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Zenith is a leading investment research provider dedicated to the delivery of premium investment research solutions for financial advisors and their clients. Our key areas of expertise are in managed fund research, model portfolio construction and maintenance, and Investment Committee participation.
Established in 2002, Zenith is 100% owned by directors and staff and today has one of the largest and most stable research teams in Australia. Zenith does not use external consultants or outsource any research services and has no outside interest in investment products, software platforms, retail distribution or dealer groups.
David Wright is a Managing Partner and joint founder of Zenith Investment Partners, the research business he established in November 2002. David has over 22 years investment industry experience, and is heavily involved in all aspects of the Zenith business, including manager research, model portfolio construction and participation in client investment committee meetings.
Prior to establishing Zenith, David held a position as Head of Research at IWL Ltd, an ASX listed company in which he was also a significant equity holder. In his role at IWL (formerly, IWL and AssetWare) David was responsible for managing a team of managed fund and equity analysts with the objective of producing investment research and ratings / recommendations for advisers and members of the firm's retail investment site. Specifically, David was instrumental in building and further developing IWL's managed investment research methodology and process and expanding the group's distribution of research to financial advisers.
Other prior roles included a position as Associate Director and Head of Managed Funds research at Lonsdale Limited, a national financial planning and stockbroking group, and a position as an investment analyst with the Advisor Group, also a national financial planning group. As a result, David has extensive experience researching, assessing and rating all forms of managed investments including, managed funds, property syndicates, tax effective investments and other managed investment schemes. David is also a former practitioner lecturer of the Securities Institute of Australia (now FINSIA).
David Smythe is a Managing Partner and joint founder of Zenith Investment Partners, the research business he established in November 2002. David has been in the investment industry for over 21 years and is heavily involved in all aspects of the Zenith business, including manager research, model portfolio construction and participation in client investment committee meetings.
Prior to forming Zenith, David held the position of General Manager - Managed Funds at IWL Ltd, an ASX listed company. An equity holder in that business since its establishment, David played an integral role in its growth, and at time of his departure IWL Ltd was an employer of 120+ staff, the largest provider of adviser software, and a top 3 provider of managed funds research.
David commenced his working career with AXA Funds Management in a role providing research to its institutional client base, before moving to Lonsdale Securities as a Senior Investment Analyst.
Ben Davis is a Partner and Head of Investment Consulting at Zenith Investment Partners and has over 15 years industry experience. Ben joined Zenith Investment Partners in October 2003.
Ben is a Certified Investment Management Analyst (CIMA) and Chartered Alternative Investment Analyst (CAIA) and is a member of the Investment Management Consultants Association (IMCA) and the Chartered Alternatives Investment Analyst Association (CAIAA). In 2008, Ben was awarded the BlackRock sponsored CIMA Scholarship for Retail Managed Funds and Master Trust Research Analysts. Since joining Zenith, Ben has been involved in leading manager reviews across a broad range of asset classes including international equities, fixed interest, mortgages, property and alternatives. Ben has completed on-site manager reviews in several of the world’s major financial capitals across the US, Europe and Asia. Ben has also specialised in portfolio construction and the formulation of customised approved product lists for financial advisers, dealer groups and master fund and wrap account providers. This role involved chairing investment committee meetings and presenting portfolio updates to these clients on a regular basis. Ben now focuses on the management of the Sector Research division.
Ben previously held a role as a Senior Investment Analyst at IWL Ltd, where he was a pivotal member of the manager review team. Ben commenced his finance industry career in a project management role at Bridge Information Systems, a global financial software provider, where he helped establish the software provider's presence in the Asia/Pacific region.
Glen Franklin is a Partner and Head of Investment Consulting at Zenith Investment Partners and has over 13 years industry experience. Glen joined Zenith in January 2005, following research roles within both the wholesale and retail markets.
