Acting Chief Executive Officer
Lukasz de Pourbaix|Acting Chief Executive Officer, Lonsec Research
Lukasz leads the Lonsec Investment Solutions Pty Ltd (LIS) business. LIS harnesses Lonsec's broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also chair of Lonsec's Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees. Prior taking the CIO role Lukasz was Lonsec's General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions.
Lukasz has over 18 year's industry experience commencing his research career at ING Australia where he was Research Manager. Prior ING he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. Lukasz is currently on the board of the Investment Management Consultants Association (IMCA).
Our Manager Research team
Libby Newman|Head of Manager Research
BBus, FFin, CPA
Libby leads the Manager Research team of more than 25 analysts who collectively cover a diverse range of unlisted and listed managed funds spanning global and domestic equities, fixed interest, infrastructure, property, alternatives and multi-asset strategies. Prior to her appointment to this role in January 2018, Libby was General Manager, Income and Multi-Asset. Libby has more than 25 years experience in funds management and fund research and has been involved in research of fixed income and multi-asset funds since joining Lonsec in 2007 with primary focus on fixed income. Libby also serves on the Lonsec Investment Committee and Manager Selection Committee which meet quarterly to consider asset allocation and manager selection in model portfolios.
Prior to Lonsec, Libby spent 10 years as part of the fixed interest team managing Suncorp’s insurance mandates. She also has experience in middle office, operations and investment performance systems testing and risk management at Abbey National (London), DST International (London) and boutique credit arbitrage manager Artesian (Melbourne).
Peter Green|Head of Listed Products & General Manager Australian Equities
BCom, BA, CA
Peter is the Head of Listed Products / General Manager – Australian Equities for Lonsec Research. In this position, which he has held since 2018, he is responsible for all aspects of Lonsec’s Australian equity direct and managed fund research. Peter is also a member of Lonsec’s Research Process, Asset Allocation, Manager Selection and Direct Equities Committees. Peter was previously the General Manager for Lonsec’s Global Equity managed fund sector and the Sector Lead for the Australian Large Cap sector. Prior to joining Lonsec in 2008, Peter was a management accountant and external auditor. Peter holds a BComm/BA form the University of Melbourne and is a member of the Institute of Chartered Accountants.
Rui Fernandes|General Manager, Global Equities
BEc, GradDipAppFin, CFA
Rui is responsible for the global equities research effort and joined the Lonsec in 2008.
Before joining Lonsec, Rui held a number of investment research and analytical roles in the finance industry at firms such as Aviva Research, the Australian Prudential Regulation Authority and the Commonwealth Bank of Australia.
Deanne Baker|General Manager, Multi Asset and Alternatives
Deanne joined Lonsec Research in July 2007 and holds over 18 years’ experience in managed funds research and portfolio management. As General Manager — Multi Asset and Alternatives, Deanne is responsible for the management of the research team in these areas, coordinating sector workflows and overseeing the quality and suitability of the research. Deanne is a member of the Lonsec Asset Allocation Committee which meets at least quarterly to consider asset allocation. Prior to joining Lonsec, Deanne spent seven years with Invesco, where she worked as an Investment Analyst and later, Assistant Investment Manager, responsible for multi-asset class and structured portfolios. Deanne has also previously held roles at Barclays Stockbrokers and Legal and General Investment Management in the UK.
Steven Sweeney|General Manager, ESG/SRI and Emerging Markets
Steven is responsible for the leadership and delivery of Lonsec's research output on ESG, Responsible Investment and Emerging Market equities. Steven joined Lonsec in 2007 as an Investment Analyst within the managed funds research team and has progressed through the research ranks working across various sectors including lead analyst responsibilities across the emerging markets and Asian equity, Australian smaller companies and responsible investment sectors.
Prior to joining Lonsec, Steven spent three years as a Research Analyst at Aviva Research where he was responsible for researching and rating managed funds across various asset classes for the Navigator platform.
His career also includes time at the Royal Bank of Scotland in Edinburgh where he provided research and reports across various industry sectors for the Chief Economist’s unit.
