The Team

As a firm, we owe our success to the support of our clients and the dedication of our staff. Platinum today employs more than 90 professionals, and each one of us is driven by the same core mission – to look after our clients’ money ably and responsibly. This is true not only of our investment team, but is also what steers our client services and operational teams.

 
 

As Platinum’s business grows and expands, we have been recruiting progressively to augment the talent of the firm. The investment team now consists of 30 analysts and portfolio managers, though since the firm’s inception our investment philosophy has remained unchanged and our methodology consistent. We have refined the structure of the team to ensure that our investment process achieves the optimal combination of individual expertise and accountability with collective acumen and experience. This is realised through several key attributes:

  • Collaboration and cohesion - our analysts and portfolio managers are organised into six sector/regional teams, with the investment ideas generated by each team feeding into various portfolios. These sector/regional teams are supported by a group of quant analysts and dealers who analyse macroeconomic data, monitor market sentiments, and contribute both stock ideas and execution strategy using quantitative tools. Our portfolio managers are first and foremost analysts and continue to research stocks. This organisational structure, including having all of our team members located in a single office, is designed to foster a collaborative environment and promote the free flow of information between analysts with different geographic and industry specialisations while also ensuring that everyone maintains a clear research focus and accountability. Regular intra- and cross-sector team meetings and the use of digital information repositories facilitate the open exchange of insights and sharing of resources which are critical to making investment decisions within a global context and for the avoidance of myopic biases.
  • Diverse backgrounds and unconventional thinking – our team includes analysts from a broad range of professional and cultural backgrounds, bringing with them unique industry experience, be it biomedical research or mining engineering, and varied perspectives. We encourage – in fact, require – idiosyncratic thinking from our analysts in order to pin-point what the market may have missed.
  • Longevity and continuity – Three of the four founding members of the investment team from 1994 continue to serve clients by investing. They also play an active role in mentoring newer members of the team and passing down Platinum’s values as well as the craft and know-how. It is true that over the years we have seen analysts come and go – not everyone is suited to our investment style. But we have also had plenty of talents coming through the ranks – all of our portfolio managers have been promoted organically from within the team. Members of the investment team have on average been with the firm for more than six years while the ten portfolio managers’ average tenure with the firm is 14 years (current as of 30 June 2017).
 

Portfolio Managers

  • Andrew Clifford
    Chief Investment Officer
    Andrew Clifford, BCom Hons (UNSW), Dip (FINSIA)

    Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr for several years at Bankers Trust and perfecting the craft of uncovering the overlooked gems in the stock market. Like Kerr, Andrew believed that irrational market sentiments and the consequential short-term volatility can often lead to opportunity in companies whose true worth is temporarily under-appreciated. The approach worked for Andrew at Bankers Trust where the BT Select Market Trust – Pacific Basin Fund that he managed was a great success, and he has been applying and refining the same methodology over the past two decades to generate strong returns for Platinum’s investors.

    Since taking over the role of Chief Investment Officer in 2013, Andrew has spent considerable time and effort on improving the organisational structure of the gradually-expanding investment team to make the execution of our investment process more seamless and efficient.

    Andrew handed over portfolio management responsibilities of the Platinum Asia Fund to Joseph Lai in late 2014, which he had managed since the fund’s inception in 2003. He continues to co-manage the Platinum International Fund and the Platinum International Fund (Quoted Managed Hedge Fund).

  • Kerr Neilson
    Chief Executive Officer
    Kerr Neilson, BCom (University of Cape Town)

    Kerr, with the help of Andrew Clifford, founded Platinum in 1994 with a view to making money for investors. The emphasis was on continuing the successful investment approach he had employed previously. This entailed building portfolios of misunderstood companies that were experiencing change or mispricing due to transient factors or intuitive biases applied by market participants at large. By investing in companies around the world, unconstrained by index weighting or other pre-determined allocation parameters, Platinum owned genuinely differentiated portfolios and produced outstanding investment returns.

    From day one Kerr and the team eschewed the use of hard selling techniques, maintaining that if our performance can withstand the test of time, there should never be a need for such tactic; whereas, if Platinum fails to generate satisfactory returns for investors, then the firm should not continue. Prior success, notably, sidestepping the 1987 crash, ensured that from the outset there were willing investors prepared to give Kerr and his team sufficient support to gradually build the business and, fortunately, Platinum’s performance over the years has proven the longevity of our approach.