Glen is involved in all aspects of the Zenith business, with a particular focus on constructing client model portfolios and chairing client investment committee meetings. Since joining Zenith, Glen has been involved in leading manager reviews across a broad range of asset classes including Australian equities, international equities, property and alternatives. Glen has completed on-site manager reviews in several major financial capitals, including London, Hong Kong, Boston, Chicago and New York.
Glen’s extensive background in financial services has included an Investment Analyst role at Intech Investment Consultants, followed by a Senior Investment Analyst role at IWL Limited, where he was a vital cog within a two member manager research team.
Glen has successfully completed the Level 1 exam of the Chartered Financial Analyst (CFA) program.
John is National Sales Manager and is responsible for developing and servicing the investment research requirements of Zenith's financial adviser client base.
With 20 years experience in sales and marketing, the last nine in the financial services industry, John has worked extensively with financial advisers both as a product provider and in the provision of research support. John joined Zenith from the Macquarie Group where he was a Key Account Manager in their real estate funds management division. Prior to that he was Manager of Client Services at PIR, the independent Property Funds Investment research group. John has a Bachelor of Arts and a graduate diploma in Property investment and development with honours from RMIT.
As National Key Account Manager John is responsible for engaging and supporting new and existing key clients through the provision of Zenith’s products and services.
Prior to joining Zenith in October 2013, John worked for over 7 years at Lonsec Research as General Manager, Sales & Client Services, and National Sales and Distribution Manager. The key facets of this role were to service existing research clients and grow subscriber numbers through building relationships with dealer group heads and financial planners. This included conducting ‘pitches’ to new clients, site visits, and presentations across a client base of over 350 dealer groups. The role also included product and offering development and the cross selling of other services in stockbroking and super fund comparators across emerging client markets.
Previously John held roles at the Over Fifty’s Group as Southern Sales Manager and at Invesco Asset Management Australia Limited where he was responsible for sales and client relationships of their Retail & Wholesale Managed Funds products.
Other roles include chief operational roles at County NatWest for 12 years and Lonsdale Financial Dealer Group as assistant to the General Manager.
Anthony joined Zenith in September 2017 is responsible for developing and executing the marketing and communications strategies of Zenith Investment Partners, as well as building brand profile across client, digital, online, media and social channels.
Anthony has over 20 years of experience in both financial marketing and investment research roles. Prior to Zenith, Anthony established a marketing consulting practice working with boutique fund managers and before that, was Director and Australian Head of Marketing at global fund manager Legg Mason and part of the global marketing senior leadership team based out of New York. Anthony’s other key roles include Marketing Manager with Mercer’s multi-manager business, Senior Investment Analyst at Lonsec Managed Funds Research, Marketing Manager at ANZ Funds Management and Credit Analyst at ANZ.
Anthony has twice been finalist as Australian Marketer of the Year – Investments (Rainmaker MAX Awards 2014 & 2016), and has won or been finalist in numerous industry marketing awards including winner of Digital Marketing Campaign of the Year – Investments 2015.
Bronwen Moncrieff joined Zenith Investment Partners in June 2011 as a Senior Investment Analyst, and was appointed Head of Research in November 2012. Bronwen has over 19 years experience in the investment industry, specialising in the research and evaluation of equities investment managers and the provision of advice to a wide range of clients.
Prior to joining Zenith, Bronwen has held senior analyst roles with several firms, including: the Future Fund, where she was responsible for assisting the Head and Director of Equities in managing the equity component of the Fund; Lonsec, where she was responsible for research, analysis and advice on global equities and long short hedge funds; and Russell Investments, where she was responsible for the identification and evaluation of new U.S. equity manager and product prospects and the analysis and evaluation of U.S. Growth and Small Cap equity managers.
Dugald joined Zenith Investment Partners in February 2009 and is currently Head of Property & Listed Strategies, focussing on Australian and Global REIT funds as well as ASX listed managed investments. Dugald has spent over 18 years in the investment research industry and has expertise across a wide range of asset strategies and investment structures. In addition to his responsibilities for Property & Listed Strategies, he also heads up research on a variety of other investment products including Direct Real Assets, Retirement Solutions (CIPRs) and Investment Bonds.
