Mutual Limited value transparency and integrity. We specialise in managing and advising on funds for investors that are either conservative, prudentially supervised or who operate subject to regulated investment regimes.
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.
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.
Mutual is always:
- Independent
- Transparent in pricing
- Transparent in agenda
- Acting in the investors' interest
- Fulfilling obligations to clients
- Independent
- Transparent in pricing
- Transparent in agenda
- Acting in the investors' interest
- Fulfilling obligations to clients
Our team of investment professionals are:
- Experts in fixed income
- Focussed on delivering returns for investors while maintaining low risk metrics
- Adaptable to changing economic and market conditions
- 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.
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.
Michael has a Masters in Applied Finance and is a Fellow of Finsia.
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.
Dean Italia
Head of Credit Funds
Dean has 20 years financial markets experience specialising in credit related instruments. Dean's area of focus is specialising on esoteric credit, and is responsible for originating and structuring private debt opportunities for Mutual's credit Funds.
Janice Hao
Portfolio Manager
Janice has completed a Master of Management (Accounting) degree from the University of Melbourne. She is a native speaker of Mandarin and Cantonese. Janice is responsible for pricing/transaction execution and also conducts research and prepares reports on issuers and new issuance for the Investment Committee.
Jay Xu
Credit Analyst
Jay has over 7 years’ experience in financial markets. His current duties include supporting the management of the Mutual High Yield Fund, the Mutual Credit Fund and MIF Fund.
George Burke
Marketing / Finance Assistant
George has completed a Bachelor of Business (Marketing). George is responsible for Marketing as well as assisting with Financial reporting and day to day management.
Biljana Mickovski
Administrative Support
Biljana has completed a Bachelor of Business (Marketing). She has previously worked at Austock Group as an Executive Assistant.
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.
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.
Michael has a Masters in Applied Finance and is a Fellow of Finsia.
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.
Dean Italia
Head of Credit Funds
Dean has 20 years financial markets experience specialising in credit related instruments. Dean's area of focus is specialising on esoteric credit, and is responsible for originating and structuring private debt opportunities for Mutual's credit Funds.
Janice Hao
Portfolio Manager
Janice has completed a Master of Management (Accounting) degree from the University of Melbourne. She is a native speaker of Mandarin and Cantonese. Janice is responsible for pricing/transaction execution and also conducts research and prepares reports on issuers and new issuance for the Investment Committee.
Jay Xu
Credit Analyst
Jay has over 7 years’ experience in financial markets. His current duties include supporting the management of the Mutual High Yield Fund, the Mutual Credit Fund and MIF Fund.
George Burke
Marketing / Finance Assistant
George has completed a Bachelor of Business (Marketing). George is responsible for Marketing as well as assisting with Financial reporting and day to day management.
Biljana Mickovski
Administrative Support
Biljana has completed a Bachelor of Business (Marketing). She has previously worked at Austock Group as an Executive Assistant.
The Board
Wayne Buckingham
Managing Director
Wayne has over 20 years’ experience in domestic and international markets, expertise in public funds, markets related dealing and private wealth creation. Prior to joining Mutual in 2010, Wayne had various senior management roles at ANZ including Director – Wealth Management, Associate Director – Fixed Interest, Senior Manager – Markets Strategy Operations, and Manager – Financial Engineering, with the responsibility for managing client relationships. Prior to joining ANZ, Wayne worked in London for Abbey National Treasury Services, Daiwa Europe Limited and Deutsche Bank over a 5- year period in various derivative/bond transactional and operational roles. Wayne holds an MBA from Melbourne Business School , Dip FP and a Bachelor of Economics (UWA).
Brian Buckley
Director
Brian has over 25 years investment experience, specialising in fixed interest securities for clients including government, not-for-profit and high net worth families. Prior to Mutual Limited, Brian spent 4 years at ANZ Banking Group where he was Associate Director, Fixed Interest Sales, offering fixed interest securities to the broad ANZ client base. Before joining ANZ, Brian spent 17 years with Commonwealth Bank of Australia in Fixed Income sales, originating and selling investment grade fixed interest securities to sophisticated investors.
Tyson Rattle
Director
Tyson has over 7 years’ experience in investments and funds management. As Head of Finance, Tyson assists the Managing Director in managing client relations. and through his accounting background, monitors all clients financial reporting requirements ensuring compliance of all transactions and facilitating the settlement process. Tyson is also responsible for client reporting, maintaining all internal and external financial related documentation and procedures; preparing all audit documentation and liaising with auditors throughout the audit process, including AFSL audits. Tyson became a Director of Mutual Limited in February 2019. Tyson holds a Bachelor of Business (Commerce), Dip FP, Graduate Diploma of Applied Corporate Governance (GIA) and is a Graduate of the Australian Institute of Company Directors (GAICD).
Board Committees
Compliance Committee
Cameron Field
Chairman, Compliance Committee
Cameron is the Managing Director, Charles River Asia-Pacific (recently acquired by State Street) responsible for the firm’s Asia-Pacific region. Since joining Charles River in 2000, Cameron has helped establish and grow both the European and Asia-Pacific operations. He previously served in management roles at Macintosh Hamson Hoare Govett, Bankers Trust Australia, ANZ Treasury, Princeton Financial Systems, and State Street Australia Ltd. Cameron graduated from the Royal Military College, Duntroon, and holds a Bachelor of Business (Banking and Finance) from Monash University.