    As Platinum’s investment philosophy and process became systematically inculcated within the team, Kerr stepped down as the Chief Investment Officer in 2013, and in time a greater share of the funds is being spread among other portfolio managers. As the company’s CEO and Managing Director, Kerr remains fully engaged in the business.

    The benefits of Kerr’s endeavours over the decades are also being felt beyond Platinum’s investors as the Neilson Foundation pursues its mission of social inclusion.

  • Clay Smolinski
    Portfolio Manager
    Clay Smolinski, BCom (Murdoch)

    Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. But it is his avid reading habit and a curiosity about how businesses work that guided Clay onto the path of a self-taught investor and landed him a job as an analyst at Platinum in 2006.

    Clay began managing the Platinum European Fund in 2009 and was assigned to manage the global portfolio of the Platinum Unhedged Fund in 2014. He was appointed a co-manager of the Platinum International Fund and the Platinum International Fund (Quoted Managed Hedge Fund) in 2017, while remaining the sole manager of the Platinum Unhedged Fund.

    Clay leads the financials/services sector team.

  • Dr Joseph Lai
    Portfolio Manager
    Dr Joseph Lai, CFA, MBBS (USyd), MBA (AGSM)

    It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense of professional duty.

    Before joining Platinum in 2004, Joe worked as an equity research analyst at Morgan Stanley, with key responsibilities for healthcare and technology sectors. At Platinum, he initially covered companies in Greater China before broadening out to stock in other Asian countries. Joe was appointed a co-manager of the Platinum Asia Fund in 2011 before becoming the sole manager in late 2014. He has also been the portfolio manager of Platinum Asia Investments Limited, Platinum Asia Fund (Quoted Managed Hedge Fund) and Platinum World Portfolios - Asia Fund since their respective inception in 2015.

    A fluent speaker of both Mandarin and Cantonese, Joe has a deep appreciation of Chinese history and culture which enables him to confidently bridge the cultural gap when investing in the region.

    Joe leads the Asia regional team.

  • Nikola Dvornak
    Portfolio Manager
    Nikola Dvornak , BCom Hons (Auckland), MCom Hons (Melbourne)

    Nik is our in-house economist. Before joining Platinum in 2006, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority (APRA) and Commonwealth Securities.

    He is also our go-to person on all questions concerning European history and geopolitics.

    Nik was appointed a co-manager of the Platinum European Fund in 2014 before becoming the sole manager in early 2017. He continues to cover the financials/services sector.

  • Scott Gilchrist
    Portfolio Manager
    Scott Gilchrist, BEng Hons (UQld), MSc (Dist) (Imperial College London)

    Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including undertaking project management responsibilities on several significant assignments.

    Scott has lived and worked in numerous countries around the world, including England, Indonesia and Jamaica, among others, but the unique cultural and industrial landscapes of Japan have always had a special appeal for him.

    Scott left Platinum in 2007 to pursue other interests before returning in 2010. He was an analyst covering the resources and industrial sectors before being appointed the portfolio manager of the Platinum Japan Fund and The Platinum Japan Master Portfolio in 2014. He has also been the portfolio manager of the Platinum World Portfolios - Japan Fund since its inception in 2015.

  • Dr Bianca Ogden
    Portfolio Manager
    Dr Bianca Ogden, MBio (Tübingen), PhD (University College London)

    Molecular biology was Bianca’s first love before she discovered the joys and challenges of investing. After spending some time at Swiss pharmaceuticals company Novartis researching new HIV drugs (one of which has been approved and is in use today), Bianca went on to complete a PhD at UCL, investigating Kaposi’s sarcoma-associated herpesvirus. She then migrated to Australia and joined Johnson & Johnson as a molecular biologist, researching new drug targets in oncology.

    Bianca embarked on a career change in 2003 and joined Platinum as an investment analyst. Her rich knowledge base in molecular biology and first-hand insights into the pharmaceutical and biotech industry give her a unique ability to delve deeply into the fundamentals of healthcare companies and identify those with a solid foundation in scientific research.

    Bianca has been the portfolio manager of the Platinum International Health Care Fund since 2007 and leads the healthcare sector team.

