Wilson Asset Management

A wealth of difference for you,
and our community.

About us

    Our story

    Investing in opportunities. For you. For good.

    We invest $5 billion in undervalued Australian and global growth companies on behalf of 130,000 shareholders. We also make a difference in the community, primarily as an advocate for retail investors and as the creator and lead supporter of the Future Generation companies.

    Growing in the right direction

    Established in 1997 by Geoff Wilson, we are an independently owned investment manager based in Sydney, Australia. Today, Wilson Asset Management is comprised of 19 investment professionals who offer a combined investment experience of more than 200 years.

    We take great pride in managing eight LICs and the Wilson Asset Management Leaders Fund, and $5 billion in shareholder capital on behalf of 130,000 retail investors. This is partnered with our philanthropic initiatives, including creating and supporting the Future Generation companies, see us actively contribute to our community.

    Navigating your path to prosperity

    Experience is critical to successful investing. We are proactive, think clearly and undertake rigorous and diligent research.

    We are driven towards identifying undervalued growth companies and scouring the market for mispricing opportunities to deliver superior returns for our shareholders. Our history of returns speaks for itself.

    Our reputation is built on trust

    We take an especially active approach to engaging with our shareholders, both in terms of ongoing performance, and timely insights.

    We provide email updates from our Portfolio Managers and investment team, CIO and Chairman, timely market insights in the form of podcasts, articles and videos, in-person presentations, investor education materials and financial reporting.

    Investing with us

    Information-led investing.

    Our track record is strong. Our philosophy is proven. You have an experienced team working on your behalf to achieve your investment aims. We provide:

    Fully franked dividends

    Our LICs have a track record of providing shareholders a stream of fully franked dividends

    Strong performance

    We offer a strong track record of performance based on our rigorous research-driven and market-driven investment processes.

    Deep diversification

    Our LICs hold small positions in many companies, providing shareholders with diversified exposure to opportunities.

    Risk-adjusted returns

    Our flexible investment mandate allows above average cash holdings and strong, risk-adjusted returns.

    Experienced experts

    With more than 190 years’ combined experience in the Australian equity market, our investment team lives and breathes financial markets.

    Full market access

    We hold over 4,000 company meetings each year, and our knowledge of and extensive network in the market continually provides valuable intelligence and investment opportunities.

    Superior structures

    LICs provide a stable, closed-ended pool of capital, allowing us a total focus on managing money.

    Transparency

    We value shareholder engagement and our LICs adhere to strict corporate governance requirements.

    How we invest

    Our unique investment methodology.

    • a research-driven process focused on identifying undervalued growth companies; and
    • a market-driven process that takes advantage of market mispricing opportunities.

    Research-driven investing

    This investment process involves diligent and deep research that focuses on free cash flow, return on equity and the quality of a company. Each company is carefully rated with respect to management, earnings growth potential, valuation and industry position. Under this process, our investment team will only ever invest in a security once we can identify a catalyst or event that we expect will change the market’s valuation of the company.

    Market-driven investing

    This investment process takes advantage of short-term mispricing opportunities in the Australian equity market. Opportunities are derived from initial public offerings, placements, block trades, rights issues, corporate transactions (such as takeovers, mergers, schemes of arrangements, corporate spin-offs and restructures), arbitrage opportunities such as listed investment company discounts, short-selling and trading market themes and trends.

    Guide to LICs

    Access our Guide to LICs booklet to learn more about the benefits of the listed investment company structure.

    Our team

    Geoff Wilson AO
    Geoff Wilson AO Chairman & Chief Investment Officer BSc GMQ FFINSIA FAICD T + 61 2 9247 6755

    Geoff Wilson has over 43 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997 and created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and Future Generation Global Investment Company Limited. Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD). Geoff Wilson is currently Chairman of WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited, WAM Active Limited and WAM Strategic Value Limited. He is the founder and a Director of Future Generation Australia Limited and Future Generation Global Limited and a Director of WAM Alternative Assets Limited. Geoff is also currently an Advisory Board member of Super CRC bid.

    Kate Thorley
    Kate Thorley Chief Executive Officer BCom CA GAICD T + 61 2 9247 6755

    Kate Thorley has over 20 years’ experience in the funds management industry and more than 25 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active, WAM Microcap and WAM Strategic Value. Kate is a Director of Future Generation Australia and Future Generation Global. Kate is a graduate member of the Australian Institute of Company Directors and is a Chartered Accountant.

