Australian Management Team

 

The Australian management team within Aberdeen Standard Investments comprises the senior executives within our organisation, who are responsible for major business areas.

 

Brett Jolie

Brett Jollie

Managing Director

Brett Jollie is the Managing Director of Aberdeen Standard Investments Australia. In this role Brett has strategic oversight (investment, distribution and operational) of the Australian business and is responsible for ensuring all business functions work effectively and cohesively in achieving the Group’s strategic goals.

Brett has over 25 years’ experience in the financial services industry. He joined Aberdeen in 2000 and has held roles in operations, product management, sales and marketing in Australia and the UK. Before joining Aberdeen, Brett worked for EquitiLink Australia, Chase Manhattan Bank and Permanent Trustee.

Brett is a member of the Financial Services Council (FSC) Funds Management Board Committee and the NSW Council of the Australian British Chamber of Commerce. Previous roles include Director of the Financial Services Council (2013 to 2020), Co-Chair of the FSC Investment Board Committee (2013-2020), and member of the FSC Standards Oversight & Disciplinary Committee (2015 – 2019).

Brett holds a Bachelor of Economics degree from Macquarie University, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma in Financial Planning, both from the Financial Services Institute of Australia (FINSIA). He is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.

Qualifications

  • Bachelor of Economics
  • Graduate Diploma in Applied Finance & Investment
  • Graduate Diploma in Financial Planning
Shauna Osullivan

Shauna Osullivan

Head of Legal

Shauna O'Sullivan is Head of Legal, Australia at Aberdeen Standard Investments. Shauna joined Aberdeen Asset Management in 2007 when it acquired Deutsche Asset Management Australia. Shauna had joined Deutsche in 1994, working in various roles across the Deutsche Group in Legal and Compliance. Prior to that, Shauna spent 18 months in the legal department of Amro Bank, five years at Mallesons Stephen Jaques and 2 years at Freshfields in Singapore.

Shauna holds a Bachelor of Laws and a Bachelor of Commerce (majoring in accounting finance and systems) from the University of New South Wales.

Allison Monahan

Allison Monahan

HR Business Partner

Allison Monahan is the HR Manager and represents the HR division in Australia. In her role Allison is responsible for partnering with the Australian business to shape a culture where the right people deliver extraordinary results, through the delivery of employee and leadership development and engagement; talent acquisition and retention; compensation and benefits; and supporting organisational transformation.

Allison joined Aberdeen Standard Investments in 2014 and has 15 years’ experience in various HR roles across different industries. She holds a Bachelor of Arts degree from the University of St. Thomas, St. Paul USA.

Rory Marsh

Rory Marsh

Business Manager

Rory Marsh is the Business Manager at Aberdeen Standard Investments in Australia and plays a leading role in the development and execution of business strategy.

Rory joined the Standard Life Aberdeen group in 2011 and has held various strategy and commercial roles across our advice, platform and investment businesses.

Rory is a member of the Institute of Chartered Accountants of Scotland and holds a BA in Philosophy, Politics and Economics from the University of Oxford.

Roneel Prasad

Roneel Prasad

Head of Compliance

Roneel Prasad is the Head of Risk & Compliance in Australia and represents the broader risk division in the Australian business. In his role Roneel is responsible for ensuring the Company is compliant with its regulatory obligations, risks are identified and controls are implemented to mitigate those risks. Roneel has over 10 years’ experience in various risk roles in ASI.

Roneel holds a BA in Accounting and Economic from The University of the South Pacific, Master of Business Law from Southern Cross University and is a member of CPA Australia.

Michelle Lopez

Michelle Lopez

Head of Australian Equities

Michelle Lopez is Head of Australian Equities on the Australian Equities Team at Aberdeen Standard Investments. Michelle joined Aberdeen Asset Management in 2004 from KPMG – Corporate Finance where she worked as an intern. Previously, Michelle worked for Watson Wyatt as a Quant Analyst.

