exceptionally stable and unrivalled

Aidan Geysen Deputy Head of Research

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Aidan Geysen

Deputy Head of Research

Aidan is Deputy Head of Research.  Aidan’s research responsibilities are focused on ensuring JANA’s best ideas are reflected in our clients’ portfolios.  Prior to his current role, Aidan headed JANA’s Australian Equities Research Team.

Before joining JANA in 2003, Aidan spent 12 months working and travelling in Europe. During that time he worked in the Insurance area for Zurich, and then Barclays Bank in various roles. In 1997 he began his career at National Financial Management (NFM) as part of their graduate program.

Aidan holds a Bachelor of Business from Swinburne University, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australia.

Andrew Berry Investment Analyst

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Andrew Berry

Investment Analyst

Andrew is an Investment Analyst and member of the Property research team.
Prior to joining JANA in 2012, Andrew worked as a Research Analyst within the NAB’s Wholesale Banking division. He commenced his financial services career at Goldman Sachs Asset Management in 2006, working in compliance, and has held a number of risk related roles over the past 7 years.

Andrew holds a Bachelor of Commerce (Finance) and a Bachelor of Laws from The University of Melbourne and also completed a Graduate Diploma in Legal Practice at the Leo Cussen Institute. He is currently undertaking the Master of Science (Applied Statistics) course at Swinburne University.

Andrew Reeve Consultant, Implemented Consulting

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Andrew Reeve

Consultant, Implemented Consulting

Andrew is Head of Implemented Consulting Services and a member of the Australian Equities Research Team.  
Prior to joining JANA in October 2004, Andrew worked at National Custodian Services, in the master custody accounting and tax reporting team.  He also spent a year with Merrill Lynch Investment Managers in London, working in their client services area and transition management team.
Andrew holds a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australia and a Masters of Applied Finance from Macquarie University.

Ann Nguyen Investment Analyst, Implemented Consulting

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Ann Nguyen

Investment Analyst, Implemented Consulting

Ann is an Investment Analyst in the Implemented Consulting team, and member of the Property research team.

Prior to joining JANA in 2009, Ann worked at National Private Bank Financial Planning where she was part of the team responsible for providing advice to high net worth clients.

Ann holds a Bachelor of Commerce (Finance) and a Bachelor of Science (Mathematics and Statistics) from The University of Melbourne and also holds an Advanced Diploma of Financial Planning. She is currently undertaking the Masters of Applied Finance program through Macquarie University.

Anne Bowman Senior Client Service Analyst

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Anne Bowman

Senior Client Service Analyst

Anne is a Senior Client Service Analyst.

Prior to joining JANA in 2008, Anne had 15 years financial service experience, primarily in corporate superannuation administration. Her roles included Senior Fund Administrator at Mercer, Watson Wyatt and Financial Synergy.

Anne holds a Certificate of Business (Accounting) from Swinburne College of TAFE and a Certificate of Superannuation Management from ASFA.

Ashleigh Crittle Special Counsel

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Ashleigh Crittle

Special Counsel

Ashleigh is Special Counsel. Her brief includes assisting with the internal management of the firm, focussing on finance, operational risk and HR. In addition, Ashleigh provides technical input on issues of governance and regulation.

Prior to joining JANA in 2006, Ashleigh acted as JANA’s legal counsel for over 3 years in her capacity as Senior Legal Counsel within the MLC group. Before joining MLC, Ashleigh worked as a lawyer in Hong Kong focusing on the establishment and regulation of mutual funds and other investment structures for clients in Japan, Hong Kong and Singapore. Ashleigh started her career at Mallesons Stephen Jaques in Sydney.

Ashleigh qualified with a Bachelor of Science and Bachelor of Laws (Hons 1), from Macquarie University. She has also completed a number of subjects with the Financial Services Institute of Australia.

Anthony Ballard Consultant, Implemented Consulting

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Anthony Ballard

Consultant, Implemented Consulting

Anthony is an Consultant in the Implemented Consulting team, and member of the Australasian Equities research team.

Anthony joined the Melbourne office in a graduate position as an Investment Analyst in 2007 following casual employment at JANA during his studies.

Anthony holds a Bachelor of Commerce (Economics) degree from Monash University.

