Investment management team
IOOF has a team of experienced investment specialists managing your money
Dan Farmer, M. Com.(Hons)
Chief Investment Officer and Portfolio Manager, Australian Equities
Dan was appointed to the role of Chief Investment Officer in July 2017 and as Portfolio Manager Australian Equities at IOOF in February 2010. In his role as portfolio manager, Dan is responsible for the performance of the Australian equity holdings of IOOF's multi-manager products, including IOOF MultiMix.
Prior to joining IOOF, Dan was Senior Executive Investments at Telstra Super, managing the funds Australian equity portfolio for seven years. During this period Telstra Supers Australian equity product consistently ranked highly in the Super Ratings performance survey. Dan was also the Portfolio Manager responsible for day to day management of internally managed Australian share portfolio's at Telstra Super.
Dan has a Bachelor of Economics (Honours) from LaTrobe University in Melbourne and a Master of Commerce (Honours) from the University of Melbourne.
Deputy Chief Investment Officer and Portfolio Manager, Strategy and Implementation
B.Com, LLB (Hons), CFA
Stanley has been employed by IOOF since September 2010. Stanley was appointed to the role of Deputy Chief Investment Officer in July 2017 and is the Portfolio Manager for Strategy and International Equities. In his portfolio manager role, Stanley is responsible for the strategy and asset allocation of the diversified products of IOOF's multi-manager funds, and also manages the International Equities portfolio. Prior to this, Stanley managed the Fixed Interest and Cash portfolios.
Stanley holds a Bachelor of Laws (Hons), a Bachelor of Commerce and is a Chartered Financial Analyst. Prior to joining the investment team, Stanley was a Senior Consultant at Russell Investments. He has advised on strategic asset allocation, portfolio construction and implementation to large Asian sovereign wealth funds and large corporate superannuation funds. He actively managed and implemented the strategic asset allocation of the BHP Billiton Superannuation Fund to achieve consistent first quartile returns. Prior to this role, Stanley was an Investment Analyst at Gartmore Investment, UK. Outside of work, Stanley has a keen interest in travel and food.
Portfolio Manager, Alternatives
Ray is responsible for delivering the strategy, growth and investment performance of the IOOF Alternatives Portfolio.
Ray has over 25 years solid industry experience. Ray commenced working in the industry at Towers Perrin in 1990 where he was Manager, Asset Consulting. In 1994 he joined Industry Fund Services where he was responsible for the development of its asset consulting and funds management businesses. In 2000 Ray founded Sovereign Investment Research providing specialist investment advice and consulting to institutional investors and investment managers. Ray was the founding Chairperson of the Australian Chapter of IMCA in 2000 and made a Life Member in 2012.
Ray has a Bachelor of Economics (Honours) from Monash University and prior to joining the investment industry he was Chief Economist with the SECV and Telstra.
Portfolio Manager, Property
Assoc. Dip. Valuation (Property)
Simon is responsible for all of the IOOF property products. He has managed the IOOF MultiMix Direct Property portfolio since 2004 and during that time the product has ranked highly in comparison to its peers and has consistently outperformed its benchmark.
In addition, Simon manages the funds multi-manager Australian and Global Listed Property portfolios. In his role, Simon is responsible for the Australian and Global listed property holdings of IOOF's multi-manager products.
Simon is a qualified property valuer. He joined the industry in 1980 and has worked for a number of leading investment institutions including Australian Fixed Trusts and GIO Australia where he gained extensive experience in senior roles managing substantial national property portfolios.
Portfolio Manager, Implementation
Rhodri has been employed by IOOF since September 2008. His current title is Portfolio Manager, Implementation. Rhodri is responsible for providing efficient transition management and implementation solutions for the investment team. He provides investment support which includes research, analysis and manager monitoring to the other portfolio managers with an emphasis on the Australian Equity portfolio.
