John Abernethy has over 30 years’ funds management experience in Australia, is a director of WAM Research Limited and Australian Leaders Fund Limited. John was General Manager Investments of the NRMA. John holds a Bachelor of Commerce (Economics)/LLB from the University of New South Wales. John has been a Director of Clime for over 20 years and is a director of Jasco Holdings Limited.

Mr. Neil Schafer was appointed Chairman in November 2020 after joining the board 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. He resigned his position as Chairman in April 2021 and remains on the board as Non-Executive Director.

Mr. Schafer is a Director of Imperial Pacific Limited and London City Equities Limited.

Brett is a Director of PM Capital Global Opportunities Fund and PM Asian Opportunities Fund. He consults to a number of organisations within the wealth management industry and has over 25 years experience in equity markets, including as an Executive Director of Macquarie Wealth Management and as CEO of E*TRADE Australia.

Peter has extensive experience in global financial markets, Australian public-private partnerships and consumer fintech lending.  He is currently the Chief Commercial officer with Wisr Limited (ASX: WZR) and a director of related companies. Peter’s previous roles include Managing Director of Commodities at Bank of America Merrill Lynch, Executive Director at ABN AMRO Australia and Managing Director at UBS AG. Peter holds a Bachelor of Science (Hons1) from the University of Sydney and an MBA from the MIT-Sloan School of Management, Cambridge MA.

Annick Donat was appointed CEO of Clime Investment Management Limited on May 1, 2021.

With over 30 years’ experience in financial services, Annick has been active in her advocation for financial planning and technology, often supporting and mentoring emerging entrants to financial services. Her expertise spans across governance, strategy, distribution, business and practice development, licensee services and operations management.

With a predilection and curiosity for innovation, Annick believes great advice can change lives. It’s these values that led her to become Chief Executive Officer of Madison Financial Group in 2017 where she strived to empower consumers through great advice. With her active and influential voice in the financial services industry, Annick sits on various industry advisory boards including, but not limited to, Advisory and Director roles with Not-for-profit organisations.

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.

Jaime Johns joined Madison Financial Group in 2015, and has experience across a range of roles within the financial services industry. She has been managing and coaching advice businesses for the majority of her career, and through this she has been able to bring real experience, empathy and proven results to the table.

Together with the team at Madison she strives to facilitate the achievement of client’s financial wealth objectives through a combination of listening, planning, guiding, executing and reviewing.

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.

Vincent has been with Clime for more than 12 years of his 22-year in financial services spanning both Fixed Income and Equities. Due to client demand, he established a goals-based investment style using quantitative analysis with qualitative top-down process which is utilised in the Clime Income strategies. Vincent is passionate about sustainable ethical investing which forms part of his investment philosophy.

Prior to working in financial services, Vincent worked as a scientist specialising in infrared and photovoltaic solar cells. In this time Vincent produced about 50 internationally peer reviewed scientific and technical papers.  Vincent holds a PhD in Physics from the University of New South Wales.

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

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 15 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 large-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.

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.

Steven has 19 years experience in insurance and financial advice. This includes running his own business (Shaw Financial Services) for 5 years and working for elite firms such as Macquarie Bank, Woodbury Financial Services and Stewart Partners. He is currently working towards his Masters in Financial Planning and has an Advanced Diploma in Financial Planning (ADFS); Self-Managed Super Fund (SMSF) Specialist Accreditation, Business Insurance Specialist Accreditation. Also, he has completed two years of high performance mentoring with Think Tank One and leveraged experience from Corporate professionals, Triathletes, Olympians and special forces military.

Steven focuses on helping his clients to live a better life. He achieves this by coordinating with other financial professionals such as accountants and lawyers to provide a truely holistic experience. The ongoing service is tailored around client specific trigger points such as tax planning; investment market performance; complex estate planning; education funding for children and grand-children; assistance for client’s to stay in their home for as long as possible or effectively downsize. Success for Steven is addressing his client’s needs proactively now and throughout their life time rather than waiting until they experience dissatisfaction, problems or need to change immediately. Whilst individuals situations, legislations and markets change, the aim is for his client situation to be almost perfect.

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.

Fanoula has 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.