Bayu Sarwono Investment Analyst

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Bayu Sarwono

Investment Analyst

Bayu is an Investment Analyst, and a member of the Global Equities and Fixed Interest and Cash research teams.
Prior to joining JANA in 2009, he was in the MLC Graduate Program, which included a number of roles in Insurance, MLC Implemented Consulting and ThreeSixty Research. Bayu has also taught Management Accounting at Monash University and completed an internship with KPMG in Jakarta.
He holds a Bachelor of Commerce (Accounting and Finance) with Honours from Monash University and is currently a Level 1 candidate in the Chartered Financial Analyst program.

Brian Zanker Head of Business Development

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Brian Zanker

Head of Business Development

With over 25 years experience in the corporate superannuation industry, Brian has recently joined the JANA team as Head of Business Development.

Brian’s extensive experience and proven track record spans many aspects of corporate superannuation including business development, strategy, technical, group insurance and client support. He has managed teams, projects and processes at a state, national and global level with a well recognised focus on enhancing the client experience.

Having achieved Fellow status with ASFA and served on the NSW state ASFA executive, Brian brings a breadth of experience to the JANA team.

Cassandra Frost Consultant

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Cassandra Frost

Consultant

Cassandra is a member of the Property and Global Equities Research Teams. She joined JANA in 2003 in a graduate position as an Investment Analyst.

During her studies, Cassandra held a casual employment position at JANA. Her responsibilities during this time included portfolio input and report writing.

Cassandra studied at the University of Melbourne from 1998 to 2002, graduating with a Bachelor of Engineering, Mechanical (Honours) and a Bachelor of Commerce with a major in Finance.

Claire Simpson Consultant

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Claire Simpson

Consultant

Claire is a Consultant in the Direct Investments Unit and a member of the Infrastructure and Private Equity research teams.

Prior to joining JANA in 2010, Claire spent four years at Access Capital Advisers in the New York and Melbourne offices, specialising in direct infrastructure investments and asset management.  Claire has also gained experience in structured finance at Commonwealth Bank looking at cross-border tax opportunities and as a Senior Tax Consultant at PricewaterhouseCoopers specialising in corporate tax and financial services.

Claire holds a Bachelor of Commerce (Accounting & Finance) from Monash University and a Graduate Diploma with the Institute of Chartered Accountants Australia (ICAA).

Clinton Shelley Client Service Analyst

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Clinton Shelley

Client Service Analyst

Clinton joined JANA in 2010 as a member of  the Client Services Group.

Clinton holds a Bachelor of Arts from Monash University, with majors in Sociology and International Relations.

Courtney Wilder Consultant

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Courtney Wilder

Consultant

Courtney is a Consultant and member of the Australian Equity Research Team.

Prior to joining JANA in 2006, he worked for Credit Suisse Asset Management as a Client Service Consultant. From 2009 to 2011, Courtney moved to London where he worked for Aon Hewitt as a Consultant to corporate defined benefit schemes as well as undertaking research projects in alternative investments.

Courtney is a graduate of Macquarie University with a double degree in Applied Finance and Economics and is a member of the Chartered Alternative Investment Analyst Association.

Danielle Bose Consultant

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Danielle Bose

Consultant

Danielle is a consultant and member of the Global Equities and Portfolio Construction research teams.

Prior to joining JANA in 2008, Danielle was a Strategy Analyst at MLC for two years.  Danielle also completed the two-year MLC Graduate Program with rotations in Finance and ThreeSixty Research. As part of her tertiary Co-operative Program, Danielle undertook internships with MLC and Ernst & Young.

Danielle holds a Bachelor of Accounting (majoring in Finance and Accounting) from the University of Technology, Sydney. Danielle is also a member of the Institute of Chartered Accountants in Australia.

David Klug Principal Consultant

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David Klug

Principal Consultant

David is a Principal Consultant having joined JANA from MLC Implemented Consulting in March 2012.

Prior to joining MLC Implemented Consulting in 2006, David has over twenty years experience as an actuary in the financial services industry. He previously worked at Southern Life and Metropolitan Life in South Africa where he managed actuarial consulting services.

David holds a Bachelor of Science (Hons) from the University of the Witwatersrand and is a fellow of faculty of Actuaries.