People

At SG Hiscock, we pride ourselves not only on our expertise and experience, but on the highly personalised service we offer each of our clients. Approachable and professional, our team put your needs first to find the investment opportunities to best suit your goals.

 

Discover more about SG Hiscock

Stephen Hiscock Stephen Hiscock Executive Chair & Chief Investment Officer Giles Croker Giles Croker Chief Executive Officer & Chief Operating Officer Adrian Di Mattina Adrian Di Mattina Director & Portfolio Manager Grant Berry Grant Berry Director & Portfolio Manager Callum Burns Callum Burns Portfolio Manager - ICE Investors Pamela Hauser Pamela Hauser Non-Executive Director Brenda Shanahan AO Brenda Shanahan AO Non-Executive Director Michael Bartlett Michael Bartlett Member of Advisory Board John Thomson John Thomson Corporate Actions / Proxy Voting Roman Aliev, CFA Roman Aliev, CFA Investment Analyst - ICE Investors Rowena Cole Rowena Cole General Manager Strategy & Operations Stratton Bell Stratton Bell PORTFOLIO MANAGER – SGH Individual Portfolios & SGH Enhanced Income Trust Anthony Cochran Anthony Cochran Head of Distribution Richard Codron Richard Codron Modelling & Portfolio Construction - SGH Individual Portfolios Rebecca Collins Rebecca Collins Head of Research & Consultants Jessica Dalziell Jessica Dalziell Senior Client Associate David Doolan David Doolan CLIENT SERVICE EXECUTIVE - SGH Individual Portfolios Malcolm Ellis Malcolm Ellis Assistant Portfolio Manager Nicole Frame Nicole Frame Executive Assistant & Office Manager Tim Gough, CA, CFA Tim Gough, CA, CFA SENIOR PORTFOLIO MANAGER - SGH Individual Portfolios Serena Govender Serena Govender Business Development Manager Angus Graham, OAM Angus Graham, OAM Advisory Board - SGH Individual Portfolios Fiona Hilbert Fiona Hilbert CLIENT LIAISON - SGH Individual Portfolios Rory Hunter Rory Hunter Portfolio Manager Michael Kordick Michael Kordick Assistant Portfolio Manager Igor Kolevski Igor Kolevski Senior Business Development Manager Fiona Lamb Fiona Lamb Business Development Executive Shawn Lee Shawn Lee Portfolio Manager Jane Le Roux Jane Le Roux Senior Client Associate Phillip Li Phillip Li Assistant Portfolio Manager Georgina Lymperis Georgina Lymperis Senior Product Manager Lucinda McGrath Lucinda McGrath Head of ESG Peter Mitchell Peter Mitchell Investment Trading Manager Matthew Potter Matthew Potter Senior Investment Specialist Daniel Shelest Daniel Shelest Research & Consultant Relations Nick Simpson Nick Simpson Business Intelligence & Data Manager Sophie Smith Sophie Smith Investment Analyst Denitsa Stoeva Denitsa Stoeva Marketing Manager Hamish Tadgell Hamish Tadgell Portfolio Manager Sue Theckston Sue Theckston Portfolio Administrator Brent Tuckerman Brent Tuckerman Senior Marketing Manager Roger Walling Roger Walling Portfolio Manager - ICE Investors Mason Willoughby-Thomas, CFA Mason Willoughby-Thomas, CFA Portfolio Manager - ICE Investors
Stephen Hiscock Stephen Hiscock Executive Chair & Chief Investment Officer Giles Croker Giles Croker Chief Executive Officer & Chief Operating Officer Adrian Di Mattina Adrian Di Mattina Director & Portfolio Manager Grant Berry Grant Berry Director & Portfolio Manager Callum Burns Callum Burns Portfolio Manager - ICE Investors Pamela Hauser Pamela Hauser Non-Executive Director Brenda Shanahan AO Brenda Shanahan AO Non-Executive Director Michael Bartlett Michael Bartlett Member of Advisory Board John Thomson John Thomson Corporate Actions / Proxy Voting Roman Aliev, CFA Roman Aliev, CFA Investment Analyst - ICE Investors Rowena Cole Rowena Cole General Manager Strategy & Operations Stratton Bell Stratton Bell PORTFOLIO MANAGER – SGH Individual Portfolios & SGH Enhanced Income Trust Anthony Cochran Anthony Cochran Head of Distribution Richard Codron Richard Codron Modelling & Portfolio Construction - SGH Individual Portfolios Rebecca Collins Rebecca Collins Head of Research & Consultants Jessica Dalziell Jessica Dalziell Senior Client Associate David Doolan David Doolan CLIENT SERVICE EXECUTIVE - SGH Individual Portfolios Malcolm Ellis Malcolm Ellis Assistant Portfolio Manager Nicole Frame Nicole Frame Executive Assistant & Office Manager Tim Gough, CA, CFA Tim Gough, CA, CFA SENIOR PORTFOLIO MANAGER - SGH Individual Portfolios Serena Govender Serena Govender Business Development Manager Angus Graham, OAM Angus Graham, OAM Advisory Board - SGH Individual Portfolios Fiona Hilbert Fiona Hilbert CLIENT LIAISON - SGH Individual Portfolios Rory Hunter Rory Hunter Portfolio Manager Michael Kordick Michael Kordick Assistant Portfolio Manager Igor Kolevski Igor Kolevski Senior Business Development Manager Fiona Lamb Fiona Lamb Business Development Executive Shawn Lee Shawn Lee Portfolio Manager Jane Le Roux Jane Le Roux Senior Client Associate Phillip Li Phillip Li Assistant Portfolio Manager Georgina Lymperis Georgina Lymperis Senior Product Manager Lucinda McGrath Lucinda McGrath Head of ESG Peter Mitchell Peter Mitchell Investment Trading Manager Matthew Potter Matthew Potter Senior Investment Specialist Daniel Shelest Daniel Shelest Research & Consultant Relations Nick Simpson Nick Simpson Business Intelligence & Data Manager Sophie Smith Sophie Smith Investment Analyst Denitsa Stoeva Denitsa Stoeva Marketing Manager Hamish Tadgell Hamish Tadgell Portfolio Manager Sue Theckston Sue Theckston Portfolio Administrator Brent Tuckerman Brent Tuckerman Senior Marketing Manager Roger Walling Roger Walling Portfolio Manager - ICE Investors Mason Willoughby-Thomas, CFA Mason Willoughby-Thomas, CFA Portfolio Manager - ICE Investors
Stephen Hiscock
Stephen Hiscock Executive Chair & Chief Investment Officer

