Our Investment Team

Darren is an experienced multi-asset portfolio manager and brings specialist knowledge in portfolio construction, investment strategy, asset allocation, and risk management. He has held roles in funds management and asset consulting over the past 19 years.

Prior to joining Evidentia Darren was Head of Portfolio Management at AMP Capital where he led a team of portfolio managers and analysts responsible for AMP’s range of multi-asset funds including super, pension, goals based, insurance-linked and passive portfolios totalling $80 billion FUM.

Darren also headed the research and development program of the AMP Capital Multi-Asset Group and oversaw portfolio construction, asset allocation and implementation across the group’s set of multi-asset funds.

Prior to joining AMP, Darren was Portfolio Manager for Perpetual’s Diversified Strategies team where he was responsible for a range of multi-asset funds. Mr Beesley has also worked as portfolio manager and dealer at Ankura Capital (quantitative Australian equities), and as an investment analyst at Willis Towers Watson.

Darren is Chief Investment Officer and a Partner at Evidentia. In this role he has responsibility for the Multi Asset component of the investment management function including capital markets research, and asset allocation. He is also the portfolio manager of the Evidentia multi asset portfolios.

Darren is qualified as a Fellow of the Actuaries Institute of Australia (FIAA) and sits on the Actuaries Institute Retirement Income Working Group. He completed a Commerce Degree at UNSW majoring in finance and actuarial studies and was awarded the UNSW Co-op Scholarship in actuarial studies.

Nathan Lim is the Chief Investment Strategist at Evidentia Group, part of the Generation Development Group. He is responsible for building and managing Evidentia Group’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. He was previously with Morgan Stanley Wealth Management from 2016 to 2023, holding senior roles in Sydney and Hong Kong, where he developed their multi-asset investment approach, which was recognised by the Institute of Managed Account Professionals as the winner in the 2021 Multi-Asset and Licensee Managed Account categories. Before Morgan Stanley, Nathan was with Australian Ethical Investment, managing the Australian Ethical International Shares Fund, which won the Best International Equities Award from the Australian Fund Manager Foundation in 2014. He started his career in 1995 and has extensive experience in asset management, research and stockbroking that has taken him across Asia, North America, the Middle East and Australia. Nathan is a frequent speaker and writer on global market issues, has a Bachelor of Commerce from the University of British Columbia, is an Honorary Adjunct Professor with the University of Technology Sydney Business School and is a CFA® charter holder.

Chris is the General Manager at Implemented Portfolios, where he leads the team responsible for client portfolio implementation and asset custody. With more than 17 years’ experience in the delivery of Individually Managed Accounts, he brings extensive expertise in managing portfolios across multiple asset classes and structures globally.

Prior to joining Implemented Portfolios, Chris held a variety of positions within financial markets, ranging from equities and derivatives dealing to providing investment advice for high-net-worth and wholesale clients.

Deanne joined Lonsec Investment Solutions’ (LIS) in 2020 and is responsible for the LIS Multi-Asset, Retirement, and Sustainable Managed Portfolios. She brings over 25 years of experience in managed funds research and portfolio management.

Prior to joining LIS, Deanne spent 13 years at Lonsec, holding a number of senior roles including Co-Head of Managed Funds Research within the Lonsec Research team. In that role, she led the evaluation of managed investment strategies and contributed to the development of the firm’s research capabilities.

Deanne previously spent 7 years at Invesco (formerly County Investment Management), where she worked as an Investment Analyst and later as an Assistant Investment Manager, focusing on multi-asset and structured portfolios. She also held earlier roles at Barclays Stockbrokers and Legal & General Investment Management in the UK.

Deanne holds a Bachelor of Commerce (First Class Honours) in Economics and a Certificate in Applied Responsible Investment from the PRI Academy.

Dr Anthony Corr is Head of Asset Allocation Research at Evidentia Group and a member of the Investment Committee. Anthony is one of the leading investment professionals in the Australian market and has over 26 years of experience in investment research and management, having held leadership roles at GMO, Redpoint, and Continuum.

