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About Bennelong

Click on individual names below for further information.

Management team

Craig Bingham, Chief Executive Officer

Craig Bingham is the Chief Executive Officer (CEO), joining Bennelong on 20 October. Craig is a highly regarded financial services executive with extensive experience in Australian and international markets. He joins Bennelong from Federated Investors Asia Pacific where he was CEO. Prior to that, he was CEO at Portfolio Partners which later became Aviva Investors Asia Pacific, where he was responsible for establishing and developing licensed asset management businesses in Australia, Singapore and China, and expanding Aviva’s presence in Asia and the Middle East. Under Craig’s leadership, he built the strong-performing, award-winning Aviva Investors brand in the Australian market, opened distribution offices in Taiwan, the Middle East and Japan, and created an enviable corporate culture with a strong profit focus.

Jeff Phillips, Chief Financial Officer

Jeff Phillips, Chief Financial Officer
B Bus (Acc), B Bus (Mgmt), CA, DFP

Jeff is the Chief Financial Officer of Bennelong Funds Management and has 17 years of experience in financial services, the last 10 being in funds management. He joined Bennelong in June 2012. Leading the finance team, he is responsible for the reporting, compliance and product management functions.

Prior to joining Bennelong, Jeff spent eight years with Aviva Investors/Portfolio Partners in senior finance and operational roles. Other previous employers include Brand Finance, Morgan Stanley (London office) and PricewaterhouseCoopers.

Jeff holds a Bachelor of Economics (Accounting) from Monash University and is a Member of the Institute of Chartered Accountants. He is also on the Board of Melbourne-based charitable agency, Family Life.

Andrew Aitken, Head of Distribution

Andrew Aitken, Head of Distribution
B Bus, CA

Andrew joined Bennelong in July 2008 and has 23 years' experience in the funds management industry. His role encompasses building and maintaining relationships with consultants, institutions and retail distributors on behalf of Bennelong’s investment management boutiques.

Before joining Bennelong, Andrew worked for five years servicing consultant, wholesale and retail channels for boutique fund manager, Ausbil Dexia. Prior to Ausbil Dexia, he spent time working for IOOF/Perennial, Aberdeen Asset Management, Credit Suisse First Boston and BT Australia in both Accounting and Business Development roles.

Andrew has a Bachelor of Business from the University of Technology, Sydney and is a Chartered Accountant.

Darlene White/Ella Tassi, Joint Head of Marketing

Darlene White/Ella Tassi, Joint Head of Marketing
BA (Man Comm)/BA (Media/Sociology), Grad Dip Marketing

Darlene and Ella job share the role of Joint Head of Marketing and are responsible for marketing, communications, web and brand management for the business. Their experience spans across strategic marketing, business communication, public relations and project management with financial services organisations across the value chain.

Prior to joining BFM, Ella was joint Senior Marketing Manager at IOOF, where she and Darlene managed and implemented key communications strategies and PR and branding initiatives. Previous roles include Director at Lucid Marketing & Communications, Marketing Projects Manager at AXA Australia, and Account Director at Eclipse Multimedia.

Before commencing with BFM, Darlene worked at IOOF for six years in a variety of roles including Senior Marketing Manager - Communications, Senior Marketing Manager - Platform Marketing and Adviser Marketing Manager. Previously, she has worked for AXA in adviser marketing and several publishing houses in marketing support roles.

Tara Bell, Manager - Consultants and Researchers

Tara Bell, Manager - Consultants and Researchers
B Comm, B Econ (Hons)

In October 2011, Tara joined Bennelong's Distribution team as Manager - Consultants and Researchers. She has extensive experience in senior financial services roles, having worked in both the research house environment and retail investment sector. Prior to her current appointment, she worked at Standard & Poor's (S&P) for five years, promoted to Associate Director in 2009. Previous roles include Client Manager at UBS Asset Management and Research Manager at ING Investment Management.

Tara is based in the Melbourne office, but works closely with the Sydney team in providing asset consultant and research house services.

She holds a Bachelor of Economics (Hons) and Bachelor of Commerce from the University of Queensland.

Zac Wallis, National Account Manager

BA (Commerce)

In October 2014, Zac joined Bennelong’s Distribution team as National Account Manager. He has extensive experience in financial services roles, having worked both as a research analyst and in distribution. Zac contributes to the business development function across all channels, but in particular the national accounts and research relationships.

