BEc, MCom, MBA, FCA, FAICD
Phil provides overall leadership and strategic direction to the company including acting as a direct liaison between the Board and the senior management team.
Prior to Australian Ethical he was a senior Executive with Perpetual Limited. He is a Director of the Responsible Investment Association of Australia and the Planet Ark Environmental Foundation. He is Chairman of Climate Change Think Tank, a climate change research organisation.
David is responsible for ensuring the effective management of all investment aspects of the company. David has 18 years’ experience in the investment industry with previous roles at Macquarie Securities, Credit Suisse Asset Management, Mellon and Mercer.
B Bus, CA, GAICD
Mark is responsible for finance, fund accounting and administration. Mark has more than 25 years’ experience in financial services, having previously held senior roles within Australian Ethical, Challenger, Perpetual, Tyndall and KPMG.
Allyson oversees a range of customer-focused activities in the company, including client services, sales, marketing, brand management and communications. She has held roles with NAB Wealth (MLC), InvestSmart, Bell Direct, Zurich Financial Services, St. George Wealth and BT Financial Group.
BSc (Hons), ACA (ICAEW), GAICD
Karen is responsible for the Risk Management Framework at Australian Ethical. Karen has over 25 years experience in risk and compliance with previous roles at StatePlus, Tyndall, Jardine Fleming and PriceWaterhouse.
BA, LLB, MBA, FGIA, GDACG
Tom oversees the company’s governance including company secretarial and legal functions to ensure that the Group meets its regulatory obligations. Tom has over 25 years legal experience in Australia, Asia and Europe.
BA, LLB, MLitt, PhD
Stuart evaluates the impacts which companies’ products, services and operations have on people, animals and the environment. He also contributes to our voice for more sustainable business and investment models and practices. Stuart has previously worked with St James Ethics Centre and as a banker and lawyer.
Fiona ensures effective delivery of People & Culture initiatives to build an engaging and inspiring workplace aligned with our purpose and values. She has previously held roles with State Street Australia, Commonwealth Bank, Pioneer Investments in Australia and Europe.