Our Team - BetaShares

Our Team

Adam O'Connor
Director - Capital Markets & Adviser Business

Adam O’Connor 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.

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Alex Cook
Director - Analytics & Adviser Services

Alex is a member of the BetaShares Distribution team, responsible for supporting Institutional and Intermediary Broker channels. Alex previously worked in London in the foreign exchange fund and institutional space and was most recently a Sales Manager at World First, a foreign exchange firm. Alex holds a Bachelor of International Studies from the University of New South Wales.

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Alex Holmes
Director - Adviser Business

Alex is responsible for supporting the distribution of BetaShares funds to Advisers across NSW & ACT regions. Prior to joining BetaShares Alex worked as a Relationship Manager for Wealth Management firm Raymond James in London. Alex has previously worked at State Street Global Advisers as a Business Development Manager in Sydney, and also has experience at a European focused Hedge Fund. Alex holds a Bachelor of Business & Finance with Honours from Nottingham Business School at Nottingham Trent University and also holds the CFA UK Investment Management Certificate.

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Alex Vynokur
Chief Executive Officer

Alex is responsible for leading the strategy and overall management of the business. Prior to co-founding BetaShares, Alex was closely involved in the establishment and development of several leading Australian financial services businesses including Pengana Capital and Centric Wealth. Alex is a director and principal of Apex Capital Partners, a financial services focussed investment firm. He is also a director of Toranotec Ltd, a Japanese asset management firm that delivered the country’s first smartphone-enabled automated investment service. Alex previously worked at Turnbull Pillemer Capital, where he focussed on identifying and managing investments across the financial services industry. Prior to commencing his career in financial services, Alex was a lawyer at Baker & McKenzie, specialising in mergers and acquisitions and financial services. Alex holds a Bachelor of Commerce (Finance) and a Bachelor of Laws from the University of NSW.

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Alexander Fitzpatrick
Associate Account Manager

Alexander is a member of the BetaShares Distribution team, responsible for client inquiries and supporting the sales team. Alexander previously worked as a Commercial Leasing Analyst at JLL in Sydney’s CBD. Alexander holds a Bachelor of Commerce (Finance & Commercial Law) from the University of Sydney.

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Alistair Mills
Director - Institutional Business & Capital Markets

Alistair is a member of the BetaShares Distribution team, responsible for supporting Institutional and Intermediary Broker channels, as well as supporting the firm’s capital markets activities.

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.

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Anthony Sayers
Investment Operations Analyst

Anthony is responsible for supporting the investment and operations functions at BetaShares.
Anthony previously worked at Mainstream Fund Services and has deep experience in unit pricing.
Anthony holds a Bachelor of Business as well as a Master of Applied Finance from Queensland University of Technology

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Anton Allen
General Counsel & Head of Compliance

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.

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Ben Rohrt
Associate Director - Adviser Services

Ben is responsible for supporting the distribution of BetaShares funds to advisers across the Victoria and South Australia regions. Previously, Ben worked at Vanguard in Distribution working with clients in South Australia and Western Australia. He has also previously held roles at other fund managers in both Melbourne and London, UK. Ben holds a Bachelor of Business from Swinburne University.

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Benjamin Cahill
Associate Account Manager - Adviser Services

Benjamin is a member of the BetaShares Distribution team, responsible for assisting with client inquiries. Benjamin previously worked in Brisbane in the financial crime space and was most recently a KYC/AML analyst at Bank of Queensland. Benjamin holds a Bachelor of Business (Finance) from Queensland University of Technology.

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Benjamin Smith
Associate Account Manager - Adviser Services

Benjamin is responsible for supporting BetaShares’ distribution activities through Institutional and Intermediary channels. Benjamin holds a Bachelor of Advanced Finance and Economics with Honours from the University of Queensland.

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Blair Modica
Director - Adviser Business

Blair is responsible for supporting the distribution of BetaShares funds to Advisers across the Victoria & Tasmanian regions. Previously, Blair worked at Macquarie Bank in Distribution and Key Account roles within the Specialised Investments team. He has also held roles within NAB Wholesale Banking. Blair holds a Bachelor of Arts (Politics & History) and a Master of Management (Finance) from Melbourne University.

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Cameron Gleeson
Senior Investment Specialist

Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Prior to joining BetaShares, Cameron was a portfolio manager at Macquarie Asset Management, and was responsible for the structuring and management of Macquarie’s listed and unlisted structured product offering. Cameron’s other experience includes Head of Product at Bell Potter Capital, working on JP Morgan’s Equity Derivatives desk and at Deloitte Consulting. He holds a Bachelor of Commerce from the University of Western Australia and a Master of Commerce (Hons) from the University of New South Wales.

