Australian management team

 

The Australian management team within abrdn comprises the senior executives within our organisation, who are responsible for major business areas.

 

Brett Jolie

Brett Jollie

Managing Director

Brett Jollie is the Managing Director of abrdn Australia. In this role Brett has strategic oversight (investment, distribution and operational) of the Australian business and is responsible for ensuring all business functions work effectively and cohesively in achieving the Group’s strategic goals.

Brett has over 25 years’ experience in the financial services industry. He joined abrdn in 2000 and has held roles in operations, product management, sales and marketing in Australia and the UK. Before joining abrdn, Brett worked for EquitiLink Australia, Chase Manhattan Bank and Permanent Trustee.

Brett is a member of the Financial Services Council (FSC) Funds Management Board Committee and the NSW Council of the Australian British Chamber of Commerce. Previous roles include Director of the Financial Services Council (2013 to 2020), Co-Chair of the FSC Investment Board Committee (2013-2020), and member of the FSC Standards Oversight & Disciplinary Committee (2015 – 2019).

Brett holds a Bachelor of Economics degree from Macquarie University, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma in Financial Planning, both from the Financial Services Institute of Australia (FINSIA). He is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.

Shauna Osullivan

Shauna Osullivan

Head of Legal

Shauna O'Sullivan is Head of Legal, Australia at abrdn. Shauna joined abrdn in 2007 when it acquired Deutsche Asset Management Australia. Shauna had joined Deutsche in 1994, working in various roles across the Deutsche Group in Legal and Compliance. Prior to that, Shauna spent 18 months in the legal department of Amro Bank, five years at Mallesons Stephen Jaques and 2 years at Freshfields in Singapore.

Shauna holds a Bachelor of Laws and a Bachelor of Commerce (majoring in accounting finance and systems) from the University of New South Wales.

Allison Monahan

Allison Monahan

HR Business Partner

Allison Monahan is the HR Manager and represents the HR division in Australia. In her role Allison is responsible for partnering with the Australian business to shape a culture where the right people deliver extraordinary results, through the delivery of employee and leadership development and engagement; talent acquisition and retention; compensation and benefits; and supporting organisational transformation.

Allison joined abrdn in 2014 and has 15 years’ experience in various HR roles across different industries. She holds a Bachelor of Arts degree from the University of St. Thomas, St. Paul USA.

Roneel Prasad

Roneel Prasad

Head of Compliance

Roneel Prasad is the Head of Risk & Compliance in Australia and represents the broader risk division in the Australian business. In his role Roneel is responsible for ensuring the Company is compliant with its regulatory obligations, risks are identified and controls are implemented to mitigate those risks. Roneel has over 10 years’ experience in various risk roles in ASI.

Roneel holds a BA in Accounting and Economic from The University of the South Pacific, Master of Business Law from Southern Cross University and is a member of CPA Australia.

Michelle Lopez

Michelle Lopez

Head of Australian Equities

Michelle Lopez is Head of Australian Equities on the Australian Equities Team at abrdn. Michelle joined abrdn in 2004 from KPMG – Corporate Finance where she worked as an intern. Previously, Michelle worked for Watson Wyatt as a Quant Analyst.

Michelle holds a BA in Applied Finance and Commerce (Marketing) from Macquarie University, Sydney and is a CFA® charterholder.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Bill Haughey

Bill Haughey

Head of Infrastructure Investment

Bill Haughey is the Head of Investment and Asset Management at abrdn Sydney office. Bill is in charge of the Infrastructure Funds primary and secondary investment activity in Australia and New Zealand. His prime responsibilities involve targeting strategic investment opportunities, developing and fostering client relationships and delivering long-term stable investment returns for investors via abrdn Global Infrastructure Partners (I and II) Ltd.

The abrdn infrastructure platform consists of nine unlisted funds and AUD$7bn of institutional investment under management. The funds are managed by a recognised and experienced team based in London, Edinburgh, Paris, Madrid, Bogata and Sydney and invest in infrastructure projects underpinned by long term government contracts predominantly in social and transportation infrastructure. Bill sits on the investment committee of six of these funds which involve investment decisions on projects based across Europe, Australia and North America.