Before joining Evidentia, he was the Head of Research at Redpoint, a quantitative global equities manager, from 2013 until 2022. Prior to Redpoint, he founded Continuum Capital, a boutique quantitative investment manager, which merged with Redpoint in 2013. Before founding Continuum, he was the Head of Australian Equities Research at Boston-based GMO, a leading global equity and multi-asset manager, from 1997 to 2007. During this period, he also spent a number of years as the portfolio manager of the GMO Australian Equities fund.

Anthony is an expert at developing global and domestic equities quantitative investment processes, including signal development, strategy design and backtesting, portfolio management tools, attribution, and more recently he has had a focus on research and portfolio construction enhancements. He has developed and implemented a range of financial theories into portfolios including: valuation of intangibles, inflation accounting, prospect theory, accruals manipulation, ambiguity aversion and behavioural herding.

He has also implemented a range of mathematical modelling techniques including Machine Learning (regression/discriminant based), Bayesian methods, Monte-Carlo & Bootstrapping, and Natural Language Processing. He possesses strong programming skills in Matlab, T-SQL, Python, Java & R.

Anthony has a PhD in Finance from the University of NSW and a Bachelor of Science with First Class Honours in Mathematical  Statistics from UTS. He was also an adjunct lecturer in Risk and Portfolio Construction at Macquarie University.

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Leigh is Head of Australian Equities and a founding partner of Evidentia. In this role Leigh leads the Evidentia Australian Equities business and has portfolio management responsibility for the two direct Australian equities portfolios. Leigh is also a member of the Investment Committee. 

Leigh has broad based experience within the financial services industry spanning 31 years, including more than 26 years focused on Australian equities and in excess of 16 year in senior portfolio management roles within leading funds management businesses.

Prior to joining Evidentia, Leigh was a Co-Founder, Executive Director and Portfolio Manager at Fairview Equity Partners, a boutique Australian smaller companies fund founded in 2008.

He was previously a Senior Investment Manager at Goldman Sachs Asset Management for approximately 5 years, with broad based stock responsibility across a number of sectors. 

This transition into funds management followed a successful career as a Senior Equities Research Analyst at JBWere & Son, specialising in the Banking & Finance sector, where the team was consistently highly rated amongst institutional and retail clients. 

Prior to entering the investment markets, Leigh was a Chartered Accountant with PwC across both the Audit and Corporate Finance divisions. 

Leigh holds a bachelor of Business (Accounting) from Deakin University and a Graduate Diploma in Applied and Investment (Securities Institute of Australia).

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Jo Cornwell is Head of Manager Research at Evidentia Group and a member of the Investment Committee. Jo has extensive experience in manager research, selection & analysis and portfolio construction. Jo also has significant experience and skills in researching and analysing ESG risks and opportunities as part of the investment process. She has held roles in portfolio management and asset consulting over the past 20 years.

Prior to joining Evidentia, Jo was Portfolio Manager for Growth Assets at Aware Super. At Aware Super, Jo was responsible for $70bn in assets spanning Australian and Global Equities investments. Jo oversaw manager research, manager selection, portfolio construction, implementation, and portfolio performance across Aware’s set of listed equity portfolios.

Prior to joining Aware, Jo was an Investment Professional at StatePlus where she was responsible for the investments underlying their range of retirement products. Jo has also previously worked as an Investment Consultant at Mercer both in the UK and Australia.

Jo is qualified as a CFA Charterholder and holds a BSc in Economics from the University of Nottingham in the UK.

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Pierre-Hedzer is Head of Quantitative Investments at Evidentia Group, overseeing the development of quantitative investment models and systematic tools to support the portfolio construction process.

Prior to joining Evidentia, Pierre-Hedzer was Head of Quantitative Research at AMP Capital where he was responsible for the Multi-Asset approach to quantitative research, risk management and subsequent integration into the portfolio construction process. He was also responsible for the production and systematisation of the investment processes and co-managed a tactical asset allocation derivatives overlay implemented across diversified funds.

