INDEPENDENT INVESTMENT RESEARCH - Key Persons
Job Titles:
- Team Leader - Distribution and Platform Development
Caroline has a bachelor of economics from the ANU. Caroline commenced her career in the Health and Sciences industry as an research analyst. She then progressed into marketing and communication. She has advised various listed companies including Merck and Novartis over 12 years with respect to marketing and communication. Since then she has been with the IIR assisting the company with marketing and communication with respect to equities research publications. She is responsible for the distribution of research outputs to key clients and also assists with the delivery of research within advisory firms in the wealth management sector.
Job Titles:
- Head of Equities & Funds Research
Claire Aitchison commenced with the Aegis Group (sold to Morningstar in 2009) as an analyst in 2005 specialising in equities, fixed interest and hybrid research. Over the years Claire undertook research on more than 100 equity style reviews. She also was part of the team that studied listed managed investments and unlisted funds. She has a Bachelor of Commerce with Distinction and a Grad Diploma in Accounting from Deakin University. She now supervises all the research outputs across for the firm except for Metals & Mining.
Job Titles:
- Executive Director - Metals & Mining
- Senior Resources Analyst
Gavin has been a senior resources analyst following the mining and energy sectors for the past 25 years, working with Intersuisse, Shaw Stockbroking and Fat Prophets. He is currently the Executive Director, Mining & Metals with Independent Investment Research (IIR) and supervises all research outputs in this sector.
Mamun has over 25 years experience in financial services and public practice. Early in his career, he was employed by ANZ and subsequently St George Bank in the areas of money markets, treasury, corporate lending and credit. Later in his career, he practiced in both accounting and law in insolvency and related management consulting areas for a period of 8 years. In the mid-nineties, he established his own practice and grew his firm with offices in Sydney, Melbourne and Canberra. He was one of the founding shareholders in the Aegis Group of Companies, which before its sale to Morningstar (listed on the NASDAQ) was the largest independent equities research house in Australia. Rashid is both a practicing Chartered Accountant and a Barrister and Solicitor. He is also member of the NSW Law Society. CPA and Fellow of FINSIA. Mamun is currently the Managing Director of Independent Investment Research "IIR".
Job Titles:
- Executive Director, North America
Richard Revelins is based in Los Angeles and is the Executive Director in North America of Independent Investment Research.
Richard has over 30 years' experience with international investment banks in the area of corporate finance and corporate advice, and has held senior positions with Kleinwort Benson Australia, Morgan Grenfell Australia and McIntosh Securities. Richard has specialised in mining and natural resources and was the former chair of Atlas Iron as well as a director of numerous other public and private companies.