Kevin Prosser|Research Manager, Direct Assets
BEc, DipEd, GradDipAppFin, SDIAM
Kevin joined Lonsec in 2003 and has overall responsibility for research into unlisted direct assets, including direct property syndicates and direct infrastructure funds. Prior to Lonsec, he was an Analyst and Investment Advisor with E. L. & C. Baillieu Stockbroking, Research Manager with G. K. Goh Stockbrokers in Kuala Lumpur and a Research Analyst with McIntosh Securities and AMP.
Jude McDonnell|Senior Investment Analyst
Jude joined Lonsec in February 2015. Jude is the lead analyst across Global and Domestic Fixed Interest and also works on the Multi Asset sector with her primary responsibility being the preparation of detailed research reports. Jude has 15 years of experience working within financial services. Her most recent role of more than six years with Mercer Investments where she was responsible for providing investment consulting services to institutional clients in the Superannuation, Insurance and Endowment and Foundation space. Jude’s other work history includes roles with Macquarie Bank, Perennial Investment Partners, DST International, and Bank of New York Mellon (London).
Sam Morrris|Senior Investment Analyst
BSc, BEc, GradDipAppFin
Sam joined Lonsec in 2007 and is Lonsec’s lead Senior Investment Analyst covering the Alternatives and Global Listed Property sectors. Sam has gained experience across all major asset classes, including Australian and Global Equities, Fixed Interest, Property and Infrastructure. Prior to working at Lonsec, Sam worked as an Economist/Property Consultant and in banking, including a role with UBS in Prime Broking in London prior to the Global Financial Crisis.
Shailesh Jain|Senior Investment Analyst
BBusMan, GradDipFin, MeCom, M.App.Fin
Shailesh joined Lonsec in 2008 and works as a Senior Investment Analyst within the managed funds research team. Shailesh is responsible for leading the research effort across the Australian equities and small companies, global emerging markets and responsible investment sectors. Shailesh has covered funds in most major sectors since joining Lonsec, including global equities, fixed income and multi-assets. Prior to Lonsec, Shailesh spent four years as a Credit Analyst at National Australia Bank where he was responsible for performing analytical review of financial statements and drafting credit memorandum.
Simone Gavin|Senior Investment Analyst
Simone joined Lonsec in February 2013 as a Senior Investment Analyst within the managed funds research team. Simone is involved in the review of funds across all sectors, with primary focus in Australian equities, global equities, and global emerging markets. Prior to Lonsec, Simone spent 13 years working within financial services, her experience including more than four years with Standard and Poor’s managed funds research team. Simone also spent two years with Frontier Investment Consulting as an analyst working across various sectors and clients and five years with Towers Perrin including three years in the Netherlands.
Adrian Hoe|Senior Investment Analyst
BCom, BIS, CFA
Adrian joined Lonsec’s managed funds research team in November 2011 and is involved in the review of financial products across all sectors, with primary focus in Australian equities, Global equities and Alternatives. He is also the sector lead for the Australian equities specialised sector. Prior to joining Lonsec, Adrian spent three years as a Research Analyst at IOOF where he was responsible for researching managed funds and providing investment consulting services.
Amy Ho|Senior Investment Analyst
BCom, BBIS, CFA
Amy joined Lonsec’s managed fund research team in January 2012 and is responsible for undertaking managed
fund research across a range of sectors. Most recently Amy worked as a Performance Analyst at Industry
Superannuation Property Trust where she was responsible for performance reporting, attribution analysis and
forecasting. She also held a position with JBWere in the Private Wealth Management division, where she was in
charge of improving the systems and processes supporting the portfolio reporting service. Amy is a CFA
James Kirk|Senior Investment Analyst
James joined Lonsec in April 2013 as a Graduate Investment Analyst within the managed funds research team. In this role, James is involved in the review of financial products across the global equities and the long/short equities sectors, with his primary responsibility being the preparation of detailed research reports. James recently completed his Honours in Finance degree alongside a double major in Finance and Financial Planning. Before joining Lonsec, James gained experience as an Investment Analyst within Dixon Advisory. James was responsible for implementing advice and producing equity and market commentary reports.
