Investment Ratings Team
Daniel Liptak - Director Investment Ratings
- Bachelor of Science - University of Adelaide
- Bachelor of Arts (Accounting) from the University of South Australia
Daniel is a hedge fund and alternative asset specialist with 25 years of experience in risk analysis, portfolio management, investment banking and risk management with experience at DB Ag, Goldman Sachs International, UBS and at a boutique Australian hedge fund firm specialising in portfolio management.
His experience also includes establishing ZG Advisors as a specialist institutional consulting business which combined the global alternatives research and resources of Gottex Fund Management with his own Australian expertise. At Zenith Investment Partners Daniel was the head of a team responsible for hedge fund and alternative research.
Daniel holds a Bachelor of Science from University of Adelaide and Bachelor of Arts (Accounting) from the University of South Australia.
Maggie Callinan - Director Investment Ratings
- Bachelor of Economics (Econometrics) - Macquarie University
- Certified Investment Management Analyst (CIMA)
Maggie Callinan is a Sydney based investment analyst with over 20 years experience in wealth management research. She has extensive experience in strategic asset allocation, portfolio construction, managing model portfolios and researching investment funds and ETFs.
Most recently Maggie has served as the CIO of an Australian based digital wealth strategy, overseeing development of risk profiling, strategic asset allocation, portfolio construction and adviser license compliance.
Prior to her work with digital wealth solutions, Maggie worked at Perpetual Private as Head of Investment Research (5 years) and was Head of Research for INGA’s Financial Facts (ANZ Wealth Management) research capability (12 years). The research team provided full tailored research for three to five dealer groups comprising 1,600 advisers. Maggie holds a Bachelor of Economics (Econometrics) degree from Macquarie University and the Certified Investment Management Analyst (CIMA) qualification.
Martin Summons – Research Editor
- Bachelor of Arts - Swinburne University
- Diploma of Investor Relations - AIRA (Melbourne Business School).
Martin is a communication professional and strategic planner with an established record in corporate affairs and issues management and financial journalism. He is a former Senior Consultant with Cannings Corporate Communications.
Martin's previous investment market roles include as research editor with ANZ McCaughan Securities, Salomon Smith Barney and HSBC Securities Australia; and as a financial journalist and columnist for The Australian and Australian Business magazine. He was also a guest commentator on "Lawyers, Guns & Money" on Radio 3AW. Martin holds a Bachelor of Arts from Swinburne University and has a Diploma of Investor Relations from AIRA (Melbourne Business School).
Simon Ibbetson – Independent Member, Investment Rating Committee
- Bachelor of Arts (Philosophy) - University of Leeds
Simon is a Sydney based experienced investment markets professional with expertise in manager research, asset allocation, manager selection and product design. He is a Director of Eternal Wealth Group.
Over the past 20 years Simon has offered financial advice to insurance companies, institutional investors, superannuation and pension funds, financial planner dealer groups and fund managers. His previous experience includes as Head of Investment Consulting at Standard & Poor’s and Head of Consulting at Aon Consulting. Simon holds a Bachelor of Arts (Philosophy) from the University of Leeds.
Bonnie Hill - Director, Client Relations
- Diploma of Financial Services (Advanced)
Bonnie has been involved in the funds management industry for 16 years focusing on Financial Planning and Funds distribution. Her expertise lies in management of Corporate Superannuation Funds and she has been the Director of a specialist corporate superannuation advisory firm since 2009.
Over the past ten years, Bonnie has been involved in the model portfolio implementation and strategic allocation of funds for large corporate superannuation funds, and Independent Financial Advisors’ clients. She has also provided B2B distribution services for fund managers in the alternatives space. Bonnie has previously held business developments roles at ING Australia and Russell Investment Group.
Bonnie’s family has an orphanage in Sumatra, Indonesia, and her passion is building the orphanage to see children’s lives changed for the better.