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Our Team ABOUT Our Team
Our TeamMade Agency2020-01-28T11:42:55+11:00

Board of Directors

Neil Schafer

Neil Schafer

Chairman

Mr. Neil Schafer was appointed Non-Executive Director in 2011. Mr. Schafer has extensive experience in business strategy and execution...

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Neil Schafer

Chairman

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.

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

John Abernethy

John Abernethy

Executive Director

John has over 30 years’ funds management experience in Australia was previously General Manager Investments of the NRMA.

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John Abernethy

Executive Director

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.

Brett Spork

Brett Spork

Non-Executive Director

Brett Spork was appointed Non-Executive Director in October 2020. Brett consults to a number of organisations within the wealth management industry.

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Brett Spork

Non-Executive Director

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 Beaumont

Peter Beaumont

Non - Executive Director

Peter has extensive experience in global financial markets, Australian public-private partnerships and consumer fintech lending. 

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Peter Beaumont

Non - Executive Director

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.

Executive Team

Annick Donat

Annick Donat

Madison Financial Group - Chief Executive Officer

With over 30 years’ experience in financial services, Annick Donat has been active in her advocation for financial planning and technology

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Annick Donat

Madison Financial Group - Chief Executive Officer

With over 30 years’ experience in financial services, Annick Donat 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 of Madison Financial Group in 2017 where she strives 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

Biju Vikraman

Biju Vikraman

Chief Financial Officer

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...

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Biju Vikraman

Chief Financial Officer

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.

Adrian Ezquerro

Adrian Ezquerro

Head of Investments

Adrian has 13 years of investment experience across a broad range of sectors. Now Clime's Head of Investments, Adrian was the founding Portfolio Manager of the Clime Smaller...

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Adrian Ezquerro

Head of Investments

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.

 

Investment Management Team

Adrian Ezquerro

Adrian Ezquerro

Head of Investments

Adrian has 13 years of investment experience across a broad range of sectors. Now Clime's Head of Investments, Adrian was the founding Portfolio Manager of the Clime Smaller...

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Adrian Ezquerro

Head of Investments

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 Chalmers

Ronni Chalmers

Portfolio Manager - All Cap Australian Equities Fund

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.

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Ronni Chalmers

Portfolio Manager - All Cap Australian Equities Fund

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

Dr Vincent Chin

Dr Vincent Chin

Portfolio Manager – Income Strategies

Vincent joined Clime in 2009. He has extensive investment experience spanning fixed income and equities.  He has over 10 years of portfolio management experience...

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Dr Vincent Chin

Portfolio Manager – Income Strategies

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

Paul Zwi

Macro Analyst

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...

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Paul Zwi

Macro Analyst

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 Wilson

Jonathan Wilson

Portfolio Manager – Ex ASX 100

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

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Jonathan Wilson

Portfolio Manager – Ex ASX 100

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 Cook

Vincent Cook

Portfolio Manager - ASX 100

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...

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Vincent Cook

Portfolio Manager - ASX 100

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 Woo Jung

Jun Woo Jung

Quantitative Analyst

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.

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Jun Woo Jung

Quantitative Analyst

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 Courtis

Spiro Courtis

Senior Analyst – Fixed Income Strategies

Spiro joined Clime Investment Management in August 2019 as a Fixed Interest Analyst. He is responsible for identifying and evaluating investment opportunities...

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Spiro Courtis

Senior Analyst – Fixed Income Strategies

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 Abernethy

Gareth Abernethy

Head of Dealing

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...

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Gareth Abernethy

Head of Dealing

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 De Vries

Hugo De Vries

Dealer

Hugo originally joined Clime Investment Management in February 2017 to assist with operations before moving to the role of Equities Dealer in June 2017.

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Hugo De Vries

Dealer

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.

Advisory Team

Steven Shaw

Steven Shaw

ADFP, SMSF Specialist Accreditation Private Wealth Adviser. NSW

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.

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Steven Shaw

ADFP, SMSF Specialist Accreditation Private Wealth Adviser. NSW

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 Cummins

Sean Cummins

B.Bus/Acc, CFP® Private Wealth Adviser. VIC|TAS|WA

Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA.

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Sean Cummins

B.Bus/Acc, CFP® Private Wealth Adviser. VIC|TAS|WA

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 Stathatos

Fanoula Stathatos

B.Bus/Acc, DFP, FCPA, (FPS) Private Wealth Adviser. VIC | SA

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...

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Fanoula Stathatos

B.Bus/Acc, DFP, FCPA, (FPS) Private Wealth Adviser. VIC | SA

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 Menyweather

Steven Menyweather

CFP® Private Wealth Adviser. QLD

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...

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Steven Menyweather

CFP® Private Wealth Adviser. QLD

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 Willis

Liam Willis

B.LLB, CFP® Private Wealth Adviser. NSW

Liam has a combined Bachelor of Arts and Law degree from Macquarie University and is a Certified Financial Planner and qualified solicitor.

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Liam Willis

B.LLB, CFP® Private Wealth Adviser. NSW

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 Poon

Ackhim Poon

M.App Fin, B.Bus/Bank & Fin Econ Private Wealth Associate. VIC

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...

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Ackhim Poon

M.App Fin, B.Bus/Bank & Fin Econ Private Wealth Associate. VIC

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 Petreski

Boban Petreski

Adv.Dip.FP Private Wealth Associate. NSW

Boban is a Private Wealth associate at Clime with over 8 years of experience in the Financial Services Industry.

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Boban Petreski

Adv.Dip.FP Private Wealth Associate. NSW

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.

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Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.

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Clime Investment Management
  • Clime Capital Limited
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