InvestSMART
who we are who we are who we are

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.
InvestSMART

Our investment philosophy

Diversification
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
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.
fees
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.

  • Effie Zahos
    Independent Director
    Effie Zahos
    Effie Zahos Independent Director

    Effie is one of Australia’s leading personal finance commentators with more than two decades of experience helping Australians make the most of their money. A regular money expert on Channel 9’s Today Show and on radio around Australia, Effie is also the author of The Great $20 Adventure and A Real Girl’s Guide to Money.

    Effie was editor of Money magazine until 2019, having helped establish it in 1999 and is now Editor-at-Large of Canstar. Passionate about financial literacy, Effie sits on the board of directors for Ecstra, a not-for-profit organisation committed to building the financial capability of all Australians.

    Effie holds a Bachelor of Economics Degree from the University of Queensland. She is the proud mother of two children who are beginning to build on their own financial freedom.

  • Alan Kohler, AM
    Founder-Eureka Report
    Alan Kohler, AM
    Alan Kohler, AM Founder-Eureka Report

    Alan Kohler is one of Australia's most experienced business commentators. Alan has been a trusted source of investment advice to Australians for many years, and in 2005 he founded Eureka Report - Australia's #1 online investment report. Along with Robert Gottliebsen and Stephen Bartholomeusz, Alan also founded Business Spectator, the popular business news and commentary website now owned by News Corp. He has been a columnist and editor at the Australian Financial Review and The Age. Alan is the regular finance presenter on the ABC News and producer of the popular nightly graph (or two) and writes a regular column for the New Daily.

    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.

  • 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.

  • 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.

Trusted by thousands of Australians

As featured in
logo logo logo logo logo
investsmart