    There is no mistaking Bianca's German-ness from her strong work ethics and meticulous attention to detail.

  • Alessandro Barbi
    Portfolio Manager
    Alessandro Barbi, BBus Adm Hons (Bocconi University, Milan), GradDip AppFinInv (FINSIA)

    Alex is an industry veteran and a long-time member of the Platinum team. After graduating with a degree in Business Administration from Bocconi University in Milan, Italy’s financial capital, Alex began his professional career as an investment analyst at Istituto Mobiliare Italiano, where he progressed through various corporate finance and funds management roles.

    Alex migrated to Australia in 1995 and worked as a manager in the corporate finance department at Coopers & Lyland before joining Platinum in 1998.

    After spending five years honing his skills as an investment analyst with a focus on the telecommunications and IT sectors, Alex was appointed the portfolio manager of the Platinum International Technology Fund in 2003. He now co-manages the Technology Fund and continues to oversee the technology/communications sector team.

  • James Halse
    Portfolio Manager
    James Halse, CFA, BA, LLB Hons, LLM Hons (Auckland)

    Jamie graduated from a Master of Laws in Commercial Law with first class Honours, but he had always had a more entrepreneurial bent and a keen interest in investing, preferring reading business books and company reports to legal journals and court cases. Working as a tax consultant at Deloitte gave him exposure to the challenges of company strategy and strengthened his resolve to become a professional investor.

    Jamie joined Platinum in 2011 after spending several years as an equity analyst at CP2 (formerly Capital Partners). Jamie’s strong performance as an analyst covering consumer stocks around the world earned him portfolio management responsibilities within the Platinum International Brands Fund in 2016 before he took over as the sole portfolio manager in 2017.

    Jamie leads the consumer sector team.

  • Cameron Robertson
    Portfolio Manager
    Cameron Robertson, CFA, BSc Hons (USyd), MAppFin (Macquarie)

    Cameron joined Platinum in 2010, having worked as an equity analyst at CP2 (formerly Capital Partners) for several years. At Platinum, he has covered a wide range of companies, initially focusing on resources and industrial companies, and later on the technology and communications sectors.

    Cameron was appointed a co-manager of the Platinum International Technology Fund in early 2017 and is a member of the technology/communications sector team.

Analysts

Resources / Industrials

  • Liam Farlow
    Investment Analyst
    Liam Farlow, BEng Hons, BCom (UoW), MBA (AGSM)

    Liam joined Platinum in 2014 as an investment analyst covering energy, resources and industrial companies. Previously, Liam worked at Macquarie Group as an equity analyst specialising in materials as well as in equity derivatives at Westpac. Prior to that, he had held a variety of engineering and commercial roles at BlueScope Steel and BHP Billiton.

    Liam now leads the resources/industrials sector team at Platinum.

  • Marie Miyashiro
    Investment Analyst
    Marie Miyashiro, CFA, BCom (UNSW)

    Marie joined Platinum in 2014 as an investment analyst in the resources/industrials sector team. She began her career in the finance industry at AMP Capital and worked as an equity analyst for 10 years at Citigroup Global Markets and Credit Suisse First Boston.

    Marie is fluent in Japanese.

  • Kirit Hira
    Investment Analyst
    Kirit Hira, BEng, BCom (Melbourne)
    Kirit joined Platinum in 2016 as an investment analyst in the resource/industrials sector team. He had previously spent eight years at Macquarie Group as an oil & gas analyst covering the Australian energy sector and global gas markets. Prior to that, Kirit had worked at AMP Capital in Sydney and completed an internship at ExxonMobil in Melbourne.
  • Jodie Bannan
    Investment Analyst
    Jodie Bannan, CA, BCom (USyd)
    Jodie joined Platinum in 2017 as an investment analyst in the resources/industrials sector team. Previously, Jodie worked at Macquarie Securities as a small caps analyst as well as in the chemicals, paper/packaging team. Prior to this, Jodie worked at Ernst & Young in the Audit division.

Technology / Communications

  • Alessandro Barbi
    Portfolio Manager
    Alessandro Barbi, BBus Adm Hons (Bocconi University, Milan), GradDip AppFinInv (FINSIA)

    Alex is an industry veteran and a long-time member of the Platinum team. After graduating with a degree in Business Administration from Bocconi University in Milan, Italy’s financial capital, Alex began his professional career as an investment analyst at Istituto Mobiliare Italiano, where he progressed through various corporate finance and funds management roles.

