"Let's make wealth happen", is a simple statement but one full of ambition and intent. We believe everyone should have the confidence to control their financial future and it shouldn't be hard or expensive to do so.
A company chaired by well-known 'money' expert, Paul Clitheroe, InvestSMART Group have helped hundreds of thousands of people create a prosperous future.
For the last two decades, we have dedicated our knowledge and experience to offer everything you need to make wealth happen, free from the jargon and complexities so commonly found in the finance industry. Here's a little piece of history on us.
InvestSMART was founded in 1999 by Ron Hodge, Nigel Poole and Jim Noort as FloatNews. In 2001, the newly named business, InvestSMART, became a leading source for investment research and tools for investors, including its now much-loved free Portfolio Manager.
After a period of ownership by Fairfax, in 2013 Ron and Nigel took back ownership and joined InvestSMART Group to enhance its offering and launched a suite of low-cost investment products.
Known for its value investing approach, Intelligent Investor was founded in 1998 by John Addis, and joined the InvestSMART Group in 2015. Led by Head of Research, James Carlisle, its team of analysts are dedicated to providing ASX share recommendations and research for investors managing their own portfolios.
Founded in 2001, Eureka Report joined InvestSMART Group in 2016 and brings to you the Wealth & Markets hub. Editor in Chief Alan Kohler, leads a team of financial advisors, SMSF experts and economists to offer coverage on macroeconomic insights, super advice, tax and investment planning and broader wealth commentary.
Today, whether you're managing your own investments or looking for a little help, we have the advice you need to reach your financial aspirations and start growing your wealth.
This is our vision, a mission and an action plan we can start together, today. The future is closer than you think. Let's make wealth happen.
Our Investment Committee
The primary role of our Committee is to oversee the general management of our investment products - including the development of new products and ongoing monitoring of the Company's investments and its strategies.
AM, B.A. (UNSW), SNF Fin, CFPPaul Clitheroe, AM AM, B.A. (UNSW), SNF Fin, CFP Chairman
Paul has 37 years of investment experience and is regarded one of Australia's leading "money" experts. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and now currently writes for newspapers across Australia, is a frequent guest expert on Australia's major television networks and radio.
Paul is Chairman of The Australian Government Financial Literacy Board and Money Magazine. He also holds the Chair of Financial Literacy at Macquarie University.
B.Com B.Econ SF FIN MSc. Info Tech GAICDRon 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 Management
B Ec (Hons), CAAlastair 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.
Our investment management team
The individual security selection, weightings and asset allocations of our investment portfolios are managed by:
Chief Market Strategist
M.Fin Dip. FS (FP)Evan Lucas M.Fin Dip. FS (FP) Chief Market Strategist
Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance from Flinders University, Evan headed to Amsterdam with ABN Amro before moving to the Royal Bank of Scotland. He returned to Australia with RBSMorgans where he developed his top down approach.
Senior Portfolio Manager
CFA B.Econ Grad Dip FinNathan Bell CFA B.Econ Grad Dip Fin Senior Portfolio Manager
Nathan has over 20 years' investment experience, which includes previous roles at Deutsche Bank and Peters Macgregor. Nathan contributes regularly to the financial press and regularly appears on Sky Business. He graduated from Flinders University with a Bachelor of Economics and subsequently completed a Graduate Diploma of Applied Investment and Management. Nathan is a CFA Charterholder.
CFA B.Com Fin Int BusAlex Hughes CFA B.Com Fin Int Bus Portfolio Manager
Alex joined the team in July 2016 to provide dedicated research on small capitalisation companies (small caps). Alex has over 8 years successfully managing private portfolios, and prior to joining the team, held various roles in funds management and international research. Alex is a Chartered Financial Analyst (CFA) charterholder and holds a degree in Finance and International Business from Griffith University.
Our Analyst team
Headed up by James Carlisle, Head of Research, our team has a proven track record of identifying undervalued, quality businesses for your portfolio.
Head of Research
Deputy Head of ResearchGaurav Sodhi Deputy Head of Research
Gaurav is a keen boxer and a trained economist. His successful track record as a private investor and a lifelong fascination with rocks and minerals lead to him becoming Intelligent Investor's resources analyst in 2009. As well as resources, Gaurav covers telecommunications and power infrastructure.
Senior AnalystRakesh Tummala Senior Analyst
Rakesh started his career as junior analyst at Intelligent Investor. He since had roles as bank and insurance analyst, and rejoined the team in 2018. Rakesh covers financial services including banks and insurers. He has degrees in finance and economics from The University of New South Wales.
Senior AnalystJames Greenhalgh Senior Analyst
James graduated with a Bachelor of Commerce shortly after the ‘recession we had to have'. After stints in financial planning and with stockbroking firm County Natwest, he realised that poring over annual reports was his true vocation. James has 24 years of investing experience under his belt, with almost half of them at Intelligent Investor. His main areas of focus are the retail and media sectors.
AnalystMickey Mordech Analyst
Mickey got his first exposure to financial services with Australia's leading retail currency brokerage, where he learned the ins and outs of global currency markets. Having managed his own share portfolio since completing VCE, he sought the opportunity to pursue a career with a greater focus on the stock market and joined the InvestSMART team in 2017. Mickey is a CFA Level III Candidate and is in the final stages of completing a Graduate Diploma in Finance with RMIT University.
Our Wealth & Markets team
Headed up by Alan Kohler, our team includes some of Australia's best independent investing experts.
Editor-in-ChiefAlan Kohler Editor-in-Chief
Alan has been covering business and markets as a financial journalist for 48 years, including two stints as the Financial Review’s Chanticleer columnist and periods as editor of The Age and the AFR. He also started Eureka Report in 2005 and Business Spectator in 2007.
As well as being Editor-in-Chief of InvestSMART Group, Alan is currently finance presenter on ABC News, Business Editor at Large of The Australian, presenter of the Talking Business channel on Qantas radio and an adjunct professor in the business faculty at Victoria University.
Finance JournalistLaura Daquino Finance Journalist
Laura Daquino is the Sub-Editor and Finance Journalist at Eureka Report, reporting on the business and investment community in Australia and abroad. Previously she was a Senior Journalist at Business News Australia covering startups, entrepreneurship, and publicly listed companies in NSW, QLD and Victoria.
Financial CommentatorRobert Gottliebsen Financial Commentator
Robert is one of Australia's most respected investment experts and has been a key commentator on Australian business and finance for over three decades. Robert co-founded Eureka Report in 2005 and has written for The Australian Financial Review and The Australian.
Licensed Financial Adviser
Licensed Financial Adviser