He started his career as structured products portfolio manager assistant within Amundi Investment Solutions in Paris and then joined Societe Generale in Hong-Kong as fixed income and currencies trading analyst. Prior to joining AMP Capital, he worked as quantitative analyst for a boutique fund manager in Sydney focusing on absolute return strategies.

Pierre-Hedzer holds a bachelor’s degree in mathematics and physics, a Master of Engineering in Quantitative Finance and Programming, and a Master of Science in Management majoring in Finance from French leading universities.

Chris is an Investment Management veteran who brings over 30 years of experience in the day-to-day portfolio management including asset allocation, portfolio modelling, trading and investment risk and analytics.
As Head of Portfolio and Risk Management Chris is responsible for advancing Evidentia’s investment operations by leading the integration of performance and investment risk analytics into daily portfolio management. Chris is also focused on strengthening portfolio oversight, dynamic asset allocation, and data-driven decision-making processes. Chris is also a member of Evidentia and Implemented Portfolios Investment Committees.

Chris was formerly Investment Director at CFSGAM providing institutional representation of equity investment processes and capabilities. In addition to this Chris has extensive international investment experience including Senior Portfolio Manager Quantitative Equites at SSGA and Senior Quantitative Analyst at Schroders. This included membership of the Schroders Australian Asset Allocation Committee and designing and building of asset allocation and risk models to support investment decisions.

Chris has a Bachelor of Business from Massey University and a Masters in Management from Macquarie Graduate School. Chris continued his studies recently completing a Diploma in Data Science through John Hopkins University.

Dan is responsible for managing Lonsec Investment Solutions’ multi-billion-dollar suite of Listed Managed Accounts and award-winning Australian Equity SMAs. He also contributes to broader investment governance as a member of Evidentia Private’s Asset Allocation, Manager Selection and Performance and Conformance Oversight Committees, providing strategic advice and input on portfolio construction and asset allocation decisions across the group.

Dan brings extensive experience in funds management, research, and stockbroking across domestic and international markets. He previously worked at Lonsec, which he joined in 2007, where he served as a Senior Equities Analyst and Strategist. In that role he conducted in-depth research on listed companies across a wide range of sectors, and was instrumental in in developing and overseeing direct Equities and Listed Credit research offerings.

Dan holds a Bachelor of Electrical and Computer Systems Engineering from Monash University, Diploma of Financial Planning (Kaplan), and a Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia).

David has over 20 years’ experience in asset allocation, portfolio construction, manager selection and risk management across multi-asset firms and investment consulting. He was a Portfolio Manager at Atrium Investment Management, contributing to the Manager Research and Investment Strategy Committees, and has also worked with Select Asset Management and Aon. David has led extensive manager research across public and private markets and is a member of the Evidentia Investment Committee.

David is CFA Charterholder and has a Bachelors of Economics from Sydney University and a Graduate Diploma in Applied Finance and Investment.

Neil is a Senior Portfolio Manager within the Evidentia Australian Equities business. In this role Neil works as a key member of the team focused on Australian equities research and the management of the 2 Australian equities portfolios.

Neil has worked in financial services in Australia for more than 21 years, including over a decade of domestic equities. His experience spans institutional funds management, equities research, debt capital markets and treasury.

Prior to joining Evidentia, Neil was Chief Investment Officer and a member of the executive leadership team at non-bank mortgage lender Athena Home Loans. In this role he was responsible for the establishment and optimisation of the Group’s debt funding facilities, including oversight of all senior and mezzanine financier relationships. 

With a background in consulting and banking, Neil was a Senior Analyst at Citigroup, where he covered Banks and Small-Cap Industrials, before spending 10 years with Australian Foundation Investment Company as a Senior Investment Analyst. During this time, he was involved with four separate portfolios, with market-wide sector coverage.

Before entering investment markets Neil spent several years with global strategy boutique, Corporate Value Associates, and National Australia Bank. 

Neil holds a Bachelor of Engineering (Chemical), and a Bachelor of Commerce from Monash University. He also holds a Master of Applied Finance from Macquarie University.

