An FE fundinfo Company
Peter joined FE fundinfo in February 2022. As CFO, he is responsible for the company’s Finance, Legal and Business Intelligence functions. With extensive international finance experience, including from the United States and Asia, Peter has held several leadership positions in innovative, high-growth businesses in both healthcare and financial technology. Most recently he was CFO of the capital markets technology company Itiviti.
Jason is the Managing Director of Zenith Investment Partners. Joining the group in 2019, he held the position of Chief Operating Officer until his promotion to Managing Director in January 2024. Jason now holds the overall responsibility for managing the broader Group in Australia, which includes the Chant West business.
With an extensive background in funds management, wrap platform and wealth advice markets, Jason is focussed on supporting the broader business to deliver its growth plans whilst continuing to achieve quality outcomes for clients.
He commenced his career in 1989 with National Mutual Life before moving to the Macquarie Group in 1994. There he spent 17 years in senior business development and general management roles including working overseas as Executive Director leading Macquarie’s Banking and Financial Services Group in the UK. After leaving Macquarie, Jason spent 5 years with NAB in its Debt Capital Markets and Asset Management (MLC) businesses. Before joining Zenith, Jason was Executive Director of boutique firm ARCO Investment Management.
BCom, GDipAppFinInv (SIA)
David is Investment Director with Zenith Investment Partners, a business which he co-founded in 2002. He was CEO of the Group until December 2023 before moving to the Investment Director role, where he has overall responsibility for the strategic direction of the investment functions within the Group. He remains closely involved in servicing the company’s investment consulting clients with portfolio construction, management and monitoring advice.He has a wealth of investment industry experience acquired over his extensive career including senior positions at IWL Ltd as Head of Research and Associate Director and Head of Managed Funds research at Lonsdale Limited.David is a Director and Chairman of the Investment Committee for ASX-listed Hearts & Minds Investments, a member of the Qantas Superannuation Investment Committee and the Deakin University Financial Planning Advisory Board.
Admission to Practice - March 2004, BA/LLB
Manuela joined the business in April 2014 and holds a Bachelor of Arts/Law degree from Monash University. She was admitted to practice in 2004 and brings to Zenith 20 years of practice experience, 11 of which have been in financial services.
Before joining Zenith as Legal and Compliance Counsel and Risk Manager, Manuela developed strong experience in the financial services sector working as a part of the Legal and Compliance team at Vanguard Investments Australia and Emirates Leisure Retail Australia, with a strong focus on corporate commercial legal and compliance matters.
Manuela is also a National Director for the Association of Corporate Counsel (ACC) and Secretary for the Victoria ACC state committee.
Jason is the Managing Director of Zenith Investment Partners. Joining the group in 2019, he held the position of Chief Operating Officer until his promotion to Managing Director in January 2024. Jason now holds the overall responsibility for managing the broader Group in Australia, which includes the Chant West business.
With an extensive background in funds management, wrap platform and wealth advice markets, Jason is focussed on supporting the broader business deliver to its growth plans whilst continuing to achieve quality outcomes for clients.
He commenced his career in 1989 with National Mutual Life before moving to the Macquarie Group in 1994. There he spent 17 years in senior business development and general management roles including working overseas as Executive Director leading Macquarie’s Banking and Financial Services Group in the UK. After leaving Macquarie, Jason spent 5 years with NAB in its Debt Capital Markets and Asset Management (MLC) businesses. Before joining Zenith, Jason was Executive Director of boutique firm ARCO Investment Management.
BCom, GDipAppFinInv (SIA)
David is Investment Director with Zenith Investment Partners, a business which he co-founded in 2002. He was CEO of the Group until December 2023 before moving to the Investment Director role, where he has overall responsibility for the strategic direction of the investment functions within the Group. He remains closely involved in servicing the company’s investment consulting clients with portfolio construction, management and monitoring advice.He has a wealth of investment industry experience acquired over his extensive career including senior positions at IWL Ltd as Head of Research and Associate Director and Head of Managed Funds research at Lonsdale Limited.David is a Director and Chairman of the Investment Committee for ASX-listed Hearts & Minds Investments, a member of the Qantas Superannuation Investment Committee and the Deakin University Financial Planning Advisory Board.
