BUILT BY ADVISORS... FOR ADVISORS 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

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. A SMSF specialist, Troy was most recently listed in the 2020 Barron’s Top 50, and Financial Standard’s FS Power 50 Most Influential Financial Advisers in Australia. He was also nominated in the Independent Financial Advisers (IFA) Excellence awards for 2020, winning his category for Investment Adviser of the Year in 2019.

Previously, Troy has proudly accepted Professional Investment Services ‘National Financial Adviser of the Year’ in 2012 and in an unprecedented result, again in 2013. The father of two is a long-time golfing enthusiast and President of the St. Hilda’s Fathers’ Club.

Troy is a Sub Authorised Representative (245254) of RFS Advice, Corporate Authorised Representative (402849) of Australian Advice Network Pty Ltd 472901.

Hugh Robertson

CFP®, MFinPlan, MBA, BIntFin(Acc), SMSF Specialist Advisor™

deputy chair

A respected financial planner and firm director, Hugh brings to the AANAM committee over 17 years of versatile and multifaceted experience. Named AFA Advisor of the Year in 2018, IFA Excellence Goal-Based Adviser of the Year in 2019 and listed in the FS Power 50 most Influential Financial Advisers in Australia, Hugh is considered by his clients and peers as a true leader in the industry. The dedicated father-of-four is a golf and financial enthusiast with a true passion for supporting his community, whilst a true professional priding himself on service excellence in his working life. Hugh’s industry-leading business acumen and abundance of experience has landed him sitting on the Griffith University Alumni Advisory Board and on the Board of Directors for Gold Coast Basketball.

Hugh is a Sub Authorised Representative (342586) of Centaur Financial Services, Corporate Authorised Representative (342372) of Australian Advice Network Pty Ltd 472901.

Marshall Brentnall

CFP®, B.Bus, SMSF Accredited Specialist

Analyst

Marshall’s career has spanned across three decades and has been guided by his drive to create a meaningful difference in people’s lives. He is passionate about empowering those in his community to be healthy, wealthy and happy, and specialises in working with professionals and senior executives as they prepare to make work optional through the benefit of hard work and diligent planning. Marshall has a core role in helping to develop leading investment solutions which add value and protect the assets of individual clients. An award-winning Certified Financial Planner (CFP), he has been crowned the Professional Investment Services Adviser of the year in 2011, and has recently been listed in the FS Power 50 Most Influential Financial Advisers in Australia. Outside of work, Marshall is a proud husband, father of 3 kids and a mad keen skier.

Marshall is a Sub Authorised Representative (250831) of Evalesco, Corporate Authorised Representative (325313) of Australian Advice Network Pty Ltd 472901.

Marc Venter

CFP®, B.Bus

Secretary

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. Over the years Marc, a member of the Financial Planning Association (FPA) 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.

Marc is a Sub Authorised Representative (245278) of Guide Financial, Corporate Authorised Representative (456125) of Australian Advice Network Pty Ltd 472901.

Darren Howlin

MBA (Finance), Graduate Diploma Applied Finance

Independent Analyst

Darren has spent over 20 years in executive and senior leadership positions based on quantitative and qualitative research, regulatory technology and technical specialist roles. He has been bringing new ideas to market in an executive, leadership, or senior management capacity since 2005, seeing innovative technology-based financial services solutions delivered across the Asia Pacific region, including Australia, New Zealand, Hong Kong, Singapore and Taiwan.

guest members

Paul Forbes

GAICD, Grad Dip Ec., B.Bus (Mgt), Dip FP

AAN representative

Ken Ludeke

BEc, SMSF Specialist

AAN Accountant
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