Prasanka Rajapaksha|Senior Investment Analyst
CFA, BBA (Finance), CPA, ACMA
Prasanka joined Lonsec in May 2015 to the managed funds research team. In this role, he is responsible for undertaking managed fund research, with primary focus on Fixed Income and Multi-Asset sectors.
Prior to joining Lonsec, Prasanka was a Senior Analyst/AVP at Fitch Ratings where his main responsibility was assigning credit ratings for banks and financial institutions. He also served five years at the Central Bank of Sri Lanka initially as a bank analyst/supervisor and later as a fixed income & forex dealer/analyst.
Sheng Tan|Senior Investment Analyst
BActs, BCom, CFA, CPA
Sheng joined the Lonsec managed funds research team in March 2016 and is primarily responsible for preparing detailed research reports across various sectors. Sheng's most recent role was at ANZ Wealth, providing bespoke investment portfolio advice to retail clients. Prior to that, he spent four years as a Financial Analyst at Dixon Advisory executing a variety of investment analytical and research tasks.
Mark Stephan|Investment Analyst
Mark joined Lonsec in October 2015 as an Associate Investment Analyst within the managed funds research team and was promoted to Investment Analyst in 2016. In his role, Mark is involved in the review of financial products across a range of different sectors including global equities, global emerging markets, Australian equities and global listed infrastructure. His primary responsibility is the preparation of detailed research reports. Mark graduated with a Bachelor of Commerce (Finance & Marketing) from the University of Melbourne in 2013 and has passed Level 1 of the CFA examination. Before joining Lonsec, Mark gained experience as an Associate Adviser at RI Advice Surrey Hills and more recently at Netwealth Investment & Superannuation
Nathan Umapathy |Investment Analyst
Nathan joined Lonsec in June 2018 and works as an analyst within the Listed Products team. He previously worked as a Research Analyst at Bell Potter, covering both the Listed Investment Company and the Exchange Traded Fund sector. In that role, he was also responsible for authoring the highly regarded LIC Weekly and Quarterly reports, and involved in a number of capital raisings within the sector. Prior to that role, he worked as Assistant Analyst to the Head of Research at Bell Potter. Nathan holds a Bachelor of Commerce from University of Melbourne.
Sharmeel Suka|Associate Investment Analyst
Sharmeel joined Lonsec in April 2016 and is involved in the review of financial products across a range of different sectors including global fixed interest, multi-asset, domestic fixed interest and global listed infrastructure. Sharmeel has over 4 years of experience working within financial services.
Prior to Lonsec, his most recent role was as an Investment Research Analyst at netwealth Investments where he was involved in the due diligence process for its platform investment menu. Sharmeel graduated from Monash University with a Master’s of Applied Finance in 2014, after completing a Bachelor of Commerce from the University of Melbourne in 2012, and has passed Level 1 of the CFA examination.
Clinton Alexander|Associate Investment Analyst
Clinton joined Lonsec in March 2017 as a Graduate Investment Analyst within the managed funds research team. In this role, Clinton’s main tasks will be to assist with the research into managed funds across a range of different sectors with his primary responsibility being the preparation of detailed research reports.
Clinton holds a Bachelor of Business (Accounting and Econometrics) and a Master of Banking and Finance from Monash University, graduating as the highest achieving student (2016). Prior to joining Lonsec, Clinton was employed as Graduate Business Recovery and Insolvency Analyst with Pitcher Partners in Melbourne.
Matthew O'Neill|Associate Investment Analyst
Matthew joined Lonsec in December 2015 as a Graduate Investment Analyst within the managed funds research team. In this role, Matt’s main tasks will be to assist with the research into managed funds across a range of different sectors with his primary responsibility being the preparation of detailed research reports. Matthew recently graduated with a Bachelor of Commerce with Honours (Finance & Economics) from the University of Melbourne and is currently studying for the CFA Level III examination in June 2018.