Bill has 22 years experience in the project finance marketplace. He has worked on a breadth of infrastructure projects and prior to moving to Australia in 2015, led the Infrastructure teams origination focus in the UK and Ireland. He has worked on a range of sectors including, road, rail, health, education and energy from waste. He sits on the Board of 5 Australian PPP Projects including chairperson of two.

Bill was formerly a Senior Director in Project Finance Team at Lloyds Bank, having been previously a Lead Director in Infrastructure Finance Team in Bank of Scotland. Prior to this he held various roles within the Halifax Commercial Finance Division. Bill is an FCA approved person.

Jason Nyilas

Jason Nyilas

Head of Retirement and Product Specialist

Jason has a wealth management and pensions background from his time in Australia and overseas over the course of 30 years. He has worked in industry and in professional services firms focussing on strategy, marketing, operations, M&A and digital transformation.

He leads abrdn retirement income expansion into Australia, focussing on working with other industry organisations to provide a fresh and forward thinking set of solutions across digital, member, adviser and investment funds.

Previously, Jason was a partner at EY in the financial services practise and IBM’s Global Pensions Leader, where he ran business and digital transformations for wealth and retirement firms in the US, the UK, Malaysia and Australia. During this time, he also ran a superannuation back office processing business for 300,000 members.

He has a BSc from the Moore School of Business at the University of South Carolina.

Andrew Kophamel

Andrew Kophamel

Head of Data Management and Performance Measurements - Asia Pacific

Andrew Kophamel has worked in Financial Services for 20 years, focusing initially on Performance, for both asset managers and service providers, and more recently broadening his expertise to include data management/reconciliation and investment operations.

He is a frequent presenter and writer, on topics such as Attribution and Active Share/Alpha Potential and won an Honorary Dietz award from the Journal of Performance Measurement for his contribution to the discussion on Risk Adjusted Attribution.

He is a CFA charterholder, holder of the Certificate in Investment Performance Measurement (CIPM), and Financial Risk Manager (FRM), and has sat on the CFA’s Global Investment Performance Standards Investment Manager Sub-Committee.

Danielle Welsh-Rose

Danielle Welsh-Rose

ESG Investment Director - Asia Pacific

Danielle Welsh-Rose is ESG Investment Director - Asia Pacific at abrdn. Danielle is responsible for driving ASI’s ESG strategy in Asia Pacific, and supporting the integration of ESG factors into investment decision-making in Australia and across Asia-Pacific, and advocates for the importance of ESG capabilities with clients and potential clients across the region. Danielle joined abrdn in 2019 from the Victorian Funds Management Corporation where she was Head of ESG. Previously, Danielle held senior consulting, ESG and corporate sustainability roles at Sustainability Advisers and VicSuper.

BA, MA, Other

Danielle graduated with a BA in geography and German from Monash University, a Masters of Environment from the University of Melbourne, a Masters of Law (Juris Doctor) from Monash University, and she also holds a Graduate Diploma of Applied Finance.

Con Koromilas

Con Koromilas

Head of Wholesale Sales

Con Koromilas is the Head of Wholesale Sales at abrdn, responsible for determining and executing strategy for the distribution and marketing of capabilities into the Wholesale and high net worth advice channels. Con joined abrdn in November 2007 and brings 26 years of experience in financial services across life, platform and funds management businesses.

Prior to joining abrdn, Con spent 14 years at AXA Australia across various roles within Sales and Distribution.

Con graduated with a BA of Economics from Macquarie University and also holds a Diploma of Financial Planning.

BA,Other
Diploma

Amanda Young

Amanda Young

Head of Client Services

Amanda Young is Head of Client Services at abrdn. She was previously Client Services Manager at Deutsche Asset Management, which was acquired by Aberdeen in 2007.

Amanda has more than 20 years of experience in financial services, having also worked at Macquarie Investment Management Limited in client services roles.