Michelle holds a BA in Applied Finance and Commerce (Marketing) from Macquarie University, Sydney and is a CFA® charterholder.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Bill Haughey

Bill Haughey

Head of Infrastructure Investment

Bill Haughey is the Head of Investment and Asset Management at Aberdeen Standard Investments’ Sydney office. Bill is in charge of the Infrastructure Funds primary and secondary investment activity in Australia and New Zealand. His prime responsibilities involve targeting strategic investment opportunities, developing and fostering client relationships and delivering long-term stable investment returns for investors via Aberdeen Global Infrastructure Partners (I and II) Ltd.

The Aberdeen infrastructure platform consists of nine unlisted funds and AUD$7bn of institutional investment under management. The funds are managed by a recognised and experienced team based in London, Edinburgh, Paris, Madrid, Bogata and Sydney and invest in infrastructure projects underpinned by long term government contracts predominantly in social and transportation infrastructure. Bill sits on the investment committee of six of these funds which involve investment decisions on projects based across Europe, Australia and North America.

Bill has 22 years experience in the project finance marketplace. He has worked on a breadth of infrastructure projects and prior to moving to Australia in 2015, led the Infrastructure teams origination focus in the UK and Ireland. He has worked on a range of sectors including, road, rail, health, education and energy from waste. He sits on the Board of 5 Australian PPP Projects including chairperson of two.

Bill was formerly a Senior Director in Project Finance Team at Lloyds Bank, having been previously a Lead Director in Infrastructure Finance Team in Bank of Scotland. Prior to this he held various roles within the Halifax Commercial Finance Division. Bill is an FCA approved person.

Jason Nyilas

Jason Nyilas

Head of Retirement and Product Specialist

Jason has a wealth management and pensions background from his time in Australia and overseas over the course of 30 years. He has worked in industry and in professional services firms focussing on strategy, marketing, operations, M&A and digital transformation.

He leads Aberdeen Standard Investment’s retirement income expansion into Australia, focussing on working with other industry organisations to provide a fresh and forward thinking set of solutions across digital, member, adviser and investment funds.

Previously, Jason was a partner at EY in the financial services practise and IBM’s Global Pensions Leader, where he ran business and digital transformations for wealth and retirement firms in the US, the UK, Malaysia and Australia. During this time, he also ran a superannuation back office processing business for 300,000 members.

He has a BSc from the Moore School of Business at the University of South Carolina.

Andrew Kophamel

Andrew Kophamel

Head of Data Management and Performance Measurements - Asia Pacific

Andrew Kophamel has worked in Financial Services for 20 years, focusing initially on Performance, for both asset managers and service providers, and more recently broadening his expertise to include data management/reconciliation and investment operations.

He is a frequent presenter and writer, on topics such as Attribution and Active Share/Alpha Potential and won an Honorary Dietz award from the Journal of Performance Measurement for his contribution to the discussion on Risk Adjusted Attribution.

He is a CFA charterholder, holder of the Certificate in Investment Performance Measurement (CIPM), and Financial Risk Manager (FRM), and has sat on the CFA’s Global Investment Performance Standards Investment Manager Sub-Committee.

Garreth Innes

Garreth Innes

Head of Australian Fixed Income, Global Fixed Income

Garreth Innes is the Head of Australian Fixed Income, as well as being a member of the Australian Fixed Income Portfolio Management Group. In addition to managing the local team, Garreth is tasked with non-government asset allocation across domestic and global portfolios including investment grade, high yield and emerging market debt. Garreth also covers a number of corporates across the investment grade and high yield universes. He joined Aberdeen Asset Management in 2011 and brings more than a decade of financial markets experience to the team. Garreth commenced his career in corporate restructuring at Deloitte and enjoyed a stint in equities research at Morningstar prior to joining our company.

