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)
  • Dean McLelland
    Head of Investment Specialists (Retail)
    Dean McLelland, CFA, BCom (UNSW), GradDip AppFin (FINSIA)

    Mob: 0404 832 853
    Email: [email protected]

    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.

  • Olivia Salmon
    Investment Specialist (Retail)
    Olivia Salmon, BCom (USyd), CPA
    Olivia joined Platinum in December 2022 as an Investment Specialist.  Prior to this, Olivia worked as an equity analyst at Jarden Group and Lennox Capital Partners, and was part of the equities research teams at Moelis & Company and JP Morgan.
     
    Olivia holds a Bachelor of Commerce and is a fully qualified Chartered Practising Accountant.
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
[email protected]

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.