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Caress Matibag
Systems & Projects Accountant

Caress is a member of the BetaShares Finance team and is responsible for systems administration, projects and process improvements. Caress has a broad finance, audit, risk and controls, project management and systems implementation experience. Previously, Caress worked at Smartgroup Corporation for 10 years holding various positions in Finance and Operations and EY-Manila as an auditor. Caress is a member of CPA Australia and has a Bachelor of Science in Accountancy from De La Salle University – Manila.

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Chamath De Silva CFA
Portfolio Manager

Chamath is responsible for the portfolio management function of the business, and is a member of the BetaShares Investment Committee. 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® charter holder, holds a Bachelor of Commerce degree (First Class Honours in Finance) from the University of Melbourne and is a member of the Bloomberg AusBond Index Advisory Council.

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Cheline Unwin
Financial Controller

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.

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Chris Yates
Director - Adviser Business

Chris is responsible for supporting the distribution of BetaShares funds to Advisers across NSW & ACT regions. Previously, Chris worked at Leveraged Equities in Distribution as a Business Development Manager and also worked for Macquarie Bank within Private Wealth as an Investment Adviser. Chris holds a Bachelor of Commerce in Finance from the University of Canterbury (New Zealand).

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Craig Higson
Director - Adviser Business

Craig is responsible for growing and servicing BetaShares Adviser business clients across Queensland. In this role,  Craig is focused on educating advisers about the role and benefits of ETF’s in client portfolios, and sharing updates on the expanding range of strategies available across the BetaShares product suite. Previously, Craig spent over ten years as Regional Manager for Russell Investments in Queensland, along with roles with Superconcepts, Citigroup and Aviva. Craig began his career in financial advice and spent time as an Adviser with KPMG.

Craig earned a Bachelor of Arts with Double Major in Economics from the University of Queensland, and Bachelor of Business  Majoring in Accounting from Queensland University of Technology.

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Dale Adams
Operations Manager

Dale is responsible for the investment and operations functions at Betashares. Dale has previously worked in Treasury Operations and Trade Support at Goldman Sachs, and in ETF Servicing and Investor Services Middle Office at JPMorgan. Dale holds a Bachelor of Commerce from the University of Sydney.

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Damon Riscalla
Director - Adviser Business

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.

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Dan Lam
Senior Financial Accountant

Dan is a member of the Betashares Finance team, responsible for supporting the Financial Controller in statutory and tax compliance, payroll, management accounting and ad hoc projects. Prior to joining Betashares, Dan had extensive financial accounting and corporate tax experience working at Otis. Dan is a qualified Chartered Accountant and has a Bachelor of Business majoring in Accounting and Finance from the University of Technology, Sydney.

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Daniel Jung
Senior Legal Counsel

Daniel is part of the BetaShares Legal team. Daniel has previously worked as legal counsel at BT Financial Group and The Royal Bank of Scotland, as well as in private practice at Norton Rose Fulbright Australia (previously Deacons) and Sparke Helmore. Daniel holds a Bachelor of Laws and a Bachelor of Commerce from the University of Sydney.

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Darragh Seagrave
Investment Operations Analyst

Darragh is responsible for supporting the investment and operations functions at Betashares. Darragh has previously worked at First Sentier Investors, Fidelity International and Citi Bank in Trade Support/Middle Office roles. Darragh holds a BA in Accounting and MSc in Finance.

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David Bassanese
Chief Economist

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.

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David Brooker
Operations Manager

David is responsible for operations at Betashares. David has fund accounting, tax, financial reporting and unit registry experience in financial services firms including Citi Markets & Securities Services, RBC investor Services and Link Group.

Prior to joining Betashares, David was responsible for the operating model design and transformational change at Citi Group. David holds a Bachelor of Business and Bachelor of Computing at University of Technology, Sydney. David also holds a Graduate Diploma of Chartered Accounting with the CAANZ.

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Debbie Bennett
Chief Operating Officer

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).

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Don Hoang
Portfolio Manager

Don is responsible for the portfolio management function of the business. 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 a Master of Quantitative Finance from the University of Technology, Sydney.

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Dorothy Wang
Assistant Accountant

Dorothy is a member of Betashares Finance team and is responsible for day-to-day accounting processes of company. Dorothy has previously worked in finance team of Daily Mail Australia. Dorothy is a member of CPA, holds a Bachelor of Arts and Master of Commerce from University of NSW.