  • Brett Jolie

    Brett Jollie

    Managing Director

    Brett Jollie is the Managing Director of abrdn Australia. In this role Brett has strategic oversight (investment, distribution and operational) of the Australian business and is responsible for ensuring all business functions work effectively and cohesively in achieving the Group’s strategic goals.

    Brett has over 25 years’ experience in the financial services industry. He joined abrdn in 2000 and has held roles in operations, product management, sales and marketing in Australia and the UK. Before joining abrdn, Brett worked for EquitiLink Australia, Chase Manhattan Bank and Permanent Trustee.

    Brett is a member of the Financial Services Council (FSC) Funds Management Board Committee and the NSW Council of the Australian British Chamber of Commerce. Previous roles include Director of the Financial Services Council (2013 to 2020), Co-Chair of the FSC Investment Board Committee (2013-2020), and member of the FSC Standards Oversight & Disciplinary Committee (2015 – 2019).

    Brett holds a Bachelor of Economics degree from Macquarie University, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma in Financial Planning, both from the Financial Services Institute of Australia (FINSIA). He is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.

  • Shauna Osullivan

    Shauna Osullivan

    Head of Legal

    Shauna O'Sullivan is Head of Legal, Australia at abrdn. Shauna joined abrdn in 2007 when it acquired Deutsche Asset Management Australia. Shauna had joined Deutsche in 1994, working in various roles across the Deutsche Group in Legal and Compliance. Prior to that, Shauna spent 18 months in the legal department of Amro Bank, five years at Mallesons Stephen Jaques and 2 years at Freshfields in Singapore.

    Shauna holds a Bachelor of Laws and a Bachelor of Commerce (majoring in accounting finance and systems) from the University of New South Wales.

  • Allison Monahan

    Allison Monahan

    HR Business Partner

    Allison Monahan is the HR Manager and represents the HR division in Australia. In her role Allison is responsible for partnering with the Australian business to shape a culture where the right people deliver extraordinary results, through the delivery of employee and leadership development and engagement; talent acquisition and retention; compensation and benefits; and supporting organisational transformation.

    Allison joined abrdn in 2014 and has 15 years’ experience in various HR roles across different industries. She holds a Bachelor of Arts degree from the University of St. Thomas, St. Paul USA.

  • Roneel Prasad

    Roneel Prasad

    Head of Compliance

    Roneel Prasad is the Head of Risk & Compliance in Australia and represents the broader risk division in the Australian business. In his role Roneel is responsible for ensuring the Company is compliant with its regulatory obligations, risks are identified and controls are implemented to mitigate those risks. Roneel has over 10 years’ experience in various risk roles in ASI.

    Roneel holds a BA in Accounting and Economic from The University of the South Pacific, Master of Business Law from Southern Cross University and is a member of CPA Australia.

  • Michelle Lopez

    Michelle Lopez

    Head of Australian Equities

    Michelle Lopez is Head of Australian Equities on the Australian Equities Team at abrdn. Michelle joined abrdn in 2004 from KPMG – Corporate Finance where she worked as an intern. Previously, Michelle worked for Watson Wyatt as a Quant Analyst.

    Michelle holds a BA in Applied Finance and Commerce (Marketing) from Macquarie University, Sydney and is a CFA® charterholder.

    CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

  • Bill Haughey

    Bill Haughey

    Head of Infrastructure Investment

    Bill Haughey is the Head of Investment and Asset Management at abrdn Sydney office. Bill is in charge of the Infrastructure Funds primary and secondary investment activity in Australia and New Zealand. His prime responsibilities involve targeting strategic investment opportunities, developing and fostering client relationships and delivering long-term stable investment returns for investors via abrdn Global Infrastructure Partners (I and II) Ltd.

    The abrdn infrastructure platform consists of nine unlisted funds and AUD$7bn of institutional investment under management. The funds are managed by a recognised and experienced team based in London, Edinburgh, Paris, Madrid, Bogata and Sydney and invest in infrastructure projects underpinned by long term government contracts predominantly in social and transportation infrastructure. Bill sits on the investment committee of six of these funds which involve investment decisions on projects based across Europe, Australia and North America.