Stephen has had a long, illustrious career in investment management – spanning 35 years. In April 2022, Stephen was appointed Executive Chair at SGH. Previously, he was Chairman and Managing Director, from the date of establishment of SGH in 2001.  Before that, Stephen held the positions of General Manager, Chief Investment Officer and Chairman of Asset Allocation Committee at National Asset Management Limited (NAM). Prior to this, Stephen was Head of Australian Equities and Head of Direct Property at NAM and spent over 10 years at HSBC in Equities and Listed Property Trusts.

QUALIFICATIONS

M.App.Fin, ASIA, B.Com, AAIBF (Snr)

Giles Croker
Giles Croker Chief Executive Officer & Chief Operating Officer

Giles joined SGH in 2002. In April 2022, Giles was appointed CEO & COO at SGH. Prior to this role, Giles was Chief Financial Officer. Before joining SGH, he spent 13 years with Coopers & Lybrand in London and Melbourne. Giles is a Member of the Institute of Chartered Accountants in England and Wales and a Registered BAS Agent.

QUALIFICATIONS

BA Hons (Eng Lit), ACA

Adrian Di Mattina
Adrian Di Mattina Director & Portfolio Manager

Adrian joined SGH in 2001 as one of the founding principals. He is a Director and Portfolio Manager of the SGH Emerging Companies Fund. Adrian has 30 years’ experience in the investment industry, primarily gained at SGH and NAM – where he was a Senior Portfolio Manager of Small Companies and also spent over 10 years in Australian Equities and Fixed Interest at NAM. Prior to this, Adrian worked at the Bank of America, in the Fixed Interest and Money Market departments.

QUALIFICATIONS

MBA, B.Com, F Fin

Grant Berry
Grant Berry Director & Portfolio Manager

Grant joined SGH in 2001 as one of the founding principals. He is a Director and Portfolio Manager of AREITS. Grant has over 29 years’ experience, having previously worked at National Asset Management (NAM), Victorian Funds Management and Knight Frank. In his time, Grant has also been President of the Victorian Division of the Australian Property Institute.

