Investment Ratings Team
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.
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.
Emily Jones - Client Relations Officer
- Bachelor of Arts (Linguistics) - University of Melbourne
- Master of Communications with Distinction - RMIT Melbourne
Emily has a background in communications and customer relations. Her expertise and passion lies in written and digital communication. Emily is passionate
about the customer or client experience and making sure that communication and messages are clear and appropriate to ensure a good relationship.
For the past two years, Emily has been managing her own small communications business, offering a range of written and digital services to her clients. Her diverse work experience and client base has seen her work with clients across the industries of financial services, funds management, retail, education, and healthcare.
Outside of her work, Emily has a keen passion for photography, helping capture emotion and preserve memories.