    Caroline Gurney
    Caroline Gurney Chief Executive Officer, Future Generation BA (Hons) MA T + 61 2 9247 9202

    Caroline is Chief Executive Officer of Future Generation and has more than 25 years’ experience in the financial services sector focused on marketing, corporate affairs and corporate social responsibility. Caroline has held senior roles at UBS and Citibank and has worked in London, across Asia-Pacific and Australia during her career. She is a director of Our Watch, an organisation focused on preventing violence against women and children and set up and was a director of the UBS Australia Foundation. Caroline has also previously served as a director of Future Generation Australia and as a Council Member of Chief Executive Women, and is currently an active member.

    Catriona Burns
    Catriona Burns Lead Portfolio Manager of WAM Global BCom (Lib Studies) MApp Fin CFA T + 61 2 9247 6755

    Catriona has more than 19 years’ global and Australian investment experience. Catriona began her career with Wilson Asset Management in 2003 before relocating to London to work with Hunter Hall Investment Management as a Portfolio Manager responsible for global equities with a bias to small-to-mid cap companies. In 2012, Catriona joined John Sevior and David Cooper at the inception of Airlie Funds Management. Catriona is the Lead Portfolio Manager responsible for WAM Global.

    Matthew Haupt
    Matthew Haupt Lead Portfolio Manager of WAM Leaders BCom GradDip App Fin CFA T + 61 2 9258 4910

    Matthew has more than 20 years’ experience in the investment industry working as both a portfolio manager and analyst. Prior to joining Wilson Asset Management in 2004, Matthew gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of Equity Trustees). Matthew is the Lead Portfolio Manager responsible for WAM Leaders Limited and Wilson Asset Management Leaders Fund

    Oscar Oberg
    Oscar Oberg Lead Portfolio Manager of WAM Capital, WAM Microcap, WAM Research and WAM Active LLB BBus CFA T + 61 2 9247 6755

    Oscar has more than 17 years’ experience in the investment industry. Before joining Wilson Asset Management in 2016, Oscar worked as a sell-side analyst at CLSA for six years covering a variety of sectors within the small cap sector. Prior to CLSA, Oscar worked for three years at Grant Thornton working in the transaction advisory team. Oscar is the Lead Portfolio Manager responsible for WAM Capital, WAM Microcap, WAM Research and WAM Active.

    Tobias Yao
    Tobias Yao Portfolio Manager of WAM Capital, WAM Microcap, WAM Research and WAM Active BCom CFA T + 61 2 9258 4949

    Tobias joined Wilson Asset Management in 2014 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Tobias has over 16 years’ experience in the investment industry. Prior to this he spent five years as an investment analyst at Pengana Capital, and previously worked in Ernst & Young’s transaction advisory services division.

    John Ayoub
    John Ayoub Portfolio Manager of WAM Leaders LLB BA GradCert App Fin T + 61 2 9258 4920

    John has 17 years’ industry experience, working at Credit Suisse as a director in equity sales and trading, focusing on both large and small-cap companies. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer. John joined Wilson Asset Management in 2016 and is the Portfolio Manager responsible for WAM Leaders Limited and Wilson Asset Management Leaders Fund.

    Dania Zinurova
    Dania Zinurova Portfolio Manager of WAM Alternative Assets MSc (Real Estate Investment) MEB State Dip Banking & Finance T + 61 2 9247 6755

    Dania has held senior investment roles in Australia, the US, Europe and the UK throughout her 24-year career. Dania joined Wilson Asset Management in 2020. Previously, Dania was Head of Real Assets Australia and held other investment roles at WTW in London, New York and Sydney. Prior to that Dania was at Russell Investments working for their Real Estate Investment team in the US and the UK.

    Nick Healy
    Nick Healy Portfolio Manager of WAM Global BEng (Hons) MBA CFA T + 61 2 9258 4923

    Nick has more than nine years’ global investment experience. Nick joined Wilson Asset Management in 2018 with the inception of WAM Global, after three years at Fidelity International in London. In 2015, Nick received his MBA from INSEAD, receiving the Henry Ford II prize for graduating first in class. Prior to his MBA, Nick began his career as a mechanical engineer.

    Shaun Weick
    Shaun Weick Senior Investment Analyst BBus (Fin) CA T + 61 2 9258 4924

    Shaun joined Wilson Asset Management in 2020 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Shaun has more than 12 years’ experience in financial markets. Prior to joining Wilson Asset Management, he worked as a sell-side analyst at Macquarie Group and CLSA. Prior to that, he spent five years at KPMG in the M&A Advisory division.