Prior to joining Zenith, Dugald was an Associate Director at Property Investment Research, where he was responsible for the operational management of the business in the research and ratings of A-REITs, unlisted property funds, property securities funds, mortgage funds and other real estate debt securities, as well as agribusiness funds. Prior to this, Dugald was a Senior Investment Analyst with Adviser Edge Investment Research, a boutique provider of research into the Agribusiness sector.
Dugald’s in-depth knowledge across his specialised fields has resulted in him being regularly sought as an industry commentator in a wide range of national media publications and industry journals.
Steven joined Zenith Investment Partners in June 2008 as an investment analyst in his first role in the financial services industry. Previously Steven worked in the retail pharmacy industry as a practicing pharmacist.
Steven has extensive academic qualifications including a Bachelor of Pharmacy, Bachelor of Commerce, Graduate Diploma of Applied Finance and Investment and has successfully completed all 3 levels of the Chartered Financial Analyst (CFA) program. He has also completed both levels of the Chartered Alternative Investment Analyst (CAIA) program. As such, Steven brings deep analytical skills and knowledge to his role at Zenith.
Andrew Yap joined Zenith Investment Partners in October 2012 and has over 18 years’ experience spanning research, consulting, financial advice, audit and tax. Andrew has in-depth knowledge across a broad range of core asset classes, with specialisation in Multi-Asset and Fixed Income. Andrew presently has lead responsibilities for Multi-Asset, Real Return and Australian Fixed Income. He is also a member of the Zenith Compliance Committee.
Prior to joining Zenith, Andrew was an Associate Director and Head of Multi-Asset at Standard and Poor’s, within the Funds Management Research division where he also had responsibilities across equities and fixed-interest. Further positions have included Consultant of PPB Advisory and Senior Research Manager at Pitcher Partners.
Rodney Sebire joined Zenith Investment Partners in Jan 2014 and has over 20 years’ experience in the investment management industry spanning private client advice, investment consulting, manager research and funds management. At Zenith, Rodney is responsible for leading Zenith’s Alternatives and Global Fixed Interest research coverage, which includes a diverse mix of absolute return strategies and more complex unconstrained fixed income strategies.
Prior to joining Zenith, he was employed with Man Group plc for 8 years holding the position of Research Manager with Man Australia. This position provided Rodney with direct exposure to a range of hedge fund strategies with a particular specialisation in managed futures. Rodney’s background in financial services has included an Investment Consultant role at Intech Investment Consultants, followed by a Senior Investment Analyst role at IWL Limited.
Quan joined Zenith Investment Partners in February 2012 and is currently Head of Equities. Quan is responsible for Global and Australian equities related investment products. Quan has over 10 years' experience in the investment management industry.
Prior to joining Zenith, Quan was a financial markets analyst at the Portland House Group, where he was responsible for the research and implementation of global equities investment/trading strategies as well as the accurate execution of trades.
Quan has a range of finance related academic qualifications including a Masters of Applied Finance from Macquarie University and a Bachelor of Commerce degree majoring in Finance from The University of Melbourne. Quan is also a CFA® Charterholder.
Thushani joined Zenith Investment Partners in March 2016 and holds a Masters of Applied Finance from Monash University. In addition to this, Thushani also holds a Bachelor of Commerce degree in Accounting, Finance and Financial Planning from Deakin University.
Prior to joining Zenith, Thushani was a Sell-Side Analyst specialising in Frontier markets at a leading Investment Bank overseas. Prior to this Thushani worked as an Associate within the Assurance team at PwC.
Jacob joined Zenith Investment Partners in March 2014 as a graduate from Deakin University with a Bachelor of Commerce.
Prior to joining the Research Team as a Graduate Investment Analyst, Jacob’s first position with Zenith was as a data analyst where he was involved in gathering and examining a wide range of data, predominantly for the purpose of assisting in Zenith’s fund reviews and assessments.
