John was a senior stock exchange trader running a 24 hour stock book around the world, making markets in specific stocks and managing large institutional accounts. At Prudential Bache where John worked between 1986 – 1990 one of his responsibilities included option trading and he spent time in New York establishing a market for News Corp on the NY Trading Floor. Since becoming a financial planner John has managed direct share portfolios for many of the firm’s clients and has developed a direct share book of approximately $40M.
Phil has extensive market, analysis, and research experience as an Actuary. Phil is a Fellow of Institute of Actuaries of Australia, NZ, UK & USA, and has experience working as a Super Actuary with Aetna Life & Casualty, Actuary Head of Client Services with NMLA, GM Life & Chief Actuary of Munich Re Australia, and MD of Gerling Life Re & Director Gerling Group Australia. Phil’s extensive experience in analysis, research, and investment markets is an invaluable resource to the Investment Committee.
Raffi is the secretary of the IC and acts as the managing partner. Raffi has been working in the industry for over 10 years after completing a BSc and making the shift from medical research to financial services. More recently Raffi has completed an MBA majoring in Management Consulting and Change. Raffi’s business administration and management skills, in addition to his analytical/scientific background, assist in the implementation of business strategy, production and distribution of client communications, and administration of monthly IC meetings and VIP portfolios.
Ken’s background includes economics, econometrics, finance and statistics and he has worked in the local and international equity markets for the last 21 years and in various senior management roles. Ken is the managing director of KPM Pty Ltd, company that owns and holds exclusive Australian licensing rights for a tailored direct shares portfolio service called Shareplanner Prior to KPM he was the Head of Research at Tricom Equities and prior to that the Head of Research and a Director at Aegis Equities Research. He has worked in the Australian Public Service in Canberra and KPMG (Tax) in Melbourne. While working at Deutsche Bank (1994-2001) he was the Head of Telecoms, Technology and Media. Ken’s experience and skills are also an invaluable resource to VIP.
Radek also works for KPM as the Chief Technical Officer. Radek has a strong quantitative research and IT background and has extensive experience in company analysis, financial modelling, project management and IT project implementation. Radek has held a number of senior positions in medical and financial research areas as well as information technology. His industry achievements include the establishment of start up independent research provider Aegis Equities Research and the development of research and quantitative infrastructure in both Aegis and Tricom Equities. Radek’s experience, skills, and perspective provide significant value to the Investment Committee.