    Alex migrated to Australia in 1995 and worked as a manager in the corporate finance department at Coopers & Lyland before joining Platinum in 1998.

    After spending five years honing his skills as an investment analyst with a focus on the telecommunications and IT sectors, Alex was appointed the portfolio manager of the Platinum International Technology Fund in 2003. He now co-manages the Technology Fund and continues to oversee the technology/communications sector team.

  • Cameron Robertson
    Portfolio Manager
    Cameron Robertson, CFA, BSc Hons (USyd), MAppFin (Macquarie)

    Cameron joined Platinum in 2010, having worked as an equity analyst at CP2 (formerly Capital Partners) for several years. At Platinum, he has covered a wide range of companies, initially focusing on resources and industrial companies, and later on the technology and communications sectors.

    Cameron was appointed a co-manager of the Platinum International Technology Fund in early 2017 and is a member of the technology/communications sector team.

  • Kevin Chan
    Investment Analyst
    Kevin Chan, CFA, BEng Hons1, BSc (USyd)

    Kevin joined Platinum in 2011 as an investment analyst, having previously worked as a software engineer and business analyst in the biomedical, telecommunications and financial services industries.

    At Platinum, Kevin works on the technology and communications sectors. His technical expertise and first-hand industry experience give him a firm grasp over the workings of technologies and technology companies, be they in the space of enterprise software, cloud computing or semiconductor.

Financials / Services

  • Clay Smolinski
    Portfolio Manager
    Clay Smolinski, BCom (Murdoch)

    Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. But it is his avid reading habit and a curiosity about how businesses work that guided Clay onto the path of a self-taught investor and landed him a job as an analyst at Platinum in 2006.

    Clay began managing the Platinum European Fund in 2009 and was assigned to manage the global portfolio of the Platinum Unhedged Fund in 2014. He was appointed a co-manager of the Platinum International Fund and the Platinum International Fund (Quoted Managed Hedge Fund) in 2017, while remaining the sole manager of the Platinum Unhedged Fund.

    Clay leads the financials/services sector team.

  • Nikola Dvornak
    Portfolio Manager
    Nikola Dvornak, BCom Hons (Auckland), MCom Hons (Melbourne)

    Nik is our in-house economist. Before joining Platinum in 2006, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority (APRA) and Commonwealth Securities.

    He is also our go-to person on all questions concerning European history and geopolitics.

    Nik was appointed a co-manager of the Platinum European Fund in 2014 before becoming the sole manager in early 2017. He continues to cover the financials/services sector.

  • Vicky Wu
    Investment Analyst
    Vicky Wu, CFA, CA, BCom, BSc (UNSW)

    Vicky joined Platinum’s investment team as an analyst in 2016. Previously, Vicky had worked in both the UK and Australia across a variety of business analyst, investment analyst and corporate strategy roles at Westpac Banking Group, Bank of America Merrill Lynch, Lloyds Bank and Citi Group.

    At Platinum, Vicky covers the financials and services sectors.

  • Jim Fawcett
    Investment Analyst
    Jim Fawcett, CFA, BCom (McMaster), MBA (McGill)

    Jim joined Platinum as an investment analyst in 2016, having previously held a variety of roles in industry at the Canadian Imperial Bank of Commerce, Capgemini Consulting, Caltex and the Commonwealth Bank. Raised in Canada, Jim gained international experience by living in Ireland and the Netherlands prior to relocating to Australia.

    At Platinum, Jim’s research focus is on financials and services companies.

Consumer

  • James Halse
    Portfolio Manager
    James Halse, CFA, BA, LLB Hons, LLM Hons (Auckland)

    Jamie graduated from a Master of Laws in Commercial Law with first class Honours, but he had always had a more entrepreneurial bent and a keen interest in investing, preferring reading business books and company reports to legal journals and court cases. Working as a tax consultant at Deloitte gave him exposure to the challenges of company strategy and strengthened his resolve to become a professional investor.

    Jamie joined Platinum in 2011 after spending several years as an equity analyst at CP2 (formerly Capital Partners). Jamie’s strong performance as an analyst covering consumer stocks around the world earned him portfolio management responsibilities within the Platinum International Brands Fund in 2016 before he took over as the sole portfolio manager in 2017.