Garreth graduated with a Bachelor of Commerce in Finance and Economics from Murdoch University and Master of Finance from the University of New South Wales. He is also a CFA® charterholder.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

  • Brett Jollie

    Managing Director

    Brett Jollie is the Managing Director of Aberdeen Standard Investments Australia. In this role Brett has strategic oversight (investment, distribution and operational) of the Australian business and is responsible for ensuring all business functions work effectively and cohesively in achieving the Group’s strategic goals.

    Brett has over 25 years’ experience in the financial services industry. He joined Aberdeen in 2000 and has held roles in operations, product management, sales and marketing in Australia and the UK. Before joining Aberdeen, Brett worked for EquitiLink Australia, Chase Manhattan Bank and Permanent Trustee.

    Brett is a member of the Financial Services Council (FSC) Funds Management Board Committee and the NSW Council of the Australian British Chamber of Commerce. Previous roles include Director of the Financial Services Council (2013 to 2020), Co-Chair of the FSC Investment Board Committee (2013-2020), and member of the FSC Standards Oversight & Disciplinary Committee (2015 – 2019).

    Brett holds a Bachelor of Economics degree from Macquarie University, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma in Financial Planning, both from the Financial Services Institute of Australia (FINSIA). He is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.

    Qualifications

    • Bachelor of Economics
    • Graduate Diploma in Applied Finance & Investment
    • Graduate Diploma in Financial Planning
  • Shauna Osullivan

    Head of Legal

    Shauna O'Sullivan is Head of Legal, Australia at Aberdeen Standard Investments. Shauna joined Aberdeen Asset Management in 2007 when it acquired Deutsche Asset Management Australia. Shauna had joined Deutsche in 1994, working in various roles across the Deutsche Group in Legal and Compliance. Prior to that, Shauna spent 18 months in the legal department of Amro Bank, five years at Mallesons Stephen Jaques and 2 years at Freshfields in Singapore.

    Shauna holds a Bachelor of Laws and a Bachelor of Commerce (majoring in accounting finance and systems) from the University of New South Wales.

  • Allison Monahan

    HR Business Partner

    Allison Monahan is the HR Manager and represents the HR division in Australia. In her role Allison is responsible for partnering with the Australian business to shape a culture where the right people deliver extraordinary results, through the delivery of employee and leadership development and engagement; talent acquisition and retention; compensation and benefits; and supporting organisational transformation.

    Allison joined Aberdeen Standard Investments in 2014 and has 15 years’ experience in various HR roles across different industries. She holds a Bachelor of Arts degree from the University of St. Thomas, St. Paul USA.

  • Rory Marsh

    Business Manager

    Rory Marsh is the Business Manager at Aberdeen Standard Investments in Australia and plays a leading role in the development and execution of business strategy.

    Rory joined the Standard Life Aberdeen group in 2011 and has held various strategy and commercial roles across our advice, platform and investment businesses.

    Rory is a member of the Institute of Chartered Accountants of Scotland and holds a BA in Philosophy, Politics and Economics from the University of Oxford.

  • Roneel Prasad

    Head of Compliance

    Roneel Prasad is the Head of Risk & Compliance in Australia and represents the broader risk division in the Australian business. In his role Roneel is responsible for ensuring the Company is compliant with its regulatory obligations, risks are identified and controls are implemented to mitigate those risks. Roneel has over 10 years’ experience in various risk roles in ASI.

    Roneel holds a BA in Accounting and Economic from The University of the South Pacific, Master of Business Law from Southern Cross University and is a member of CPA Australia.

  • Michelle Lopez

    Head of Australian Equities

    Michelle Lopez is Head of Australian Equities on the Australian Equities Team at Aberdeen Standard Investments. Michelle joined Aberdeen Asset Management in 2004 from KPMG – Corporate Finance where she worked as an intern. Previously, Michelle worked for Watson Wyatt as a Quant Analyst.

    Michelle holds a BA in Applied Finance and Commerce (Marketing) from Macquarie University, Sydney and is a CFA® charterholder.

    CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

  • Bill Haughey

    Head of Infrastructure Investment

    Bill Haughey is the Head of Investment and Asset Management at Aberdeen Standard Investments’ Sydney office. Bill is in charge of the Infrastructure Funds primary and secondary investment activity in Australia and New Zealand. His prime responsibilities involve targeting strategic investment opportunities, developing and fostering client relationships and delivering long-term stable investment returns for investors via Aberdeen Global Infrastructure Partners (I and II) Ltd.

    The Aberdeen infrastructure platform consists of nine unlisted funds and AUD$7bn of institutional investment under management. The funds are managed by a recognised and experienced team based in London, Edinburgh, Paris, Madrid, Bogata and Sydney and invest in infrastructure projects underpinned by long term government contracts predominantly in social and transportation infrastructure. Bill sits on the investment committee of six of these funds which involve investment decisions on projects based across Europe, Australia and North America.

    Bill has 22 years experience in the project finance marketplace. He has worked on a breadth of infrastructure projects and prior to moving to Australia in 2015, led the Infrastructure teams origination focus in the UK and Ireland. He has worked on a range of sectors including, road, rail, health, education and energy from waste. He sits on the Board of 5 Australian PPP Projects including chairperson of two.

    Bill was formerly a Senior Director in Project Finance Team at Lloyds Bank, having been previously a Lead Director in Infrastructure Finance Team in Bank of Scotland. Prior to this he held various roles within the Halifax Commercial Finance Division. Bill is an FCA approved person.

  • Jason Nyilas

    Head of Retirement and Product Specialist

    Jason has a wealth management and pensions background from his time in Australia and overseas over the course of 30 years. He has worked in industry and in professional services firms focussing on strategy, marketing, operations, M&A and digital transformation.

    He leads Aberdeen Standard Investment’s retirement income expansion into Australia, focussing on working with other industry organisations to provide a fresh and forward thinking set of solutions across digital, member, adviser and investment funds.

    Previously, Jason was a partner at EY in the financial services practise and IBM’s Global Pensions Leader, where he ran business and digital transformations for wealth and retirement firms in the US, the UK, Malaysia and Australia. During this time, he also ran a superannuation back office processing business for 300,000 members.

    He has a BSc from the Moore School of Business at the University of South Carolina.

  • Andrew Kophamel

    Head of Data Management and Performance Measurements - Asia Pacific

    Andrew Kophamel has worked in Financial Services for 20 years, focusing initially on Performance, for both asset managers and service providers, and more recently broadening his expertise to include data management/reconciliation and investment operations.

    He is a frequent presenter and writer, on topics such as Attribution and Active Share/Alpha Potential and won an Honorary Dietz award from the Journal of Performance Measurement for his contribution to the discussion on Risk Adjusted Attribution.

    He is a CFA charterholder, holder of the Certificate in Investment Performance Measurement (CIPM), and Financial Risk Manager (FRM), and has sat on the CFA’s Global Investment Performance Standards Investment Manager Sub-Committee.

  • Garreth Innes

    Head of Australian Fixed Income, Global Fixed Income

    Garreth Innes is the Head of Australian Fixed Income, as well as being a member of the Australian Fixed Income Portfolio Management Group. In addition to managing the local team, Garreth is tasked with non-government asset allocation across domestic and global portfolios including investment grade, high yield and emerging market debt. Garreth also covers a number of corporates across the investment grade and high yield universes. He joined Aberdeen Asset Management in 2011 and brings more than a decade of financial markets experience to the team. Garreth commenced his career in corporate restructuring at Deloitte and enjoyed a stint in equities research at Morningstar prior to joining our company.

    Garreth graduated with a Bachelor of Commerce in Finance and Economics from Murdoch University and Master of Finance from the University of New South Wales. He is also a CFA® charterholder.

    CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

In addition to the above named members, a representative of both the Distribution Team and Australian Fixed Income Team also attend each meeting on a rotating basis