Mr. McLay has more than 35 years’ experience within financial markets, investment banking and broad business services. He has previously held executive roles with a number of local and overseas investment managers and investment banking organisations, working in London, Singapore, Auckland and Sydney. Don holds a Bachelor of Commerce degree, is a Chartered Accountant, a Chartered Secretary and a Senior Fellow of the Financial Services Institute of Australasia. Don has been a Director of Clime since February 2015, and Chairman since July 2015.

Mr. Abernethy has over 30 years’ funds management experience in Australia has been General Manager Investments of the NRMA. John holds a Bachelor of Commerce (Economics)/LLB from the University of New South Wales. Mr. Abernethy has been a Director of Clime for over 19 years. Mr. Abernethy is also a director of Jasco Holdings Limited.

Mr. Neil Schafer was appointed Non-Executive Director in 2011. Mr. Schafer has extensive experience in business strategy and execution, investment management, and banking and holds a First Class Honour’s Degree in Applied Economics from the University of New England.

Mr. Allyn Chant was appointed as a director on 9 July 2014. Mr. Chant holds a Bachelor of Commerce degree and is a qualified Chartered Accountant and a fellow of FINSIA.

Mr. Chant has over 40 years’ experience both in Australia and overseas in auditing; financial planning and business management. Mr. Chant was the founder of Community and Corporate Financial Services Pty Ltd (ComCorp) where he set up a network of financial planners. Prior to establishing ComCorp, Mr. Chant has held roles with Coopers & Lybrand, MIM Holdings Limited and others.

Rod has 25 years’ experience in the financial services, consulting and agribusiness fields. He commenced with Clime as CEO in September 2018, responsible for developing and delivering group strategy to meet Clime’s strategic, financial and operational objectives.

Previous roles Rod has held include Chief Operating Officer, Responsible Manager and alternate Managing Director at Commonwealth Securities Limited; national Chief Executive of Australia’s largest environmental NGO, Greening Australia Limited; and Managing Director and CEO of Infocus Wealth Management Limited.

Rod holds a Bachelor of Science (Forestry) from the Australian National University. He is a graduate of the Australian Institute of Company Directors and has completed post-graduate studies at the Australian Graduate School of Management (AGSM) and INSEAD.

Sarah Bolouri was appointed as Chief Operating Officer in July 2019, leading a new Operations function with responsibility for Marketing, Compliance, HR and Projects.

Sarah’s background includes as a senior executive with the Ethics Centre, helping support the business with strategic, operational and project delivery. Sarah has also worked as a consultant to a Dubai-based private equity business and as COO, Global Markets Strategy and Transformation at CBA, where she implemented a range of change initiatives including regulatory reforms and commercial projects to deliver enhanced revenue outcomes for the Global Markets business.

Mr. Vikraman holds a Bachelor of Commerce from the University of Mumbai, India and is an Australian and Indian Chartered Accountant. Mr. Vikraman has over 15 years’ experience in audit and finance and has held senior roles with 4 big Accounting Firms and listed entities within Australia, India and Africa. Mr. Vikraman also holds a Graduate Diploma of Applied Corporate Governance from the Governance Institute of Australia. Mr. Biju Vikraman has held the role of Finance Manager of Clime since 2011 and was appointed Joint Company Secretary on 1 June 2015.

With expertise in investment management, Adrian is focused on the delivery of strong risk-adjusted returns for clients. He joined Clime Investment Management in 2007 and is now responsible for the management and overall performance of Clime’s investment strategies, representing gross funds under management in excess of $1 billion.

Adrian’s role includes the identification and evaluation of investment opportunities across a broad range of sectors and market cap segments. His prior investment management roles at Clime have included Analyst, Senior Analyst and Portfolio Manager – Smaller Companies. He was the Founding Portfolio Manager of the Clime Smaller Companies Fund, having seeded the fund and overseen its growth and significant success since inception. Adrian also developed and implemented the Clime Quality Score, a quantitative filter used to rank All Ords constituents.

Formal qualifications include a Bachelor of Science from the University of Wollongong, a Graduate Diploma of Applied Finance from Kaplan Professional and a Graduate Certificate of Sports Management from the University of Canberra.

Adrian retains a healthy passion for sport, having previously played cricket in England and locally for Illawarra (Captain), North Sydney (VC), Sutherland, NSW Country & Australian Country.

Adam is a Senior Executive with over 18 years of Financial Services experience. He commenced with Clime as the General Manager of Private Wealth & Distribution in January 2019 with the responsibility to execute on a strategy to deliver substantial growth in total assets under management within the Clime Group. Further to this he will also lead & oversee the Private Wealth & Distribution functions of Clime including Private Wealth Advice, Clime Direct, Clime Super (SMSF Administration), external distribution and referral partnerships across the Clime group.