QUALIFICATIONS

B.Bus. (Property), M.App. FAPI

Callum Burns
Callum Burns Portfolio Manager - ICE Investors

Callum Burns has 28 years’ experience in the investment industry and has held a number of notable positions throughout his career. Prior to joining ICE Investors and SGH in November 2005, Callum was the Head of Global Asset Allocation at BT Financial Group – managing $8 billion in funds. Before this, Callum held the same position at Rothschild Australia managing funds of $4 billion. Earlier in his career, Callum was Head of the TAC Workcover Task Force at the Victorian Treasury.

qualifications

B.Eng (Hons)

Pamela Hauser
Pamela Hauser Non-Executive Director

Pam joined SGH in 2001, as one of the company’s founding directors and shareholders. Pam is a regulatory lawyer by background and has more than 30 years’ experience in the financial services industry with roles in legal, risk and compliance. Pam has previously held senior roles with Macquarie Group, NAB, KPMG, Norwich and Australian Unity. As a Partner at KPMG, she led the firm’s Financial Services Regulatory Group within Risk Advisory Services. She has held legal roles with CRA (now Rio Tinto), Freehills, and Ellison Hewison & Whitehead (now Minter Ellison) and held a directorship with the Australasian Compliance Institute. Most recently, Pam was a director of Treasury Corporation of Victoria (TCV) and the chair of TCV’s Audit Committee, for six years. Pam is currently a non-executive director and chair of the Victorian Plantations Corporation board (a Victorian government owned entity).

QUALIFICATIONS

LLB/BA (Melb), MAICD

Brenda Shanahan AO
Brenda Shanahan AO Non-Executive Director

Brenda joined SGH as part of the merger with DMP Asset Management in 2019. She was appointed Director of DMP Asset Managements’s predecessor company in 1999 and of DMP in 2010. Brenda’s career has involved executive and board positions in stockbroking, funds management and investment consulting. Brenda is a former member of the Australian Stock Exchange, partner of May Mellor Laing & Cruikshank and principal of Investment Consulting and worldwide partner at WM Mercer. Brenda is currently the Chair of Aitkenhead Centre for Medical Discovery and a director of SVI Foundation, Clinuvel Pharmaceuticals Ltd, Rock Art Australia, Phoslock Environmental Technology Ltd. Brenda was awarded an honorary doctorate from the Swinburne University of Technology in August 2017.  In January 2021, Brenda was awarded an Order of Australia for distinguished service to medical health research, to the business and finance sectors, to corporate governance, and to philanthropy. Brenda was appointed a Non-Executive Director of SGH in April 2019.

Michael Bartlett
Michael Bartlett Member of Advisory Board

Michael continues to contribute to the SGH strategy on the Advisory Board. Michael joined SGH in September 2009, holding positions of Director and Head of Institutional Sales. Michael has worked in the investment business for more than 30 years and held positions of Executive Director, Head of Sales at K2 Asset Management; Executive Director and Head of Institutional Equity Sales at Morgan Stanley Singapore and Morgan Stanley Hong Kong.

QUALIFICATIONS

MA (Cantab), BA, Dip Ed (Melb)

John Thomson
John Thomson Corporate Actions / Proxy Voting

John joined SGH in 2001 as one of the founding principals. John has over 30 years’ experience in the investment industry. He joined SGH from NAM where he spent five years as a dealer in Australian Equities. Prior to NAM, John held a number of positions at Potter Warburg Asset Management, Potter Partners and JB Were.

QUALIFICATIONS

B.Com, ASIA

Roman Aliev, CFA
Roman Aliev, CFA Investment Analyst - ICE Investors

Roman joined ICE Investors in May 2022. Prior to joining ICE, Roman worked as a research analyst at Franklin Templeton covering global equities for 8 years. He was also previously employed as an investment analyst at Mercer and analyst at AXA Australia.

QUALIFICATIONS

BCom(Hons), CFA

Rowena Cole
Rowena Cole General Manager Strategy & Operations

Rowena joined SGH in November 2016 and has over 30 years of financial services experience. Rowena is General Manager Strategy & Operations and is also a member of the Operational, Risk & Audit Committee.  Prior to SGH, Rowena worked in a variety of senior management roles at Equity Trustees and HSBC Asset Management.