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Ele de Vere
Marketing Director

Ele is responsible for digital, media, and communications strategies across the business. Prior to relocating to Sydney and joining BetaShares, Ele was the communications executive for a leading property firm in New Zealand. She holds a Bachelor of Communications degree, majoring in Public Relations.

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Eliza Yencken
Associate Account Manager - Adviser Services

Eliza is a member of the BetaShares Distribution team, responsible for assisting with client inquires and supporting the sales team. Eliza holds a Bachelor of Communications (business) from Bond University and is currently completing a Master of Commerce from the University of Sydney.

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Fahad Alam
Analyst – Investments & Operations

Fahad is responsible for supporting the investment and operations functions at BetaShares. Fahad has previously worked in Fund Accounting at Link Group, and in International Trade Operations at Westpac. Fahad is a Chartered Accountant and holds a Bachelor of Commerce and Bachelor of Economics from the University of New South Wales.

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Federica Berti
Office Manager

Federica is part of the Operations team and looks after office administration and business support, to ensure the smooth running of daily activities. Prior to joining BetaShares, Federica was Business Support Manager at a Sydney based IT company with exposure to international operations. Federica holds an Advanced Diploma in Business and Management.

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Gavin Montgomery
Account Manager - Adviser Services

Gavin is a member of the BetaShares Distribution team, responsible for supporting Financial Advisers across South and Western Australia. Gavin holds a Bachelor of Business and Commerce majoring in Finance, Economics and International Business from the University of Newcastle.

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Glenn Poynton
Executive Director – Corporate Development

Glenn is responsible for driving development and execution of new business initiatives across the business. Prior to joining BetaShares, Glenn was Chief Strategy Officer at Class Limited, responsible for strategy and corporate development functions. Glenn spent over 18 years at Macquarie Group, where he held several senior commercial strategy, product and technology roles across the Macquarie wealth, platforms and adviser services businesses. Glenn holds a Bachelor of Applied Science (Computer Science) RMIT and MBA Exec from AGSM.

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Harrison Smart
Associate Account Manager - Adviser Services

Harrison is a member of the BetaShares Distribution team, responsible for assisting with client inquiries and supporting the sales team. Harrison is in the process of finishing his Bachelor of Business/Banking & Finance at Monash University.

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Holly Morgan
Marketing Manager

Holly is part of the BetaShares marketing team focusing on content, campaigns and communications. Prior to BetaShares, Holly was a technology journalist and the Editorial Content Specialist at QBE Insurance. She holds a Bachelor of Communications degree, majoring in Public Relations from the University of Technology Sydney.

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Hyun Jong Lee
Social Media Executive

Hyun is a member of the BetaShares marketing team and is responsible for social media. Prior to joining Betashares, Hyun was a Social Media and PR Manager at Samsung. Hyun holds a Bachelor of Media majoring in PR and Advertising from the University of New South Wales.

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Ilan Israelstam
Chief Commercial Officer

Ilan was a founding team member of BetaShares and is responsible for corporate & product strategy as well as marketing activities in the business. He is also a Principal of Apex Capital Partners, a financial services focused investment firm. Previously, Ilan worked for The Boston Consulting Group (BCG), one of the leading global strategy consulting firms. Based in the Sydney and New York offices, his work at BCG focused on the private equity, funds management and broader financial services industries. Prior to joining BCG, Ilan 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.

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Isaak Walkom
Account Manager - Portfolio Analytics

Isaak is responsible for supporting BetaShares’ distribution activities through Institutional and Intermediary channels. Prior to joining BetaShares, Isaak worked with a Corporate Authorised Representative of ClearView Financial Advice, where he managed trading accounts as well as designed and back tested model portfolios. Isaak holds a Bachelor of Commerce (Finance & Economics) and a Bachelor of Business (Global Business and Strategy) from Bond University.

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James Thompson
Account Manager - Adviser Services

Most recently James worked with Macquarie Bank for four years as a sales associate in the technology and energy infrastructure space. Prior to this he worked at fintech startup Padua financial group as a business development associate. James holds a masters of applied finance degree from the University of Wollongong.

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Jason Gellert
Chief Financial Officer

Jason was a founding team member of BetaShares and is responsible for managing the financial activities of 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.

