Lonsec   ⟩   About Us   ⟩   Meet the Team

Executive Team

Jeff Bresnahan|Chairman, Lonsec Group

M.B.A, FAICD

With over 38 years’ experience in the superannuation industry, Jeff has seen enormous change during this time. After more than 15 years working for and ultimately managing a number of superannuation administration and consulting firms, he co-founded The Australian Superannuation Group (TASG) in 1995. The firm rapidly grew to become the fifth largest consulting/administration house in Australia. He sold the business in April 2000. Since founding SuperRatings in 2002, the company quickly became recognised as the leading source of information and advice within the industry and remains in that position over 15 years later. During his career, Jeff has worked with Government Departments, associations, public and private companies both internationally and locally, as well as more than 80% of the top 50 superannuation funds in Australia. Jeff has been regularly sought out and quoted by the following media outlets: National Nine News; Today on Nine; Seven News; Sunrise on Seven; Ten News; ABC News; Four Corners; Sky Business News; Bloomberg; CNBC; Australian Financial Review; ABC Radio; 2UE; 2GB; 3AW; and most major newspaper, industry and online publications. Jeff holds a Masters Degree in Business Administration and is also a Fellow of the Australian Institute of Company Directors. He is also regularly asked to address the Trustee Boards of many of Australia’s largest superannuation funds.

Charlie Haynes|Chief Executive Officer

MBA, BA (Hons), Adv Dip FS (FP) Charlie has a long and distinguished career in the finance industry, including exposure to systems, project management and management consultancy before co-founding Paragem in 2005. The Paragem businesses comprising Paragem Pty Ltd, a highly ethical and professional licensee for independently-minded, professional advice business, and Paragem Dealer Services, a leader in the provision of licensee support services to third party AFSL holders, were successfully sold to HUB24 and Netwealth respectively. Paragem was a client of Lonsec Research from inception and an early adopter of professionally managed portfolios and SMAs, allowing advisers and their clients to benefit from the expertise and resources of the leading research houses on a continuous basis, while enabling advisers to offer more efficient, systematised and less dependent service offerings. Prior to establishing Paragem Charlie was the Managing Director of FIS-AU, a funds management and life insurance software business, headed up the Financial Services and Wealth Management divisions of WorldGroup Consulting, and previously worked for Bankers Trust Australia. Charlie was also the Managing Director of Implemented Portfolios, an Individually Managed Account portfolio construction and investment management business. Charlie has a successful track record in developing conceptual business propositions, defining and leading strategic business initiatives, and operational improvement through business process re-engineering and technology implementation. Charlie holds a Masters Degree in Business Administration, a Bachelor of Arts (Honours) degree in Systems Analysis and an Advanced Diploma of Financial Services (Financial Planning).

Libby Newman|Executive Director, Lonsec Research

Libby leads the Manager Research team of more than 25 analysts who collectively cover a diverse range of unlisted and listed managed funds spanning global and domestic equities, fixed interest, infrastructure, property, alternatives and multi-asset strategies. Prior to her appointment to this role in January 2018, Libby was General Manager, Income and Multi-Asset. Libby has more than 25 years experience in funds management and fund research and has been involved in research of fixed income and multi-asset funds since joining Lonsec in 2007 with primary focus on fixed income. Libby also serves on the Lonsec Investment Committee and Manager Selection Committee which meet quarterly to consider asset allocation and manager selection in model portfolios. Prior to Lonsec, Libby spent 10 years as part of the fixed interest team managing Suncorp’s insurance mandates. She also has experience in middle office, operations and investment performance systems testing and risk management at Abbey National (London), DST International (London) and boutique credit arbitrage manager Artesian (Melbourne).

Lukasz de Pourbaix|Executive Director, Lonsec Investment Solutions

BCom, CIMA Lukasz leads the Lonsec Investment Solutions Pty Ltd (LIS) business. LIS harnesses Lonsec's broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also chair of Lonsec's Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees. Prior taking the CIO role Lukasz was Lonsec's General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions. Lukasz has over 18 year's industry experience commencing his research career at ING Australia where he was Research Manager. Prior ING he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. Lukasz is currently on the board of the Investment Management Consultants Association (IMCA).

Kirby Rappell|Executive Director, SuperRatings

BCom, CFA Kirby was appointed Chief Executive Officer of SuperRatings in October 2017 and is responsible for setting SuperRatings strategy and ensuring we continue to provide the best possible Ratings, Research, Consulting and insights to our clients. He has worked to build a strong relationship with funds, service providers and key industry stakeholders to ensure we have a strong understanding of the market, and communicating back to the market where opportunities for uplift in value for super fund members exist. Kirby has been with SuperRatings since 2008. During his time at SuperRatings, Kirby has work as a Quantitative Analyst before becoming responsible for our Research team in 2011. Kirby has a Bachelor of Commerce from the University of Sydney (Finance and Accounting) and is a CFA Charterholder

Rob Hardy|Executive Director, Sales & Marketing

Steven Evans|Chief Financial Officer, Lonsec Group

Having joined Lonsec in June 2017, Steven brings with over 20 years of Senior Finance leadership experience across a variety of industries (including Professional Services, Retail and Health Care) and different organisation types (including JSE-listed, multi-nationals and private-equity owned). Leading the Finance function across the Lonsec Group, Steven’s focus is on developing both Team and Systems whilst ensuring strong business partnering between the Finance team and the business operations. Steven earned his Bachelor in Accounting at the University of Natal in South Africa, before qualifying as a Chartered Accountant with Price Waterhouse. He is a member of Chartered Accountants Australia & New Zealand, the South African Institute of Charted Accountants and the Australian Institute of Directors.

Jane Holmes|Chief Technology Officer

Jane joined Lonsec in February 2018, and brings over 30 years of data and technology experience from the financial services industry. Her focus is understanding how data and technology can be aligned with an organisation’s business imperatives to create enhanced value. Her management style is to structure her team so that individuals are clear on their responsibilities and are empowered to deliver to meet the company’s objectives. Jane previously worked for Dun and Bradstreet as Director of IT for Asia Pacific and as Head of Technology, Data and Product for the Australian/New Zealand operation.

National Sales Team

Chris Schroder|Tasmania, SE Victoria, Metropolitan Melbourne

E: Chris.Schroder@lonsec.com.au T: 1300 826 395

Greg Schapkaitz|SE Queensland, S New South Wales, ACT & Metropolitan Sydney

E: Greg.Schapkaitz@lonsec.com.au T: 1300 826 395

Jasmine Miller|WA, N New South Wales & Metropolitan Sydney

E: Jasmine.Miller@lonsec.com.au T: 1300 826 395

Damien Casey|N Queensland, W New South Wales & Metropolitan Sydney

E: Damien.Casey@lonsec.com.au T: 1300 826 395

Tom Akay|Fund Managers

E: Tom.Akay@lonsec.com.au T: 1300 826 395

Jeremy Weber|

E: Jeremy.Weber@lonsec.com.au T: 1300 826 395

Phillip Hunt|Super Funds

E: Phillip.Hunt@lonsec.com.au T: 1300 826 395