Qualifications

B.A., GradDipSecStuds, Grad Certificate in Financial Planning, SA Finsia

Stratton Bell
Stratton Bell PORTFOLIO MANAGER – SGH Individual Portfolios & SGH Enhanced Income Trust

Stratton joined SGH as part of the merger with DMP Asset Management in 2019. Stratton commenced at DMP in May 2017 and has over 17 years’ experience in financial markets.  Stratton began his career in corporate institutional banking at ANZ before moving into an equity analysis role at Guild Capital Asset Management and then at Bank of America Merrill Lynch.  Immediately prior to joining DMP, Stratton was at (Victorian Funds Management Corporation) VFMC where he held the role of Senior Equity Analyst focusing on large cap analysis.  Stratton holds a Bachelor of Business and is a Chartered Financial Analyst (CFA) charterholder.

Qualifications

CFA; BBus Banking/Finance and Economics

Anthony Cochran
Anthony Cochran Head of Distribution

Anthony joined SGH in April 2019. He has over 22 years financial services experience and at SGH is responsible for the National Distribution of SGH funds. Anthony joined SGH after 14 years at Macquarie Bank distributing the Macquarie Professional Series suite of Global Equity Funds and Hedge Funds. Also at Macquarie, he held the positions of National Distribution Manager and Business Development Manager. Prior to this, were Business Development positions with Ventura Investment Management and Advance Asset Management.

QUALIFICATIONS

B.Bus Econ, RG 146

Richard Codron
Richard Codron Modelling & Portfolio Construction - SGH Individual Portfolios

Richard joined SGH as part of the merger with DMP Asset Management in 2019. He joined DMP Asset Management in 2018. Richard is a Consulting Actuary providing services to clients of SGH Individual Portfolios in relation to investment policy formulation and asset liability matching.  Prior to this, Richard held several positions with Mercer, including head of investment consulting for 4 years and over 26 years as a consulting actuary to many of Mercer’s largest clients, including corporates, industry funds, public sector and long service leave boards.

Qualifications

BSc (Hons) Mathematics/Statistics; Fellow Institute of Actuaries of Australia; Senior Fellow Financial Services Institute of Australia

Rebecca Collins
Rebecca Collins Head of Research & Consultants

Rebecca joined SGH in October 2020 and has over 20 years financial services experience. At SGH, she is responsible for developing channel opportunities for the SGH suite of funds, and funds available through SGH’s Partnership Program. Rebecca joined SGH after 8 years at MLC Asset Management where she was the Research Relationship Manager for the MLC Multi-asset suite of products. At MLC, Rebecca also held the role of Market Strategy Manager.  Prior to this, Rebecca was Head of Investor Relations and Marketing for Ellerston Capital and has held roles at UBS and Macquarie.

Qualifications

M.Comm, B.Comm/B.AppSci
RG 146

Jessica Dalziell
Jessica Dalziell Senior Client Associate

Jessica Dalziell is providing support for all our clients under the abrdn funds partnership.

Jessica has over 10 years’ experience in Financial Services, having also worked at BT as a Senior Wealth Consultant & Account Manager.

She joined the team in April 2023 and is based in Sydney.

David Doolan
David Doolan CLIENT SERVICE EXECUTIVE - SGH Individual Portfolios

David joined SGH as part of the merger with DMP Asset Management in 2019. David commenced at DMP as a Not for Profit Specialist in 2004. David is involved in the implementation of portfolio management and reporting platforms for clients. David has overseen the preparation of DMP’s annual financial statements and has been a Responsible Manager of the company’s Australian Financial Services Licence since it was granted in 2011. From 1995 to 2003, David was Manager – Client Liaison (Charitable Foundations) at Warakirri Asset Management. During this time, David was actively involved in the process which led to qualifying organisations being granted access to franking rebates. David’s other experience includes collaboration with religious, charitable and philanthropic foundations in the context of investment strategy formulation, implementation, management and reporting.

Qualifications

BBus (Accountancy), CA – Institute of Chartered Accountants in Australia, Registered tax agent

Malcolm Ellis
Malcolm Ellis Assistant Portfolio Manager

Malcolm joined SGH in June 2008. As Assistant Portfolio Manager at SGH, Malcolm’s primary responsibilities are the analysis of trusts, portfolio modeling and currency positioning. Before joining the company as a Portfolio Administrator, Malcolm held the position of Assistant Investment Analyst at Meridian Financial – he has 13 years of investment experience in his role.

