WHO ARE WE?
Our mission is to assist all Australians in establishing and maintaining financial independence that will allow our investors to achieve what is most important to them.
To deliver this, we have created three series of investment solutions that can be tailored to individual circumstances and goals. Through our scale and expertise, our investors gain access to some of the world’s leading asset managers.
Whether you're starting out, a sophisticated investor, or anywhere in between, we have professionally managed investment solutions that help ease the burden of the four key areas to building and maintaining investment portfolios: research, blending of selected assets, monitoring selected assets for quality and valuation and implementation.
We have operated for over 10 years and are proudly Australian owned and operated (ASX-listed parent company Centrepoint Alliance Limited).
Mat is responsible for the funds management and investment platform services businesses within the Centrepoint Alliance group of companies. Mat became executive director responsible for the activities of Ventura Investment Management Ltd in September 2012.
Mat has more than 25 years' experience in the financial services industry in management roles for investment platforms, investment research, product development and financial advice. Most notably, he was managing director of one of Australia’s pre-eminent investment platforms, Norwich Union Navigator during its formative years. Under his leadership, their funds under administration grew to more than $7 billion.
Julian has over 19 years' experience in the financial services industry in a broad range of roles including administration, product development and sales across both platform and funds management.
After refining his knowledge of financial markets at Perennial Investment Partners, Julian now heads up funds management distribution and is a member of both the Executive and Investment Committees. His role interacts with some of the world's leading investment firms, to keep our clients up-to-date with the latest investment themes. With a mantra of 'ease of doing business', Julian's focus is on assisting financial advisers to the benefit of their clients. An advocate of the financial advice industry, Julian is passionate about promoting the value of good advice.