Prior to joining Clime Adam has held positions as General Manager of Yellow Brick Road Wealth Management, Head of BT Private Wealth Financial Planning and Head of Financial Advice & Investments at NAB Private Wealth. Across all those companies Adam’s key responsibility was to oversee all aspects of Private Wealth Services & Distribution of solutions to High Net Worth Clients.
Adam holds a Bachelor’s Degree in both Economics, Banking & Finance with a Sub Major in Law. In addition to this, he has an Advanced Diploma in Financial Services and is a Certified Financial Planner (CFP) having completed the certification with the Financial Planning Australia (FPA) association.

With expertise in investment management, Adrian is focused on the delivery of strong risk-adjusted returns for clients. He joined Clime Investment Management in 2007 and is now responsible for the management and overall performance of Clime’s investment strategies, representing gross funds under management in excess of $1 billion.

Adrian’s role includes the identification and evaluation of investment opportunities across a broad range of sectors and market cap segments. His prior investment management roles at Clime have included Analyst, Senior Analyst and Portfolio Manager – Smaller Companies. He was the Founding Portfolio Manager of the Clime Smaller Companies Fund, having seeded the fund and overseen its growth and significant success since inception. Adrian also developed and implemented the Clime Quality Score, a quantitative filter used to rank All Ords constituents.

Formal qualifications include a Bachelor of Science from the University of Wollongong, a Graduate Diploma of Applied Finance from Kaplan Professional and a Graduate Certificate of Sports Management from the University of Canberra.

Adrian retains a healthy passion for sport, having previously played cricket in England and locally for Illawarra (Captain), North Sydney (VC), Sutherland, NSW Country & Australian Country.

Ronni founded the business which became Clime Australian All Cap Equities Fund and was the CIO and owner of the business when it was purchased by Clime in July 2017. Ronni has 38 years’ experience in Portfolio Management, Stock Analysis, and asset management businesses including;

• 2003 – 2013 Chief Investment Officer, FSP Equities Management Limited, subsidiary of ANZ
• 2001 – 2003 Investment Director, PSG (Aust) Funds Management Limited, partnership with PSG Investment Group, South Africa’s fifth-largest bank.

Ronni’s previous funds management experience includes firms such as Bankers Trust and Oceanic Funds Management before forming PSG. Ronni holds a Bachelor of Commerce and Securities Institute of Australia International Portfolio Management F Fin

Vincent joined Clime in 2009. He has extensive investment experience spanning fixed income and equities.  He has over 10 years of portfolio management experience across multi-asset classes.  Before joining Clime, he worked at Ausbil Dexia and Maxim Asset Management (now a wholly subsidiary of Charter Hall) where he has developed multi-factor quantitative models for stock selection and attribution analysis.  Vincent is passionate about ethical investing, which forms part of his investment ethos.

Prior to this, Vincent worked in semiconductor device and materials research in academia and industry for more than 15 years. He has published close to 50 international refereed scientific publications in optoelectronics.

Paul Zwi has more than 20 years of varied experience in the investment and financial services industry, with the focus having been on equity research and wealth management opportunities for high net worth clients.

Prior to Clime, Paul’s most recent position was with Centric Wealth, where he spent 5 years as Head of Equity Research and Senior Research Analyst. Prior to Centric, Paul was head of BT’s Private Client business for 5 years, being responsible for a team of Portfolio Managers managing discretionary portfolios of $1.5 billion.

Jonathan has 6 years of investment experience, specialising in growth strategies. He is the Portfolio Manager of the Clime Smaller Companies Fund.

Jonathan holds Bachelor of Engineering, Bachelor of Commerce from the Australian National University and is a CFA Charterholder.

Vincent has 14 years’ investment experience in Australian equities, working as an analyst and portfolio manager with Clime and previously Clime Australian All Cap Equities Fund Asset Management. He is the primary analyst for mid-cap stocks at Clime and is Portfolio Manager for the High Conviction strategy.

Vincent is a CFA charter holder and holds a Bachelor of Laws, Bachelor of Arts (German) conjoint from the University of Auckland. He also has an enduring passion for sport and exercise, having competed successfully in Australia and internationally in karate.

David joined Clime in 2013 and is the Portfolio Manager for the ASX’s large companies: the ASX 50. He chairs Clime’s Macro Committee, produces Clime’s economic forecasts and co-manages the Clime Direct ASX Model Portfolio. David has over 20 years’ experience in economics, equities research, and funds management.

After a career in economic forecasting at the Commonwealth Department of Finance, David worked in tactical asset allocation for the UK and European pension funds at Mercury Asset Management in London.

David holds a Bachelor of Economics degree from the University of Sydney, a Graduate Diploma in Applied Finance and Investment from Finsia and is a Graduate Member of the Australian Institute of Company Directors.

Jun joined the Clime investment team in 2018. He has a Bachelor of Commerce majoring in Accounting and a Bachelor of Actuarial Studies from the University of New South Wales. Jun’s role focuses on performance and attribution analysis, and other security and market related quantitative analysis.