Prior to this, Zac worked at Zurich Investments for four years, where he was Strategic Account and Research Manager, responsible for growing Zurich’s strategic relationships with research houses and national dealer groups. Previously, Zac worked as Research Analyst & ETF Strategist with Morningstar and Accountant & Portfolio Analyst with UHY Haines Norton. 

Zac is also a level two Chartered Financial Analyst (CFA) candidate.

Jodie Saw, Director Distribution - Queensland

Jodie Saw, Director Distribution - Queensland
DFP, Cert IV Acc

Based in Brisbane, Jodie is Bennelong Funds Management’s Director Distribution - Queensland. Before joining Bennelong in July 2013, she held various business development roles and has more than 16 years' experience within the financial services industry.

Jodie’s most recent role was as Practice Development Manager with AIW Dealer Services, where she managed the group’s national network of advisory practices. She also has investment management experience having worked as a Business Development Manager with Challenger Financial Services Group for more than two and a half years.

Prior to that, Jodie was located in Adelaide and worked as Business Development Manager for Barossa Vines Limited and as Practice Manager for a boutique accounting practice.

Jodie holds a Diploma in Financial Planning and Certificate Four Accounting, and is currently completing a Bachelor of Business at Swinburne University.

Roger Phipps, Director Distribution - Southern Region

Roger Phipps, Director Distribution - Southern Region
MBA

Before joining Bennelong in August 2011, Roger held senior distribution roles with a number of organisations, including MAB Funds Management, Legg Mason Asset Management and HSBC Asset Management.

As Bennelong's Director Distribution, Southern Region, Roger will draw on his extensive experience in the financial services industry, which included almost a decade with Legg Mason Asset Management, and seven years with HSBC Asset Management. His knowledge of the value chain was further extended by working with ANZ Financial Planning as an Advice Process Manager.

Roger holds a Master in Business Administration, and is currently completing his PS146 Qualification.

Camelia Seric, Associate Director Distribution - New South Wales

Camelia Seric, Associate Director Distribution - New South Wales
B Bus (Fin&Econ)

Camelia joined Bennelong in March 2012 and has over five years' experience in financial services. In her most recent role as Business Development Associate, she coordinated the relationship between Bennelong's distribution team and its asset management teams.

Before relocating to Melbourne from New Zealand, Camelia headed up the Client Services team for a boutique financial planning practice associated with IOOF New Zealand, formerly called Plan B Wealth Management.

She holds a Bachelor of Business (double major in Finance and Business Economics) and is currently completing a Diploma in Financial Planning.

Boards

Bennelong Funds Management comprises two separate companies:

  • Bennelong Funds Management Group Pty Ltd (BFMG), which is BFML’s parent company and manages the Group’s equity interests in the Bennelong boutique fund managers; and
  • Bennelong Funds Management Ltd (BFML), which holds an AFSL, is the Responsible Entity for all the Bennelong Trusts and provides a full range of sales, marketing and administrative services to Bennelong’s boutique fund managers.

BFMG Board

Michael Pratt, Non-Executive Chairman

Michael Pratt, Non-Executive Chairman
SF Fin, GradDip(Org Beh), FAICD, FAIM, FAHRI, AMP (Havard)

Michael has been appointed to the position of Non-Executive Chairman (effective 1 July 2014).

Michael has an extensive career in banking and wealth management throughout Australia, New Zealand and Asia. Most recently, he was CEO of Consumer and SME Banking, North East Asia, with Standard Chartered Bank. He is a former President of the Australian Institute of Banking & Finance and was the Inaugural Joint President of Finsia.

Previous roles include senior executive positions as Group Executive of Westpac Consumer & Business Banking, CEO of National Australia Bank in Australia and CEO of Bank of New Zealand. He was also CEO of Bank of Melbourne.

He is Commissioner for Service in the NSW Government and also chairs the Board of Services, NSW which is the responsible entity for delivery of State Government Services to the citizens of NSW.

Michael is Deputy Chancellor of the University of Western Sydney and is also Chairman of Business Driven Systems Pty Ltd, a specialist in delivering accounting and business solution software. He is also a Non-Executive Director of Credit Union Australia.

Previous directorships include Non-Executive Director of MasterCard International Inc, New York, Non-Executive Director of MasterCard, Asia Pacific, Non-Executive Director of BT Financial Services, Chairman of Shenzen Credit and Executive Director of Standard Chartered Bank China and Hong Kong.

