BUILT BY ADVISERS... FOR ADVISERS and advised clients
|
AAN Asset Management (AANAM) has been built by a group of passionate industry leaders with a shared vision to create effective investment solutions, built by advisers for advisers. AANAM provides the manager, strategy and strategic asset allocation advice for the AAN Investment models.
The senior investment personnel are all practicing advisers and the investment philosophy recognises there is a difference between benchmark driven performance and preferred client outcomes. The Investment committee includes advisers as well as external asset consultants and independent researchers.
THE BEST OF BOTH WORLDS
Funds management is normally about performance versus the peer group. AANAM does review relative performance, but is designed with a focus on adviser needs. It is attractive to clients looking to minimise capital depreciation, as well as access to capital appreciation.
This conservative approach has been successful in creating very positive returns for the underlying clients, outperforming many larger and better resourced teams. The key has been finding the very best of investment options in each of the underling sectors as well as a disciplined approach to their selection and management.
investment committee
Troy Theobald
CFP®, B.Bus, ADFS(FP), SMSF Accredited Specialist
CHAIR
Troy is a passionately innovative award-winning adviser, making his mark on the industry for over 24 years fuelled by a simple philosophy to providing the services that clients want and need and then consistently delivering on service promises. Troy has been listed for the last 8 Years in the FS Power 50 as one of the Top 50 most influential advisers in Australia. He has been listed 6 times in Barron Top 50 Adviser for Australia. He has also won the Independ Financial Advisers (IFA) Investment Advisor of the year.
He is a passionate golfer and been a long-time radio Jock on 4CRB and podcaster.
Troy is a Sub Authorised Representative (245254) of RFS Advice, Corporate Authorised Representative (402849) of Australian Advice Network Pty Ltd 472901.
Marc Venter
DEPUTY CHAIR
Marc brings a wealth of knowledge and expertise to the committee, having worked in the financial services industry for over 20 years and gaining invaluable experience in his current role as Company Director of Guide Financial. Over the years Marc, a member of the Financial Advice Association Australia (FAAA) has specialised in self-managed super funds, ASX securities and margin lending, bringing an abundance of experience in financial strategy and client investment portfolio construction developed over two decades. In recognition of his outstanding technical knowledge, the father of- two and avid lover of outdoor activities received the 2004 PIS Australian Unity Paraplanner of the Year Award.
Josh Nixon
Analyst
Josh is an adviser and shareholder in RFS Advice, where he has worked since 2016. Josh has a passion for investment markets and helping clients achieve their goals. As a high performer, when Josh isn’t working at RFS, you’ll find him swimming, cycling, running or going to the gym to get ready for the next Ironman.
Josh is a Sub Authorised Representative (1270827) of RFS Advice, Corporate Authorised Representative (402849) of Australian Advice Network Pty Ltd 472901
Michael Lange
Independent Member
Michael is a highly respected investment professional with a diverse background and deep expertise in investment manager research, portfolio construction, and management spanning more than 20 years. As the Head of Quilla’s Manager Research program, he plays a pivotal role in driving the firm’s success while ensuring exceptional client service and outcomes.
With a keen eye for identifying top-performing managers and funds across various asset classes, Michael ‘s extensive knowledge and insightful analysis is widely acknowledged. His unwavering commitment to delivering results for clients has earned him a reputation for excellence.
Prior to joining Quilla, Michael honed his skills for over a decade at a highly regarded boutique wealth management firm, where he made significant contributions as a key member of the Investment Committee. During this time, he developed a deep understanding of the unique challenges and opportunities facing investors in today’s complex financial landscape.
Michael holds a Bachelor of Commerce (Accounting) and a Diploma of Financial Services (Financial Planning), reflecting his strong foundation in both accounting and financial planning. As a Chartered Accountant, he possesses the technical expertise and professional integrity that clients have come to rely on. Furthermore, his Certified Investment Management Analyst (CIMA) designation demonstrates Michael’s commitment to staying at the forefront of investment management best practices, ensuring his clients benefit from the most current and effective strategies. Michael is a consummate professional who approaches his work with integrity, passion, and a commitment to excellence. He has a proven ability to deliver outstanding results for his clients.
Michele Santangelo
Independent Member
Michele is a highly accomplished investment professional with an outstanding track record of success. He has a wealth of experience across a range of areas of expertise, including investment research, investment strategy, and investment management. His exceptional knowledge and expertise have made him a trusted advisor to clients across various sectors.
Michele has over 17 years of experience in technical investment roles, including most recently as a Senior Portfolio Manager for Independent Securities, a highly respected fund manager headquartered in South Africa. His prior roles include Partner, Empyrean Fund, and Chief Investment Officer for Vunani Wealth and Investments in South Africa.
He has a deep understanding of the complexities and nuances of the investment industry, and his ability to provide strategic advice and guidance has been invaluable to clients seeking to maximize their returns.
Michele’s qualifications include a Bachelor of Commerce (BCom) Economics and Econometrics, a Bachelor of Commerce (BCom) Honours Investment Management, and a Master of Commerce (MCom) Finance from the University of Johannesburg. He is also a Chartered Alternative Investment Analyst – CAIA.
Bradley Wall
Member
Bradley has a laid-back Aussie disposition that instantly draws people out and engage with them. Don’t be fooled though, behind the laid-back front is a very business-savvy mind with the highest industry accreditations. His passion for always learning from others and growing has built a strong positive culture in the business.
Brad began his career in financial planning in 1997 and founded the Guide Financial business over 20 years ago. He proficiently juggles the many balls involved in operating a financial advice firm. Many of his clients have had the benefit of his service for two decades and are grateful to have his informed perspective on the many situations’ life has thrown at them.
When he is not in the office, Brad is supporting one of his daughters in one of their varied pursuits in sports, academics, or the arts. And of course he occasionally gets to enjoy our beautiful coast with a surf at our amazing beaches, or a hit on the golf course with Marc.
He became a member of Australian Advice Network (AAN) in May 2015 when Guide joined this select cooperative network of financial planners. With AAN he is responsible for the network’s full compliance to ASIC’s Australian Financial Services Licence (AFSL) requirements. He is also a member of the Australian Financial Advice Association Australia (FAAA).
Bradley is a Sub Authorised Representative (245293) of Guide Financial, Corporate Authorised Representative (456125) of Australian Advice Network Pty Ltd 472901
Greg Black
Member
Greg is the General Manager and Director of RFS Advice. He has over 25 years in financial services working with some of the leading funds management businesses in Australia, including Colonial First State and BT Financial Group. He also worked with a boutique investment management business before joining RFS Advice in 2024.
Darko Zigic
MFP, GradDip FP, Dip FS (FP), Dip IT
Member
Darko is a Director and Financial Adviser of RFS Advice and has been an integral part of the team for over 13 years. With a background in finance and working with large corporates, Darko has a passion for helping small business clients and those serious about wealth creation and wealth protection.
Darko is a Sub Authorised Representative (329523) of RFS Advice, Corporate Authorised Representative (402849) of Australian Advice Network Pty Ltd 472901