COLONIAL - Key Persons
Al has close to three decades of experience investing in diversified funds, having constructed and managed multi-asset portfolios for institutional and retail clients since the 1990s. Prior to joining CFS, Al was Head of Investments at MLC Asset Management. His global experience includes Head of Multi-Asset, Asia for Schroders in Singapore and Global Head of Multi-Asset for Nikko in Tokyo. Al has also worked in asset management for local firms including BT and Macquarie.
Job Titles:
- Director, New Business & Partnerships
Job Titles:
- Generation Investment Management
Ben joined the CFS Investment team in May 2016, and was a Senior Analyst in the Investment and Research Governance team at BT prior to joining CFS. From 2007 to 2015, he was a consultant and manager researcher at Mercer Investments. In his role at Mercer, Ben had dual responsibilities as an investment consultant and member of the Real Estate boutique as lead researcher for Australian direct property, back-up researcher for REITs and consultant to clients on their property portfolios.
Job Titles:
- Group Executive, Distribution
Bryce is responsible for managing the distribution of CFS products and services through external intermediated channels.
Prior to CFS, Bryce was the head of account management at BT Financial Group. Bryce has held other executive management roles within BT Financial Group specialising in product distribution, account management and project execution.
Bryce holds a Bachelor of Commerce at Deakin University.
Job Titles:
- Group Chief Executive Officer
Clive joined CFS as Group CEO in January 2024. Before joining CFS, Clive was CEO of Suncorp Bank and spent 10 years at CBA where he held a variety of leadership roles in retail, business banking and risk. Earlier in his career, Clive worked in financial services, consulting and public policy in South Africa, including Nedbank and the South African National Treasury. Clive is a chartered accountant and holds a PhD in Economics. He is a keen cyclist and supporter of cancer prevention, serving on the Board of Tour de Cure.
Job Titles:
- Head of Responsible Investment
Guneet previously served as a Senior Investment Manager for CFS's alternatives portfolio, where she undertook manager research, worked on portfolio construction, and contributed to research across a range of other asset classes. Prior to CFS, Guneet was a senior investment manager at ipac. She was also previously involved in setting up AXA multi-manager portfolios for the Mandatory Provident Fund market in Hong Kong.
Job Titles:
- Group Executive, Transformation, Technology and Operations
Jeroen has vast experience driving corporate strategy and transformational change in wealth management, asset management and financial services organisations across Europe, Asia and Australia. Jeroen is responsible for technology, operations and transformation.
Prior to CFS, Jeroen was chief operating officer of Eastspring Investments in Singapore, partner at EY in Hong Kong and led the APAC Wealth and Asset Management advisory practice. Jeroen holds a Master of Economics from Erasmus University, Netherlands.
Job Titles:
- Head of Cash and Derivatives
John brings 20 years of global investing experience to CFS. Prior to joining the business, he worked as a Portfolio Manager at AustralianSuper for six years implementing investing decisions in the equity asset class. He also worked in the Global Equity and Quant Team at UniSuper for eight years managing an internal global equity portfolio. John started his career in boutique fixed income asset management companies in London before moving to New Zealand and converting to equities.
Jonathan is a highly regarded investment executive with nearly 30 years of global experience, having worked in Australia, the United Kingdom and United States. He has a strong reputation as a leader in asset management. Most recently he was the Chief Investment Officer and General Manager of Asset Management at MLC. Prior to that, Jonathan spent 20 years at Schroders, where he held roles including Head of US Equities and Deputy Head of Global Equities.
Job Titles:
- Group Executive, Customer Office
Josh is accountable for all aspects of the customer experience including brand, marketing, customer retention and engagement, analytics, customer advocacy and complaints.
Prior to CFS, Josh was the chief marketing officer at Samsung where he led the marketing transformation function. Josh also has a strong agency background where he worked closely with CFS for 8 years.
Josh was named B&T Marketer of the Year 2020 and placed 20 in CMO50. He has a Bachelor of Business, majoring in marketing and finance.
Job Titles:
- Chief Executive Officer of Superannuation
Kelly was appointed CEO of Superannuation in July 2021 and is executive director of the Trustee Board. Kelly oversees the superannuation business and is responsible for investments, product and strategy. Kelly is also a member of the Financial Services Council Board. Prior to CFS, Kelly was head of platforms at BT Financial Group.
Kelly has a Bachelor of Communication from UTS, Diploma of Management from Australian Institute of Management, Diploma of Financial Services from Integratec and has completed the Australian Institute of Company Directors course.
Job Titles:
- Group Executive Strategy, Risk and Corporate Affairs
Martin leads the strategy, risk, legal and compliance functions as well as government, industry and media relations at CFS. Martin is also responsible for our environmental, social and governance strategy.
Prior to CFS, Martin was chief of staff to the Federal Treasurer and has held senior leadership roles at BT Financial Group and the Financial Services Council.
Martin holds an economics and law degree from the Australian National University.
Job Titles:
- Head of Fixed Income and Alternatives
Robert has over 25 years' investment experience. He joined CFS in February 2021 as investment manager for our alternatives portfolio, responsible for research and portfolio construction for alternatives and contributing to research for other asset classes. Before joining CFS, Robert was a senior investment analyst at Mine Super, covering liquid alternatives, property and fixed income/credit. Before this he was a senior analyst / portfolio manager in the multi-manager team at Perpetual Investments, and has also worked in London for Deutsche Bank and KPMG.
Job Titles:
- Group Executive, People and Culture
Shenaz joined CFS in July 2021 and is accountable for all aspects of human resource management. Shenaz has extensive experience leading HR and transformation programs in the financial services industry.
Prior to CFS, Shenaz was the chief human resources officer at MLC Australia and held senior executive roles at Westpac.
Shenaz has an eMBA from UNSW and has completed the Advanced Management Program at Insead, Strategic IQ program at Harvard University and the Australian Institute of Company Directors course.
Job Titles:
- Group Executive, Finance and Fund Services
Tania joined CFS in October 2022 and is accountable for all financial and statutory reporting, treasury, tax, payroll, procurement and fund services.
Tania has extensive experience across numerous regions and industries. Prior to CFS, Tania was CFO of ASX listed Elders Ltd and held a number of senior roles at NAB and ANZ across finance, product and sales management, transformation, data and operations.
Tania's formal qualifications include an MBA, Bachelor of Commerce and is a fellow of the Institute of Chartered Accountants.
Prior to joining CFS, Vyas worked at MLC as a Senior Risk Partner within the Asset Management division. Before that, Vyas set up a quantitative hedge fund At RF Capital, the private family office of the Roberts family (Multiplex founders). He was also responsible for research and trading, and covered asset allocation for the family's investments. Vyas has also worked at UBS Investment Bank in the equities research division as a quantitative analyst.