Our
       Team

Wayne has over 25 years domestic and international market experience. Expertise in public funds, markets related dealing and private wealth creation. Previously Director at ANZ – Private Wealth.

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.

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.

Biljana has completed a Bachelor of Business (Marketing). She has previously worked at Austock Group as an Executive Assistant.

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.

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.

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.

Phoebe is a Graduate Portfolio Manager. Phoebe joined Mutual in January 2022 as a Graduate to the CFO and currently is a graduate to the Portfolio Management team assisting with trade strategy and execution. She is currently completing a Bachelor of Business Administration/Biomedical Science at ACU. Phoebe also tutors accounting and biology classes at ACU.

Tyson has completed a Bachelor of Business and Commerce majoring in Accounting, Finance and Macroeconomics in 2012. Tyson has ten years experience in investments and funds management.

Joanne holds an MBA, is Chartered Accountant and Company Director qualified and has over 25 years’ experience in finance, management, strategy, governance and banking. Her career has spanned Australia, Europe, North America and Asia and she has previously held a variety of senior positions such as COO within an Australian Bank, a Fund Investment Manager and a Risk Manager within a large Corporate. She brings strong risk and investment governance expertise – especially in the investment/superannuation space.

Alan has experience across private markets, wealth management and asset consulting. His most recent position was investment analyst at Atchison, prior to that he was an analyst within the capital market division at Escala Partners. Alan is a Level III CFA Candidate.

Lucas is a Graduate Analyst at Mutual Limited. He joined Mutual in 2025 and is currently supporting the investment team. Lucas is completing a Bachelor of Business (Professional Practice) at RMIT University, majoring in Blockchain and Finance.