Adam is a member of the BetaShares Distribution team responsible for supporting Institutional and Intermediary Broker and Adviser channels. Prior to joining BetaShares Adam worked in stockbroking and advisory with Bell Potter Securities. Adam holds a Bachelor of Laws with Honours and a Bachelor of Business (Finance) from the Queensland University of Technology. Adam also holds a Diploma of Stockbroking from Deakin University and is an accredited Financial Adviser in Securities and Managed Investments and Superannuation.
Alex co-founded BetaShares and has joint day to day responsibility for managing the business. He has experience in the funds management, investment and legal industries. Alex was involved in the establishment and development of several leading Australian financial services businesses including Pengana Capital and Centric Wealth. He is a director of Apex Capital Partners, an advisory and investment firm based in Sydney. Alex was previously a lawyer at Baker & McKenzie. He holds a Bachelor of Commerce and a Bachelor of Laws from University of NSW.
Alicia is responsible for marketing activities, campaigns and communications at BetaShares. Prior to joining BetaShares Alicia worked for ANZ, specifically ANZ Share Investing and was responsible for all aspects of marketing across their retail and distribution businesses. Prior to this Alicia spent 5 years at endgame communications, an agency that specialised in Financial Services where she was part of an account team that had a varied base of clients. She also spent 3 years with Macquarie Bank, where she was the Marketing Executive for the NSW FSG business. Alicia has a Bachelor Degree in Commerce and Marketing
Alistair is a member of the BetaShares Distribution team, responsible for supporting Institutional and Intermediary Broker channels. Prior to joining BetaShares, Alistair was based in London, working at European ETF provider Lyxor Asset Management, where he managed client relationships and due diligence for Northern Europe. Alistair holds a Bachelor of Mechanical Engineering with Honours from The University of Manchester.
Anton is BetaShares’ internal legal adviser and is also responsible for managing the compliance function. His experience in the funds management industry includes the role of Head of Legal for Macquarie Funds Group in Sydney and Regional Head of Legal & Compliance for INVESCO Asia Pacific in Hong Kong. Anton holds a Bachelor of Laws and Bachelor of Economics from Monash University.
Chamath is responsible for supporting the portfolio management function of the business. Prior to joining BetaShares, Chamath was a fixed income trader at the Reserve Bank of Australia, working in their foreign reserve operations in Sydney and London. Chamath is a CFA® charterholder and also holds a Bachelor of Commerce degree (First Class Honours in Finance) from the University of Melbourne.
Cheline is responsible for the financial operations of BetaShares. Previously, Cheline worked as the Finance Manager of Kaplan Australia Group and worked in Deutsche Banks Management and Information System Reporting division. Prior to Deutsche Bank, Cheline worked with Grant Thornton. Cheline is a member of the Institute of Chartered Accountant Australia. Cheline has a Bachelor of Commerce and Post Graduate Diploma in Information System from the University Of Auckland, New Zealand.
Damon is responsible for Adviser Services across the Victoria & Tasmanian regions. Previously Damon held several positions at Russell Investments including that of National Practice Development Manager and was most recently The ETF Investment Specialist. Prior to that Damon held roles at Leveraged Equities, ANZ and Westpac in client advice roles. Damon holds a Diploma of Financial Planning, a Bachelor of Business from Swinburne University and a Graduate Diploma in Applied Taxation and Financial Planning from the University of New South Wales.
David is responsible for developing economic insights and portfolio construction strategies for adviser and retail clients. Prior to BetaShares, David was an economic columnist for The Australian Financial Review (AFR) for over a decade. Prior to the AFR, David spent several years in the financial markets as a senior economist and interest rate strategist at Bankers Trust and Macquarie Bank. He started his career as a Commonwealth Treasury official, after which he spent three years as a research economist at the Organisation for Economic Cooperation and Development (OECD) in Paris, France. David is the author of two online investment books, including Australia’s most comprehensive book on the local ETF market. He graduated with first class honours from the University of Adelaide, and a Master in Public Policy from the J.F. Kennedy School of Government at Harvard University.
David co-founded BetaShares and has joint day to day responsibility for managing the business. He has experience in the financial services and legal industries in Sydney and New York at firms including Goldman, Sachs & Co, Macquarie Bank and Freehills. He is a director of Apex Capital Partners Pty Ltd, an advisory and investment firm based in Sydney. He holds a Bachelor of Commerce and a Bachelor of Laws from University of NSW, and an MBA from Stanford Business School.
