2013 Fund Distributor of the Year

About Bennelong

Click on individual names below for further information.

Management team

Jarrod Brown, Chief Executive Officer

Jarrod Brown, Chief Executive Officer
B Bus, Grad Dip, MBA, GAICD

Jarrod joined Bennelong in September 2007 and has over 20 years experience in banking and funds management. He has worked across all elements of the funds management value chain in various executive positions with Standard & Poor’s, IOOF Investment Management Limited and ING Australia.

As Chief Executive Officer, Bennelong Funds Management, Jarrod is charged with developing Bennelong Group’s asset management capability and is both the Responsible Manager and Director of various Bennelong Group companies.

Jarrod holds a Bachelor of Business (Accounting), Graduate Diploma (Banking & Finance), Master of Business Administration and is a Graduate of the Australian Institute of Company Directors.

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 16 years of experience in financial services, the last nine 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 19 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.

Adam Tweedale, Director Distribution - Southern Region

Adam Tweedale, Director Distribution - Southern Region
B Bus, DFP

Adam is Bennelong Funds Management's Business Development Manager - Southern Region and joins the Group with a broad financial services background.

He has worked in the financial services industry in a variety of roles with a wide range of businesses, including 15 years at Macquarie Bank in retail sales, two years at Vanguard Investments in business development roles, and time with APN Property Group as their Business Development Manager for Victoria, Tasmania and South Australia.

Most recently, Adam worked for a boutique financial planning practice based in Melbourne.

He has a Bachelor of Business and Diploma of Financial Planning.

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.

Tara Bell, Manager - Consultants and Researchers

Tara Bell, Manager - Consultants and Researchers
B Ec, B Com

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.

Tim Bolger, Director Distribution - Northern Region

Tim Bolger, Director Distribution - Northern Region
BA, DFP

Tim comes to Bennelong with industry experience in a variety of business development roles, most recently as NSW/ACT State Sales Manager with Accountancy Insurance Brokers (AIB). Whilst at AIB, he managed the distribution of the group's specialist insurance products to accountants.

Prior to this, Tim consulted to Macquarie Funds Group on their 2009 Agri-MIS capital raising. He also worked with Timbercorp for six years, initially in a business development capacity then as State Manager NSW/ACT.

He is currently completing a Diploma of Law at the University of Sydney.

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

Bruce Loveday, Executive Chairman

Bruce Loveday, Executive Chairman
B Ec, FAICD

Bruce is Chairman of Bennelong Funds Management's Boards and was appointed to the role in July 2010. He has a wealth of Australian and international financial services experience in executive roles, including Head of Fund Services/Head of Sales and Marketing with Intech Financial Services, Director of Hopkins Partners Funds Management, Head of Institutional Broking with HSBC Securities Australia and Director of Marketing with Colonial Investment Management.

More recently, Bruce was Acting CEO/Executive General Manager, Business Support and External Relations with Oz Minerals/Oxiana. Prior to this position, he was Executive General Manager, Corporate and Investor Relations with Smorgon Steel.

He has also served on the Board of St Michael's Grammar School and been involved with a variety of industry bodies including IFSA's Investment Committee, the High Technology Financing Committee and Director of the Australasian Investor Relations Association.

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

Chris is Chief Executive Officer of Bennelong Group and has more than 16 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 member of the Institute of Chartered Accountants, 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, FCIS, MAICD, 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.

Most recently, Elizabeth was employed as Aviva Australia's Chief Legal Counsel and Group Company Secretary, where she managed the legal, compliance and company secretarial functions. During her time with Aviva, Elizabeth was a Director of NULIS Nominees, Aviva Australia's superannuation trustee company.

Her varied and successful career includes 18 years as a commercial lawyer with Minter Ellison, where she specialised in managed funds, securitisation and superannuation, and time serving on IFSA's (now Financial Services Council's) Regulatory Affairs Board Committee.

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 and the Diabetes Australian Research Trust. Malcolm is an Executive Director of Gray Johnson Estate Agents, Chairman of BQ Design Pty Ltd and a member of the Cricket Advisory Board of Dubai Sports City.

