MTIS - Key Persons
With over 30 years' experience in financial services, Annick has been active in her advocacy of financial planning and technology, often supporting and mentoring emerging entrants to financial services. Her expertise spans across governance, strategy, distribution, business and practice development, licensee services and operations management. Annick Donat was appointed CEO of Clime Investment Management Limited on 1 May 2021. With a predilection and curiosity for innovation, Annick believes great advice can change lives. It's these values that led her to become Chief Executive Officer of Madison Financial Group in 2017 where she strived to empower consumers through great advice. With her active and influential voice in the financial services industry, Annick sits on various industry advisory boards including, but not limited to, Advisory and Director roles with Not-for-profit organisations.
Job Titles:
- Chief Operating Officer
- Senior Member of the Clime Leadership Team
As a senior member of the Clime leadership team, Kara ensures the firm keeps to an efficient rhythm. Governance, risk and compliance and technology are crucial enablers of this and part of her remit. Kara is known as a people person and is respected for being both a safe pair of hands and an innovator. A crucial part of her leadership position is to set an example of best practice that flows through the organisation.
Will Riggall - Chief Investment Officer
Will has been building wealth for Australian investors for more than 20 years. He has a proven track record managing market-beating portfolios and a stellar reputation as an astute analyst. Will's experience spans the full market-caprange, and his analysis skill is both quantitative and fundamental. Will is proud of his skill at managing investments through the cycle and his ability to create and protect wealth through equity booms and busts. Will is a keen communicator and regularly presents at seminars, webinars and portfolio updates. In addition, he ensures his portfolios are structured to provide advisers and clients with optimal transparency.