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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Ben Lam | - | 2019 | now |
自傳 | Ben joined the team in April 2016 and will be responsible for undertaking research and providing advice in relation to manager selection and portfolio management in various asset classes. He was previously Senior Analyst in the Investment and Research Governance team at BT. Prior to that, from 2007 to 2015, Ben was a consultant and Manager researcher at Mercer Investments. Ben holds a Bachelor of Commerce, majoring in Accounting & Finance from University of New South Wales and completed the Certified Investment Management Analyst program in 2010. | ||
Leroy Qian | - | 2016 | now |
自傳 | Leroy Qian joined the Colonial First State FirstChoice Investments Team in October 2012. In his current role, he contributes to research towards the lifestage portfolios and customer analytics. Additionally, Leroy supports the team in providing quantitative analysis. From February 2011 until September 2012, Leroy was in the Graduate program of the Commonwealth Group, with experiences across Technical Services, Strategy and Fund Services. Leroy holds a Bachelor of Actuarial Studies with first class honours degree in Economics from Macquarie University. | ||
Scott Tully | - | 2002 | now |
自傳 | Scott joined Colonial First State in March 2002 following the merger of Colonial First State and Commonwealth Investment Management. He is head of the FirstChoice Investments team, responsible for managing Colonial First State’s range of FirstChoice multi manager, multi-index and lifestage portfolios. The FirstChoice portfolios have total funds under management in excess of $30 billion (at June 2014). Having spent three years with William M Mercer in the field of Superannuation Consulting, Scott joined State Bank of NSW in 1992 as an Actuarial Analyst and subsequently had a variety of roles in credit, market risk and financial markets. After the Commonwealth Bank acquired Colonial (and its subsidiary Colonial State Bank) in 2000, Scott was appointed Vice President, Strategic Planning working directly for the Head of Institutional Banking. In 2001, he joined Commonwealth Investment Management in the role of Portfolio Manager, Implemented Advice, providing investment advice to the Group’s life companies as well as developing the investment options underpinning the FirstChoice platform. | ||
Peter Dymond | - | 2002 | now |
自傳 | Peter Dymond joined the Colonial First State FirstChoice Investments Team in March 2002 following the merger of Colonial First State and Commonwealth Investment Management. His current role as Senior Investment Manager has responsibility for the provision of advice and selection and ongoing monitoring of external fund managers for FirstChoice. Peter also has responsibility for ensuring that the research process is maintained and focussed. From May 2001 until March 2002, Peter was employed by Commonwealth Investment Management in the position of Portfolio Manager, Implemented Advice. Peter moved into this role from Commonwealth Financial Services, where he was the Head of the Superannuation and Retirement Income Product Management teams since 1999. This role included responsibility for a range of multi manager funds. Prior to joining the Commonwealth Group in 1997, Peter gained extensive experience in the management and distribution of retail and corporate financial products through Product Management, Marketing, Technical, Customer Service and Administrative roles with GIO (two years), Connelly Temple (two years) and National Mutual (five years). |
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