Anne’s key responsibilities include overall business strategy and execution, developing business processes, communication and staffing. Anne has 20 years’ experience in financial services in banking, funds management, superannuation and capital markets including 3 years at Mallesons Stephen Jaques and 3 years at Bankers Trust Australia Limited. Anne has also run a successful consulting business with a focus on development of new markets, new products and new business paradigms in financial services. Typical projects involve taking financial services businesses into new areas for the first time. Being well versed in the technical issues for a number of areas of financial services is an asset, given the recent spate of regulatory and tax changes. Anne holds a Bachelor of Arts and a Bachelor of Laws University of Sydney and holds a Graduate Diploma in Applied Finance and Investment.

A former Boutique Fund Manager, Drew joined Fundhost as Head of Sales in 2011 and was appointed Joint-CEO in 2015. Drew co-Founded Atom Funds Management, a small cap manager. Fundhost was the Responsible Entity of the fund. After selling the business to Sanlam Limited in 2011, the fund was renamed the 8IP Australian Small Companies Fund. Drew oversaw sales, marketing and operations for Atom. This puts Drew in the enviable position of being able to be his own best reference! Coming from Canada in 2000, Drew was the MD of TD Asset Management’s eCommerce division. Drew developed Canada’s first online fund trading platform as well building the award winning TD eFunds family of funds – Canada’s first internet only class of mutual fund Drew holds a Bachelor of Business Administration with dual concentrations in Finance and Marketing from Bishop’s University, Quebec Canada. Besides funds management and electronic distribution, he’s an avid sailor, passionate motorcyclist and really, really bad at golf.

Susana joined Fundhost as COO in 2022 and is responsible for the Fund Services Operations across all functions including fund accounting, financial reporting, unit registry, compliance, change management and strategy. Susana is a financial services professional with 16 years’ experience in Fund Accounting and the Fund’s Management industry. Prior to joining Fundhost, Susana was an Assistant Vice President at Citi, specialising in Fund Accounting Model Office and Transformational Change. Susana holds a Bachelor of Business (Accounting) from the University of Western Sydney and is a member of CPA Australia.

Kim joined Fundhost in 2010. Her role includes Fund Accounting, Unit Pricing and Unit Registry – including performance calculation, attending to investor enquiries, processing applications and redemptions and investor requests, as well as preparing fund reporting. Kim holds a Bachelor of Business (Accounting) from the University of Western Sydney and has completed an Advanced Diploma of Accounting.

Michael joined Fundhost as Manager in 2022. His role includes Fund Accounting, Unit Pricing and Financial Reporting. Prior to joining Fundhost, Michael was a Fund Accounting Manager at Link Fund Solutions. Michael is experienced in fund accounting, investment operations, and financial reporting. He has worked across different industries within financial services, superannuation, insurance, and managed funds. Michael holds a Bachelor of Business from the University of Tasmania and is a member of CPA Australia.

Chloe joined Fundhost in November 2013. Her role includes Unit Pricing and Unit Registry – including processing applications, redemptions and attending to investor enquiries. Chloe completed a Bachelor of Business, majoring in Accounting from the University of Western Sydney.

John joined Fundhost in December 2019. His role includes Fund Accounting, Unit Pricing, Financial Reporting and Unit Registry – including performance calculation, attending to investor enquiries, processing applications and redemptions and investor requests, as well as preparing fund reporting. John has worked in the industry since 2012, starting in Ireland for Hedgeserv and BNP. He relocated to Sydney in March 2018 and has also worked with JP Morgan and Mercer. John holds a Bachelor of Business (Accounting) from the Institute of Technology, Tallaght.

Lachlan joined Fundhost in November 2021. His role includes Operations Analysis, Unit Pricing and Unit Registry. Prior to joining Fundhost, Lachlan was a Portfolio Analyst at Mainstream. Lachlan holds a Bachelor of Commerce Major in Business Information Systems and Decision Science at Macquarie University.

Sam joined Fundhost in February 2022. His role includes Unit Pricing and Unit Registry – including processing applications, redemptions and attending to investor enquiries. He holds a Bachelor of Applied Finance and Economics from Macquarie University.