QUALIFICATIONS

B.Com Honours (Fin and Eco), CFA Charter holder

Nicole Frame
Nicole Frame Executive Assistant & Office Manager

Nicole joined SGH as Executive Assistant & Office Manager in August 2022. Prior to SGH, Nicole worked at Cooper Investors in various roles providing support to the general office, People & Culture and Executives for six years.

Tim Gough, CA, CFA
Tim Gough, CA, CFA SENIOR PORTFOLIO MANAGER - SGH Individual Portfolios

Tim joined SGH in November 2016 – bringing over 20 years industry experience. He is a Senior Portfolio Manager in SGH Individual Portfolios team. Prior to SGH, Tim was the Head of Discretionary Portfolio Management at Deutsche Bank Wealth Management in Australia where he was responsible for both client relationships and managing balanced portfolios across a number of asset classes including equities, property, fixed interest and cash.  Tim’s previous roles include Senior Investment Manager at HSBC Asset Management, Institutional Equities analyst at Macquarie Bank and consultant at a number of global financial organisations in London including Salomon Brothers and Barclays Global investors.

Qualifications

Bachelor of Commerce and is both a Chartered Accountant and CFA

 

 

Serena Govender
Serena Govender Business Development Manager

Serena joined SG Hiscock in 2023. Prior to SGH, her career journey starting at RSM, where she provided business advisory and taxation services in rural communities. Serena worked in the investment space at Wholesale Investor where she connected early-stage opportunities with high-net-worth investors and later led The Market Herald’s sales division focusing on strategic investor relation engagement. At SGH, she will oversee the abrdn suite of funds across financial advisors and key accounts nationally.

Serena holds B.Commerce (UNDA)and M.Applied Finance (UWA). She is based in our Melbourne office.

Angus Graham, OAM
Angus Graham, OAM Advisory Board - SGH Individual Portfolios

Angus joined SGH as part of the merger with DMP Asset Management in 2019. He commenced his career with McIntosh Securities in 1991. Prior to joining DMP Asset Management in 2016, Angus held several positions within ANZ Global Markets division, including Head of Money Markets for 11 years and Head of Investor Sales. In addition to his responsibilities, Angus also sat on ANZ’s Asset & Liability, Basel III, and the Pricing & Balance Sheet Committees. Angus’ previous leadership experience includes management roles and Commonwealth Bank of Australia, and CVC. Aside from his current role at SGH, Angus is the Chairman of Down Syndrome Australia and a past Director & Trustee of the Lord Mayors Charitable Foundation. In 2014, Angus received an Order of Australia for service to the Community through the Banking & Finance Sector.

Fiona Hilbert
Fiona Hilbert CLIENT LIAISON - SGH Individual Portfolios

Fiona joined SGH as part of the merger with DMP Asset Management in 2019. She commenced at DMP Asset Management in 2008 as Client Administration and Liaison Manager with responsibility for the daily administration of client portfolios. Fiona has worked in various Investment Banking and Funds Management positions with UBS, BBY and Industry Funds Management for over 30 years.

 

Rory Hunter
Rory Hunter Portfolio Manager

Rory joined SGH as part of the merger with DMP Asset Management in 2019. Prior to joining DMP in October 2016, Rory spent three years at Arjent Investment Management, a London based Investment Manager. Rory is Portfolio Manager of the SGH Medical Technology Fund and the SGH Opportunities Fund. Rory has a Bachelor of Commerce with a double-major in Finance and Economics from the University of Melbourne.

Qualifications

BCom (Economics & Finance)

 

Michael Kordick
Michael Kordick Assistant Portfolio Manager

Michael joined SGH in July 2018 as Assistant Portfolio Manager in the SGH High Conviction Fund team. Prior to this, he was a Portfolio Manager and Senior Investment Analyst at Equity Trustees, an Associate Consultant and Investment Analyst at Frontier Advisors and an Equities Analyst at Diogenes Research.  Michael has over 14 years’ of investment experience.

Qualifications

Bachelor of Commerce, Master of Applied Finance

Igor Kolevski
Igor Kolevski Senior Business Development Manager

Igor joined SGH from abrdn, where he was responsible for looking after the abrdn suite of funds across Advisors, consultants and Key Accounts nationally. With over 17 years’ experience in distribution and financial markets, Igor has held multiple Director/Senior Business Development roles across NAB Global Markets, CBA Institutional Equities, AMP Capital and Commsec.

His qualifications include B.Business (UTS) , Diploma of Financial markets , RG146.

Igor is based in Sydney.