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David is a Co-Portfolio Manager within the Evidentia Australian Equities business. In this role, David works as a key member of the team focused on Australian equities research and the management of the two Evidentia Direct Australian equities portfolios on behalf of clients.

David has more than 18 years’ experience managing Australian equities portfolios for clients and is highly regarded within the Australian market.

Prior to joining Evidentia Private, David spent approximately seven years as a Senior Portfolio Manager at Australian Foundation Investment Company. Before that, he spent a decade as a Portfolio Manager and Founding Partner of boutique mid-cap Australian equity manager Concise Asset Management.

As well as his extensive experience in managing Australian equity portfolios, David also spent several years as the National Acquisitions Manager for Centro Properties Group, managing the acquisitions team and identifying and negotiating investment opportunities across the Group.

David holds a Bachelor of Business (Property) from the Royal Melbourne Institute of Technology and a Master of Finance from Macquarie University.

Eleanor oversees the Tailored Portfolios at Scale (TPAS) partnership with BlackRock, and is part of Evidentia Group’s investment team supporting manager research. Eleanor joined Lonsec in 2023 and holds 20 years’ experience across investment consulting, manager selection, portfolio construction, as well as product development, governance and strategy. Prior to joining Lonsec, Eleanor was a Director of Product Strategy at BlackRock where she oversaw delivery of BlackRock’s product suite across iShares, active and alternative products, and whole portfolio solutions, to wealth management firms in the Australian market. She has also held roles at Macquarie Bank. Eleanor holds a Bachelor of Business degree from UTS and is a Certified Investment Management Analyst (CIMA).

Samantha is an investment professional with over 11 years industry experience having worked in financial markets in the UK and Australia. She has a strong background in financial services and investment management, combined with an enthusiasm for data and financial modelling.

Sam has extensive expertise in investment analysis and began her career in OTC Derivatives where she worked at Royal Bank of Scotland and subsequently Macquarie Group.

During this time, she delved into the intricacies of OTC derivative valuations across various asset classes such as equities, interest rates, credit, FX and commodities.

Sam’s passion for analysis led her to transition into Investment Management, where she has been actively involved in helping financial advisers deliver on their investment strategies via managed accounts.

Sam is a Senior Investment Analyst at Evidentia in our Sydney office and is focussed on working as a member of the investment team to develop, implement, and manage evidence-based investment strategies to ensure our Partner firms deliver leading investment solutions to their clients. In addition, Sam plays a pivotal role in driving the firm’s approach to Responsible Investment, shaping and advancing sustainable investment approaches, with a particular emphasis on incorporating environmental, social, and governance (ESG) considerations into the manager research process. This dedication to responsible investing underscores a commitment to making investment choices that are not only financially sound but also ethically and environmentally responsible.

Sam is a CFA charter holder and holds an honours degree in Accounting and Financial Management.

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Carrick has gained extensive experience over his 11 years in financial services. He offers deep knowledge and understanding of tax, accounting and finance, and leverages technology expertise to build financial models and reengineer business process.

Carrick is enthusiastic about data and modelling. What motivates Carrick most at Evidentia is working with a great team to deliver data and evidence based strategies to meet clients’ needs.

Carrick a Senior Investment Analyst at Evidentia and in this role Carrick is focussed on complex portfolio modelling, attribution analysis and performance reporting.

Carrick is a CFA charter holder, and a Chartered Accountant. He also holds a Bachelor of Economics, and a Masters in Management (Accounting) from University of Melbourne. He has also completed the Excel Modelling Program from the Corporate Finance Institute.

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Reuel is an Associate Portfolio Manager responsible for assisting in the management of the LIS Multi-Asset, Retirement, and Sustainable portfolios. He has over five years of experience in financial services, with a focus on portfolio construction, asset allocation, and investment research. In his role, Reuel contributes to the design and management of the portfolios, including strategic and dynamic asset allocation (SAA and DAA) decisions, asset class configuration, and manager selection. He conducts extensive market and economic research, macroeconomic modelling, as well as style, risk, and performance analysis.

Reuel joined LIS in 2024, bringing prior experience from ASIC and Vision Super, where he worked as an Investment Analyst.

