We act as Responsible Entity and Investment Manager for registered managed investment schemes we have established, specialising in cash, enhanced cash, credit and enhanced credit.
Copia Investment Partners is the exclusive distribution partner of Mutual Limited.
- Independent
- Transparent in pricing
- Transparent in agenda
- Acting in the investors' interest
- Fulfilling obligations to clients
- Experts in fixed income
- Focussed on delivering returns for investors while maintaining low risk metrics
- Adaptable to changing economic and market conditions
Our Team
Wayne Buckingham
Managing Director
Wayne has over 20 years domestic and international market experience. Expertise in public funds, markets related dealing and private wealth creation. Previously Director at ANZ – Private Wealth.
Brian Buckley
Director
Brian has over 25 years investment experience. Specialisation in fixed interest portfolio management for government and not-for-profit organisations. Previously Associate Director at ANZ.
Tyson Rattle
Director
Tyson has completed a Bachelor of Business and Commerce majoring in Accounting, Finance and Macroeconomics in 2012. Tyson has seven years experience in investments and funds management.
Scott Rundell
Chief Investment Officer
Scott has over 25 years’ of financial markets experience, specialising in fixed income investment strategy, portfolio management, fundamental credit analysis, and relative value analysis in both the high yield and investment grade space.
Simon Clark
Head of Portfolio Management
Simon has over 15 years Financial Markets experience, the last 10 years specialising in deposit and investment products. Simon's most recent role was Director, Wealth Distribution Financial Markets, Westpac Group.
Michael Schneider
Head of Distribution
Michael Schneider has 35 years’ experience in financial markets, across asset management, equity and debt markets, as well as hedge funds.
As Head of Distribution, Michael is responsible for developing and maintaining distribution channels and institutional relationships. Such distribution channels include domestic as well as international, to a diverse clientele.
Joanne Grace
Risk and Compliance
Joanne has over 20 years’ experience specialising in banking, finance, governance and funds management. Joanne has worked between Australia, Europe, North America and Asia, her most recent roles with AT Kearney and National Australia Bank. MBA, GAICD/ MAICD, and Chartered Accountant.
Gian Johal
Portfolio Manager
Gian has completed a Masters of Applied Finance from Macquarie University. He has nine years in Treasury experience encompassing front office execution, liquidity management, fixed income analysis, funds management and administration.
Patrick Fu
Quantitative Analyst
Patrick has over 6 years’ experience across the finance industry and joins Mutual from MLC. Patrick brings excellent analytic strength to the team, particularly in financial analysis, wealth product profitability & pricing. He also has experience across a range of derivative products.
Vladimir Slaviero
Quantitative Analyst
Vlad has completed a Bachelor of Business from Monash University majoring in Banking and Finance in 2018. Vlad has over 4 years’ experience in financial services and is currently a Level III CFA Candidate.
Biljana Mickovski
Administrative Support
Biljana has completed a Bachelor of Business (Marketing). She has previously worked at Austock Group as an Executive Assistant.
Phoebe Buckley
Finance Assistant
Phoebe is currently completing a Bachelor of Business Administration and Biomedical Science at ACU. She is also teaching accounting and biology classes at the university, whilst working as a finance assistant at Mutual.
Wayne Buckingham
Wayne has over 20 years domestic and international market experience. Expertise in public funds, markets related dealing and private wealth creation. Previously Director at ANZ – Private Wealth.
Brian Buckley
Brian has over 25 years investment experience. Specialisation in fixed interest portfolio management for government and not-for-profit organisations. Previously Associate Director at ANZ.
Tyson Rattle
Tyson has completed a Bachelor of Business and Commerce majoring in Accounting, Finance and Macroeconomics in 2012. Tyson has seven years experience in investments and funds management.
Scott Rundell
Scott has over 25 years’ of financial markets experience, specialising in fixed income investment strategy, portfolio management, fundamental credit analysis, and relative value analysis in both the high yield and investment grade space.
Simon Clark
Simon has over 15 years Financial Markets experience, the last 10 years specialising in deposit and investment products. Simon's most recent role was Director, Wealth Distribution Financial Markets, Westpac Group.
Michael Schneider
Michael Schneider has 35 years’ experience in financial markets, across asset management, equity and debt markets, as well as hedge funds.
As Head of Distribution, Michael is responsible for developing and maintaining distribution channels and institutional relationships. Such distribution channels include domestic as well as international, to a diverse clientele.
Joanne Grace
Joanne has over 20 years’ experience specialising in banking, finance, governance and funds management. Joanne has worked between Australia, Europe, North America and Asia, her most recent roles with AT Kearney and National Australia Bank. MBA, GAICD/ MAICD, and Chartered Accountant.
Gian Johal
Gian has completed a Masters of Applied Finance from Macquarie University. He has nine years in Treasury experience encompassing front office execution, liquidity management, fixed income analysis, funds management and administration.
Patrick Fu
Patrick has over 6 years’ experience across the finance industry and joins Mutual from MLC. Patrick brings excellent analytic strength to the team, particularly in financial analysis, wealth product profitability & pricing. He also has experience across a range of derivative products.
Vladimir Slaviero
Vlad has completed a Bachelor of Business from Monash University majoring in Banking and Finance in 2018. Vlad has over 4 years’ experience in financial services and is currently a Level III CFA Candidate.
Biljana Mickovski
Biljana has completed a Bachelor of Business (Marketing). She has previously worked at Austock Group as an Executive Assistant.
Phoebe Buckley
Phoebe is currently completing a Bachelor of Business Administration and Biomedical Science at ACU. She is also teaching accounting and biology classes at the university, whilst working as a finance assistant at Mutual.