Lincoln Easton
Compliance Committee
Lincoln is a chartered accountant with 30 years’ multi-disciplinary experience in corporate advisory, investment banking, construction and software publishing. He holds a Bachelors Degree in Business (Accounting) from Monash University (CIT), is a graduate of the Australian Institute of Company Directors, a member of Chartered Accountants Australia and New Zealand and is currently undertaking an Executive Masters Degree in Business Administration at the University of Sydney. He has held financial and balance sheet management positions for Investment Banks in London spanning 8 years, returning to Melbourne as CFO for a bespoke construction company. Lincoln’s latest role is the CEO and Founder of Payapps.com; a globally successful B2B software platform servicing the construction payments industry with operations across Aust & NZ, USA and the UK.
Joanne Grace
Risk and Compliance Manager
Joanne has over 20 years’ experience specialising in banking, finance, governance and funds management. During her career, she has worked between Australia, Europe, North America and Asia, her most recent roles with AT Kearney and National Australia Bank. Joanne holds an MBA at the Melbourne Business School, is a Chartered Accountant and is a member and graduate of the Australian Institute of Company Directors.
Risk Committee
Wayne Buckingham
Wayne has over 20 years’ experience in domestic and international markets, expertise in public funds, markets related dealing and private wealth creation. Prior to joining Mutual in 2010, Wayne had various senior management roles at ANZ including Director – Wealth Management, Associate Director – Fixed Interest, Senior Manager – Markets Strategy Operations, and Manager – Financial Engineering, with the responsibility for managing client relationships. Prior to joining ANZ, Wayne worked in London for Abbey National Treasury Services, Daiwa Europe Limited and Deutsche Bank over a 5- year period in various derivative/bond transactional and operational roles. Wayne holds an MBA from Melbourne Business School , Dip FP and a Bachelor of Economics (UWA).
Brian Buckley
Brian has over 25 years investment experience, specialising in fixed interest securities for clients including government, not-for-profit and high net worth families. Prior to Mutual Limited, Brian spent 4 years at ANZ Banking Group where he was Associate Director, Fixed Interest Sales, offering fixed interest securities to the broad ANZ client base. Before joining ANZ, Brian spent 17 years with Commonwealth Bank of Australia in Fixed Income sales, originating and selling investment grade fixed interest securities to sophisticated investors.
Tyson Rattle
Tyson has over 7 years’ experience in investments and funds management. As Head of Finance, Tyson assists the Managing Director in managing client relations. and through his accounting background, monitors all clients financial reporting requirements ensuring compliance of all transactions and facilitating the settlement process. Tyson is also responsible for client reporting, maintaining all internal and external financial related documentation and procedures; preparing all audit documentation and liaising with auditors throughout the audit process, including AFSL audits. Tyson became a Director of Mutual Limited in February 2019. Tyson holds a Bachelor of Business (Commerce), Dip FP, Graduate Diploma of Applied Corporate Governance (GIA) and is a Graduate of the Australian Institute of Company Directors (GAICD).
Joanne Grace
Joanne has over 20 years’ experience specialising in banking, finance, governance and funds management. During her career, she has worked between Australia, Europe, North America and Asia, her most recent roles with AT Kearney and National Australia Bank. Joanne holds an MBA at the Melbourne Business School, is a Chartered Accountant and is a member and graduate of the Australian Institute of Company Directors.
Other Committees
Investment Committee
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. Between 2013 - 2019 Scott was Head of Credit Strategy within CBA’s Global Markets Research Group. During his time at CBA Scott was ranked number one for Australian credit research in both the KangaNews Fixed Income Survey and Peter Lee Survey. Before CBA Scott spent 12 years with ING Investment Management as Head of Credit Research, Portfolio Manager for the ING High Yield Fund, Chairman of ING’s Asia-Pacific Regional Credit Committee, and a member of ING’s global credit leadership team.
Wayne Buckingham
Wayne has over 20 years’ experience in domestic and international markets, expertise in public funds, markets related dealing and private wealth creation. Prior to joining Mutual in 2010, Wayne had various senior management roles at ANZ including Director – Wealth Management, Associate Director – Fixed Interest, Senior Manager – Markets Strategy Operations, and Manager – Financial Engineering, with the responsibility for managing client relationships. Prior to joining ANZ, Wayne worked in London for Abbey National Treasury Services, Daiwa Europe Limited and Deutsche Bank over a 5- year period in various derivative/bond transactional and operational roles. Wayne holds an MBA from Melbourne Business School , Dip FP and a Bachelor of Economics (UWA).
Brian Buckley
Brian has over 25 years investment experience, specialising in fixed interest securities for clients including government, not-for-profit and high net worth families. Prior to Mutual Limited, Brian spent 4 years at ANZ Banking Group where he was Associate Director, Fixed Interest Sales, offering fixed interest securities to the broad ANZ client base. Before joining ANZ, Brian spent 17 years with Commonwealth Bank of Australia in Fixed Income sales, originating and selling investment grade fixed interest securities to sophisticated investors.