    Jamie leads the consumer sector team
  • Nick Markiewicz
    Investment Analyst
    Nick Markiewicz, BAcc Hons (UTS)
    Nick joined Platinum in 2017 as an investment analyst in the consumer sector team. Nick previously worked for Morgan Stanley and Credit Suisse in analyst positions.
  • Jimmy Su
    Investment Analyst
    Jimmy Su, CFA, BCom (USyd)

    Jimmy joined Platinum in 2017 as an investment analyst. He was previously an equity analyst at BT Investment Solutions and had also worked as a senior analyst in the Markets and Research team there. Prior to Joining BT, Jimmy was an associate analyst and later a credit strategist at Morgan Stanley Wealth Management.

    At Platinum, Jimmy focuses on the consumer sector.

Health Care

  • Dr Bianca Ogden
    Portfolio Manager
    Dr Bianca Ogden, MBio (Tübingen), PhD (University College London)

    Molecular biology was Bianca’s first love before she discovered the joys and challenges of investing. After spending some time at Swiss pharmaceuticals company Novartis researching new HIV drugs (one of which has been approved and is in use today), Bianca went on to complete a PhD at UCL, investigating Kaposi’s sarcoma-associated herpesvirus. She then migrated to Australia and joined Johnson & Johnson as a molecular biologist, researching new drug targets in oncology.

    Bianca embarked on a career change in 2003 and joined Platinum as an investment analyst. Her rich knowledge base in molecular biology and first-hand insights into the pharmaceutical and biotech industry give her a unique ability to delve deeply into the fundamentals of healthcare companies and identify those with a solid foundation in scientific research.

    Bianca has been the portfolio manager of the Platinum International Health Care Fund since 2007 and leads the healthcare sector team.

    There is no mistaking Bianca's German-ness from her strong work ethics and meticulous attention to detail.

  • Toby Harrop
    Investment Analyst
    Toby Harrop, BCom Hons (Melbourne)

    Toby was a member of the original Platinum team. He began his career as a graduate trainee at Bankers Trust in the early 1990s where his analytical acumen made a strong impression on Kerr.

    As a founding member of Platinum’s investment team, Toby was responsible for covering European companies and supervised currency strategy.

    Toby was the portfolio manager of the Platinum European Fund from the fund’s inception in 1998 until 2009 when he departed from the firm to live in Europe.

    Toby re-joined Platinum in 2014 to assist with coverage of healthcare stocks while Bianca was on maternity leave. He has since stayed on as an analyst, working closely with Bianca on the healthcare sector.

Regional Specialists

  • Dr Joseph Lai
    Portfolio Manager
    Dr Joseph Lai, CFA, MBBS (USyd), MBA (AGSM)

    It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense of professional duty.

    Before joining Platinum in 2004, Joe worked as an equity research analyst at Morgan Stanley, with key responsibilities for healthcare and technology sectors. At Platinum, he initially covered companies in Greater China before broadening out to stock in other Asian countries. Joe was appointed a co-manager of the Platinum Asia Fund in 2011 before becoming the sole manager in late 2014. He has also been the portfolio manager of Platinum Asia Investments Limited, Platinum Asia Fund (Quoted Managed Hedge Fund) and Platinum World Portfolios - Asia Fund since their respective inception in 2015.

    A fluent speaker of both Mandarin and Cantonese, Joe has a deep appreciation of Chinese history and culture which enables him to confidently bridge the cultural gap when investing in the region.

    Joe leads the Asia regional team.

  • Jack Cao
    Investment Analyst
    Jack Cao, BCom Hons (UNSW)

    Jack joined Platinum in 2010 as an investment analyst. He previously worked as a private equity investment professional with WH Soul Pattinson and, prior to that, he worked in corporate advisory, advising private equity funds on due diligence.

    Jack covers companies in the Asia (ex-Japan) region. He is a fluent speaker of Mandarin and the cultural familiarity allows him an in-depth understanding of the trends and conditions in modern China.