David is responsible for supporting BetaShares’ distribution activities through financial advisory and institutional investors. Prior to BetaShares, he worked for GMO as a Client Relationship Manager looking after institutional, financial advisory, high net-worth investors and relationships with investment consultants and research houses. Before GMO, he was the Client Service & Operations Manager at Vertex Capital. He has also held roles in adviser services with ipac and BT Funds Management. David holds a Bachelor of Arts from the University of Sydney, a Graduate Diploma of Education from the Australian Catholic University, a Graduate Certificate of Applied Finance and Diploma of Financial Planning from Kaplan and a Certificate of Superannuation Management from ASFA. He is also a Senior Associate of FINSIA.
Debbie is responsible for the management of the operations functions, infrastructure, systems and processes within BetaShares. Debbie has senior management experience in financial services firms including Citi Markets & Securities Services, RBC Investor Services and JPMorgan across the areas of Technical Sales, Client Solutions (Solution Design, Change Management and Product Implementations), Operations, and Fund Administration. Debbie holds an Associate Diploma in Business (Accounting).
Don is responsible for supporting the operation and investment functions at Betashares. Don previously worked at Macquarie Bank and has experience in structured investment products and fund administration. Don holds a Bachelor of Mathematics and Finance from the University of Wollongong and is currently undertaking a Master of Quantitative Finance at the University of Technology, Sydney.
Ele is a member of the BetaShares marketing team and is responsible for the execution of various marketing strategies for the business. Prior to joining BetaShares, Ele was the Communications Executive at a leading property firm in New Zealand. Ele holds a Bachelor of Communications degree, majoring in Public Relations.
Ilan is responsible for strategy and marketing activities in the business. Previously, Ilan worked for The Boston Consulting Group, one of the leading global strategy consulting firms. Based in the Sydney and New York offices, his work focused on clients in the private equity, funds management and broader financial services industries. Ilan also worked in venture capital where he helped to found a technology-oriented venture capital firm. Ilan has a Bachelor of Commerce and LLB from the University of NSW.
Jason is responsible for corporate development in the business. Previously, Jason worked in the private equity advisory group at Morgan Stanley in New York and their mergers and acquisitions group in Sydney. He also worked in the investment team at Investec Wentworth Private Equity. Jason’s experience spans mergers and acquisitions, capital markets and general corporate advice, as well as funds management. Jason has a Bachelor of Commerce and LLB from the University of NSW.
Justin is senior member of the BetaShares Distribution team responsible for supporting Institutional and Intermediary Broker and Adviser channels. He has over 10 years’ experience in the ETF market, initially in North American and more recently in Australia. Before joining BetaShares, Justin was a V.P. Business Development at Horizons Exchange Traded Funds, one of the largest ETF issuers in North America. This experience in a more developed ETF market has given him excellent insights into the adoption of ETFs offshore which can be translated into the rapidly growing Australian ETF market. Prior to Horizons Justin held various roles within the North American Wealth Management industry.
Louis is responsible for overseeing the portfolio management function at BetaShares. Before joining BetaShares, Louis was a Senior Investment Product Specialist at nabInvest, the direct management business of National Australia Bank, where his responsibilities included developing new investment products for retail and institutional clients. Prior to nabInvest, he worked on the Equity Derivatives desk for Rand Merchant Bank in Sydney, London and Johannesburg, and most recently was responsible for the Structured Investment Products business in Australia. Louis holds a professional qualification as a Chartered Accountant (CA (SA))and is also a CFA Charterholder. He has a Bachelor of Business Science (First Class Hons) and Post Graduate Diploma in Accounting from the University of Cape Town, South Africa.
Luke is responsible for supporting the investment and operations functions at BetaShares. Before joining BetaShares, Luke worked as a Financial Analyst for Hyperion Insurance Group, in London. Prior to that, he was a Client Manger at Bell Partners in the field of Business Services & Taxation. Luke is a Chartered Accountant and holds a Diploma in Financial Planning and is currently a Candidate in the CFA program.
Mai is responsible for supporting BetaShares’ distribution activities through Institutional and Intermediary channels. Mai has a strong sales background having worked in numerous distribution teams across the funds management industry. Previously Mai worked at iShares where her responsibilities were educating and promoting ETFs to financial advisers across NSW, QLD and ACT. Prior to iShares, she was a National Relationship Manager with Certitude Global Investments and has also held sales roles within Macquarie Bank. Mai holds a Bachelor of Agricultural Economics and a Master of Business Law from the University of Sydney.
