Investment Specialists for financial advisers

Since 2013, Platinum has employed Investment Specialists to service the adviser community by sharing insights on the performance, portfolios and investment approach. The Investment Specialists are experienced investment professionals who sit within the broader investment team in Sydney, bringing a unique insight to bear.

Platinum's team of Investment Specialists are available to discuss your key areas of interest regarding our Funds and our investment outlook. You can view the team's availability and book a meeting below.

Adviser only - Book an appointment with an available Investment Specialist (telephone only)
Adviser only - Book an appointment with a specific Investment Specialist (choice of video or telephone)
  • Julian McCormack
    Investment Specialist (Retail)
    Julian McCormack, BEco Hons1 (USyd), MAppFin (Macquarie)
    Julian joined Platinum in 2001 as an investment analyst, but then left in 2002 to travel the world.

    Upon returning he spent eight years working in metals and mining equity research and investment banking at Credit Suisse before founding a company in minerals exploration.

    Julian re-joined Platinum in 2014 as an investment specialist and works to help clients stay informed, as well as working with the basic industries analytical team.
     
     
  • 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.

  • Henry Polkinghorne
    Investment Specialist (Retail)
    Henry Polkinghorne, BEco (USyd)
    Henry joined Platinum in April 2019 as an Investment Specialist.  Prior to this, Henry worked at Goldman Sachs where he held the position of Executive Director, Australian Equity Sales from October 2015, initially in their Hong Kong office before relocating back to Sydney in 2016.

    Henry also previously worked at J.P. Morgan for eight years in both Sydney and Hong Kong as Vice President, Australian Equity Sales & Execution from 2007 to 2015.

    His extensive local and offshore equities experience and ability to develop strong relationships with clients are valuable assets for his role as an Investment Specialist within the client team.

    Henry holds a Bachelor of Economics and has completed CFA Level I.
     
If you are an adviser and have a general enquiry, please contact Dean McLelland, Retail Investment Specialist, via email.

Alternatively, you can contact Platinum:

Email
invest@platinum.com.au

Telephone
1300 726 700 (toll-free Australia)
0800 700 726 (toll-free New Zealand)
+61 2 9255 7500 (if calling from overseas)

Facsimile
+61 2 9254 5590

Business hours
Monday - Friday, 8:30am - 6:00pm (AEST)
 
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.