly
Jonathan Pain
Consultant to the CIO and AAIC team
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
Naomi Christopher
National Manager – Marketing and Communications
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
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