Roger Montgomery

Founder and Chairman

We share a disciplined investment philosophy with our investment managers, selecting them for their combination of long-term success, esteemed and established reputation and their ability to deliver on the fundamental investor needs of capital preservation and growth through all and economic market conditions. Above all we acknowledge our primary role is to deliver superior outcomes for multigenerational investors and their advisers.
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ABOUT Roger

Founder and Chairman

Bachelor of Commerce. Senior Fellow, Financial Services Institute of Australia.

Roger founded Montgomery Investment Management in 2010.

Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and financial advice.

Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merill Lynch.

In 2010, Roger published his first book, the best-selling investment title Value.able. Buy it here.


Founder and Chairman
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Chief Executive Officer
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Head of Distribution
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Portfolio Manager
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Portfolio Manager
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Head of Communications
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National Account Manager
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National Account Manager
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National Account Manager
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Head of Operations
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Communications Coordinator
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Account Manager – Private Clients
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Senior Portfolio Manager
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Chief Investment Officer
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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
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Toby Roberts
Account Manager – Private Clients
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