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Managing Director
Phillip Vernon
BEc, MCom, MBA, FCPA
Phil has 25 years experience in financial services covering funds management, superannuation and capital markets. He was a member of the Executive Committee of Perpetual Limited heading up its Corporate Trust division and has extensive experience in corporate governance and industry regulation including a long involvement with the Australian Securitisation Forum, Australia’s peak body representing the securitisation industry in Australia acting as chairman of its National Committee, Education and Regulatory committees. Phil has a long involvement in sustainability and corporate social responsibility and is a director of Planet Ark, a not for profit environmental organisation.
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Executive Director, Business Development
Steve Newnham
Steve has over 20 years experience in marketing and distribution in the financial industry. He comes from Lonsec Ltd as a consultant on the marketing and distribution of their research and stockbroking services. Prior to this, Steve was head of distribution at Zurich Financial Services, chairman of a financial planning dealer group, director of a wrap platform and an administration business, and executive vice president of BT Financial Group. Steve has had significant involvement with community and social justice activities, having worked on homeless shelter support schemes, indigenous fellowship programs, environmental and drought relief projects and mental health awareness initiatives. Steve is on the audit, compliance and risk committee.
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| General Manager, Business Development
Adam Kirk
Adam has extensive experience in leading business development and
client relationship teams in superannuation and retail funds management.
Adam previously worked for Australian Catholic Super where he led the
business development, marketing and advice teams. Prior to this his
career included time with Colonial First State and Skandia where he was
responsible for marketing two of the most popular superannuation master
trust platforms in the market. He also worked for a time as an adviser
with a corporate superannuation consulting firm.
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General Manager, Strategy and Communications
Paul Smith
Paul has a background in actuarial consultancy, where he specialised in superannuation and investments working with UK pension fund clients on asset allocation strategies and investment manager appointments. He then moved into marketing initially with Schroders in the UK where he managed a large re-branding project, and in Australia where he has worked with a number of organisations and not for profits, including time as national marketing manager for Carbon Planet.
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Chief Investment Officer
David Macri
CFA
David has 15 years experience in the financial services industry, most
recently as a portfolio manager and equities investment analyst. Prior to
joining Australian Ethical in 2009, he worked at Macquarie Securities conducting
equities research and at Credit Suisse as a quantitative analyst. Prior to his
buy-side career, David spent over five years working for consulting firms
Mellon (previously NSP Buck), as an Investment Consultant and Head of Research,
and Mercer as an investment analyst. David also holds the Chartered Financial Analyst (CFA) designation.
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Chief Financial Officer and Chief Operating Officer
Gary Leckie
BEc, CA
Gary is responsible for the fiscal management and operational activities of the Australian Ethical group and is a member of Australian Ethical Investment's finance committee. Prior to working in the financial services industry Gary was employed with big four accounting firm Deloitte.
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General Manager, Client Operations and Projects
Philip George
BSc, LLB
Philip has experience in commercial law, corporate governance, superannuation administration and project management. He has been a company secretary and legal counsel for listed companies. He was a senior associate at the national law firm Minter Ellison and conducted a commercial legal practice in partnership for several years. More recently, Philip's focus has been on superannuation and managed fund administration.
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| General Counsel and Company Secretary
Tom May
Tom
is the general counsel and company secretary and has experience in the
superannuation and distribution aspects of financial services law. His legal
career started in the Attorney General’s Department and included stints with
the Commonwealth Director of Public Prosecutions and the Australian Securities
and Investments Commission. He subsequently worked in house with funds
management and life insurance companies before working in private practice in
London and Tokyo.
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