He is a CFA charter holder and holds a Bachelor of Commerce (Economics and Finance) with Honours in Finance.

Luke joined Lonsec Investment Solutions in February 2025, after working at Lonsec Research since 2019 and bringing over 15 years of experience in the financial services industry. In his current role, Luke supports Dan Moradi in managing Lonsec Investment Solutions’ suite of Listed Managed Accounts and Australian Equity SMAs. His responsibilities include conducting in-depth equity research across a broad range of sectors and providing analytical support across other asset classes.

Prior to Lonsec Research, Luke has had experience working across a variety of Australian Equity and multi-asset model portfolios. He is a CFA charterholder, reflecting his commitment to the highest standards of investment professionalism.

Areas of Expertise:

Equity and ETF research & selection
Portfolio construction
Strategic asset allocation

[Bio]

Greg has over 24 years of experience in the finance industry. His experience spans institutional asset management, sales and distribution, practice development, at a corporate level, as well as accounting and financial planning having begun his career as an accountant in a leading Private Wealth and Accounting firm.

Greg has deep experience across capital markets and has specifically gained asset class experience across listed equities, property, fixed interest, and private equity. Greg has extensive experience in assisting businesses develop their investment philosophy and then implement their approach through establishing and running investment committees whether that be at a firm or UHNW client level.

Given Greg’s experience spans advice firm client strategy, as well as investment management and dealing with asset consultants at a portfolio level, he is uniquely placed to work with Principals of advice firms to design, construct, implement, and manage tailored client portfolios. These solutions have been proven to drive significant benefits for advice firms as well as achieve superior outcomes for clients.

Greg is a Principal, Asset Consulting and a founding Partner of Evidentia. In his role Greg is responsible for taking the Evidentia Asset Consulting offer to Partner firms.

Greg is a CFA charter holder, and has a Bachelor of Laws, and a Bachelor of Business (Accountancy) from Queensland University of Technology. Greg also holds a Graduate Diploma of Applied Finance and Investments from FINSIA.

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Georgdie has over 14 years experience in the investment management industry working for leading local and global investment firms. Georgdie spent the last 11 years with Elston Asset Management specialising in the investment management and SMA segment. Prior to this Georgdie also gained experience at Morgan Stanley Smith Barney, and KIS Capital Partners.

His most recent role involved working closely with the firm’s Portfolio Managers, and Analysts to demonstrate the firm’s investment expertise and effectively manage ongoing client dialogue and investment information.

This involved working with both Multi-Asset and Australian Equity investment teams to ensure partner firms and their clients were well informed on the portfolio approach and market outlook. He was also responsible for providing expert market knowledge specifically aligned to the firm’s investment capability. He is a highly regarded market specialist and was often called upon to provide detailed commentary and analysis on portfolio holdings, performance drivers and market views to partner firms.

Georgdie is a Principal, Asset Consulting at Evidentia. In this role he is focussed on ensuring our partner firms receive the best possible advice and service around their investment programs, and ensuring they have access to the broad Evidentia investment offering.

Georgdie’s qualifications include a Bachelor of Business (Major in Finance and Management) from Queensland University of Technology, a Master of Finance from Griffith University.

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Fred is a highly experienced investment and advice market professional and has over 28 years experience in investment management roles. 

Fred’s broad experience in the investment management industry spans multiple asset classes including equities, fixed income, alternatives, and private markets gained from roles in Australia, the UK, and Canada. 

Most recently Fred was with Macquarie Bank in the Macquarie Asset Management business for the past nine years with a focus on working as an investment specialist across equities, fixed income, and alternatives in both private and public markets. 

Over this whole period with Macquarie, Fred has been based in Perth and has worked closely with the leading private wealth firms in Western Australia and South Australia with focus on relationship management, peer analysis and attribution, and portfolio construction with a goal being to assist advisers in building better portfolios for clients. 

Fred has been working in the financial services since 1997, where he started in an operational role at Merrill Lynch Europe based in London, followed by back and middle office roles in the equity trading arms of Merrill Lynch International based in London, Deutsche Bank based in London, and then TD Waterhouse in Toronto. His career then progressed through trading, distribution and management roles in the commodities and fund management sectors here in Australia. 