    Sam Koch
    Sam Koch Senior Investment Analyst BBus CFA T + 61 2 9258 4913

    Sam joined Wilson Asset Management in 2018 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Sam has more than nine years’ experience in financial markets and has worked in the financial industry for more than 10 years. Prior to joining Wilson Asset Management, Sam was an equity analyst and dealer at IFM Investors and was previously an accountant at Colonial First State.

    William Liu
    William Liu Senior Investment Analyst BCom MFin T + 61 2 9258 4948

    William joined Wilson Asset Management in 2020 and works within the WAM Global team. William has more than seven years’ experience in the investment industry. Prior to joining Wilson Asset Management, William was global equity portfolio manager at Wilsons Advisory and was previously a credit research analyst at UBS Asset Management.

    Anna Milne
    Anna Milne Senior Investment Analyst BCom CFA T + 61 2 9258 4918

    Anna joined Wilson Asset Management in 2020 and works in the WAM Leaders and Wilson Asset Management Leaders Fund team. Anna has more than seven years’ experience in financial markets. Prior to joining Wilson Asset Management in 2020, Anna was a sellside equity research analyst at UBS, Credit Suisse and Jarden.

    Hailey Kim
    Hailey Kim Investment Analyst BEcon CA T + 61 2 9258 4943

    Hailey has worked in the financial industry for over six years. Prior to joining Wilson Asset Management, Hailey was an equity research analyst at J.P. Morgan and Bank of America and was previously in debt and capital advisory at PwC. Hailey is the Investment Analyst responsible for WAM Leaders Limited and Wilson Asset Management Leaders Fund.

    Eddie Stevens
    Eddie Stevens Investment Analyst LLB (Hons) BCom (Fin) T + 61 2 9258 4905

    Eddie joined Wilson Asset Management in 2023 and works in the WAM Global Team. Eddie joins WAM from Credit Suisse, where he was a sellside equity research analyst covering Mining and Energy. He holds a Bachelor of Laws (Hons) and Bachelor of Commerce from Monash University.

    Cooper Rogers
    Cooper Rogers Senior Investment Dealer BCom GradDip App Fin T + 61 2 9258 4912

    Cooper joined Wilson Asset Management in 2017. Cooper has more than eight years’ experience in financial markets. Prior to joining Wilson Asset Management, he spent four years in the investment industry, most recently working as the DTR for the Institutional Sales division at Hartleys Limited. Cooper started his career dealing, and now manages the Dealing/Execution team, whilst also contributing as an analyst for the small-to-mid cap investment team.

    Will Thompson
    Will Thompson Investment Dealer BCom T + 61 2 9258 4932

    Will joined Wilson Asset Management in 2021 and has worked in financial markets for over six years. Prior to joining Wilson Asset Management, Will most recently worked as an equities dealer at Terra Capital.

    Deni Hoxha
    Deni Hoxha Junior Investment Analyst BCom (Fin)

    Deni studied a Bachelor of Commerce at the University of Sydney majoring in Finance. Throughout his studies Deni interned at SAP Software & Solutions and after graduating he worked at Salesforce. In these roles Deni gained analytical skills and experience across business development, customer success and marketing functions. Deni joined the Wilson Asset Management team in 2022 and works in the WAM Alternative Assets team.

    Jesse Hamilton
    Jesse Hamilton Chief Financial Officer BCom (Acc) CA T + 61 2 9247 6755

    Jesse Hamilton is a Chartered Accountant with more than 16 years’ experience working in advisory and assurance services, specialising in funds management. As the Chief Financial Officer, Jesse oversees all finance and accounting of Wilson Asset Management (International) Pty Limited. He is Company Secretary for WAM Alternative Assets Limited and WAM Strategic Value Limited and Joint Company Secretary for WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited and WAM Active Limited, in addition to Future Generation Investment Company Limited and Future Generation Global Investment Company Limited. Prior to joining Wilson Asset Management, Jesse worked as Chief Financial Officer of an ASX listed company and also worked as an advisor specialising in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies.