Admission to Practice - March 2004, BA/LLB
Manuela joined the business in April 2014 and holds a Bachelor of Arts/Law degree from Monash University. She was admitted to practice in 2004 and brings to Zenith 20 years of practice experience, 11 of which have been in financial services.
Before joining Zenith as Legal and Compliance Counsel and Risk Manager, Manuela developed strong experience in the financial services sector working as a part of the Legal and Compliance team at Vanguard Investments Australia and Emirates Leisure Retail Australia, with a strong focus on corporate commercial legal and compliance matters.
Manuela is also a National Director for the Association of Corporate Counsel (ACC) and Secretary for the Victoria ACC state committee.
BB, DFP
Glenn Boyes is the Head of Sales, representing the combined capabilities of Zenith Investment Partners and FE fundinfo to advisers, fund managers and technology partners. Based in the Melbourne office, Glenn is responsible for an expanding team across the country.
Glenn initially joined the firm in August 2022 as head of sales for FE fundinfo’s technology and fund manager service offerings in Australia. Prior to this, he spent 15 years at IRESS in a range of roles including head of advice - Australia, general manager - wealth and advice solutions, and in business development. He also has experience working as a Certified Financial Planner.
DipHRM, CPHR
Trudy's role is focused on developing strategies and opportunities that optimise employee effectiveness, strengthening the broader group’s employer brand and attracting the best possible talent to the business.
She is responsible for the development and integration of the HR framework, ensuring it translates into a human resource function which is seamless and user friendly for both management and staff, and is focused on Zenith’s most important asset – its people.
Trudy is a Certified Human Resources Practitioner (AQF Level 8 post graduate) and an accredited Mental Health First Aider.
Before joining Zenith, Trudy was General Manager - Administration for IWL Ltd and held positions as EA to executives of companies in the food industry.
BCom, MAppFin
Damien is responsible for providing investment strategy and dynamic asset allocation services to Zenith’s clients. In 2003, he co-founded Heuristic Investment Systems (Heuristics) which provided investment strategy, economic analysis and asset allocation research and advice to fund managers, industry funds, wealth managers, asset consultants and financial planning groups. In March 2021, Heuristics became part of the Zenith Group.
Previously, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years overseeing investment strategy, asset allocation and managing fixed interest and currency portfolios. He has over 30 years’ experience in funds management, economics and finance and holds a Bachelor of Commerce from University of Melbourne and a Master of Applied Finance from Macquarie University.
AdvDipRurBusMgt, BBus & AAICD
Dugald is Head of Responsible Investment & Sustainability for the broader Zenith Group. He has overall responsibility for the development and incorporation of key services across Zenith's and Chant West's investment and super fund research, portfolio solutions and corporate divisions regarding responsible investment practices, including the Group's own activities as a corporate citizen. He is also Chair of the Group's Responsible Investment Committee.
Dugald has spent more than 20 years in the investment research industry and has expertise across a wide range of asset classes and investment structures. Before joining Zenith, Dugald held a range of senior fund research roles with Property Investment Research and Adviser Edge, focusing on real estate and natural resources.
Simon leads the digital and product delivery functions across all Group brands. He is responsible for the technical design and ongoing development of the Zenith and Chant West suite of applications which are core to the business’ online services and integration capabilities.
His strength in agile software delivery comes from over 15 years’ experience developing client-facing websites and mobile apps. He is passionate about digital innovation, delivering quality user experiences and cloud computing more broadly, which collectively drive the Group’s suite of digital tools.