Geraldine Goh|Associate Investment Analyst
Geraldine joined Lonsec in September 2016 as a Graduate Investment Analyst within the managed funds research team. Geraldine’s responsibilities include assisting with the research into managed funds across a range of different sectors with her primary responsibility being the preparation of detailed research reports. Geraldine graduated with Master of Finance and Bachelor of Business (Accountancy) both from RMIT, and is currently studying for the CFA Level 2 examination in June 2018.
Prior to joining Lonsec, Geraldine gained experience as a Money Market and FX Dealer for First Commercial Bank Ltd, Singapore Branch.
Chloe George|Associate Investment Analyst
Chloe joined Lonsec in October 2016 as a Graduate Investment Analyst within the managed funds research team. In this role, Chloe’s main tasks will be to assist with the research into managed funds across a range of different sectors with her primary responsibility being the preparation of detailed research reports. Chloe graduated with a Bachelor of Economics with Honours from La Trobe University. Prior to joining Lonsec, Chloe gained experience as an Implementation Specialist at IRESS and a Consultant for Capita Procurement Solutions in London.
Bonnie Milne|Research Assistant
Bonnie joined the Lonsec Research team in June 2013 and is responsible for managing the Data Portal (RFI questionnaires for Managers), Sector Research Plans and publishing our Manager Reviews. Bonnies key focus is liaising with Managers and Analysts to help the review process run as smoothly and efficiently as possible.
Bonnie's previous role was at Schiavello Hospital Solutions, focusing on hospital fit-outs. Bonnie has a strong background in stakeholder management and client services.
Our Investment Consulting team
Veronica Klaus|Head of Investment Consulting
Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients and providing them with tailored solutions.
Prior to joining Lonsec Veronica was a Director of Investment Consulting at 358 Australia Pty Ltd and prior to that, she spent a number of years at CPG Research & Advisory as a Senior Consultant; Standard & Poor’s Investment Consulting Division; Manager Investments at State Super Financial Services and as a research analyst at Bridges Financial Services.
Michael Elsworth|Executive Manager, Investment Consulting
BCom, MBA, GradDipAppFin
Michael joined Lonsec in 2006 as part of the research team and at various times had overall responsibility for sectors including structured and exchange traded products, fixed income and alternatives. He has since moved to the Investment Consulting team as Executive Manager and provides advice and input into model portfolio construction and asset allocation decisions.
Prior to Lonsec, Michael worked at Westpac in both retail and institutional financial markets, and structured product development roles where he was responsible for sourcing, repackaging and marketing complex financial markets products. Michael spent three years in Hong Kong and two years in New York where he acted as Westpac’s senior financial markets representative, helping expand the bank’s reach in structured credit products.
Nicholas Thomas|Senior Investment Consultant
B.Ec, B.M, MAppFin, CFA
Nicholas joined Lonsec in March 2013 as a Senior Investment Analyst within the Research team. He has since moved to the Investment Consulting team as a Senior Investment Consultant. In this role Nicholas provides a range of investment advice, including strategic and dynamic asset allocation, manager selection and portfolio construction for Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds. Nicholas has 18 years’ investment experience. Prior to being at Lonsec, he spent eight years at Russell Investments as a Senior Research Analyst and five years at MLC Investment Management.
Brook Sweeney|Senior Investment Consultant,
BBus (Accy / Banking&Finance), GradDipAppFin
Brook joined Lonsec in January 2018 as a Senior Investment Consultant. In this role Brook provides portfolio construction advice, including fund research, selection and asset allocation to Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds.
Brook has 18 years’ investment experience and was recently a National Manager at Colonial First State (CFS), where he was responsible for part of CFS’ retail distribution strategy. Previously, he spent eight years at Morningstar both in Australian and the UK in a variety of consulting roles.
David Wilson|Investment Consultant
David joined Lonsec in August 2015 as an Investment Consultant. In this role, David provides advice and input into the portfolio construction process, including fund research and selection as well as performance reporting and analysis. Prior to joining Lonsec, David worked as a Research manager for the Findex Group where he was responsible for fund manager research, performance reporting, APL and model portfolio reviews and economic research for a network of 150 financial planners. David holds a Masters of Applied Finance and a Bachelor of Commerce (Economics & Finance.