Fiona Lamb
Fiona Lamb Business Development Executive

Fiona joined SGH in July 2022 as a Business Development Executive in the distribution team. Prior to SGH, Fiona has extensive experience in developing and managing a number of small businesses online.

Shawn Lee
Shawn Lee Portfolio Manager

Shawn Lee is the lead portfolio manager for the SGH Australian Small Companies Fund, and joined SG Hiscock in April 2023. Shawn is a generalist investor that brings more than a decade of experience covering small and mid-cap companies. Most recently, Shawn was an Investment Manager at abrdn Australia where he helped to oversee the abrdn Australian small companies fund.

Prior to joining abrdn, Shawn spent 5 years as an investment analyst at Adam Smith Asset Management and before this was a small cap sell side research analyst at CIMB Australia. Shawn also held prior roles at RBS and PwC. Shawn holds a Masters of Commerce in finance from UNSW and is a CFA Charterholder.

Shawn is based in our Sydney office.

Jane Le Roux
Jane Le Roux Senior Client Associate

Jane joined SGH in Nov 2023 and is responsible for providing support for all our clients under the abrdn funds partnership.

Jane has over 20 years’ experience in Financial Services, having joined SGH after 7 years at Magellan as a Key Account Associate within the sales team. Prior to this Jane was a Business Development Executive for Macquarie and has held roles at Pengana, Pendal and UBS.

Jane is RG146 compliant and is based in Sydney

Phillip Li
Phillip Li Assistant Portfolio Manager

Phillip Li is a former banker turned Equity Investor. His experience is in investing in Australian equities applying a quality based investment approach. He is maintaining a wide company coverage spanning large, mid, to small-caps and his current sector focus is Real Estate (lead), Healthcare, as well as Utilities.

Previously he worked for ANZ Institutional Bank, National Australia Bank and abrdn before joining SGH in April 2023.

Phillip has Bachelors of Commerce (Hons) from UNSW and he is based in our Sydney office.

Georgina Lymperis
Georgina Lymperis Senior Product Manager

Georgina joined SGH in May 2023 and has 20 years financial services experience. Georgina begun her career as Servicing Planner at the CBA before promptly moving to a Financial Adviser role. After almost 9 years of helping clients, Georgina moved into Product Management roles at Colonial First State followed by Insignia. Immediately prior to joining SGH, Georgina was at Wealth Management firm JBWere, where she held the role of Product Strategy Consultant.

At SGH, she is responsible for the Product Management and Development of SGH’s range of Unit trusts. She works closely with SGH’s distribution and Investment Team, and SGH’s partners and service providers.

Georgina is RG146 compliant and holds a Bachelor of Commerce from the University of Melbourne.

Lucinda McGrath
Lucinda McGrath Head of ESG

Lucinda joined SGH in April 2018. Her previous roles include 16 years at PricewaterhouseCoopers predominantly in Risk, Quality and Governance. Lucinda is a Member of Chartered Accountants Australia and New Zealand.

QUALIFICATIONS

Bachelor of Social Science (Information Management)

Peter Mitchell
Peter Mitchell Investment Trading Manager

Peter joined SGH in May 2020. He previously worked as a consultant to DMP Asset Management for four years prior to managing equities research at Endeavour Asset Management. Peter has over 15 years’ of investment experience including working as a fixed income trader in the London capital markets as a market maker at Barclays de Zoete Wedd, central bank sales at Long Term Credit Bank & Lehman Brothers and as a Eurobond trader at Cantor Fitzgerald.  Prior to joining SGH, Peter took a sabbatical working as the Commercial Manager (UK) and Pacific Regional Manager for the Jubilee Sailing Trust a globally unique, UN-accredited charity.

QUALIFICATIONS

Master of Business Administration (MBA) – MBS, Melbourne University
Postgraduate Diploma in Management (PDM)
Bachelor of Business

Matthew Potter
Matthew Potter Senior Investment Specialist

Matthew joined SGH in July 2019. He has over 30 years of investment market experience and is responsible for the distribution of SGH funds across NSW and QLD. Matthew joined SGH after 15 years at Macquarie Group where he was responsible for the NSW distribution of the Macquarie Professional Series suite of Global Equity Funds and Hedge Funds. Also at Macquarie, he held the positions of Associate Director and in addition to managed funds, he also promoted listed equities, unlisted infrastructure, agriculture and private equity trusts. Prior to Macquarie, Matthew worked at Platypus Asset Management.

