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Roger
Montgomery
Founder and Chairman
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David
Buckland
Chief Executive Officer
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Scott
Phillips
Head of Distribution
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David
Trofa
Head of Operations
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David
Denby
National Account Manager
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Michael
Gollagher
National Account Manager
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Dean
Curnow
National Account Manager
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Toby
Roberts
National Account Manager
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Sandra
Pobucky
Marketing and Communications Manager
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Dominic
Rose
Portfolio Manager
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Gary
Rollo
Portfolio Manager
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Natasha
Parker
Head of Marketing and Communications
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Sean
Sequeira
Chief Investment Officer
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Alan
Kwan
Senior Portfolio Manager
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Daniel
Chan
Investment Analyst
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Mark
Oliver
Senior Portfolio Risk Manager
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Rhodri
Taylor
Account Manager – Private Clients
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Eti
Amegor
Head of Institutional
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Harshita
Saini
Junior Investment Analyst
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Have a question? Chat to one of our team members today.
02 8046 5000
David Buckland
Chief Executive Officer
Toby Roberts
National Account Manager
Funds
View all funds
Australian Equities
The Montgomery Fund
Australian Eagle Trust Long Short Fund
The Montgomery [Private] Fund
Montgomery Small Companies Fund
Income
Aura Private Credit Income Fund
Aura Core Income Fund
Global Equities
Polen Capital Global Growth Fund
Polen Capital Global Small and Mid Cap Fund