ipac investment team

highly experienced team

The ipac Senior Investment Management team brings a wealth of knowledge and experience to advisers and their clients. With an average 23 years’ experience¹, the team leads a group of more than 35 professionals who specialise in:

• investment management
• investment consulting and client service
• investment products
• business and investment operations
• investment marketing and communications

meet the team

Jeff Rogers Investment management

The Investment Management team is headed by ipac’s Chief Investment Officer, Jeff Rogers. Jeff has more than 20 years’ experience in investment management, and prior to joining ipac was the Head of Investment at Victorian Funds Management Corporation, the investment management arm of the State of Victoria.

Seven investment professionals in ipac’s team provide expertise in the following areas: investment strategy research, debt markets, listed property, Australian and global shares and alternative investments. 

Carolyn Russell Investment consulting and client service

Carolyn Russell is responsible for Investment Consulting and Client Service at ipac Investment Services. The team provides implemented consulting services to leading institutions, superannuation funds, charities and financial planning groups. Carolyn is also responsible for the company’s service offerings in Hong Kong, Singapore and Taiwan.

Alison Tanswell Investment products

Alison Tanswell heads up the Investment Products team at ipac Investment Services. This team is responsible for the design and management of ipac’s multi manager portfolios and all commercial relationships with investment managers and other service providers.

May Leung Business and investment operations

May Leung is responsible for the teams that cover Business Operations and Investment Operations. These teams are responsible for portfolio implementation and cash-flow management, transition management, investment accounting and unit pricing, performance analytics, as well as risk management and compliance procedures. May is also responsible for co-ordinating and overseeing budgets for ipac Investment Services.

Mark Peterie
Investment marketing and communications

Mark Peterie manages the Investment Marketing and Communications team at ipac Investment Services. This team is responsible for delivering high quality communications on investment and portfolio management issues to financial advisers and investors.

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