QUALIFICATIONS

B.Bus (Accounting & Finance), Diploma Financial Planning

Daniel Shelest
Daniel Shelest Research & Consultant Relations

Daniel is responsible for managing the research house ratings process for our abrdn partnership funds and engaging institutional consultants across APAC. Daniel has over 6 years’ experience in the wealth and asset management industry in Sydney.

Daniel graduated with a BA of Business from the University of Technology, Sydney and is currently studying his CFA.

He joined in April 2023 after a successful career in abrdn and wealth management group Colonial First State.

Daniel is based in Sydney.

Nick Simpson
Nick Simpson Business Intelligence & Data Manager

Nick is responsible for all the Research house and Platform relationships for SGH. Prior to joining SGH in February 2016, Nick previously worked in the Funds Distribution team at Equity Trustees for 11 years, lectured at Xuzhou University in China and worked at Fairfax’s Business Review Weekly Magazine.

QUALIFICATIONS

M.App.Fin, B.Com (Economics) (Hons)

Sophie Smith
Sophie Smith Investment Analyst

Sophie joined SGH in June 2021 as an Investment Analyst in the Emerging Companies team, focussing specifically on the SGH Medical Technology Fund and DMP Small Companies strategies. Sophie has recently completed a Bachelor of Commerce at the University of Melbourne, majoring in Finance and Economics.

QUALIFICATIONS

Bachelor of Commerce (Finance and Economics Major)
CFA – Certificate in ESG Investing

Denitsa Stoeva
Denitsa Stoeva Marketing Manager

Denitsa has spent the last 15+ years creating and managing content in variety of formats to build relationships for organisations and elevate their brand presence. She has a Masters Degree in Social Anthropology from Sofia University and Post Graduate Certificate in Business from Canterbury University.

Denitsa has joined SG Hiscock in 2023 after a successful career in New Zealand in marketing and communications roles at Colliers and NZ Rural Leadership Trust among others.

Denitsa is based in our Melbourne office.

Hamish Tadgell
Hamish Tadgell Portfolio Manager

Hamish joined SGH in July 2015. He is Portfolio Manager of the SGH High Conviction Fund. Prior to this he worked at Goldman Sachs, where he was Chief Investment Officer – Australia for Global Investment Research. Hamish’s distinguished career in investment markets and equity research spans 24 years, during which he has held positions in both Australia and the UK at JB Were and Goldman Sachs. Previously, Hamish spent 7 years in professional services at Arthur Andersen.

QUALIFICATIONS

B.Com, CA

Sue Theckston
Sue Theckston Portfolio Administrator

Sue joined SGH as a Portfolio Administrator in 2011. Prior to SGH, Sue was at Star Track Express, where she worked in accounts receivable for nine years.

QUALIFICATIONS

Bachelor Business Fin Planning

Brent Tuckerman
Brent Tuckerman Senior Marketing Manager

Brent joined SGH in 2023 and comes with over 15 years marketing experience across the financial services sector in the UK and Australia. Brent oversees a busy team of marketing professionals who work with the distribution team and are responsible for bringing SGH’s product suite to the Australian market.  

Prior to joining SGH, Brent was B2B Marketing Manager at Aware Super.

Brent has a Diploma in Business and Bachelor of Business from Auckland University of Technology and is based in our Melbourne office.

Roger Walling
Roger Walling Portfolio Manager - ICE Investors

Roger joined ICE Investors in May 2019 – bringing 19 years’ experience in the investment industry across a broad range of investment strategies and markets, both domestic and global. Prior to joining ICE, Roger was a Senior Portfolio Manager at the Australian Foundation Investment Corporation (AFIC) in Melbourne. Before this, Roger was a shareholder and Portfolio Manager with Ralton Asset Management. His first investment role was with Cinnabar Equities, a boutique fund manager specialising in global health care.

 

QUALIFICATIONS

B Optom, MBB

Mason Willoughby-Thomas, CFA
Mason Willoughby-Thomas, CFA Portfolio Manager - ICE Investors

Mason joined ICE Investors in September 2021. Prior to joining ICE, Mason was senior co-portfolio manager of the Ausbil Investment Management small and microcap funds. He was also previously employed as portfolio manager/ senior analyst at Australian Ethical Investment and held analyst positions at ING Investment Management, ABN Amro and AMP Capital Investors.

QUALIFICATIONS

BCom(Hons), CFA