We connect financial advisers, fund managers, super funds and individuals with the tools, data and thought leadership to make better investment decisions, grow their funds, engage better with members, and meet their best interest obligations.
We build real relationships with our clients to help them be better at what they do
Award winning research
Our investment research and tools are recognised as the best in the market
Our insights are backed by our team’s depth of knowledge and wealth of industry experience
We provide high-conviction, actionable insights that add real value to your investment decisions
Our values are an essential part of who we are, and inform our vision as a business as well as how we work with our clients and each other. We believe strongly in responsible action, supporting the integrity of the financial services industry, and maintaining the highest standards of professional and ethical conduct.
We never compromise on quality or objectiveness to deliver trusted, high conviction insights
We stand behind our promises and always do the right thing by our people and client
Our culture puts the client at the core and focuses on helping then achieve their goals
We anticipate market needs and opportunities and develop contemporary solutions
We build great relationships and work in partnership with our clients and colleagues
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, Lonsec Group
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 & Chief Investment Officer, Lonsec Investment Solutions
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
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, Lonsec Group
Rob is responsible for the Sales, Marketing and Client Services functions at Lonsec. He strongly believes that effective integration of the 3 functions is must for both sourcing new clients and more importantly looking after those clients that the company already has. The effective use of systems as well as employing and retaining people with service mentality is key to this successful outcome. Rob joined Lonsec in late 2018, following 7 years with Clime Asset Management, where he was most recently Chief Operating Officer. Rob has over 30 years’ experience in sales and marketing, across a range of industries, including the entertainment business, where he previously ran the International Direct Marketing business for Time Warner, up to and through the purchase by private equity group Ripplewood Holdings. Rob is well known in the marketing community within Australia and has sat on the board of the Australian Direct Marketing Association. He was awarded the title of Australian Direct Marketer of the Year in 2004.
Benjamin Elsworth | Chief Technology Officer, Lonsec Group
MBA (Sec Mgt), GCert Risk Mgt, BA.
Benjamin is a Technology and Product strategist with an extensive career in consulting, finance, banking, and data, spanning across Australia, the United States, Germany, and Switzerland. He specialises in market-focused, data driven products, and process automation. Since 2009, much of Benjamin’s focus has been on introducing new products and companies to multinational markets utilising distributed teams. Benjamin believes in people-centric leadership and aligning personal and corporate aspirations. His extra-curricular research centres around applications of the Quality Teaching Framework and the importance of meta language in a corporate leadership paradigm.
Amanda Smerdon | Chief Financial Officer, Lonsec Group
Michael Kloeckner | Western Australia, ACT, NSW & Metropolitan Sydney
M: +61 488 188 309
Chris Schroder | Tasmania, SE Victoria, Metropolitan Melbourne
M: +61 423 736 705
Jeremy Weber | South Australia, Regional VIC & Metropolitan Melbourne
M: +61 410 609 277
Tony Nejasmic | Head of Wealth Management Sales
M: +61 404 873 742
Tom Akay | Fund Managers
M: +61 437 418 477
Phillip Hunt | Super Funds
M: + 61 404 846 366
Luke Guns | Super Funds
M: + 61 408 155 505
It was evident to us that SuperRatings have market leading insights when it comes to the superannuation industry in Australia, and we would recommend them to any Fund considering undertaking a strategic review.
Fabian RossCEO - WA Super
The Lonsec managed portfolios have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.
Peter HastieStinson Hastie & Co
We use Lonsec’s expertise in our Investment Committee to drive our SMA portfolios. Importantly, the Lonsec team are great to work with. We have found that our relationship with Lonsec is based on trust and a collaborative, team approach to doing business.
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