A TEAM THAT’S AS

Nick leads the institutional client team and is responsible for developing relationships and bringing investment solutions to the Firm’s advisory and institutional clients.

He previously spent five years with Goldman Sachs Asset Management as a Key Account Manager, responsible for leading the Australian sales team and developing business relationships with key accounts, dealer groups and platforms nationally and advisers within Victoria, Tasmania and Western Australia.

Rommel leads the intermediary client team and is responsible for servicing the retail market, focusing on National Dealer Groups, Platforms, Retail Investment Consultants and IFAs.

He has more than 25 years’ industry experience. He previously spent almost 20 years with Challenger, where he helped develop, manage and implement the retail distribution strategy for more than 20 institutional groups and 200 IFA’s for Challenger Life and the Fidante Boutiques. Before joining Challenger in 2000, Rommel held roles with Citi, Associated Planners and National Mutual.

Tony is part of the Distribution Team, where he is focused on the intermediary market across VIC, SA, WA and TAS.

He has more than 15 years’ experience, joining Yarra in January 2022 from Macquarie where he worked with some of Australia’s largest IFA groups. Tony’s previous roles include working with Fidelity, where he was an Account Manager (VIC/TAS), and Morgans where he was a stockbroker and financial adviser responsible for direct equities trading and portfolio construction.

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Damien is part of the Distribution Team, where he is focused on the private wealth market nationally.

He previously worked at Lonsec as a BDM, where he distributed its managed accounts and consulting services to the advice market.

Damien holds a Bachelor of Laws/ Bachelor of Commerce from the University of Notre Dame and is a Certified Investment Management Analyst (CIMA©).

John is part of the Distribution Team, where he is focused on the intermediary market across NSW, ACT and QLD.

He previously worked at Macquarie as a Relationship Manager before managing a team focused on the distribution and servicing of opportunities in the Banking and Financial Services division.

Tim is a Research Relationship Manager responsible for managing and developing deep relationships with key research houses.

Tim provides end-to-end management of investment strategy reviews, working closely with the leadership team to showcase the Firm’s investment capabilities.

He joined the business in March 2022 from BT, where he was an investment specialist responsible for the management of wholesale, institutional and retail relationships and new business opportunities.

Katrin is part of the Distribution Team, supporting the intermediary market nationally.

She joined Yarra in April 2024 from Macquarie Bank where she worked in various roles over six years, servicing advisers and key dealer groups and most recently looking after the Macquarie Wrap Investment menu in her role as an Investment Product Manager.

Simone is responsible for the servicing, onboarding and management of the Firm’s institutional client base.

She previously spent five years with Goldman Sachs Asset Management within the Institutional team as Client Relationship Manager for Institutional clients across all asset classes.