Our mission is to help millions of Australians to protect and create wealth.
Who We Are
InvestSMART is owned by ASX-listed company InvestSMART Group Limited (ASX:INV), Australia's largest provider of automated investment solutions.
Why choose InvestSMART?
We believe everyone should have the confidence to control their financial future and it shouldn't be hard or expensive to do so.
Whether you're managing your own investments or looking for a little help building your investment portfolio, our aim is to deliver straightforward, flexible and affordable solutions to ensure you are financially positioned for your retirement.
What we do
Simple, accessible and affordable.
Investing made simple. That's what we do here at InvestSMART.
Statistics show four in five Australians do not receive any professional investment advice, with cost being a primary factor. We want to change that.
Through our purpose-built portfolio manager, research and investment options, we are filling in the gap and delivering the tools you need to grow and protect your wealth.
Get in touch with us
Sydney (Head Office)Level 9, 37 York Street
Sydney NSW 2000
Sydney Postal AddressPO Box 744
QVB NSW 1230
MelbourneLevel 4, 356 Collins Street
Melbourne VIC 3004
Melbourne Postal AddressGPO Box 2267
Melbourne VIC 3001
Meet the people behind InvestSMART
ChairmanPaul Clitheroe AM, B.A. (UNSW), SNF Fin, CFP Chairman
Paul Clitheroe is a founding director of leading financial planning firm ipac, and has been involved in the investment industry since he graduated from UNSW in the late 1970s. Paul has been a media commentator and conference speaker for more than 30 years, and is regarded as one of Australia's leading experts in the field of personal investment strategies and advice. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and since 1999 has been the chairman and chief commentator of Money magazine. He currently writes for newspapers across Australia and presents Talking Money on radio nationally.
Managing DirectorRon Hodge B.Com B.Econ SF FIN MSc. Info Tech GAICD Managing Director
Ron has worked in financial services for over 25 years, including UBS in Singapore and Bell Commodities in Sydney and founded InvestSMART in 1999. Ron holds a Masters degree in Computer Science, Bachelor Degrees in Commerce and Economics, a Graduate Diploma in Applied Finance and Investments and is a Graduate of the Australian Institute of Company Directors.
Head of Funds ManagementAlastair Davidson B Ec (Hons), CA Head of Funds Management
Alastair has held executive positions in the banking and financial services industry for over 27 years in the UK, USA and Australia. Prior to joining InvestSMART in 2014, he held Director positions with Aurora Funds Limited, Challenger and Salomon Smith Barney. Alastair has an Honours degree in Economics from the University of St Andrews and is currently the Treasurer of the Centenary Institute of Medical Research, Chairman of the Investment Committee of the Centenary Institute Endowment Fund and member of the Institute of Chartered Accountants in Scotland.
Head of ResearchJames Carlisle Head of Research
James Carlisle has been researching stocks for more than two decades. After qualifying as a lawyer and working as a fund manager in London, James moved to Australia in 2002 and soon found Intelligent Investor. He is the author of the book: 'Value: Intelligent Investor's Guide to Finding Hidden Gems on the Sharemarket' and covers the banking and financial services sectors.
EditorJohn Addis Editor
John Addis founded Intelligent Investor in 1998 and is the editor-in-chief of InvestSMART, where he gets to indulge his favourite interests: the shape and form of words; investing psychology; the odd, fascinating and frustrating world of macroeconomics; and great stock opportunities.
EditorTony Kaye Editor
Tony Kaye is the Editor of Eureka Report and has spent more than 30 years working as a financial editor, journalist and commentator. He has previously held senior roles on The Australian Financial Review, The Australian, The Age and The Sun, and has edited business magazines. He was also a former senior manager in Australia/New Zealand for international ratings agency, Standard & Poor's, and has provided media communications support to a range of Australian companies.