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Jeremy Benson
Associate Director - Adviser Business

Jeremy is responsible for supporting the distribution of BetaShares funds to Advisers across NSW & QLD regions. Jeremy has previously worked for Clime Asset Management as a Private Client Advisor and was most recently a Distribution Executive at TAMIM Asset Management. Jeremy holds a Bachelor of Applied Finance from Macquarie University.

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Jeremy Tan
Digital Marketing Campaigns Manager

Jeremy is a member of the BetaShares marketing team and is responsible for planning and implementing digital media campaigns. Prior to joining BetaShares, Jeremy was a digital manager at WPP media agency Wavemaker. Jeremy holds a Bachelor of Laws and a Bachelor of Arts (Media & Communications) from the University of Sydney.

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Jessica Leung CFA
Assistant Portfolio Manager

Jessica is a member of the portfolio management team at BetaShares. Prior to joining BetaShares, Jessica worked within the Systematic Equities Portfolio Management team at Macquarie Investment Management. Jessica is a CFA Charterholder and has a Bachelor degree in Actuarial Studies and a Bachelor of Applied Finance from Macquarie University.

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Jing Jia CFA
Portfolio Manager

Jing is a member of the portfolio management team and is responsible for fixed income and multi-asset solutions. Prior to BetaShares, Jing was part of Australian Unity and Altius Asset Management’s investments teams, where he was involved in the management of fixed income and money market portfolios, as well as strategic and asset allocation of funds across asset classes. Jing is a CFA® charter holder, a member of CFA society Sydney, and holds a Bachelor of Commerce degree (Majoring in Actuarial Science) from the University of Melbourne.

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Jordan Berta
Associate Director – Adviser Business

Jordan is a member of the BetaShares Distribution team, responsible for supporting Financial Advisers across NSW. Jordan has previously worked as an Associate Key Account Manager at Challenger Life and Fidante Partners. Jordan holds a Bachelor of Economics and Finance majoring in Finance from the University of Wollongong.

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Justin Arzadon
Head of Digital Assets

Justin is the Head of Digital Assets, leading sales efforts on cryptoassets, educating and informing clients as they consider investments into this emerging and exciting asset class. He also contributes to the formation of digital asset strategy and product development for the business.

As the longest serving member of the Distribution team, Justin has supported the Institutional, Intermediary Broker and Adviser channels since 2010.

Justin has over 15 years’ experience in the ETF market, initially in North America 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 Canada. Prior to Horizons, he held various roles within the North American Wealth Management industry.

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Kurt Graham
PR & Communications Manager

Kurt is responsible for media and communications for the business.

Prior to joining BetaShares, Kurt worked as a public affairs consultant to global companies across the professional services and investment management sectors at one of Australia’s leading independent PR firms. In addition to agency roles, Kurt worked for the NSW Government as a media adviser to multiple Cabinet ministers across a number of different portfolios areas.

Kurt holds a Bachelor of Commerce (Economics) from the University of Sydney.

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Lauren Pannowitz
Marketing Administration Executive

Lauren is a member of the BetaShares marketing team and is responsible for supporting the wider marketing team in creating and delivering marketing materials and communications. Prior to joining BetaShares, Lauren was a Portfolio Administrator at a Sydney-based financial services company. Lauren holds a Bachelor of Business and Commerce (Marketing) (Advanced Business Leadership) with sub-majors in Finance and Financial Planning from Western Sydney University.

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Louis Crous CFA
Chief Investment Officer

Louis is responsible for the Portfolio Management function at BetaShares. He has been with BetaShares since 2009 and has been involved in the launch of all of the firms’ Exchange Traded Funds. Before joining BetaShares, Louis held positions at nabInvest, the direct management business of National Australia Bank, Rand Merchant Bank (RMB), and KPMG Inc in various locations including London, Johannesburg, and Sydney. He 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.

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Mai Platts
Director - Key Accounts & Adviser Business

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.

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Matilda Simpson
Office Administration Support

Matilda is a member of the Operations team as Office Administration Support, and is responsible for the efficient running of the Level 6 office space. Prior to working at BetaShares, Matilda worked in the hospitality industry, and  spent time working for OGA Creative Agency as the Personal Assistant to the managing director.

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Matthew Reeves
Senior Compliance Manager

Matthew is responsible for the maintenance of the BetaShares compliance framework. He has over 12 years’ experience across varied financial services related compliance roles. Matthew holds a Bachelor of Business from the Royal Melbourne Institute of Technology and Bachelor of Laws from the University of New England.