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.

Michael Pratt, Non-Executive Director

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

Michael is a Non-Executive Director. 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.

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.

Michael’s other 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.

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.

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

Bruce Loveday, Executive Chairman

Bruce Loveday, Executive Chairman
B Ec, FAICD

Bruce is Chairman of Bennelong Funds Management's Boards and was appointed to the role in July 2010. He has a wealth of Australian and international financial services experience in executive roles, including Head of Fund Services/Head of Sales and Marketing with Intech Financial Services, Director of Hopkins Partners Funds Management, Head of Institutional Broking with HSBC Securities Australia and Director of Marketing with Colonial Investment Management.

More recently, Bruce was Acting CEO/Executive General Manager, Business Support and External Relations with Oz Minerals/Oxiana. Prior to this position, he was Executive General Manager, Corporate and Investor Relations with Smorgon Steel.

He has also served on the Board of St Michael's Grammar School and been involved with a variety of industry bodies including IFSA's Investment Committee, the High Technology Financing Committee and Director of the Australasian Investor Relations Association.

Jarrod Brown, CEO of BFML

Jarrod Brown, CEO of BFML
B Bus, Grad Dip, MBA, GAICD

Jarrod joined Bennelong in September 2007 and has over 20 years experience in banking and funds management. He has worked across all elements of the funds management value chain in various executive positions with Standard & Poor’s, IOOF Investment Management Limited and ING Australia.

As Chief Executive Officer, Bennelong Funds Management, Jarrod is charged with developing Bennelong Group’s asset management capability and is both the Responsible Manager and Director of various Bennelong Group companies.

Jarrod holds a Bachelor of Business (Accounting), Graduate Diploma (Banking & Finance), Master of Business Administration and is a Graduate of the Australian Institute of Company Directors.

Elizabeth Flynn, Non-Executive Director

Elizabeth Flynn, Non-Executive Director
LLB, Grad Dip AppCorpGov, FCIS, MAICD, 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.

Most recently, Elizabeth was employed as Aviva Australia's Chief Legal Counsel and Group Company Secretary, where she managed the legal, compliance and company secretarial functions. During her time with Aviva, Elizabeth was a Director of NULIS Nominees, Aviva Australia's superannuation trustee company.

Her varied and successful career includes 18 years as a commercial lawyer with Minter Ellison, where she specialised in managed funds, securitisation and superannuation, and time serving on IFSA's (now Financial Services Council's) Regulatory Affairs Board Committee.

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.

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, FCIS, MAICD, FFin

Elizabeth has more than 31 years experience in the financial services industry, including roles within law and corporate governance as well as executive responsibilities.

Most recently, Elizabeth was employed as Aviva Australia's Chief Legal Counsel and Group Company Secretary, where she managed the legal, compliance and company secretarial functions. During her time with Aviva, Elizabeth was a Director of NULIS Nominees, Aviva Australia's superannuation trustee company.

Her varied and successful career includes 18 years as a commercial lawyer with Minter Ellison, where she specialised in managed funds, securitisation and superannuation, and time serving on IFSA's (now Financial Services Council's) Regulatory Affairs Board Committee.

Bruce Loveday, BFM Chair

Bruce Loveday, BFM Chair
B Ec, FAICD

Bruce is Chairman of Bennelong Funds Management and was appointed to the role in July 2010. He has a wealth of Australian and international financial services experience in executive roles, including Head of Fund Services/Head of Sales and Marketing with Intech Financial Services, Director of Hopkins Partners Funds Management, Head of Institutional Broking with HSBC Securities Australia and Director of Marketing with Colonial Investment Management.

More recently, Bruce was Acting CEO/Executive General Manager, Business Support and External Relations with Oz Minerals/Oxiana. Prior to this position, he was Executive General Manager, Corporate and Investor Relations with Smorgon Steel.

He has also served on the Board of St Michael's Grammar School and been involved with a variety of industry bodies including IFSA's Investment Committee, the High Technology Financing Committee and Director of the Australasian Investor Relations Association.

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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