    Bill has 22 years experience in the project finance marketplace. He has worked on a breadth of infrastructure projects and prior to moving to Australia in 2015, led the Infrastructure teams origination focus in the UK and Ireland. He has worked on a range of sectors including, road, rail, health, education and energy from waste. He sits on the Board of 5 Australian PPP Projects including chairperson of two.

    Bill was formerly a Senior Director in Project Finance Team at Lloyds Bank, having been previously a Lead Director in Infrastructure Finance Team in Bank of Scotland. Prior to this he held various roles within the Halifax Commercial Finance Division. Bill is an FCA approved person.

  • Jason Nyilas

    Jason Nyilas

    Head of Retirement and Product Specialist

    Jason has a wealth management and pensions background from his time in Australia and overseas over the course of 30 years. He has worked in industry and in professional services firms focussing on strategy, marketing, operations, M&A and digital transformation.

    He leads abrdn retirement income expansion into Australia, focussing on working with other industry organisations to provide a fresh and forward thinking set of solutions across digital, member, adviser and investment funds.

    Previously, Jason was a partner at EY in the financial services practise and IBM’s Global Pensions Leader, where he ran business and digital transformations for wealth and retirement firms in the US, the UK, Malaysia and Australia. During this time, he also ran a superannuation back office processing business for 300,000 members.

    He has a BSc from the Moore School of Business at the University of South Carolina.

  • Andrew Kophamel

    Andrew Kophamel

    Head of Data Management and Performance Measurements - Asia Pacific

    Andrew Kophamel has worked in Financial Services for 20 years, focusing initially on Performance, for both asset managers and service providers, and more recently broadening his expertise to include data management/reconciliation and investment operations.

    He is a frequent presenter and writer, on topics such as Attribution and Active Share/Alpha Potential and won an Honorary Dietz award from the Journal of Performance Measurement for his contribution to the discussion on Risk Adjusted Attribution.

    He is a CFA charterholder, holder of the Certificate in Investment Performance Measurement (CIPM), and Financial Risk Manager (FRM), and has sat on the CFA’s Global Investment Performance Standards Investment Manager Sub-Committee.

  • Danielle Welsh-Rose

    Danielle Welsh-Rose

    ESG Investment Director - Asia Pacific

    Danielle Welsh-Rose is ESG Investment Director - Asia Pacific at abrdn. Danielle is responsible for driving ASI’s ESG strategy in Asia Pacific, and supporting the integration of ESG factors into investment decision-making in Australia and across Asia-Pacific, and advocates for the importance of ESG capabilities with clients and potential clients across the region. Danielle joined abrdn in 2019 from the Victorian Funds Management Corporation where she was Head of ESG. Previously, Danielle held senior consulting, ESG and corporate sustainability roles at Sustainability Advisers and VicSuper.

    BA, MA, Other

    Danielle graduated with a BA in geography and German from Monash University, a Masters of Environment from the University of Melbourne, a Masters of Law (Juris Doctor) from Monash University, and she also holds a Graduate Diploma of Applied Finance.

  • Con Koromilas

    Con Koromilas

    Head of Wholesale Sales

    Con Koromilas is the Head of Wholesale Sales at abrdn, responsible for determining and executing strategy for the distribution and marketing of capabilities into the Wholesale and high net worth advice channels. Con joined abrdn in November 2007 and brings 26 years of experience in financial services across life, platform and funds management businesses.

    Prior to joining abrdn, Con spent 14 years at AXA Australia across various roles within Sales and Distribution.

    Con graduated with a BA of Economics from Macquarie University and also holds a Diploma of Financial Planning.

    BA,Other
    Diploma

  • Amanda Young

    Amanda Young

    Head of Client Services

    Amanda Young is Head of Client Services at abrdn. She was previously Client Services Manager at Deutsche Asset Management, which was acquired by Aberdeen in 2007.

    Amanda has more than 20 years of experience in financial services, having also worked at Macquarie Investment Management Limited in client services roles.