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.

Ronni Chalmers has worked in the funds management industry for over four decades and brings deep industry experience as both an investment manager and business builder.

Ronni’s business, CBG Asset Management was acquired by Clime in 2017. As founder of CBG Asset Management (2001) Ronni was responsible officer for the AFSL license and established the regulatory framework including compliance, custody agreements, unit pricing and client registries. He built strong revenue streams by developing close working relationships with financial planners, family offices, wholesale investors and institutions. CBG was rated positively by external rating agencies, an important tool to gain wider inflows.

In 2013 Ronni’s fund was awarded the prestigious Golden Calf Award for best performing boutique fund by the Australian Fund Management Foundation. He was chairman of the LIC, CBG Capital, which was listed on the ASX in 2014 after raising $24.5m.

Since 2017 Ronni has worked as a portfolio manager at Clime and is a board member of Clime Capital Limited (ASX:CAM).

Dr. Michael Kollo is a senior investment professional with extensive academic and private sector experience globally, more recently speaking on the application of machine learning and AI in the financial services sector. Dr. Kollo gained his PhD in Finance from the London School of Economics, and has lectured at the London School of Economics, Imperial College and at the University of New South Wales.

He is a strong thought leader who has worked closely with sales teams to tranform research insights into marketable service and products. Michael brings with him a technical and articulate skill-set, with a high academic pedigree and proven global experience.

Michael is passionate about the responsible application of AI in society, and the future of work.

Susan Wynne is an experienced leader with a proven track record of working across multi-disciplined and complex areas and industries with a key focus on the triple bottom line. She is a connector of people, passion and ideas with a reputation for getting things done. She is highly skilled in Strategy, Stakeholder Management, Governance, Negotiation, Corporate Affairs, Public Speaking, Management and Leadership.

Susan has extensive experience in the boardroom and at senior executive level, particularly in roles dealing with diverse issues which require a broad skill set and strong focus on governance and risk, people and purpose. She is a graduate of Australian Institute of Company Directors and Affiliate of the Governance Institute of Australia and is focused on delivering experience, knowledge, vision and direction.

Susan is a NED on the Board of ASX listed MoneyMe Limited and the Mayor of the Municipality of Woollahra.

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.

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

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.