  • Doug Huey
    Investment Analyst
    Doug Huey, BCom, LLB (UNSW)
    Having joined Platinum in 1996 as a young graduate, Doug is one of the longest serving analysts in our investment team. For many years he covered technology companies, having followed some of the big names in tech today since their pre-dot-com bubble days. With the growth of the technology sector accelerating in Asia, and with a personal familiarity with the Greater China region, Doug brought his tech experience across to augment the Asia regional team.
  • Adrian Cotiga
    Investment Analyst
    Adrian Cotiga, BCom (Romania), MCom (UNSW)
    Adrian joined Platinum in 2015 as an investment analyst in the Asia regional team. He previously worked as a program manager at Lloyds Banking Group and Westpac. Prior to that, Adrian had spent several years in management consulting roles at PricewaterhouseCoopers and Capgemini.
  • Philip Ingram
    Investment Analyst
    Philip Ingram, CFA, BA Natural Sciences Hons (Cambridge)

    Philip joined Platinum in 2009 as an investment analyst. Previously, he worked for Merrill Lynch and Morgan Stanley in the UK, analysing the British and Irish banking sectors. Philip began his career as an intern at GMO and progressed to become a quantitative analyst after graduating from university.

    At Platinum, Philip has covered several sectors globally, including financials. He recently joined the Asia team to focus more on companies in the emerging markets.

  • Nicholas Tan
    Investment Analyst
    Nicholas Tan, BEng Hons (Electrical), MCom (USyd)

    Nicholas joined Platinum in 2015 as an investment analyst in the Asia regional team. An electrical engineer by training, he previously worked at TransGrid for several years across a number of positions, including, most recently, as a senior analyst.

    Proficient in Mandarin, Cantonese and Bahasa Malaysia, and having lived and studied in Asia, Nicholas is a perceptive observer of the social and economic changes taking place in the Asian region.

  • Scott Gilchrist
    Portfolio Manager
    Scott Gilchrist, BEng Hons (UQld), MSc (Dist) (Imperial College London)

    Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including undertaking project management responsibilities on several significant assignments.

    Scott has lived and worked in numerous countries around the world, including England, Indonesia and Jamaica, among others, but the unique cultural and industrial landscapes of Japan have always had a special appeal for him.

    Scott left Platinum in 2007 to pursue other interests before returning in 2010. He was an analyst covering the resources and industrial sectors before being appointed the portfolio manager of the Platinum Japan Fund and The Platinum Japan Master Portfolio in 2014. He has also been the portfolio manager of the Platinum World Portfolios - Japan Fund since its inception in 2015.

Traders & Quant Analysts

  • Ricardo Nemirovsky
    Head of Trading
    Ricardo Nemirovsky, MEng (UBE), MBA (NYU)

    Ricky joined Platinum’s investment team in 2004, having previously worked as an emerging markets trader at Morgan Stanley and Deutsche Bank in New York.

    At Platinum, Ricky oversees the team of traders and quant analysts. His role includes executing market orders, monitoring market movements and sentiments, as well as working with the investment team on investment strategy and execution.

    The dealer team plays an important role in helping the portfolio managers and analysts to better pinpoint opportunities in the market at any given time and highlighting the herding nature in stock markets.

  • Troy Augustus
    Trader / Analyst
    Troy Augustus, BMath Finance (UoW)

    Troy has been a dealer in Platinum’s investment team since 2010. Before moving into the trader role, Troy had worked at Platinum for five years in both administrative and senior portfolio accounting roles, which equipped him with an understanding of the back-office functions and the importance of seamless interfacing between them and the front-office dealers and portfolio managers in ensuring error-free execution.

    Troy’s current role includes executing market orders, monitoring market movements and sentiments, as well as working with the investment team on investment strategy and execution.

  • Philip Sellaroli
    Trader / Analyst
    Philip Sellaroli, BA, BCom Hons (Monash)
    Philip joined Platinum as a trader in 2017. He had previously worked as a trader at Credit Suisse and Macquarie in both Australia and Japan. Philip’s role at Platinum includes executing market orders, monitor market movements and sentiments, as well as working with the investment team on investment strategy and execution.
  • Darren Lee
    Quant Analyst
    Darren Lee, CFA, BEng Hons (UNSW), GradDip AppFin (FINSIA)

    Darren joined Platinum in 2009 as a quantitative analyst, having previously worked as a risk manager at global equity fund manager, Ellerston Capital. His experience also includes working as a trading system developer at Macquarie Bank ISD.

