Combining the right mix of expertise and know-how, Adrian is in tune with our clients' needs to ensure debt solutions represent the perfect fit.

A partner in Strategic Wealth, Adrian uses his 20 years of financial planning experience to help clients achieve their financial goals.

Adrian has completed a Bachelor of Business in Financial Planning and is a Certified Financial Planner.

Brett has been actively involved in designing and implementing managed account services since 2009 and co-founded Philo Capital Advisers in 2011.

He was a driving force in seeing it grow to over $3.2 billion in investor funds under advice in just over 3 years.

He brings extensive experience in asset consulting, financial services technology and general management to his role at Philo.

Brett was project manager and executive responsible for the design of Centric Wealth's highly successful managed account program

Chad joined the firm in 2017 prior to the acquisition by Global X and is responsible for coverage of superannuation firms, private banks, fund managers, and asset consultants.

He previously worked at ANZ ETFS as a Business Development Manager.

Chad holds a Bachelor of Economics and a Bachelor of International Relations from Macquarie University.

Daniel is a senior portfolio manager in the multi-asset function for Betashares.

Prior to joining Betashares, Daniel was Head of Multi-Asset, Asia Pacific for Russell Investments, working in Sydney.

Daniel was responsible for the managed accounts, managed funds and superannuation funds at Russell Investments.

Daniel is a CFA® Charterholder and also holds a Bachelor of Accounting & Finance degree from Monash University, Melbourne.

Deanne joined Lonsec Investment Solutions (now Evidentia) as Portfolio Manager in late 2019 and is responsible for the management of Lonsec’s multi-asset & retirement portfolios.

Deanne was with the Lonsec Group since July 2007 and holds over 20 years’ experience in managed funds research and portfolio management.

Prior to joining LIS, Deanne was Co-Head of Manager Research at Lonsec, responsible for the quality and suitability of Lonsec’s managed funds research and overseeing an award-winning team of analysts.

Deanne is a member of the Asset Allocation and Manager Selection Committees.

In prior roles Deanne spent 7 years with Invesco (and its predecessor, County Investment Management) where she worked as an Investment Analyst and later, Assistant Investment Manager for multi-asset class and structured portfolios.

Deanne has also previously held roles at Barclays Stockbrokers and Legal & General Investment Management in the UK.

Julie Ballard is Director of Channel Management for Australia and New Zealand at S&P Dow Jones Indices (S&P DJI). Julie works with index partners and wealth management industry participants to increase visibility and support the expansion of index-based investment strategies in investment portfolios across all asset classes.

Julie joined S&P DJI in March 2022, with extensive experience in national distribution and strategic account management at global and ASX-listed financial services organizations including Citigroup, AXA, AMP and MLC Asset Management (previously part of the National Australia Bank Group). Her scope of coverage has spanned across asset management, platform administration, superannuation, insurance and lending.

Julie has a Bachelor of Arts degree in economics from the University of Pennsylvania and a Master of Business Administration from Melbourne Business School. She has also studied Design Thinking at Stanford University

Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank in South Africa.

In 2003 Kieran joined Centric (Wealth), which was at the time a wealth management firm. Kieran’s roles included Head of Lending, Head of Treasury Services and subsequently Head of Products and Services.

As a result of Findex’s 2014 acquisition of Centric Wealth, Kieran joined the Findex Group Executive Team as Chief Investment Officer. Kieran’s team manages over $17.5B in Findex Group FUA including more than $10B in the Findex Managed Discretionary Accounts.

Since its inception in 2019, Kieran has been instrumental in assisting with the launch and development of Centric as an Investment Platform.

Today, Kieran is the Chief Investment Officer for Centric, the Vice Chair of the Findex Investment Committee, Chair of the Centric Investment Committee and he also holds a number of responsible manager and board positions within the Findex Group.

Ned Bell is Chief Investment Officer, Portfolio Manager and shareholder at Bell Asset Management. He has 27 years of experience in the investment industry researching and managing global, international and regional equity strategies across differing market cycles.

Ned first gained his stock selection and portfolio construction skills while working for Loomis Sayles and Co in 1997, working in cities across the US, Boston, Massachusetts, San Francisco, California and Washington DC.

He is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to Ned’s portfolio management duties, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks.

He is also responsible for recruiting talent, organising, mentoring and imbuing the investment team in the firm’s way of managing assets.

Ned joined the firm in November 2000, taking over sole responsibility for managing all equity portfolios in 2003.

This included the formulation and design of the Investment Philosophy as well as the Investment Style based on the premise that a portfolio of very high-quality businesses will deliver above average returns over the medium to long term – ‘Quality at a Reasonable Price’. Ned introduced, and with his colleagues, developed and refined the investment process to ensure client portfolios demonstrate desirable investment characteristics relative to the benchmark.

Earlier roles include working for Bell Commodities as a futures dealer on the trading floor of the Sydney Futures Exchange.

Ned obtained his Bachelor of Commerce (Accounting and Finance) degree from Bond University in December 1995.