Matthew is responsible for the maintenance of the BetaShares compliance framework. Previously Matthew has worked in varied financial services compliance related roles, most recently at ClearView Wealth Limited. Matthew holds a Bachelor of Business from Royal Melbourne Institute of Technology and is currently undertaking a Bachelor of Laws at the University of New England.
Michael is responsible for supporting the investment and operations functions at Betashares. Michael previously worked at Platinum Asset Management, where he was responsible for portfolio accounting and trade support across Platinum’s funds. Prior to Platinum, Michael worked at Perpetual Limited as a Business Transition Associate in Retail Custody. Michael holds a Bachelor of Business from the Western Sydney University.
Peter is responsible for BetaShares distribution activities through Institutional and Intermediary channels. Peter has developed extensive market contacts over his career, predominantly involved in the distribution of listed and unlisted equity derivatives to Australian Intermediaries and Advisers. Prior to BetaShares, Peter held Senior Equity Derivative Distribution Roles with Macquarie Bank and ABN AMRO (Now Royal Bank of Scotland) . Peter has also held roles in Institutional/Corporate FX Sales with ABN AMRO and Fixed Interest Trade Support with UBS. Peter holds a Bachelor of Economics degree from the University of Sydney, majoring in Finance and Economics, and is ASX Derivatives accredited to level 2.
Roger is a senior advisor to BetaShares, with a particular focus on product development. Roger was previously a Managing Director at Deutsche Bank (Sydney & London), where he ran the EMEA index trading desk, and was involved from inception with the launch of the highly successful db x-trackers ETF platform. Roger has also worked at Macquarie Bank, where he was involved in building the global index swap and delta one trading capability. Prior to his career in the financial markets, Roger was an academic, lecturing in Mechanical and Aeronautical Engineering. Roger has PhD and BE (hons1) degrees from the University of Sydney. He was a Fulbright Scholar in the US in 1988, and is a Fellow of the Financial Services Institute of Australia.
Sarah is responsible for marketing activities, campaigns and communications at BetaShares. Prior to joining BetaShares, Sarah worked at Macquarie Bank in their Banking and Financial Services division and was responsible for content marketing across their adviser, business banking and personal businesses. She also spent 5 years with HSBC Bank, in their London headquarters, where she was responsible for small business marketing and campaign management. Sarah has an Associate Diploma in Marketing Communications.
Shane is involved in managing operations at BetaShares. He has experience in Fund Services. Shane was previously the senior compliance and money laundering reporting officer at The Bank of New York Mellon Corporation & PNC Financial Services Group Inc. in Ireland which provided fund administration and credit institution services. He also held Trustee Services and Fund Administration roles with Citigroup. Shane holds a BA (Hons) in Accounting & Finance from Portobello College in Dublin, Ireland.
Tania is responsible for BetaShares distribution activities through intermediary channels. Tania has extensive experience in equities and derivatives markets and has developed longstanding contacts with financial advisers and wealth managers. Prior to joining BetaShares, Tania has held senior equity derivative distribution roles with Commonwealth Bank, Royal Bank of Scotland and ABN AMRO to intermediaries and institutional clients. She is a Master Practitioner member of the SAA, ASX Derivatives accredited level 2 and has a Diploma in Financial Markets.
Thong is responsible for the portfolio management function at BetaShares. Before joining BetaShares, Thong was an Equity Analyst at a boutique Funds Management company (Three Pillars Portfolio Managers), where his responsibilities included systems development, risk management and securities analysis across a broad range companies on the Australian Securities Exchange. Prior to TPPM, he worked in the Future Directions multi-manager team at AMP Capital Investors where he was responsible for the manager selection and portfolio construction of a number of multi-manager funds. Thong is a CFA Charter holder and has a Bachelor degree in Actuarial Studies with Honours and a Bachelor degree in Commerce (majoring in Finance) from the Australian National University.
Vinnie is responsible for BetaShares’ distribution strategy to institutional investors and financial advisory groups. Vinnie has extensive experience in the investment management industry. He has held senior distribution roles with ING Australia, Allianz Dresdner Asset Management and Third Link Investment Managers. Prior to that he was Head of Research at AMP Financial Services responsible for fund manager selection & review and model portfolio construction. Vinnie has attained the Certified Investment Management Analyst (CIMA®) designation and holds a Bachelor of Commerce degree.
Wenny is a member of BetaShares Finance team responsible for supporting the Financial Controller in statutory and tax compliance, as well as managing day-to-day accounting processes. Prior to joining BetaShares, Wenny worked at A.T. Kearney and PWC Strategy& (formerly known as Booz & Company). Wenny is CPA qualified and holds Bachelor of Commerce (Accounting & Finance) from Curtin University.