    At Platinum, Darren’s role is to provide quant and macro support to the investment team, including monitoring global, regional and industry trends and contributing macroeconomic analysis.

  • Sava Mihic
    Quant Analyst
    Sava Mihic, CFA, BCom Hons (Auckland)

    Sava joined Platinum in 2015 as a quantitative analyst, having previously worked as an analyst in the Equities and Alternative Assets division of Challenger Limited.

    At Platinum, Sava’s role is focused on providing quant and macro support to the investment team, which includes regularly contributing investment ideas by highlighting the interesting companies or sectors identified through quant tools.

Client Team

  • Elizabeth Norman
    Investor Services and Communications Director
    Elizabeth Norman, BA (Canberra), GradDip Financial Planning (FINSIA)

    Liz has been an integral part of the investor services and communications team since Platinum’s founding and has been the company’s link with our clients from the very beginning.

    Liz began her career at Bankers Trust, working on new product development, and later joining the retail funds management team where she worked closely with Kerr and Andrew. She joined Platinum in February 1994 as Investor Services and Communications Manager.

    Liz’s appointment to the Board in 2013 as Director of Investor Services and Communications reflects the firm’s ever-greater focus on its widening client base and a strong commitment to supporting retail and institutional clients with dedicated investment specialists.

  • Douglas Isles
    Investment Specialist (Retail)
    Douglas Isles, FFA, MA Math (Trinity College, Cambridge)

    An actuary by training, Douglas first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that, as an investment manager at Aegon Asset Management in Edinburgh. Mathematical prowess was not Douglas’ only forte. His gift for communication and his convivial nature soon earned him the additional responsibility of handling presentations to advisers and clients.

    Douglas left Platinum in 2008 to relocate to Singapore where he made a significant contribution to developing Standard Chartered Bank’s equity broking business.

    Having re-joined Platinum in 2013 as an investment specialist, Douglas now dedicates himself to serving as a bridge between Platinum’s investment team and the financial advisory community.

  • Julian McCormack
    Investment Specialist (Retail)
    Julian McCormack, BEco Hons1 (USyd), MAppFin (Macquarie)

    Julian joined Platinum in 2001 initially as an investment analyst. After trying his hand at stock-picking for a year, his wanderlust took over and he quit his job to travel the world.

    Julian then spent eight years working in equity research and investment banking at Credit Suisse before moving on to found two private companies as well as acting as an adviser to several others.

    Julian re-joined Platinum in 2014 as an investment specialist and works closely with financial advisers to help clients stay informed about Platinum’s approach, performance and outlook.

  • Dean McLelland
    Investment Specialist (Retail)
    Dean McLelland, CFA, BCom (UNSW), GradDip AppFin (FINSIA)

    Dean was formerly an investment analyst at Platinum, covering Japanese companies and being involved in the implementation of currency strategy. Prior to that, he had also served in the Investor Services team for some time. During those initial six years with Platinum, the exposure to different roles gave him a unique perspective not only on how Platinum’s investment approach is put into practice, but also on clients’ perception of that approach as well as some of the concerns and misunderstandings they may have.

    After several years away, Dean re-joined Platinum in 2016 as an investment specialist, putting to good use both his first-hand experience as an analyst as well as the insights gained from his Investor Services days.

  • Charles Brooks
    Investment Specialist (Institutional)
    Charles Brooks, BA Hons (Manchester), MAppFin (Macquarie)

    Charles joined Platinum in 2014 as an investment specialist. Having previously worked in similar capacities at IFM Investors and Northward Capital / nabInvest, he brings with him a wealth of knowledge about the specialised needs, objectives and processes of institutional investors.

    Charles began his career in finance at Morgan Grenfell Asset Management in London. After backpacking around the world, he settled in Sydney and took up investment analyst and fund management roles at United Funds Management and later at MLC Investment Management.

    At Platinum, Charles’ role focuses on serving as a conduit between our investment team on the one hand and our institutional clients and asset consultants on the other.

  • Guy Brown
    Investment Specialist (Institutional)
    Guy Brown, BA, BEng Aerospace (USyd)

    An aerospace engineer by training, Guy worked in both industry and finance before joining Platinum in 2017 as an investment specialist.