Jeff Chapman, Non-Executive Director

B Juris, B Bus (Acc), MBA, FCPA

Jeff is the founder and Chairman of Bennelong Group, a privately owned Family Office with extensive operations in the wealth and funds management sectors. His early career was spent in Australian manufacturing, retailing and investment banking. Jeff and his family also founded the Bennelong Foundation which is a key component of the Bennelong Group. Jeff has degrees in law, accounting and business.

Chris Cunningham, Non-Executive Director

Chris Cunningham, Non-Executive Director
B Bus, GradDipAppFin, FCA, SA Fin

Chris is Chief Executive Officer of Bennelong Group and has more than 20 years' experience in financial management, accounting and finance. Chris joined Bennelong in May 2004 as Chief Financial Officer where he was responsible for the finance, compliance and company secretarial functions of the Group. He was appointed to the role of Chief Executive Officer in July 2010.

Prior to joining Bennelong, Chris was a Director within Deloitte's Growth Solutions Division where he spent 10 years servicing middle market businesses. He is a Fellow of the Institute of Chartered Accountants, Senior Associate of FINSIA, and holds a Bachelor of Business degree and has a Graduate Diploma of Applied Finance and Investment with FINSIA.

Elizabeth Flynn, Non-Executive Director

Elizabeth Flynn, Non-Executive Director
LLB, Grad Dip AppCorpGov, FAICD, FGIA, FCIS, FFin

Elizabeth has more than 30 years’ experience in the financial services industry, including roles within law and corporate governance as well as executive responsibilities.

From 1998 to 2010, Elizabeth was financial services group Aviva Australia's Chief Legal Counsel, Group Compliance Manager and Group Company Secretary, and a Director of NULIS Nominees, Aviva Australia's superannuation trustee company.

Prior to her time at Aviva, Elizabeth spent 18 years as a commercial lawyer with Minter Ellison, including 8 years as a partner, specialising in managed funds, banking, securitisation and superannuation.

Elizabeth is currently a non-executive director of life insurer AIA Australia Limited and a member of the Victorian Government's Emergency Services Superannuation Board. Elizabeth also has a part-time role as General Counsel & Company Secretary of Save the Children Australia.

Malcolm Gray AM, Non-Executive Director

Malcolm Gray AM, Non-Executive Director
B Com., DDA (Hons), FREI, FAPI, FAICD

Malcolm is a Non-Executive Director of Bennelong Funds Management Limited, Bennelong Group Holdings Pty Ltd, Diabetes Australia Victoria and the Diabetes Australian Research Trust. Malcolm is Chairman of Gray Johnson Estate Agents and Chairman of BQ Design Pty Ltd.

Malcolm has served as President of the Real Estate Institute of Australia, President of Real Estate Institute of Victoria, President of International Cricket Council, Chairman of Cricket Australia and Cricket Victoria, and is a former Member of the Victorian Civil and Administrative Tribunal.

Previous positions include Deputy Chairman of Bank of Melbourne Ltd and Directorships with OFM Ltd, Wildsmith and Gray Pty Ltd, Heath Lambert (Insurance Brokers) and RESI – Statewide Building Society.

Stephen Rix, Non-Executive Director

Stephen Rix, Non-Executive Director
B Ec, CA, FAICD

Stephen has broad experience at director level with a wide range of financial services businesses, including investment banking, private equity and infrastructure operations.

He is currently Chairman of the Travelex Asia Pacific Group, Non-Executive Director of book publishing firm Allen & Unwin Pty Limited and International Parking Group, and a trustee of one of Australia's leading private funders of cancer research, the Australian Cancer Research Foundation. Previous directorships include Colonial First State Private Capital Limited and Hopkins Partners Funds Management Limited.

Stephen's professional career has encompassed various financial management roles including executive positions with Price Waterhouse, Chief Financial Officer and Director of Merrill Lynch Australia, and Joint Managing Director of Hambros Australia Group. His career has also involved membership on various compliance, audit and risk committees, bringing valuable insight to BFM's compliance function.

BFML Board

Elizabeth Flynn, Non-Executive Director

Elizabeth Flynn, Non-Executive Director
LLB, Grad Dip AppCorpGov, FAICD, FGIA, FCIS, FFin

Elizabeth has more than 30 years’ experience in the financial services industry, including roles within law and corporate governance as well as executive responsibilities.

From 1998 to 2010, Elizabeth was financial services group Aviva Australia's Chief Legal Counsel, Group Compliance Manager and Group Company Secretary, and a Director of NULIS Nominees, Aviva Australia's superannuation trustee company.