Wilson Kwok|Senior Quant Strategist
Wilson joined Lonsec in 2010 as an Investment Consultant and is involved in the review of approved product lists, model portfolios and strategic asset allocation. He is also heavily involved in quantitative analysis and modelling for the investment consulting team. Wilson was prompted as a senior member of the Consulting team highlighting his continuing responsibilities of all of the quantitative modules within the business.
Prior to Lonsec, Wilson was a Performance Analyst at van Eyk Research, where he was responsible for performance reporting, approved product list and model portfolio reviews within the asset consulting team. He has also worked for Fidelity International as an investment marketing specialist focused on competitor analysis, and was previously employed as a research analyst with Rainmaker.
Eddy Zhang|Quant Strategist
BCom, MFin, MRes, CA, CPA
Eddy joined Lonsec in January 2017 and now he is working as a Quantitative Strategist in the investment consulting team. In this role, Eddy’s main tasks will be to assist with the consulting services across a range of different clients with his primary responsibility being the preparation of monthly performance report and investment committee pack, and he will also assist the model portfolio construction and review process.
He graduated with a Master of Research from Macquarie University.
Prior to that, Eddy was an accountant in a project management company for three years, where he was responsible for preparation financial reports across several projects. Eddy also holds a Master of Finance and a Bachelor of Commerce from the University of New South Wales. Eddy has been qualified as CA and CPA.
Our Direct Equities Research team
Danial Moradi|Senior Equities Strategist
BEng, GradDipAppFin, DipFP
Danial Joined Lonsec in 2007, and is currently responsible for the management of Lonsec’s Income and Emerging Leaders Model Portfolios, in addition to assisting with the construction and management of Lonsec’s other direct equity model portfolios. Danial is also a member of Lonsec’s Portfolio Services Investment Committee that oversees the management and Investment strategies of Lonsec’s direct equity model portfolios. Previously at Lonsec, Danial was responsible for in-depth research coverage on a number of listed companies from a wide range of sectors including Financial Services and Telecommunications, in addition to publishing Lonsec’s quarterly Listed Income Securities Investment Journal. Danial has over 10 years’ experience in trading, research and analysis of local and international equity and derivatives markets.
Ross Bird|Equities Strategist
Ross re-joined Lonsec in June 2013 developing specialised portfolios for wholesale clients. Ross is a member of Lonsec’s Portfolio Services Investment Committee that oversees the management and Investment strategies of Lonsec’s direct equity model portfolios. Ross has 27 years’ experience in Banking, Funds Management and Stockbroking research and portfolio management. Previously, Ross held Strategist roles at Lonsec, Aegis Equities, Morningstar and Bellwether. Prior to this, Ross was a Resources Analyst at National Mutual (now AXA) for 10 years.
Chad Troja|Senior Equities Analyst
B.Intl Trade, M.AppFin
Chad joined Lonsec at the end of 2017 from Catholic Church Asset Mgt where he was an Investment Analyst covering Australian Equities. Prior to this Chad spent 9 years at Perennial Investments Partners where he was part of the Global Equities team covering Consumers, Industrials and Health whilst also involved in FX.
With over 12 years funds management experience previous organisations include Invesco, Equity Trustees and Foreign & Colonial (UK). Joining Lonsec as a Senior Equity Analyst, Chad will cover Financials, Tech & Telecommunications
Kelly Glover|Equities Analyst
Kelly joined Lonsec in March 2017 as an Investment Analyst within the managed funds research team, before moving into the Direct Equities Research team in December 2017. In this role, Kelly is involved in the research coverage of Australian equities. Kelly completed his Masters in Finance degree in 2016. Before joining Lonsec, Kelly gained five years of experience as an Analyst at Jenepe Capital. Kelly was responsible for producing valuation and equity reports and assisting the Corporate Finance team with international IPO’s and capital raisings.
Toby Greene|Graduate Equities Analyst
BA, MFin, CFA Level III candidate
Toby joined the Lonsec Equities Research team in September 2016. Toby is responsible for maintaining research coverage on existing hybrid securities, AM and PM Bulletin market wraps and providing corporate action updates on ASX 200 listed companies.