    Guy was a long-time expat in the UK, transitioning from a career in engineering to the world of finance to lead research coverage of the UK and European aerospace and defence sectors with institutional brokers Oriel Securities (now Stifel) and Evolution Securities. After returning to Australia, he worked in corporate strategy and communications at Sydney Airport and later headed their aviation commercial team.

    At Platinum, Guy will continue to draw on his experience in both corporate and market investing to support our institutional clients and asset consultants.

  • Justin Cameron
    Investor Services Manager
    Justin Cameron, Diploma Financial Markets (FINSIA)

    Justin joined Platinum as an investor services officer in 2004 and was promoted to Investor Services Supervisor in 2005. Previously, he worked at State Street Australia Limited as a Corporate Actions and Pricing Officer.

    Justin is now the Investor Services Manager and supervises the IS team to assist investors and advisers.

Business Management Team

  • Andrew Stannard
    Finance Director
    Andrew Stannard, BMgt Hons (Waikato), GradDip AppFinInv (FINSIA)

    Andrew joined Platinum as Finance Director in August 2015. Prior to that, he held the position of Chief Financial Officer for the Asia-Pacific region at AllianceBernstein.

    Andrew has more than 25 years of finance experience with expertise in audit, financial control, operations, funds management, financial services regulation and corporate governance. He is a chartered accountant.

  • Joanne Jefferies
    General Counsel and Group Company Secretary
    Joanne Jefferies, BCom, LLB (University of Natal)

    Joanne is an English law qualified solicitor with more than 21 years of legal experience in the asset management and securities services sectors, in England and across Asia Pacific.

    Joanne joined Platinum in October 2016 as General Counsel and Group Company Secretary, having spent the previous six years at BNP Paribas Securities Services as Head of Legal Asia Pacific, Company Secretary for all Australian subsidiaries and a member of the Asia Pacific Executive Committee. Joanne has previously held senior legal positions with Russell Investments, Morley Funds Management (Aviva Investors) and Lord Abbett, and served as the General Counsel for the UK’s funds management industry association, the Investment Association.

  • Matthew Githens
    Chief Compliance Officer
    Matthew Githens, CA, BCom (UoW)
    Matt joined Platinum in November 2015 as Chief Compliance Officer, having worked previously at Macquarie Group as the Head of Compliance for the Macquarie Asset Management division and, prior to that, in KPMG’s Risk Advisory practice.
  • Michael Jones
    Unit Registry Manager
    Michael Jones, BSc (Macquarie)
    Michael joined Platinum in March 2002 as Unit Registry Manager. Previously he had worked in London at Goldman Sachs International as an operations analyst on the dealing desk and in shareholder services.
  • Mark Aggarwal
    Finance Manager
    Mark Aggarwal, CA, BCom, LLB (ANU)
    Mark joined Platinum in October 2004 as Finance Manager. Prior to that, he had held the roles of business services manager at Pritchard Adams, indirect tax senior consultant at PricewaterhouseCoopers and as a tax consultant at KPMG.
  • Robert Sidoti
    Operations Manager
    Robert Sidoti, CA, BCom (Accounting & Finance) (UWS)
    Robert joined Platinum in April 2006 as a corporate accountant before taking on the role of Operations Manager in 2011. Previously, Robert held the positions of financial accountant at Aussie Home Loans and business services supervisor at PKF Chartered Accountants and Business Advisers.
  • Paul Frampton
    Portfolio Accounting Manager
    Paul Frampton, Diploma Financial Markets (FINSIA)
    Paul joined Platinum in January 2001 as Portfolio Accounting Manager. He previously worked as an investment operations analyst at Barclays Global Investors.
  • Andy Kirwan
    Head of Technology
    Andy Kirwan, BSc Hons (London)
    Andy joined Platinum in August 2013 as Head of Technology. Prior to that, Andy was the head of IT at IAG Asset Management and had held various roles at RBC Dexia Investor Services and Datastream International (London).
  • Kelley Gibson
    Human Resources Manager
    Kelley Gibson, Diploma Human Resource Management (AHRI)
    Kelley joined Platinum in April 2017 in the role of Human Resources Manager, having spent the last four years with Nikko Asset Management as HR Manager. Prior to that, Kelley worked at AllianceBernstein in Human Resources for more than 10 years after spending time working in the recruitment and hospitality sectors in Melbourne, the UK and China.