With his strong attention to detail and interest in investments, Jacob is a great addition to the Research Team.
Matthew joined Zenith Investment Partners in June 2015 and holds a Masters of Applied Finance from Monash University. In addition to this, Matthew also holds a bachelor degree in Economics and Finance from RMIT University.
Before joining Zenith, Matthew was a research analyst at a leading private wealth advisory firm, where he assisted in the monitoring and construction of the firm’s portfolios. Prior to this Matthew worked as a client services manager at the same firm.
Dan joined Zenith in February 2017 and holds a bachelor degree in Economics and Finance from RMIT University. Prior to joining Zenith Dan worked as a Financial adviser at a leading wealth management firm where he provided strategic advice across investments, superannuation, risk and financial planning.
Before working in the finance industry Dan worked in hospitality and hotels management including 5 years in London’s luxury hotel industry.
Stephen joined Zenith Investment Partners in January 2018 as an Investment Analyst. Previously Stephen was a Financial Adviser at a leading financial services firm where he provided strategic advice and portfolio management expertise to a diverse client base. Stephen was also an integral member of the firm’s investment committee which ran both managed fund and direct share model portfolios. He has also formerly worked as an Accountant specialising in business and tax advisory.
Stephen is a CFA® Charterholder, a Certified Financial Planner® and holds a Bachelor of Commerce (Accounting & Finance) from Monash University.
Tom joined Zenith Investment Partners in August 2017 as an Associate Investment Analyst. He holds a Bachelor of Commerce Degree and a Bachelor of Engineering (Honours) Degree from Monash University.
While at university, Tom worked part-time at OC Funds Management as a Research Assistant with a focus on Australian small-cap equities. After graduating from university and prior to starting at Zenith, he worked as an engineer on the NBN Project in Western Victoria.
Daniel joined Zenith in November 2017 as an Associate Investment Analyst. He holds a Bachelor of Commerce degree from Swinburne University of Technology with majors in International Business and Finance.
Prior to joining Zenith, Daniel worked in the wealth management division of a mid-tier financial services firm where he provided support to Paraplanners and Financial Planners. In addition to his financial services experience, Daniel gained exposure to institutional banking through a role in derivatives operations with National Australia Bank.
Adele joined Zenith Investment Partners in May 2015 and holds a Bachelor of Commerce degree majoring in Business from the University of Melbourne.
Adele joined Zenith’s Research team in early 2018, where she is responsible for researching and evaluating equities related investment managers. Before joining the Research team, Adele was part of Zenith’s Data and Consulting team for more than 2 years. In this role Adele was responsible for gathering and examining a wide range of data, predominantly for the purpose of assisting in Zenith’s investment manager reviews and assisting with client portfolios and queries. Adele also produced Zenith’s monthly market commentary and quarterly market reports.
Prior to joining Zenith, Adele worked in customer service, operations and business development roles.
Penny joined Zenith Investment Partners in February 2014. Penny is responsible for centralising and streamlining the data collection processes.
Penny brings with her over 20 years’ experience in the Automotive and Health Care industries with many of her roles focused on data analysis and process improvements.
Lalitha joined Zenith Investment Partners in May 2017 and holds a Bachelor of Commerce Degree.
Prior to joining Zenith Lalitha worked in a variety of business sectors including Manufacturing, Telecommunication and Mortgage Broking in office support roles.
Georgio joined Zenith Investment Partners in August 2017 and is currently undertaking a Bachelor of Commerce degree majoring in Economics and Finance at the University of Melbourne.
Georgio’s strong attention to detail coupled with his studies ensures that he has the necessary quantitative and analytical skills required for his role.
Nathan joined Zenith Investment Partners in October 2017 and is currently undertaking a Bachelor of Commerce degree majoring in Accounting and Finance at the University of Melbourne.
Nathan’s problem-solving ability and knowledge of finance allow him to effectively support the data team in its day to day activities.