Spiro joined Clime Investment Management in August 2019 as a Fixed Interest Analyst. He is responsible for identifying and evaluating investment opportunities for the Fixed Income and Fixed Interest funds as well as the analysis of Utility and Infrastructure companies. Prior to joining Clime, Spiro worked for various Financial Institutions including St George, CBA and BNP Paribas.

Spiro holds a Bachelor of Science degree from the University of Technology Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA and is a CFA charter holder.

Gareth originally joined Clime Investment Management in 2012 in a client support role for Clime Direct. More recently, he joined at the end of 2014 as an Associate Analyst and is responsible for identifying and researching investment opportunities, specifically for the smaller companies fund.

Before working at Clime, Gareth worked for 3 years as a broker at Norris Smith Securities. His key responsibilities are dealing with Clime’s managed funds as well as selective qualitative company research.

Gareth is currently completing his B.Com at the University of New South Wales.

Hugo originally joined Clime Investment Management in February 2017 to assist with operations before moving to the role of Equities Dealer in June 2017. In this role Hugo is responsible for trading and allocating of securities across 400 individually managed accounts (IMAs) and 8 managed funds. Hugo also researches and evaluates investment opportunities with a focus on AREITS, Utilities and Infrastructure. Hugo is passionate about the ESG space and is also a member of the Clime ESG committee.

Adam is a Senior Executive with over 18 years of Financial Services experience. He commenced with Clime as the General Manager of Private Wealth & Distribution in January 2019 with the responsibility to execute on a strategy to deliver substantial growth in total assets under management within the Clime Group. Further to this he will also lead & oversee the Private Wealth & Distribution functions of Clime including Private Wealth Advice, Clime Direct, Clime Super (SMSF Administration), external distribution and referral partnerships across the Clime group.

Prior to joining Clime Adam has held positions as General Manager of Yellow Brick Road Wealth Management, Head of BT Private Wealth Financial Planning and Head of Financial Advice & Investments at NAB Private Wealth. Across all those companies Adam’s key responsibility was to oversee all aspects of Private Wealth Services & Distribution of solutions to High Net Worth Clients.
Adam holds a Bachelor’s Degree in both Economics, Banking & Finance with a Sub Major in Law. In addition to this, he has an Advanced Diploma in Financial Services and is a Certified Financial Planner (CFP) having completed the certification with the Financial Planning Australia (FPA) association.

Ryan is a Private Wealth Adviser for NSW and ACT. He holds a bachelors and honours degree, specialising in finance and is also a registered certified financial planner – CFP ®. He has over 17 years financial services experience including the provision of service to high net worth clients, his most recent role being with BT Private Bank as a private client adviser.

Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and has been in advice for 10 years focusing on the provision of advice to high net worth individuals and their families with an open and consultative approach.

Over 20 years’ experience in the finance industry. She holds a Bachelors Degree in Accounting, is a CPA Australia and was designated a Specialist in Financial Planning by CPA Australia. Fanoula has held the position of Partner in a leading private wealth firm and draws on her wealth of experience to formulate and present complex strategies and concepts, providing solutions to clients with sophisticated structures.

Steven joined Clime as a Private Wealth Advisor in late 2018. He has over 9 years’ experience in Private Wealth as a Financial Adviser with Macquarie Private Wealth, Morgan Stanley and Shaw and Partners.

Steven has a focus on advice to self-funded retirees, SMSF setup, and Family Office Clients.

Liam has a combined Bachelor of Arts and Law degree from Macquarie University and is a Certified Financial Planner and qualified solicitor. Liam most recently worked as a private wealth advisor at Macquarie Bank assisting high net worth and ultra-high net worth clients. Liam’s experience allows him to simplify complexities related to managing financial independence.

Ackhim joined Clime as a Private Wealth Associate and has experience working in the Financial Services industry. He holds a master’s degree in applied finance and a bachelor’s degree in Business specializing in Banking & Finance and Economics. Ackhim commenced his career as a Paraplanner providing sound financial, risk and wealth-management services and assisted in developing advice focusing on Superannuation & Wealth structures (including SMSFs), Risk Management, Finance & Lending solutions, Tax planning & Structures, and Estate planning.

Boban is a Private Wealth associate at Clime with over 8 years of experience in the Financial Services Industry. His previous role was as Associate Adviser for Findex assisting senior advisers with high net worth clients. He currently holds an Advanced Diploma of Financial Planning and accreditations in Margin Lending and SMSF.

Simon joined Clime in June 2019 as National Manager of Clime Direct and brings 6 years of experience across Australian and International Equities, Margin Lending and Wealth Management.

Clime Direct is a powerful research and valuation platform underpinned by Clime’s value investing approach. Talk to Simon about Clime Direct’s research capabilities.