    Linda Kiriczenko
    Linda Kiriczenko Finance Manager & Company Secretary BCom CPA T + 61 2 9258 4939

    Linda Kiriczenko has over 18 years’ experience in financial accounting including more than 14 years in the funds management industry. As the Finance Manager of Wilson Asset Management (International) Pty Limited, Linda oversees finance and accounting and is also Joint Company Secretary for six listed investment companies, WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited, and WAM Active Limited. Linda holds a Bachelor of Commerce and is a fully qualified CPA. She is a certified member of the Governance Institute of Australia. Before joining Wilson Asset Management, Linda spent five years working at RBC Dexia Investor Services as a Senior Fund Accountant and prior to that in various accounting and business advisory roles. Linda is the joint Company Secretary for WAM Capital, WAM Leaders, WAM Research and WAM Active.

    Ophelia Lam
    Ophelia Lam Finance Manager BBus CPA T + 61 2 9258 4921

    Ophelia joined Wilson Asset Management in 2016. Previously, Ophelia spent over three years as an Assistant Accountant at Secure Parking Pty Limited and prior to that in various administrative roles.

    Lillie Johnson
    Lillie Johnson Finance Team Leader BCom GradDip Acc CPA GIA(Cert) T + 61 2 9258 4938

    Lillie joined Wilson Asset Management in 2011. Lillie has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London. Lillie has over 20 years’ accounting experience.

    Huseyin Dervish
    Huseyin Dervish Finance Team Leader BCom CA T + 61 2 9258 4941

    Hus joined Wilson Asset Management in 2019. Before joining Wilson Asset Management, Hus was at Pitcher Partners for over six years in audit and assurance, specialising in funds management as well as working in its London office.

    Felicity Jung
    Felicity Jung Financial Accountant BCom CA T + 61 2 9258 4933

    Felicity joined Wilson Asset Management in 2021. Felicity is a Chartered Accountant with seven years’ experience in assurance and taxation from previous roles at PwC and BT Super.

    Rachel Nguyen
    Rachel Nguyen Financial Accountant BBus CA T + 61 2 9258 4942

    Rachel joined Wilson Asset Management in 2021. Rachel is a Chartered Accountant with over six years’ experience in corporate accounting and reporting across various industries.

    Sara Ahmed
    Sara Ahmed Financial Accountant BCom BA CA T + 61 2 9258 4956

    Sara joined Wilson Asset Management in 2021. Sara is a Chartered Accountant with six years’ experience working in business services and taxation roles in public practice accounting firms.

    Jacob Grover
    Jacob Grover Financial Accountant BAcc CA T + 61 2 9258 4940

    Jacob joined Wilson Asset Management in 2021. Jacob has completed CFA level 1 and is a Chartered Accountant with over seven years’ experience in corporate accounting and finance from previous roles at Brookfield and Macquarie Group.

    Isabel Mills
    Isabel Mills Financial Accountant BCom (Accounting and Finance) T + 61 2 9258 4909

    Isabel joined Wilson Asset Management in 2020 as a graduate accountant, working within the Finance team. Isabel completed her Bachelor of Commerce (Accounting and Finance) at the University of Sydney in 2019.

    Samantha Philp
    Samantha Philp Head of Corporate Affairs & Marketing BA (Media and Cultural Studies) T + 61 2 9258 4937

    Samantha is the Head of Corporate Affairs and Marketing for Wilson Asset Management and has over 15 years’ experience in marketing, communications, investor relations and customer experience across a range of industries including funds management, commercial real estate and entertainment. Prior to joining Wilson Asset Management, Sam was Co-Head Global Marketing and Communications leading the team responsible for the strategic positioning of Real Estate and Infrastructure at AMP Capital. She also spent three years at ASX listed Dexus in corporate communications where she led the communications approach for customers and people. Before working in real estate, Sam held leadership roles in film and publishing where she was responsible for delivering marketing strategies to elevate brand awareness, grow market share and overall profitability.

    Alexandra Hopper Irwin
    Alexandra Hopper Irwin Communications Manager BFA T + 61 2 9258 4904

    Alexandra joined Wilson Asset Management in 2015. Previously, Alexandra was the National Events and Education Manager for industry association Consult Australia and prior to that she spent two years in the United States as Investor Relations and Marketing Manager at a boutique investment bank in Los Angeles.

    Kathryn Sherry
    Kathryn Sherry Senior Corporate Affairs Advisor BComn (Social Inquiry) T + 61 2 9258 4926

    Kathryn works within the Corporate Affairs team, focusing on Future Generation. Previously, Kathryn worked in communications in the education sector and led marketing for the Asia-Pacific region at a financial technology company. Prior to that, she worked at a venture capital firm and in the healthcare sector. Kathryn has 10 years’ communication experience.