With over 10 year’s administrative experience, half of which has been within the financial services sector, Kiley joined Zenith in August 2010, providing day to day administrative support to the research team.
Kiley previously worked for the University of Sydney within a customer and student support capacity, Institute of Public Finance (London) as a Personal Assistant to client advisory services managers and IWL Ltd. Kiley’s experience is diverse with a strong customer service focus.
With over 15 year’s administrative experience, half of which has been within the financial services sector, Trudy joined Zenith in November 2007, providing day to day administrative support to the Investment Team.
Trudy previously worked for IWL Ltd as General Manager Administration and provided Executive Assistant support to the CEO. Prior to this, Trudy was employed within the food industry and held various roles, most of which supported high level executives, at Ricegrowers’ Co-operative (SunRice) and ICM Australia Pty Ltd (Uncle Toby’s and Berrivale Orchards).
Manuela joined Zenith Investment Partners in April 2014 and holds a Bachelor of Arts/ Law degree from Monash University. Manuela was admitted to practice in 2004 and brings to Zenith over 10 years of practice experience, five of which have been in house as corporate Legal Counsel.
Before joining Zenith as Legal and Compliance Counsel, Manuela developed strong experience in the financial services sector after working as a part of the Legal and Compliance team at Vanguard Investments Australia and most recently as Legal Counsel for Emirates Leisure Retail Australia, with a strong focus on corporate commercial legal and compliance matters.
Ronelle joined Zenith Investment Partners in July 2015 in a newly formed role as the Company’s Accountant. Ronelle has over 30 years’ experience across accounting and general management capabilities and has had exposure to a broad range of sectors (Eg. manufacturing, construction, telecommunications and wholesale/warehousing).
CPA qualified, Ronelle brings very strong analytical and problem solving skills together with proven budgeting, forecasting and general finance management. The majority of Ronelle’s roles have had components of technical accounting as well as strategic and/or a management focus. Her strong business acumen and commercial focus will further support the management team and enhance our finance systems.
Gemma joined Zenith in November 2012. With over 8 years administrative and customer service experience, Gemma provides front of house reception and provides valuable administration support to all divisions within Zenith.
Gemma previously worked for four years within the training and education sector in various administration and client management roles offering strong administrative support to team members and management. With her strong customer service background combined with her organizational and time management skills, Gemma is adept at providing high level administration support.
Louise joined Zenith in February 2015 and provides day to day administrative support to the research team.
With over 20 years administrative experience in the real estate, property development, legal and recruitment sectors, Louise is highly organised with a strong customer service focus.
Ruby joined Zenith Investment Partners in May 2016 and provides front of house reception and administration support to all departments within Zenith.
Ruby is currently completing a Bachelor of Commerce through Deakin University. She previously worked part-time at Watermark Intellectual Asset Management as a Corporate Receptionist providing general administrative support within the business.
Simon joined Zenith Investment Partners in January 2015. As the lead for our internal IT team, Simon is responsible for the design and development of the Zenith suite of applications which are core to our online services and integration capabilities.
Simon’s strength in agile software delivery comes from over 15 years of experience developing customer facing websites and mobile apps. His passion for innovation, user experience and cloud computing make Simon a welcome lead for our IT team.
Branislav joined Zenith Investment Partners in June 2016. Bran has extensive experience in the IT industry providing technical support across servers, networks, desktop PC and Mac computers as well as a wide variety of other hardware and software.
With his strong problem solving ability and keen sense for technology, Bran is able to offer a superior level of IT support to our internal team which benefits a measurable productivity increase to the business.
Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of general advice. To the extent that any content of this website constitutes advice, it is General Advice (s766B Corporations Act 2001) for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice and obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website is subject to copyright and may not be reproduced without the consent of the copyright owner. This website was prepared in good faith and Zenith accepts no liability, whether direct or indirect, for any errors or omissions. Past performance is not an indication of future performance.