Investment Committee

The Investment Committee meets weekly to review macro-economic conditions, asset allocation settings and individual company news.

Utilising a unique "Broker Panel" research tool, independent research from Morningstar as well as regular visits from professional economists and fund managers, the committee has developed a robust model that ensures ongoing, active management.

The committee members include:

Bernard Schortinghuis
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Julia Schortinghuis
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Travis Edwards
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Donelle Parkin
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Joshua Stone

Christian Carter (Bell Potter Securities)

Naomi Mee-Martino (Bastion Financial Group)

David Benney (Bastion Financial Group)