Combining the right mix of expertise and know-how, Adrian is in tune with our clients' needs to ensure debt solutions represent the perfect fit.

A partner in Strategic Wealth, Adrian uses his 20 years of financial planning experience to help clients achieve their financial goals.

Adrian has completed a Bachelor of Business in Financial Planning and is a Certified Financial Planner.

Chad joined the firm in 2017 prior to the acquisition by Global X and is responsible for coverage of superannuation firms, private banks, fund managers, and asset consultants.

He previously worked at ANZ ETFS as a Business Development Manager.

Chad holds a Bachelor of Economics and a Bachelor of International Relations from Macquarie University.

Chris Worthington is the Head of the Quant and Risk team at JANA. He oversees portfolio risk modelling, quantitative analysis, and the construction of JANA’s Capital Market Assumptions.

Chris brings deep expertise in market trends and risk analysis, providing clients with insights on the key themes shaping global markets.

Prior to joining JANA, he was a part of the Asset Allocation team at the New Zealand Superannuation fund, with responsibilities across reference portfolio design, the capital allocation process (risk-budgeting), and liquidity risk modelling. 

Chris holds a Bachelor of Commerce and Administration (Honours) in Finance and a Graduate Diploma in Economics, both from Victoria University of Wellington. He is a CFA Charterholder.

Deanne joined Lonsec Investment Solutions (now Evidentia) as Portfolio Manager in late 2019 and is responsible for the management of Lonsec’s multi-asset & retirement portfolios.

Deanne was with the Lonsec Group since July 2007 and holds over 20 years’ experience in managed funds research and portfolio management.

Prior to joining LIS, Deanne was Co-Head of Manager Research at Lonsec, responsible for the quality and suitability of Lonsec’s managed funds research and overseeing an award-winning team of analysts.

Deanne is a member of the Asset Allocation and Manager Selection Committees.

In prior roles Deanne spent 7 years with Invesco (and its predecessor, County Investment Management) where she worked as an Investment Analyst and later, Assistant Investment Manager for multi-asset class and structured portfolios.

Deanne has also previously held roles at Barclays Stockbrokers and Legal & General Investment Management in the UK.

Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank in South Africa.

In 2003 Kieran joined Centric (Wealth), which was at the time a wealth management firm. Kieran’s roles included Head of Lending, Head of Treasury Services and subsequently Head of Products and Services.

As a result of Findex’s 2014 acquisition of Centric Wealth, Kieran joined the Findex Group Executive Team as Chief Investment Officer. Kieran’s team manages over $17.5B in Findex Group FUA including more than $10B in the Findex Managed Discretionary Accounts.

Since its inception in 2019, Kieran has been instrumental in assisting with the launch and development of Centric as an Investment Platform.

Today, Kieran is the Chief Investment Officer for Centric, the Vice Chair of the Findex Investment Committee, Chair of the Centric Investment Committee and he also holds a number of responsible manager and board positions within the Findex Group.

Marissa joined the World Gold Council in 2024 and works in the Research team as Senior Research Lead, APAC.

She previously held position with Preqin where she led the development and implementation of research initiatives for private market investments for the APAC region. 

Previously, she worked for Thomson Reuters and Mizuho Financial Group.

Marissa has a Bachelor's degree in Economics from the National University of Singapore.

Ned Bell is Chief Investment Officer, Portfolio Manager and shareholder at Bell Asset Management. He has 27 years of experience in the investment industry researching and managing global, international and regional equity strategies across differing market cycles.

Ned first gained his stock selection and portfolio construction skills while working for Loomis Sayles and Co in 1997, working in cities across the US, Boston, Massachusetts, San Francisco, California and Washington DC.

He is primarily responsible for the overall return outcomes of client portfolios and providing investment leadership. In addition to Ned’s portfolio management duties, he has primary research coverage responsibilities for Materials and Telecommunications sectors and secondary responsibilities over Industrials and Health Care sector stocks.

He is also responsible for recruiting talent, organising, mentoring and imbuing the investment team in the firm’s way of managing assets.

Ned joined the firm in November 2000, taking over sole responsibility for managing all equity portfolios in 2003.

This included the formulation and design of the Investment Philosophy as well as the Investment Style based on the premise that a portfolio of very high-quality businesses will deliver above average returns over the medium to long term – ‘Quality at a Reasonable Price’. Ned introduced, and with his colleagues, developed and refined the investment process to ensure client portfolios demonstrate desirable investment characteristics relative to the benchmark.

Earlier roles include working for Bell Commodities as a futures dealer on the trading floor of the Sydney Futures Exchange.

Ned obtained his Bachelor of Commerce (Accounting and Finance) degree from Bond University in December 1995.