An FE fundinfo Company
Portfolio Solutions team
Steven Tang
Head of Portfolio Solutions
BPharm, GDipAppFinInv (FINSIA), CFA, CAIA
Steven leads Zenith’s Portfolio Solutions team, working closely with a range of advice practices to deliver portfolio construction, management and monitoring advice. In addition to oversight of the team and investment process, his role includes participation in investment committee meetings and presentation of portfolio updates to advice practices. Until 2015, he was a member of Zenith’s research team where he conducted manager reviews across a broad range of asset classes, both domestically and internationally.
Steven is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder.
JOINED ZENITH: JUNE 2008
David Wright
Investment Director
BCom, GDipAppFinInv (SIA)
David is Investment Director with Zenith Investment Partners, a business which he co-founded in 2002. He was CEO of the Group until December 2023 before moving to the Investment Director role, where he has overall responsibility for the strategic direction of the investment functions within the Group. He remains closely involved in servicing the company’s investment consulting clients with portfolio construction, management and monitoring advice.He has a wealth of investment industry experience acquired over his extensive career including senior positions at IWL Ltd as Head of Research and Associate Director and Head of Managed Funds research at Lonsdale Limited.David is a Director and Chairman of the Investment Committee for ASX-listed Hearts & Minds Investments, a member of the Qantas Superannuation Investment Committee and the Deakin University Financial Planning Advisory Board.
JOINED ZENITH: OCTOBER 2002
Damien Hennessy
Head of Asset Allocation
BCom, MAppFin
Damien is responsible for providing investment strategy and dynamic asset allocation services to Zenith’s clients. In 2003, he co-founded Heuristic Investment Systems (Heuristics) which provided investment strategy, economic analysis and asset allocation research and advice to fund managers, industry funds, wealth managers, asset consultants and financial planning groups. In March 2021, Heuristics became part of the Zenith Group.
Previously, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years overseeing investment strategy, asset allocation and managing fixed interest and currency portfolios. He has over 30 years’ experience in funds management, economics and finance and holds a Bachelor of Commerce from University of Melbourne and a Master of Applied Finance from Macquarie University.
JOINED ZENITH: MARCH 2021
Shailesh Jain
Senior Investment Consultant
Shailesh has significant financial services and investment markets experienced. Prior to joining Zenith, Shailesh spent over 11 years at Lonsec, where he was most recently Deputy Head of Active Manager Research and Manager, Australian Equities. Shailesh was involved in research effort across a number of sectors, including, Australian equities, global equities, global emerging markets, responsible investment and multi-asset sectors. Prior to joining Lonsec, Shailesh was a Credit Analyst at National Australia Bank.
JOINED ZENITH: DECEMBER 2019
Calvin Richardson
Investment Consultant
JOINED ZENITH: JANUARY 0001
Tom Bernard
Investment Consultant
BCom (Fin&Eco), CFA
Tom joined Zenith in December 2019 in the Investment Research team and was primarily responsible for conducting manager reviews across a broad range of asset classes including fixed interest, alternatives and multi-asset. In early 2023, he transitioned to the Consulting team as an Investment Consultant, working closely with a range of advice practices, including participation in investment committee meetings and the presentation of portfolio updates.
Prior to Zenith, Tom was employed in the investment team at CCI Asset Management.
Tom is a Chartered Financial Analyst (CFA) and holds a Bachelor of Commerce from The University of Melbourne, majoring in Finance and Economics.
JOINED ZENITH: DECEMBER 2019
Marko Bagaric
Investment Consultant Associate
JOINED ZENITH: JANUARY 0001
James Damicoucas
Investment Risk and Governance Manager
BCom, BEng(Hons), DipFinPlan
James leads the Investment Risk and Governance function within the Consulting team, where he is responsible for all activities related to managed account risk analysis and operations. He joined Zenith as part of the Investment Research team covering alternatives, fixed interest, multi-asset and ETFs. In March 2020, he moved to the Consulting team as an Investment Consultant, focused on capital markets and asset class research as key inputs for portfolio construction.
He joined Zenith after two and a half years as an Associate Financial Adviser with financial planning firms Perpetual Private and Wattle Partners.
JOINED ZENITH: AUGUST 2018
Sales team
Glenn Boyes
Head of Sales
BB, DFP
Glenn Boyes is the Head of Sales, representing the combined capabilities of Zenith Investment Partners and FE fundinfo to advisers, fund managers and technology partners. Based in the Melbourne office, Glenn is responsible for an expanding team across the country.