Prior to her time at Aviva, Elizabeth spent 18 years as a commercial lawyer with Minter Ellison, including 8 years as a partner, specialising in managed funds, banking, securitisation and superannuation.

Elizabeth is currently a non-executive director of life insurer AIA Australia Limited and a member of the Victorian Government's Emergency Services Superannuation Board. Elizabeth also has a part-time role as General Counsel & Company Secretary of Save the Children Australia.

Stephen Rix, Non-Executive Director

Stephen Rix, Non-Executive Director
B Ec, CA, FAICD

Stephen has broad experience at director level with a wide range of financial services businesses, including investment banking, private equity and infrastructure operations.

He is currently Chairman of the Travelex Asia Pacific Group, Non-Executive Director of book publishing firm Allen & Unwin Pty Limited and International Parking Group, and a trustee of one of Australia's leading private funders of cancer research, the Australian Cancer Research Foundation. Previous directorships include Colonial First State Private Capital Limited and Hopkins Partners Funds Management Limited.

Stephen's professional career has encompassed various financial management roles including executive positions with Price Waterhouse, Chief Financial Officer and Director of Merrill Lynch Australia, and Joint Managing Director of Hambros Australia Group. His career has also involved membership on various compliance, audit and risk committees, bringing valuable insight to BFM's compliance function.

Chris Cunningham, Non-Executive Director

Chris Cunningham, Non-Executive Director
B Bus, GradDipAppFin, FCA

Chris is Chief Executive Officer of Bennelong Group and has more than 20 years' experience in financial management, accounting and finance. Chris joined Bennelong in May 2004 as Chief Financial Officer where he was responsible for the finance, compliance and company secretarial functions of the Group. He was appointed to the role of Chief Executive Officer in July 2010.

Prior to joining Bennelong, Chris was a Director within Deloitte's Growth Solutions Division where he spent 10 years servicing middle market businesses. He is a Fellow of the Institute of Chartered Accountants, Senior Associate of FINSIA, and holds a Bachelor of Business degree and has a Graduate Diploma of Applied Finance and Investment with FINSIA.

Audit, Risk and Compliance Committee

The Audit, Risk and Compliance Committee is a direct delegation of the BFML Board. Its role is to add value to the group’s audit, risk and compliance functions, ensuring sound processes are embedded into its asset management business.

It is also the role of the Committee to guide the business in its endeavour to be a responsible and ethical manager, not only performing in today’s economic climate but building a robust funds management business for the future.

Elizabeth Flynn, Committee Chair, Non-Executive Director

Elizabeth Flynn, Committee Chair, Non-Executive Director
LLB, Grad Dip AppCorpGov, FAICD, FGIA, FCIS, FFin

Elizabeth has more than 30 years’ experience in the financial services industry, including roles within law and corporate governance as well as executive responsibilities.

From 1998 to 2010, Elizabeth was financial services group Aviva Australia's Chief Legal Counsel, Group Compliance Manager and Group Company Secretary, and a Director of NULIS Nominees, Aviva Australia's superannuation trustee company.

Prior to her time at Aviva, Elizabeth spent 18 years as a commercial lawyer with Minter Ellison, including 8 years as a partner, specialising in managed funds, banking, securitisation and superannuation.

Elizabeth is currently a non-executive director of life insurer AIA Australia Limited and a member of the Victorian Government's Emergency Services Superannuation Board. Elizabeth also has a part-time role as General Counsel & Company Secretary of Save the Children Australia.

Stephen Rix, Non-Executive Director

Stephen Rix, Non-Executive Director
B Ec, CA, FAICD

Stephen has broad experience at director level with a wide range of financial services businesses, including investment banking, private equity and infrastructure operations.

He is currently Chairman of the Travelex Asia Pacific Group, Non-Executive Director of book publishing firm Allen & Unwin Pty Limited and International Parking Group, and a trustee of one of Australia's leading private funders of cancer research, the Australian Cancer Research Foundation. Previous directorships include Colonial First State Private Capital Limited and Hopkins Partners Funds Management Limited.

Stephen's professional career has encompassed various financial management roles including executive positions with Price Waterhouse, Chief Financial Officer and Director of Merrill Lynch Australia, and Joint Managing Director of Hambros Australia Group. His career has also involved membership on various compliance, audit and risk committees, bringing valuable insight to BFM's compliance function.

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