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Max Minack
Associate Director - Adviser Services

Max is a member of the BetaShares Distribution team, responsible for supporting Financial Planning and Broker channels. Max has previously worked in Melbourne as an Associate Stock Broker at Bell Potter Securities. Before that, he worked in sales at an Australian boutique fund manager. Max holds a Bachelor of Commerce majoring in economics from the University of Notre Dame – Sydney.

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Michael Brown
Associate Director - Adviser & Institutional Business

Michael is responsible for supporting BetaShares’ distribution activities through Institutional and Intermediary channels. Previously, Michael was working as an analyst at a boutique fund manager and more recently in business development for a US Software firm. Michael holds a Bachelor of Commerce (Finance) from Macquarie University.

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Monica Hong
Investment Operations Analyst

Monica is responsible for supporting the investment and operations functions at Betashares. Monica has previously worked in Portfolio Administration and Trade Support at First Sentiers Investors, and in Trade Support/ Middle Office at Macquarie Asset Management.

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Morgan Pollock
Data Analyst

Morgan is responsible for Data and Analytics in the business. Prior to joining BetaShares, he gained experience at IBM and developed web applications for an Asset Finance company in Sydney. Morgan holds an undergraduate degree in IT and Business majoring in Data Analytics and Finance from the University of Technology Sydney.

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Nathan Lui
Associate Director - Adviser Services

Nathan is responsible for supporting the distribution of BetaShares funds to advisers across the Victoria and Tasmanian regions. Previously, Nathan worked at BlackRock as an iShares Specialist covering financial advisers across Victoria and South Australia. Prior to that, he worked at Macquarie Bank in distribution across their wrap platform and cash management solutions. Nathan holds a Bachelor of Economics from La Trobe University and a Master of Applied Finance from Charles Sturt University.

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Nicholas Fritchley
Analytics Manager

Nicholas is responsible for Data and Analytics in the business. Prior to joining Betashares, he spent 6 years in Analytics at Macquarie’s Wealth Management business and time within Risk and Analytics functions at NAB and CBA. He also spent 5 years in China, where he worked as a consultant covering the mining and metals industry. Nicholas has an undergraduate degree in Computer Science and Chinese Language and a Master of Applied Finance from Macquarie University.

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Olivia Hua
Compliance and Legal Associate

Olivia is a member of the Legal and Compliance team at BetaShares. Prior to joining BetaShares, Olivia provided compliance and legal services to financial services and credit businesses nationwide. Olivia holds a Bachelor of Laws and Bachelor of Arts – Psychology from Macquarie University.

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Parker Guan CFA
Assistant Trader

Parker is a Trader on the Portfolio Management team, and provides valued support to BetaShares’ risk management and systems automation processes. Parker joins from Spitfire Asset Management where he managed portfolios for Managed Discretionary Accounts (MDA) clients. Prior to this role he was a FX Quantitative Strategist with Insight Investment (part of BNY Mellon). Parker is a CFA charter holder and has a Bachelor of Commerce (Hons) major in Economics and Finance from the University of Sydney and a MSc in Finance (Distinction) from London School of Economics.

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Peter Harper
Executive Director – Capital Markets and Institutional Business

As Co-Head of Distribution, Peter is responsible for leading sales strategy and execution across all client segments, as well as leading the firm’s capital markets activities. Prior to BetaShares, Peter worked in Equities and Derivatives 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 with UBS. Peter holds a Bachelor of Economics degree from the University of Sydney, majoring in Finance and Economics.

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Rachael Hansen
Associate Account Manager - Adviser Services

Rachael is a member of the BetaShares Distribution team, responsible for assisting with client inquiries and supporting the sales team. Rachael holds a Bachelor of Business Administration and has prior experience working in boutique funds management businesses.

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Richard Montgomery
Investment Communications Manager

Richard is responsible for BetaShares communications strategy and implementing strategic marketing communications for adviser and investor audiences. Previously, Richard worked as a communications consultant to, among others, the Australian Securities Exchange, the Stockbrokers and Financial Advisers Association, and Kaplan Professional. Richard holds a Bachelor of Arts with Honours in Psychology from Melbourne University, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

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Roger Cohen
Adviser

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.

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Saad Khan
Legal Counsel

Saad is a member of the BetaShares Legal team. Saad has previously worked as legal counsel at Macquarie Group and in private practice at Norton Rose Fulbright across the firm’s Sydney and London offices. Saad holds a Bachelor of Laws (Hons) and Bachelor of Business from the University of Technology, Sydney.

