Investing can be complicated, challenging and daunting for every day consumers. CAREphilosophy® embodies the principle of ‘simply sophisticated’ and supports outcome-based advice that looks to get clients to their goals by focusing on the key drivers of performance and removing or minimising the key detractors of performance.
The unique value of CAREphilosophy® lies within our strong focus in creating an investment strategy that aims to minimise the impact of poor investor behaviours while maximising the opportunity for clients to achieve their long-term financial objectives.
The Investment Team consists of skilled investment experts who have in-depth knowledge in investment markets and portfolio management, leading academics who hold strong research focus of financial markets and behavioural science, and highly-regarded professionals who have been practising in the financial planning industry for more than 30 years.
Highlights
About Emmanuel
Emmanuel has over 30 years in investment and financial markets experience primarily in funds management and investment research. He has in-depth knowledge of investment market operations across all asset classes including equities, fixed interest, property, alternative assets and cash.
His previous roles included Chief Investment Officer (CIO) of OptiMix, the multi manager unit of ANZ/ OnePath, previously ING Investment Management. He held the CIO role between 1995 and 2013 where his responsibilities included manager selection, macro-economic analysis and implementation, asset allocation, risk management, investment committee policy formulation, business development and business management.
Prior to 1995, Emmanuel held various roles at OptiMix, Sydney Futures Exchange, Devon Systems (a Sun Gard company), Australian Gilt Securities, Bankers Trust Australia and Kellogg Australia. These roles focused on funds management, macro-economic analysis, fixed interest, futures trading and dealing.
Mr. Calligeris holds Bachelor of Economics, Masters of Banking and Finance.
Highlights
About Dr Mark
Dr Mark Brimble is Dean (Learning and Teaching) and a Professor (Finance) in the Department of Accounting, Finance and Economics in the Griffith Business School. He has a PhD on capital markets and has active research interests in financial markets, sustainable finance, personal finance and finance education, with publications in various national and international journals including Accounting and Finance, Corporate Governance: An International Perspective, Housing Theory and Society, Australian Tax Forum and Higher Education Research and Development.
Professor Brimble is a Commonwealth Office for Learning and Teaching National Fellow and is the recipient of numerous teaching and learning grants, citations and awards, including leading the team that won the 2010 Business and Higher Education Round Table award for the best higher education and training collaboration and achieved platinum in two categories in the 2017 Learn X Awards. Mark was awarded Australian Teaching and Learning Council Citations in 2011 and 2016, and an Australian Award for Teaching Excellence in 2016.
Dr Brimble is a Fellow CPA, a Fellow of the Finsia, a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors. Mark was a foundation member of the Financial Planning Education Council and Chair from 2012-2017. He was also the Founding Co-Chair of the Financial Planning Academics Forum and is the Co-Founding Editor of the Financial Planning Research Journal. Mark is also a Director of the Financial Adviser, Standards and Ethics Authority.
Highlights
About Grahame
Grahame Evans has been extensively involved with the financial services industry for over 30 years.
He has held a variety of board positions including Chairman of Australian, Canadian, Singaporean & Chinese investment & advice businesses and also as a director of Malaysian and New Zealand companies. He is a regular speaker at conferences both in Australia and overseas and holds an MBA from the prestigious Australian Graduate School of Management, voted in the top 10 management schools in the Asian region. Grahame’s executive roles have included CEO Investments for Tower Australia, Managing Director for AMP Consulting and Group Managing Director of Centrepoint Wealth.
He is currently the Managing Director of Easton Investments and Chairman & NED of DomaCom Limited.
Highlights
About Rob
Rob had more than 20 years’ experience in some of Australia’s leading financial institutions before launching his own successful practice in 2003 in Noosa Heads on Queensland’s Sunshine Coast.
Rob has been using the CARE investment philosophy for over 15 years and had helped him in managing clients’ investments through the Global Financial Crisis. Through his own practice, Rob recognised a need to give clients aged 35 to 50, who are considered to be in an ‘accumulation’ phase of their financial life, a simple, structured and successful way of building wealth for retirement. From here he created Pathway to Wealth – the simple steps to financial success. The program achieved recognition as a 2009 Finalist of the Asset Innovation Awards hosted by the Australian Financial Review.
Rob’s achievements in the financial industry and also as a business strategist have been recognised through a number of awards, including most recently Financial Planner of the Year, 2010 and national Top Producer in 2011 for his previous dealer group. In November 2011, he was runner up in the Money Management Financial Planner of the Year awards, announced at the FPA Annual Conference.