    Olivia Harris
    Olivia Harris Senior Corporate Affairs Advisor BA (French) T + 61 2 9258 4929

    Olivia joined Wilson Asset Management in 2019. Previously, Olivia worked in corporate strategy at financial technology company NextGen.Net and at corporate advisory firm Howard & Company in New Zealand. Prior to that, she worked in Washington, DC for the US Department of State. Olivia has five years’ corporate affairs experience.  

    Camilla Cox
    Camilla Cox Senior Corporate Affairs Advisor BComn (Public Communications) T + 61 2 9258 4906

    Camilla joined Wilson Asset Management in 2020. Previously, Camilla worked at an integrated marketing communications agency, advising clients within the property, finance and consumer sectors. Camilla has nine years’ communication experience.   

    Elly McNee
    Elly McNee Senior Corporate Affairs Advisor BCom (Finance & Marketing) BA (Psychology)

    Elly joined Wilson Asset Management and Future Generation in early 2022. Previously, Elly was an Associate at BlackRock managing Australia’s Fundamental Equities & Alternatives marketing programs and the BlackRock & iShares Australian social media program. Prior to this, Elly worked at Telstra for more than four years managing the Affiliate marketing program and working across pre-paid, media and at home products.

    Zoe Landry
    Zoe Landry Corporate Affairs Advisor BBus (Management & International Business)

    Zoe joined Wilson Asset Management in 2021. Previously, Zoe worked at Allianz Insurance responsible for the creation and delivery of communications initiatives across automotive and financial institutions. Prior to this, Zoe worked at a national strategic communications consultancy specialising in regulated sectors and complex stakeholder environments. Zoe has nine years’ communication experience.

    Emiko Reed
    Emiko Reed Corporate Affairs Advisor BComn (Journalism) BA (International Studies) T + 61 2 9258 4914

    Emiko joined Wilson Asset Management in 2019. Emiko has worked with the SBS and International Federation of Journalists, Asia-Pacific.

    Bridget Thelander
    Bridget Thelander Corporate Affairs Associate BBus (Public Relations and Human Resources)

    Bridget joined Wilson Asset Management in 2022. Previously, Bridget worked at a leading communications agency, advising financial and corporate services clients. Bridget completed her Bachelor of Business at the Queensland University of Technology in 2020.

    Emily Fuller
    Emily Fuller Social Impact Manager BA Comn MInt Rel GAICD

    T + 61 2 9258 4927

    Emily has more than 20 years’ experience in the private and not-for-profit sectors, spanning strategy, communications, research, international development and philanthropy. She spent 10 years as Foundation Manager of the Vincent Fairfax Family Foundation prior to joining Future Generation and Wilson Asset Management in 2020. Emily is a graduate of the Australian Institute of Company Directors, Director and Investment Committee Member of Sefa Partnerships and Sefa in the impact investment space and a Director of Mundango Abroad, a private ancillary fund grantmaking in Papua New Guinea.

    Ingrid Pyne
    Ingrid Pyne Senior Editor and Corporate Affairs Advisor BA (Law and Japanese)

    Ingrid joined Wilson Asset Management and Future Generation at the start of 2021. Prior to this, Ingrid spent more than 20 years as a senior journalist at mastheads including The Times (of London), The Australian Financial Review and The Australian Women’s Weekly.

    Martyn McCathie
    Martyn McCathie Investment Specialist and Investment Committee Member (Future Generation) T + 61 2 9258 4917

    Martyn is responsive for providing investment insights and managing relationships with stockbrokers, financial planners, research providers, investment platforms and other professional investors. Martyn has more than 20 years of domestic and international financial services experience gained in several consulting and operational roles. Prior to joining Wilson Asset Management in 2015, he held several senior operational and compliance roles at several boutique fund managers and large custodians. Martyn is a member of Investment Committee (IC) for both Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) having worked with both ICs with since their inception.

    William Deer
    William Deer Investment Specialist BCom (Hons) T + +61 2 9258 4915 | M + 0457 595 974

    Will Deer has over 25 years’ experience working in financial services in the UK and Australia, holding senior roles in equity research, sales and fund distribution. Prior to joining Wilson Asset Management in 2022, he ran Institutional teams at a number of Global Asset Management companies. He is currently an Investment Specialist at Wilson Asset Management focused on providing investment insights and managing relationships with professional investors, research providers and investment platforms.

