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.
Dragana Timotijevic - Director Investment Ratings
- Graduate Diploma in Applied Finance and Investment - Finsia
- Masters Degree: Statistical Information Systems - University of Belgrade
- Bachelor of Economics - University of Belgrade
Dragana Timotijevic has over 25 years’ investment experience in manager research, investment strategy and portfolio construction. She has worked for both global (Mercer, Deutsche Asset Management) and boutique firms (vanEyk Research) servicing institutional and retail clients. She has designed investments strategies for both single and multi asset portfolio and has deep knowledge of both alternative and mainstream asset classes.
Dragana’s executive experience includes over eight years with Mercer Investments as Head of Alternatives and CIO/Head of Research at Select Investment Partners.
- Bachelor of Commerce and Bachelor of Economics (Honours) - University of Queensland
Tara Bell resides in Noosa, Queensland.
Tara has worked in the finance industry in Sydney and Melbourne for over 20 years. Her experience encompasses both analytical and business development roles: from Head of Equities - Managed Fund Research, to Investment Director for global companies, and most recently with Standard & Poor's and Bennelong.
Tara sits on several investment committees, regularly partaking in decisions involving portfolio construction and manager selection.
Tara is also the joint CEO of not-for-profit, Noosa Chances, which provides education scholarship for talented and motivated young people that face financial barriers.
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.