InvestSMART

Who we are

InvestSMART is your online financial advisor built for people who refuse to pay high fees for underwhelming performance. People who demand better. People like you.

Simple investing for everyone

At the heart of everything we do, our purpose is to make investing rewarding, accessible and affordable by employing smart technology and even smarter people.
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Our investment philosophy

Diversification

We recognise over the long-term, no one asset class is guaranteed to deliver consistent returns. We believe you should invest across all asset classes in different proportions to manage risk and achieve your financial goals.
Lower Fees

Compounded over time, even a small difference in fees can result in substantial differences to your returns. Through ongoing technology advances, we endeavour to reduce the cost of investing for all Australians.
Investing for the long-term

Reaching your financial goals is not about having a complicated strategy, it’s far more important to be invested for a sensible amount of time across asset classes and allow compounded returns to work its magic.
Diversification
We recognise over the long-term, no one asset class is guaranteed to deliver consistent returns. We believe you should invest across all asset classes in different proportions to manage risk and achieve your financial goals.
Lower Fees
Compounded over time, even a small difference in fees can result in substantial differences to your returns. Through ongoing technology advances, we endeavour to reduce the cost of investing for all Australians.
Investing for the long-term
Reaching your financial goals is not about having a complicated strategy, it’s far more important to be invested for a sensible amount of time across asset classes and allow compounded returns to work its magic.

Our investment committee

The primary role of our Committee is to oversee the general management and ongoing monitoring of our investment solutions and investment strategies.

  • Paul Clitheroe, AM
    Chairman
    Paul Clitheroe, AM
    Paul 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.

  • Catherine Teo
    General Counsel
    Catherine Teo
    Catherine Teo B.Com, LLB (UNSW) General Counsel

    With over 10 years’ experience working as a corporate lawyer in both Sydney and New York City, Catherine is experienced in advising corporations on legal and governance matters. Catherine holds a Bachelor of Commerce (majoring in Finance) and a Bachelor of Laws from the University of NSW.

  • Ron Hodge
    Managing Director
    Ron Hodge
    Ron Hodge B.Com, B.Econ, MSc. Info Tech, GAICD, SF FIN 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.

  • Alan Kohler, AM
    Editor-in-Chief
    Alan Kohler, AM
    Alan Kohler, AM 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.

  • Alastair Davidson
    Head of Funds Management
    Alastair Davidson
    Alastair 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.

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