    Kim Heng
    Kim Heng Chief Operating Officer BEng, PRINCE2, DipPM

    As the Chief Operating Officer, Kim oversees all operations and technology at Wilson Asset Management (International) Pty Limited. Kim Heng has over 25 years of experience in a diverse range of sectors including Financial Services, Superannuation, Information Technology, Health, Travel and Government. Before joining Wilson Asset Management, Kim was the Chief Operating Officer at Australian Ethical. She managed all aspects of the organisational strategy focused on operations and technology. Additionally, Kim managed security, product and program management, data management, and contact center operations. Kim holds a degree in Engineering, PRINCE2 qualification, Diploma in Project Management and completed the General Manager Program (in Strategy).

    Grace Lin
    Grace Lin Operations Manager BCom (Economics) T + 61 2 9258 4916

    Prior to joining Wilson Asset Management, Grace worked at a start-up investment firm Spaceship as Fund Operations Manager. Grace joins WAM with over 18 years’ experience across finance, fund accounting, unit pricing, registry support, projects and system migrations gained with Link, StatePlus (now Aware Super), JP Morgan and Royal Bank of Canada (RBC). She has designed and implemented the operations process at Spaceship, delivered the reporting stream as part of the InvestOne project at Link Fund Solutions, deigned the business training for the offshore teams during the outsourcing phases and managed unit pricing teams at both JP Morgan and RBC.

    Andrew Finch
    Andrew Finch Senior Investment Operations Analyst BCom CA T + 61 2 9258 4919

    Andrew joined Wilson Asset Management in 2018 after working as an accountant with Colonial First State for nearly two years.

    Guy Miller
    Guy Miller Investment Operations Analyst BCom (Economics and Finance) T + 61 2 9247 6755

    Guy joined Wilson Asset Management in 2020. Guy has experience in middle and back office operations after working in the listed registry team at Mainstream Fund Services.

    Lisa Fagan
    Lisa Fagan Head of People & Culture B/Bus (Human Resources) T + 61 2 9258 4902

    Lisa Fagan is the Head of People & Culture for Wilson Asset Management and brings over 16 year’s broad Human Resources experience having worked in global teams across multiple regulatory and employment jurisdictions. Lisa’s experience in the Financial Services industry includes asset management, investment banking, global markets, institutional banking, and financial planning. Prior to joining Wilson Asset Management in 2022, Lisa held senior human resources positions with Qantas Airways, Commonwealth Bank of Australia, Credit Suisse, News Corp and Perpetual Limited.

    Jonathan Bush
    Jonathan Bush Wellness Manager BA (Sports Business) T + 61 2 9247 6755

    Jonathan has over 10 years’ experience in executive coaching and mentoring, workplace culture, people management and healthy active lifestyles. Jonathan joined Wilson Asset Management in 2019 as Wellness Manager. Previously, Jonathan spent seven years in London and the US working for Elle Macpherson as a life coach, personal trainer and mentor.

    Alice Masson
    Alice Masson Executive Assistant and Investment Team Assistant BDes (Hons) T + 61 2 9258 4901

    Alice is the Executive Assistant to Kate Thorley and provides administration assistance to the investment team. Before joining Wilson Asset Management in 2018, Alice worked in corporate access for Evans and Partners.

    Rebecca Scovell
    Rebecca Scovell Executive Assistant BA (Sports Studies, Sports Administration)

    Rebecca is the Executive Assistant to Jesse Hamilton, CFO and Kim Heng, COO. Prior to joining Wilson Asset Management in 2022, Rebecca spent 17 years as EA to the Founding Partners of Pacific Equity Partners.

    Eliza Clarke
    Eliza Clarke Executive Assistant T + 61 2 9247 6755

    Eliza is the Executive Assistant to Caroline Gurney, CEO of Future Generation. Eliza has two years’ administrative experience in residential lending and has been working within the finance industry for four years.

    Hannah Eckhardt
    Hannah Eckhardt Corporate Affairs Team Assistant T + 61 2 9258 4962

    Hannah joined Wilson Asset Management in 2021 as Team Assistant to the Corporate Affairs Team. Hannah has worked across various industries in Australia and New Zealand.

    Get in touch

    Get in touch.

    We enjoy talking to our shareholders, so should you have any questions, or would simply like to know more, we encourage you to get in touch.

    Email. info@wilsonassetmanagement.com.au
    Telephone. (02) 9247 6755

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