Rhodri holds a Bachelor of Science in Business Administration (Finance/Economics major) and a Master of Business Administration. Outside of work Rhodri enjoys playing soccer, a sport in which he represented New Zealand at junior level.
Portfolio Manager, Cash
B.Bus, M.Fin, M.App Fin.
Juanita was appointed to the role in December 2013 and is responsible for portfolio management of the various cash and fixed income trusts at IOOF. Juanita has 9 years of experience in capital markets specialising in multi asset management, funds management and asset allocation strategies.
Prior to joining IOOF, Juanita was a Portfolio Manager for Money Markets and Listed Equities and then became Portfolio Manager for Fixed Income, Hybrids, Currencies and Equity Derivatives and Overlays, at Medibank Private Limited for 3 years. During this time Juanita was responsible for designing, structuring, trading, reporting and managing the Fixed Income portfolio. She provided in depth analysis for cash management and its optimisation with the aim of meeting the company’s financial objectives and risk appetite.
Juanita has a Bachelor of Business Administration from El Rosario University (Colombia), a Master of Finance and Capital Markets from La Sabana University (Colombia) and Master of Applied Finance from Melbourne University (Australia).
Juanita as a native Spanish speaker enjoys learning languages, travelling and learning from different cultures. As she considers the best representation of a culture is through food, her main passion is trying new restaurants and red wine.
Portfolio Manager, Fixed Income
Osvaldo was appointed to the role in December 2016 and is responsible for portfolio management and performance of the various fixed income portfolios at IOOF. Osvaldo has over 15 years industry experience within Fixed Income and Capital Markets.
Prior to joining IOOF, Osvaldo worked at Western Asset Management, a specialised global fixed income manager, where he was part of the investment management team responsible for the trading and implementation of interest rate strategies across a number portfolios, including traditional fixed income, specialist credit, annuity matching funds, global mandates and cash/cash enhanced.
Osvaldo was also a Portfolio Manager Cash/Fixed Interest at Australian Unity Investments where he was responsible for the performance, asset allocation and investment strategy for a broad range of cash and fixed income product offerings. In previous roles he worked as a Treasury Manager for the Westfield Group in Sydney focusing on treasury, debt capital markets, interest rate risk management, foreign exchange and money markets.
National Specialist - IOOF Multi-Manager Investments Solutions
Charles has over 28 years financial services experience and is currently responsible for providing support to those financial advisers that use IOOF multi-manager solutions. In his role, he is also responsible for the investment division’s relationship with external research houses.
Charles has a professional membership with FINSIA and has completed his Certificate of Financial Markets and Diploma of Financial Planning. Prior to joining IOOF, Charles worked as a senior financial planner. His career includes business development roles with renowned companies such as Citibank Ltd and Dow Jones.
Outside work Charles has a strong interest in sport. Early in his career he was a registered tennis professional where he toured with some of Australia’s junior elite players.
Tim is responsible for providing quantitative assistance to the investment team which includes performance attribution analysis.
Tim holds a degree in Actuarial Mathematics & Statistics from Heriot-Watt University in Edinburgh. Prior to joining IOOF, Tim worked in actuarial teams at Legal and General in the UK and as a Performance and Investment Analyst at Telstra Super with both Steve Merlicek and Dan Farmer.
Outside work Tim is a keen footballer (round ball variety) in a central Victorian team and also enjoys gardening and beekeeping.
Bachelor of Business (Property)
Angus is the Property Manager for the Australian direct, unlisted property portfolio, Property Plus. Reporting to the Portfolio Manager, he is responsible for the day to day management of the fund to ensure that all processes and procedures associated with the running of the portfolio are adhered to and applied. By diligently monitoring and working with the external managing agents and service providers Angus has a direct bearing on the performance of the property Trust.
Angus joined the industry in 2010 and has gained experience by working with two of the most respected property management companies in Australia, Jones Lang LaSalle and Colliers International where he gained invaluable experience while working on large national property portfolios.
Outside work Angus is a keen skier and fitness enthusiast.