Experience makes all the difference.
Our management team comprises some of Australia’s most highly regarded, qualified and experienced income-investment professionals. We’re passionate about helping Australians get the most out of their allocation to cash and fixed income, while helping asset managers develop and deliver new income investment opportunities to our clients.
The Income Asset Management Team
John holds three bachelor’s degrees in law, commerce and arts, and a Diploma of Financial Planning. He brings more than 20 years’ financial services experience to the role. A previous manager of Australia’s largest SMSF business at Crowe Horwath with 10,000+ accounts, John has directed businesses with assets of more than $10 billion.
Jon has more than 30 years’ experience in Australian and international fixed income and cash management. He held senior positions with UBS and FIIG securities before joining Income Asset Management as CEO in March 2020. Jon also holds multiple directorships and board positions.
Craig has more than 25 years’ experience in investment markets, which includes Global Head of Macquarie Group's Global Investments unit. He is one of Australia’s most highly regarded FinTech investment and strategy experts. Craig has built businesses in 14 countries across funds management, wealth, insurance and banking, and advises and invests in a portfolio of 12 high-growth companies, from early-stage companies and rapidly scaling FinTechs.
Simon brings many years of experience in fixed income, debt capital markets and treasury across large and complex business models. His previous roles include Deputy Group Treasurer and Head of Group Funding and Liquidity at Commonwealth Bank of Australia, where he oversaw the bank’s short-term and long-term wholesale debt and securitisation programs as well as regulatory liquidity requirements for a period of 10 years. Prior to this, he worked for UBS Investment Bank across a number of roles in Sydney, Melbourne and London, including as Managing Director and Head of Fixed Income and Currencies in Australia. Simon holds a Bachelor of Economics from the University of NSW and is a graduate member of the AICD.
