Meet the Team
Prior to joining IAM, James was a founding member of MINT Partners Australia, a division of global broker BGC Partners; establishing the division in 2015 and growing AUM to over $1billion in fixed income assets under management in 2020. James began his career in fixed income markets at FIIG Securities, advancing to Head of Middle-Market & Institutional client coverage.
He holds a Masters of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and a Diploma of Financial Markets (Debt and RG146) from the Australian Financial Markets Association. He is also a Senior Associate (SA Fin) FINSIA.
Prior to joining IAM, Kyle held sales and execution roles at FIIG Securities, National Australia Bank and BGC Fixed Income Solutions. Kyle began his financial markets career at Macquarie Bank.
Kyle holds a Bachelor of Economics from Macquarie University and a Diploma of Financial Markets (Debt and Equity) from the Australian Financial Markets Association.
Jenna joined the team at IAM after working at UBS, FIIG, and Deutsche Bank across Equities, Credit, and FX. At UBS, Jenna worked on the equities desk in Sydney, which ranked #1 as the top Australian cash equities sales desk at the time. At Deutsche Bank, Jenna worked in foreign exchange sales, which gave her experience on trading floors in London, New York, Singapore and Hong Kong. Jenna graduated from the University of Sydney with a combined Commerce/Law degree and a major in Accounting. During her studies, Jenna completed a semester at the University of California.
Jenna currently sits on the Finance sub-committee of the Good Sams Foundation.
Cameron has worked exclusively in Fixed Income markets for over a decade, and is passionate about educating investors on this defensive asset class. He holds a Double Degree in Business and Applied Science, and also a Diploma of Financial Markets.
Peter started his Fixed Income journey at Westpac in 1987 in the Melbourne Dealing Room, with stints in Sydney in the short-term Fixed Income team including Corporate Paper & Adelaide as Head of Fixed Income.
In 2004 he established FIIG Securities in Melbourne in a solo capacity for the Queensland owners which grew to a 30 strong team. In 2018 Peter joined global broker BGC as Director of Fixed Income.
Peter’s passion is in Fixed Income distribution especially helping private investors setup & manage their Investment portfolios.
Peter holds a Diploma of Financial Markets though the countless Fixed Income courses across 30 years have been the driver of his Fixed Income expertise.
Prior to joining Income Asset Management, Matthew spent eight years working as a Senior Credit Portfolio Manager at Aberdeen Standard, where he was responsible for the credit portfolio construction and security selection across a wide range of investment-grade/high-yield, financial and non-financial sectors. Reporting directly to the Head of Australian Fixed Income, he oversaw a team of four and was the team’s ESG specialist.
Matthew has executed 1, 3, and 5-year credit-strategies that have been consistently above benchmark.
Matthew began his career at KPMG working in Auditing and Assurance within the consumer and industrials group and then spent six years at Colonial First State Global Asset Management as a Fixed Income Credit Analyst.
Matthew holds a Masters of Applied Finance degree from Macquarie University and a Bachelor of Commerce degree from UNSW.
Before joining IAM, Varuna dedicated over 12 years of his career to National Australia Bank, where he was involved in various financial markets divisions. These included private capital markets, financial markets (FX/IRRM), institutional credit sales, sub institutional investor sales, loan syndications, treasury operations, and strategic projects. In 2019, following a successful tenure at NAB, Varuna played a crucial role in the establishment of a property tech company based in Melbourne. Additionally, he worked closely with several family offices in the setup process of their funds management business to enable co-investment in opportunities.
Varuna graduated with a Bachelor of Business, specializing in Economics and Finance, from the Royal Melbourne Institute of Technology (RMIT).
Jacob began his career in 2015, finding success at Curve Securities before later joining FIIG securities - there he managed an extensive portfolio of HNW clients and financial advisers. Jacob’s expertise and knowledge is coupled with his desire to comprehend and understand a client’s goals - he understands that no two cases are the same, and each one represents unique opportunities.
Jacob attended Western Colorado University on a basketball scholarship, where he attained his bachelor’s in economics. Jacob is RG146 accredited and earned a diploma of financial markets through AFMA - this unique and competitive background has afforded Jacob a multi-faceted perspective when working with clients.
Peter began in the financial markets at BGC Fixed Income in 2017, progressing to the trading desk and origination team. Before that, Peter was a graduate lawyer working in commercial and criminal law in Sydney. Peter has considerable experience in client facing roles which allows him to understand and exceed client objectives.
Peter holds a Bachelor of Economics and Bachelor of Laws (Hons) from ANU and is admitted as a lawyer in NSW. Peter is also RG146 accredited having gained a Diploma of Financial Markets (Debt Markets Specialisation) through AFMA.
Adam joined IAM in August 2021, having spent four years working for a global financial services company, where he held roles across client services, fixed income sales and portfolio management.
Adam holds a Bachelor of Business, majoring in Finance from the Queensland University of Technology.
Thomas began his career in Financial Planning in 2016 and soon found his way to Fixed Income markets where he completed a graduate program with FIIG Securities in 2017. He joins the team after more recently working at Sayers Group. With a wealth of knowledge across financial markets, Thomas has developed a strong understanding of client needs and objectives and had learnt to develop outcomes that exceed client expectations.
Thomas holds a Bachelor of Business (Finance) at Queensland University of Technology. He is also RG146 accredited having completed a Diploma of Financial Markets (Advisory Stream) through AFMA.
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.