BSc, GDipEd, GDipFin, CFA, CFA Institute Certificate in ESG Investing
Bronwen leads Zenith’s Research team, commencing her career with the business as a Senior Investment Analyst before being appointed Head of Research in 2012. She joined the investment industry in 1989, and since then has specialised in the research and evaluation of investment managers and the provision of advice to a wide range of clients.
Prior to joining Zenith, Bronwen held senior manager research analyst roles with the Future Fund, Lonsec and Russell Investments, also working in the US for five years.
Bronwen has been a CFA Charterholder since 1998. She is a Board Director for Janet Clarke Hall, The University of Melbourne and is a volunteer puppy raiser for Guide Dogs Australia.
BPharm, GDipAppFinInv (FINSIA), CFA, CAIA
Steven leads Zenith’s Consulting team, working closely with a range of advice practices to deliver portfolio construction, management and monitoring advice. In addition to oversight of the team and investment process, his role includes participation in investment committee meetings and presentation of portfolio updates to advice practices. Until 2015, he was a member of Zenith’s research team where he conducted manager reviews across a broad range of asset classes, both domestically and internationally.
Steven is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder.
BCom
Matt Warren joined Zenith in January 2024 as the Group Head of Product. Based in our Sydney office, he is responsible for the local product strategy, whilst keeping aligned with the broader business' global objectives.
Matt joins Zenith from Colonial First State, where he worked for five years – most recently as the Product Director of Managed Accounts. Prior to this, he spent five years with ANZ in its online broking business, finishing as a Senior Product Development Manager. He also worked at Macquarie Group for six years in product management, superannuation and adviser servicing roles supporting its wrap platform and managed accounts.
BA, CPM
Darlene is responsible for the management and strategic direction of the marketing function across the broader Zenith group including the Chant West brand.
With a wealth of experience across the financial services value chain, she has worked in advice, funds management, superannuation and platform marketing roles leading teams with diverse marketing responsibilities. Most recently, she worked at UniSuper as the Head of Corporate Marketing and Manager – Brand & Communications, and was previously Joint Head of Marketing at Bennelong Funds Management.
MAppFin, CFA, BCom
Quan is the Head of Equities and is responsible for global and Australian equities related investment products.
Prior to joining Zenith, Quan was a financial markets analyst at the Portland House Group, where he was responsible for the formulation, ongoing development and implementation of global equities investment/trading strategies.
Quan has a Master of Applied Finance from Macquarie University and a Bachelor of Commerce degree majoring in Finance from The University of Melbourne. He is also a CFA® Charterholder.
BCom, GDipAppFinInv (FINSIA)
Rodney has over 21 years’ experience in the investment management industry spanning private client advice, investment consulting, manager research and funds management.
He leads 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 worked with Man Group for eight years as Research Manager - Man Australia, providing direct exposure to a range of hedge fund strategies with a specialisation in managed futures. His background in financial services includes Investment Consultant at Intech Investment Consultants, followed by a Senior Investment Analyst role at IWL Limited.
MAppFin, BCom (Acc&Fin), BEc & Associate AICD
Andrew manages multi-asset, real return and Australian fixed income research for the business and has in-depth knowledge across a broad range of asset classes. With over 20 years’ industry experience spanning research, consulting, financial advice, audit and management accounting, Andrew brings a wealth of knowledge and experience to the role.
Previously, Andrew was Associate Director and Head of Multi-Asset in Standard and Poor’s Funds Management Research Division, where his responsibilities included equities and fixed interest. Previous positions include Consultant, PPB Advisory and Senior Research Manager, Pitcher Partners.
Andrew also contributes time as an Industry Fellow and Lecturer at Monash University and is Director with one of Melbourne’s leading independent schools.
BComm, GradDip FinPla
Kyla is responsible for developing and servicing the core service offering in Victoria and Tasmania, including its growing range of managed account solutions.
Kyla is an accomplished financial planning and advice professional with over 18 years of experience. She joins Zenith from Zurich and OnePath Insurance, where she was a BDM from 2019 to 2023. Before that, she was a commercial financial planner with ANZ Financial Planning for more than five years, a senior adviser with Perpetual and a financial adviser with JBWere.