Glenn initially joined the firm in August 2022 as head of sales for FE fundinfo’s technology and fund manager service offerings in Australia. Prior to this, he spent 15 years at IRESS in a range of roles including head of advice - Australia, general manager - wealth and advice solutions, and in business development. He also has experience working as a Certified Financial Planner.
JOINED ZENITH: AUGUST 2022
Berit Deagan
Business Development Manager - VIC, TAS, SA
BBus, GradDip AppFin
Berit is responsible for developing new relationships and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base.
Prior to joining Zenith, Berit spent 5 years with Goldman Sachs Asset Management working in business development and providing client support across South Australia, Western Australia, Northern Territory and Queensland. Prior to this, she spent 5 years with Goldman Sachs JBWere Asset Management working closely with the marketing, sales and consultant relations teams.
Berit holds a Graduate Diploma of Applied Finance from Kaplan Professional Education and a Bachelor of Business Administration from Northeastern State University in the United States.
JOINED ZENITH: DECEMBER 2019
Kyla Agustin
Business Development Manager - VIC, TAS
BComm, GradDip FinPla
Kyla is responsible for developing and servicing the core service offering in Victoria and Tasmania, including its growing range of managed account solutions.
Kyla is an accomplished financial planning and advice professional with over 18 years of experience. She joins Zenith from Zurich and OnePath Insurance, where she was a BDM from 2019 to 2023. Before that, she was a commercial financial planner with ANZ Financial Planning for more than five years, a senior adviser with Perpetual and a financial adviser with JBWere.
She is FASEA certified and holds a graduate diploma of financial planning from Kaplan Professional. She also holds a Bachelor of Commerce and Bachelor of Arts from Deakin University.
JOINED ZENITH: JUNE 2023
Ben Bell
Business Development Manager - NSW, WA
DFP
Ben is responsible for developing and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base in NSW and WA.
Ben has over 20 years’ experience in the Financial Services Industry and before joining Zenith, Ben held the position of Sales Manager of Adviser Solutions at Bellmont Securities. Prior to that he worked for Abrdn (Aberdeen) for over 10 years, as well as Credit Suisse and Russell Investments.
Diploma of Financial Planning from Kaplan Australia.
JOINED ZENITH: JANUARY 2023
Peter Dening
Business Development Manager - NSW, ACT
BBusCom
Peter is responsible for developing and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base in NSW and ACT.
Prior to joining Zenith, Peter spent 6 years across various business development roles within BT Financial Group and AMP’s platform businesses. Peter also has 5 years’ experience within the Financial Planning industry leading the development and execution of advice strategies across several licensees.
Peter holds a Bachelor of Business and Commerce from the University of Western Sydney.
JOINED ZENITH: APRIL 2023
Gordon Roebuck
Business Development Manager - QLD, NT
DipFinPlan
Gordon is responsible for developing and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base in QLD and NT.
Prior to joining Zenith, Gordon held roles within the AMP Wealth Management division where he was responsible for growing their funds management and platform offering across the QLD adviser base, in addition to assisting with the development and implementation of national and state-wide strategies.
Gordon holds a Diploma of Financial Services from Kaplan Professional.
JOINED ZENITH: FEBRUARY 2022
James George
Business Development Manager - Fund Managers & Technology Partners
BAccFin
James is the Business Development Manager representing the combined capabilities of Zenith Investment Partners and FE fundinfo. Based in Sydney, James specialises in delivering investment research tools, data feeds and web-based software solutions to fund managers, platforms and other technology partners across Australia.
James previously worked as an Account Manager for FE fundinfo, having joined the company in 2021, and was responsible for the ongoing management of an Australian client base consisting of financial advisers, investment consultants, fund managers and platforms.
James holds a Bachelor of Accounting and Financial Services from the University of Wollongong.
JOINED ZENITH: JUNE 2021
Scott Garner
Strategic Account Manager
BAppFin
Scott is responsible for servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base.
Prior to joining Zenith, Scott spent 7 years with Colonial First State (CFS), first working as a Business Development Manager in NSW/ACT and then as a Strategic Account Manager responsible for growing their platform, funds management and managed account capability. Prior to CFS, Scott worked at BT Financial Group as a Business Development Officer supporting BT platforms across NSW/ACT.
Scott holds a Bachelor of Applied Finance from the University of Western Sydney.