Prior to Lonsec, Toby performed contract work as an analyst at multiple boutique corporate advisory firms for six months and worked two years in operations at a boutique marketing firm.
Our Sales and Client Services team
Chris Schroder|Head of Business Development
Chris joined the Lonsec team in 2006 and is responsible for overall business development of Lonsec’s suite of investment research services. In addition to building new sales, Chris is also involved in strengthening client relationships through research presentations, client pitches and site visits to financial planners and fund managers throughout Australia. Previously Chris held various roles in the UK as part of his overseas adventures as well two years in settlements for mortgage lender Liberty Financial.
Jasmine Miller|Business Development Manager
Jasmine joined Lonsec in 2017 and is responsible for generating new business in the areas of investment research (iRate), and investment consulting.
She is also involved in strengthening existing client relationships through research presentations and site visits to financial planners throughout Australia.
Jasmine has been working in Sales and Relationship Management in the Financial Services industry for 12 years in both the UK and Australia, with roles at Man Group, Macquarie and The Royal Bank of Scotland.
Hannah Bevan|Client Services and Training Manager
Hannah joined the Lonsec team in 2015 as the Client Services and Training Manager. She is responsible for overseeing the client relationships for Lonsec’s retail and institutional clients, offering a high level of support and guidance for users of Lonsec’s online tools. In addition, Hannah works on strategic initiatives to strengthen our services to meet the changing needs of our clients.
Prior to joining Lonsec, Hannah was the Client Services and Training Manager at van Eyk Research. Before moving to Sydney, Hannah held client service and investment operations roles at BNP Paribas and other financial firms in the UK and has 11 years of industry experience.
Tracey Barden|Senior Client Relations & Training Consultant
Tracey joined the Lonsec team in April 2015 and is responsible for managing Lonsec’s retail and institutional client relationships, and building the capabilities of iRate users through training and ongoing support. Tracey’s key focus is on enhancing the user experience of iRate clients and maximising the value of their package through on-site demonstrations, online webinars, and phone and email support. Prior to joining Lonsec, Tracey held various other roles in the financial services industry, including with Macquarie Group and ING Direct when she first came to Australia in 2013. Tracey has 12 years of client service experience and rapport building with clients, including eight years in Dublin, Ireland working in retail banking for Allied Irish Bank, before moving to Brown Brothers Harriman as a client service specialist in fund administration.
Our Research Analytics team
Stewart Gault|Head of Research Analytics
BEng (Hons), GradDipAppFin, MBA, CFA
Stewart joined Lonsec in 2010 and leads the Research Analytics Team. Stewart’s chief role is in the ongoing development of Lonsec’s quantitative tools and data processes. He assists the manager research, investment consulting and direct equities teams in process improvement. Stewart has previously been a Senior Investment Analyst within the managed funds research team. He is an active member of Lonsec’s Research Process Committee.
Prior to Lonsec, Stewart was Director of Operations at Olympus Funds Management, where he was responsible for managing all operational aspects of the firm‘s listed investment company. He has also worked as a business consultant in Tokyo and was previously employed as an engineer with a technology firm.
Jen Lee|Senior Data Analyst
Jen joined Lonsec in 2013 and works as a Data Analyst within the managed funds research team. Jen manages the data supply with external providers and ensures the integrity of data used by Lonsec Research. Jen also provides support on strategic initiatives projects. Prior to Lonsec, Jen worked at IRESS Limited, where she was responsible for financial market data for all exchanges available on IRESS terminal. Jen has also recently completed CFA Level 2.
Colin Chen|Quantitative Research Analyst
BAS/DipCS, BAS (Hons), PhD
Colin joined Lonsec in October 2015 within the Research Analytics team. Colin provides ongoing quantitative support to the managed fund and direct equities research teams. His main responsibilities include the maintenance and application of research models, data integrity and external client support. Colin completed his studies at RMIT University with first class Honours and Doctorate degrees both in Mathematics.
Prior to joining Lonsec, Colin was employed by RMIT as a research assistant for the school of Mathematical and Geospatial Science. Colin has also worked as a consultant dealing with Econometric and Statistical projects.