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Saloni Desai
Investment Operations Analyst

Saloni is responsible for supporting the investment and operations functions at Betashares. Before joining Betashares, Saloni has worked in Fund Accounting at Morgan Stanley & Unity Fund Services. Saloni is a Chartered Accountant and holds a Bachelor of Commerce from Mumbai University.

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Sam Want
SEO Manager

Sam is a member of the BetaShares marketing team focusing on Search Engine Optimisation and overall organic visibility of BetaShares website.

Prior to BetaShares, Sam was the SEO Manager at Cheil AU, Samsung Australia’s in-house Marketing Agency. Sam holds a Bachelor of Business (Marketing) degree from Charles Sturt University.

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Sarah Hare
Senior Marketing Manager

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.

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Sharon Vorn
Marketing Manager

Sharon is a member of the BetaShares marketing team and is responsible for various marketing activities across the business. Prior to joining BetaShares, Sharon was the Marketing Coordinator at a leading association for financial planners. She holds a Bachelor of Business and Commerce: International Business and Global Management.

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Sudeshni Devi
Investment Operations - Implementations Manager

Sudeshni is responsible for supporting the investment and operations functions at BetaShares. Sudeshni previously worked at RBC Investor Services, JPMorgan and State Street, and has experience in client service, change and project management. Sudeshni holds a Bachelor of Accounting & Economics Degrees from the University of the South Pacific, Fiji as well as a CPA qualification from the University of Deakin.

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Thom Bentley
Director, Adviser & Institutional Business New Zealand

Thom has more than 30 years’ financial services experience and most recently worked at Smartshares, New Zealand’s only ETF manager, where he was responsible for institutional business.

In addition to Smartshares, Thom has deep investment sales and marketing experience gained at firms such as Nomura Asset Management, Morley Fund Management (now Aviva Investors) and Scottish Widows Investment Partnership.

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Thong Nguyen CFA
Senior Portfolio Manager

Thong is responsible for the portfolio management function at BetaShares. Joining in 2010, he has been pivotal in implementing the investment process for our Exchange Traded Funds. Before joining BetaShares, Thong was an Equity Analyst at Three Pillars Portfolio Managers (TPPM), where his responsibilities included systems development, risk management and securities analysis. 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 various investment strategies. Thong is a CFA Charter holder and has a Bachelor degree in Actuarial Studies with Honours and a Bachelor degree in Commerce from the Australian National University.

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Tim Wong
Senior Analyst – Investments & Operations

Tim is responsible for supporting the investment and operations functions at Betashares. Before joining Betashares, Tim has previously worked in Strategic Projects (Operations), Fund Accounting and Unit Trust Pricing at JPMorgan. Tim holds a Bachelor of Commerce from Curtin University.

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Tom Powell
Associate Account Manager - Adviser Services

Tom is a member of the BetaShares Distribution team, responsible for assisting with client inquiries and supporting the sales team. Tom holds a Bachelor of Commerce from the University of New South Wales.

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Tom Wickenden
Account Manager - Adviser Services

Tom is a member of the BetaShares Distribution team, responsible for supporting Institutional and Intermediary Brokers channels. Tom previously worked in London in the accounting space and was most recently a forensic accountant at Menzies LLP. Tom holds a Bachelor of Commerce from the University of Sydney.

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Tony Pattison
Director, Head of High Net Worth Groups

Tony is responsible for leading BetaShares’ activities with High Net Worth investors. Prior to BetaShares, Tony was Director of Sales for Legg Mason (now Franklin Templeton) and oversaw their High Net Worth and Private Banking channel. He was in this national role for over 6 years and partnered closely with many of the largest private bank and wealth clients in Australia. Prior to this role, he worked for Macquarie and Challenger’s Fidante Partners in his 13 years in funds management distribution roles. Tony’s past employment also includes client relationship and portfolio analyst roles both in Melbourne and London. Tony holds a Bachelor of Business (Economics and Finance) from RMIT University.

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Vinnie Wadhera
Executive Director – Institutional and Adviser Business

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.

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Wenny Fiswanto
Senior Financial Accountant

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.

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Yuree Suh
Digital Marketing Manager

Yuree is a member of the BetaShares marketing team and is responsible for implementing and managing activity across all digital channels. She is also focused on providing ongoing improvements to the experience for website visitors through various testing and optimisations. Prior to joining BetaShares, Yuree worked for Rakuten companies in Tokyo and Sydney as a web producer and digital marketing executive. Yuree holds a Bachelor of International Liberal Studies, majoring in Psychology and East Asian Studies at Sydney University.

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