As Principal, Asset Consulting, Fred’s role at Evidentia is to work with leading Private Wealth firms in the West Australian and South Australian markets based out of Perth, to collaboratively design, build and then manage tailored investment programs designed to drive superior business and client outcomes. 

Fred holds a Bachelor of Commerce with majors in Banking and Finance, and a Graduate Diploma in Applied Finance and Investment.  

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Josh is an experienced investment market professional with over 13 years of experience in investment management roles. Josh has worked in several buy-side direct equities businesses with a broad span of coverage across global and domestic companies. 

During his time at Aware Super Josh Co-Managed the Australian Small Cap fund from its inception, outperforming the Small Cap Industrial benchmark over this period. This involved the creation of the fund’s investment philosophy and investment process for small cap research. Josh maintained lead sector coverage for the Australian Consumer Sector during his 4 years at Aware Super. 

For majority of Josh’s time at Perpetual Investment Management he was a Global Equity Analyst with generalist coverage across several sectors and geographies. He also gained experience working at Auscap Asset Management and Tyndall Asset Management. 

As a Senior Asset Consultant, Josh’s role at Evidentia is to work with leading Private Wealth firms in Sydney to collaboratively design, build and then manage tailored investment programs designed to drive superior business and client outcomes. 

Josh holds a Bachelor of Commerce from Macquarie University and is also a Chartered Financial Analyst. 

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Mike is a highly regarded investment management professional with over 14 years’ experience in Australia and the UK. Mike’s broad experience spans multiple asset classes, including large and small cap equities, emerging markets and alternatives.

Prior to joining Evidentia Private, Mike worked with Zurich in their asset management business where he worked closely with Private Wealth firms in the Queensland market helping them design and construct high quality investment portfolios for their clients. Mike was also an appointed Policy Committee Representative for the Zurich Staff Superannuation Plan. Prior to this, Mike held positions at Insignia Financial and Macquarie Group.

As a Senior Asset Consultant, Mike’s role at Evidentia Private is to work with leading Private Wealth firms in Queensland to co-design, build and manage tailored investment programs designed to drive superior business and client outcomes.

Mike is a Certified Investment Management Analyst (CIMA), and has a Bachelor of Business (Finance) degree from Queensland University of Technology. In addition, Mike has completed Level 1 of the CFA Program, and is currently a Level 2 candidate.

Alex provides support to the team, including performance analysis, data analytics and comprehensive reporting solutions for clients. Alex is responsible for portfolio analytics and client performance reporting requirements for the Lonsec Investment Solutions business.
Areas of expertise:
Data Collection and Analysis
Portfolio analytics
Portfolio performance reporting

Matthew is a passionate and hard working individual who has a keen interest in financial markets and asset management. He has recently graduated from the University of Technology Sydney with a Bachelor of Business (Finance) and a Bachelor of Creative Intelligence and Innovation. Throughout his time at university he developed a multitude of skills pertaining to financial analysis and stakeholder management.

He has previously held roles at startup ventures and through the BCII was afforded the opportunity to engage on consulting projects for multinational businesses and refine his ability to solve complex problems. At Evidentia Matthew, in his role as Associate, assists the Asset Consulting team across a range of different aspects, such as portfolio analysis, preparing material for Investment Committee meetings, and reporting.

Tyler is passionate about asset management and is currently in the final year of his Bachelor of Commerce Degree at the University of Canberra. With hands-on experience from working at a successful financial planning business, he has gained valuable insights into what clients look for when engaging with asset consultants. This experience has shaped his understanding of the financial industry and honed his ability to meet client needs effectively.

At Evidentia, Tyler plays a key role in supporting the team by assisting with various aspects of client work. His responsibilities include conducting portfolio analysis, preparing presentations for the Investment Committee, and helping with the creation of regular client reports. His dedication to learning and his commitment to excellence make him a valuable addition to the Evidentia team, where he aims to contribute meaningfully to both client success and the firm’s continued growth.

