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.
Brook has a Bachelor of Science Degree from UNSW (Maths and Physics), and has been a Member of the Australian Institute of Company Directors since 2008. A previous RAAF and Qantas pilot, he is an Australian Defence Force Academy graduate. He founded Pandora Jewellery Australia in 2004, Adcock Private Equity in 2009, Income Asset Management in 2013, and is also the cofounder of Lawpath, SPOT, Visionflex and ID61.
Clare was appointed CFO of the IAM Group in March 2021. She is a Chartered Accountant and has spent most of her career working in financial services. She joined the Group in October 2020 as Financial Controller, having previously worked in a similar role within the Wealth business at Westpac and BT, and at Deutsche Bank in Sydney. Prior to moving to Australia, Clare worked at Deloitte and PwC in South Africa, the US and the UK.