She is FASEA certified and holds a graduate diploma of financial planning from Kaplan Professional. She also holds a Bachelor of Commerce and Bachelor of Arts from Deakin University.
DFP
Ben is responsible for developing and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base in NSW and WA.
Ben has over 20 years’ experience in the Financial Services Industry and before joining Zenith, Ben held the position of Sales Manager of Adviser Solutions at Bellmont Securities. Prior to that he worked for Abrdn (Aberdeen) for over 10 years, as well as Credit Suisse and Russell Investments.
Diploma of Financial Planning from Kaplan Australia.
BBus, GradDip AppFin
Berit is responsible for developing new relationships and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base.
Prior to joining Zenith, Berit spent 5 years with Goldman Sachs Asset Management working in business development and providing client support across South Australia, Western Australia, Northern Territory and Queensland. Prior to this, she spent 5 years with Goldman Sachs JBWere Asset Management working closely with the marketing, sales and consultant relations teams.
Berit holds a Graduate Diploma of Applied Finance from Kaplan Professional Education and a Bachelor of Business Administration from Northeastern State University in the United States.
BAppFin
Scott is responsible for developing and servicing the investment research and portfolio consulting requirements of Zenith’s key accounts nationally.
Prior to joining Zenith, Scott spent 7 years with Colonial First State (CFS), first working as a Business Development Manager in NSW/ACT and then as a Strategic Account Manager responsible for growing their platform, funds management and managed account capability. Prior to CFS, Scott worked at BT Financial Group as a Business Development Officer supporting BT platforms across NSW/ACT.
Scott holds a Bachelor of Applied Finance from the University of Western Sydney.
BAccFin
James is the Business Development Manager representing the combined capabilities of Zenith Investment Partners and FE fundinfo. Based in Sydney, James specialises in delivering investment research tools, data feeds and web-based software solutions to fund managers, platforms and other technology partners across Australia.
James previously worked as an Account Manager for FE fundinfo, having joined the company in 2021, and was responsible for the ongoing management of an Australian client base consisting of financial advisers, investment consultants, fund managers and platforms.
James holds a Bachelor of Accounting and Financial Services from the University of Wollongong.
DipFinPlan
Gordon is responsible for developing and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base in QLD and NT.
Prior to joining Zenith, Gordon held roles within the AMP Wealth Management division where he was responsible for growing their funds management and platform offering across the QLD adviser base, in addition to assisting with the development and implementation of national and state-wide strategies.
Gordon holds a Diploma of Financial Services from Kaplan Professional.
Since our inception, the Zenith team has worked closely with advisers to understand the needs of their clients. This wealth of experience is central to the design of our products and services.
Our highly regarded, stable in-house research team provides extensive specialist knowledge that’s core to our service offering. Our team meet with fund managers over 750 times a year to provide advisers with a consistently refreshed list of investment opportunities and deliver critical inputs to the ongoing success of our managed portfolios consulting service
As one of the first multi-asset managed account providers in Australia, we’ve built a wealth of knowledge in the development and management of both customised and public menu managed accounts, currently managing over $4 billion in client assets.
Our highly experienced consulting team build balanced and diversified portfolios, utilising sophisticated tools to ensure portfolios are free from style bias and minimise unintended risks. All Zenith portfolios undergo constant and considered monitoring to optimise investment outcomes for clients.
Unique to Zenith, our clients have access to our flagship research and portfolio insights platform, Mosaic. Mosaic delivers in-depth research reports on nearly 1000 funds and comprehensive portfolio dashboards and reporting tools to support more constructive client conversations. Advisers can also access deep investment insights and analysis from across the business.
Zenith is proud to be part of global investment data and technology leader, FE fundinfo. Our international reach provides us with access to an extensive network of investment specialists and provides us with unique data and insights from across the globe to better inform and empower our adviser clients.