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Miles is a passionate individual with a keen interest in investment management and the operations behind portfolio strategy. Currently, Miles is in his final year studying a Bachelor of Advanced Finance and Economics (Honours) at the University of Queensland. Prior to working at Evidentia, Miles interned at KPMG’s Mergers and Acquisitions (M&A) team, where he was responsible for assisting in both sell-side and buy-side transaction services to mid-market companies. Before this, Miles also worked as a financial analyst at Baton Advisory, a boutique M&A firm focusing on sell-side services to Queensland businesses in the Small to Medium Enterprise (SME) space. These experiences have shaped his financial analytical skills and honed his ability to meet client needs effectively.

As an Associate at Evidentia, Miles works with the Asset Consulting team by providing assistance in portfolio analysis, attribution, positioning, preparation of Investment Committee materials, and managing follow-up actions after meetings. He also plays a key role in reporting and communications for partner firms.

Oskar brings international experience in finance and consulting, with a focus on asset management and client outcomes. He holds a Bachelor of Business – International (Finance & International Business) from Queensland University of Technology and a Bachelor of Business & Economics (Entrepreneurship & Innovation) from the Vienna University of Economics and Business. Before joining Evidentia, Oskar was an associate at a successful financial planning firm developing tailored financial strategies and supporting portfolio management.

At Evidentia Private, Oskar supports the Asset Consulting team across a range of aspects, including conducting portfolio analysis and attribution, preparing materials for Investment Committee meetings, and assisting with post-meeting follow through; as well as contributing to the ongoing reporting and communications for our partner firms.

Farah is a dedicated and driven professional with a strong interest in asset management and a commitment to client-focused outcomes. Through her previous roles as Co-founder, Academic Tutor, and Coordinator at the University of Queensland, she has consistently demonstrated a passion for helping others achieve their goals, as well as strengths in problem-solving, business management, and analytical thinking.

Farah holds a Bachelor of Advanced Finance and Economics (Honours) from the University of Queensland. During her studies, she served as a Portfolio Manager for the UQ Student Managed Investment Fund, managing a $600k long-only Australian equities portfolio.

As an Associate Consultant at Evidentia, Farah is dedicated to working with the Asset Consulting team to provide support across a range of aspects, including conducting portfolio analysis and attribution, preparing materials for Investment Committee meetings, and assisting with post-meeting follow through. Farah also provides support around the reporting and communications program of work.

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Ben is a dedicated and driven individual with a keen interest in asset management and the functioning of financial markets. Graduating from the University of Queensland with a Bachelor of Advanced Finance and Economics (Honours Class I), his thesis was centred around forecasting Australian cattle prices using advanced multivariate techniques. Prior to working at Evidentia, Ben was a financial analyst at Teys Australia – one of the country’s largest beef processors and exporters – where he was responsible for regular reporting and research surrounding the company’s products and broader industry. Ben channels his passion for assisting others in achieving their goals, alongside his adept problem-solving and analytical abilities, through his work as a sports coach and tutor in mathematics and science. 

In his role as an Associate at Evidentia, he supports the Asset Consulting team, providing tailored client-focused assistance in portfolio analysis, attribution and positioning, preparation of Investment Committee materials, and following up on post-meeting actions; as well as contributing to the ongoing reporting and communications for our partner firms. 

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Jacob is a passionate young finance professional with a deep interest in asset management and corporate finance. He achieved a 97.35 ATAR at Brisbane Boys’ College, where he was a College Prefect and House Captain. Currently, Jacob is a second year Bachelor of Advanced Finance and Economics (Honours) student at The University of Queensland, where he holds a GPA of 6.73/7. He also completed an Alternative Investments course at the London School of Economics and Political Science.

Jacob’s early career includes high school tutoring and experience within a financial planning and accounting firm. At Evidentia, Jacob plays a key role in supporting the Asset Consulting team and partner advice firms by assisting in the development and management of high-quality Managed Account solutions. His responsibilities include a focus on operational efficiency, reporting excellence, and providing support around governance and compliance.

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