THE INNOVA RESEARCH TEAM
Managing Director & Co-Chief Investment Officer
Dan is an active contributor to media discussions on issues affecting the investment and advice industries and has co-written a number of research reports on portfolio construction and risk management including in partnership with global actuarial firm, Milliman.
Dan holds a Graduate Certificate in Applied Finance from Macquarie University, where he was awarded the university prize for Risk and Portfolio Construction. He also holds a Bachelor of Commerce (Finance) with Merit and a Bachelor of Science, both from the University of NSW.
Chairman & Co-Chief Investment Officer
Dinyar has almost twenty years of industry experience, most recently as the Head of Investment Research at RI Advice Group/ RetireInvest (now a division of ANZ Bank) and Genesys Wealth Advisers/Associated Planners (now a division of AMP). His model portfolios were highly regarded by advice professionals and achieved long term outperformance above both the weighted market index and industry peers.
Dinyar holds a Bachelor of Arts (Communications) from the University of Technology Sydney and a Graduate Diploma of Financial Planning from Deakin University.
Head of Quantitative Research
In 2014, Shane commenced research for his PhD in Phylogenetics Risk Management, specialising in understanding the characteristics of evolving financial risks.
He holds a Master of Commerce in Risk Management (Quantitative Risk) from the University of New South Wales and a Bachelor of Software Engineering degree with Honours from the University of Auckland.
Investment Research Analyst
Sam became a member of the Innova team in December 2017.
Sam holds a Master of Applied finance from the University of Newcastle, a Bachelor of Commerce from the University of Newcastle as well as a Bachelor of Business from the University of Newcastle.
Prior to joining Innova, Sam worked at a financial planning practice supporting 2 advisers.
THE INNOVA SUPPORT TEAM
Sophie is a qualified Chartered Financial Analyst (CFA), and holds a Bachelor of Commerce (majoring in Finance & Economics) and a Post-Graduate Diploma endorsed in Finance from the University of Otago.
Prior to joining Innova, Sophie has worked across client services, domestic and international securities trading and platform portfolio execution.
Head of Distribution
He has extensive experience in business development and account management. Before Innova, Doug was a senior manager at Macquarie Bank, where he spent eight years leading sales teams in the Banking and Financial Services division, working across both retail and intermediary distribution channels.
Prior to Macquarie Bank, Doug worked as a Manager at one of Australia’s largest independent financial planning practices, focusing on high net worth clients.
Doug holds a Bachelor of Business from University of Technology, Sydney and a Diploma of Financial Planning.
THE INNOVA INVESTMENT COMITTEE
Investment Chair, Independent Investment Commitee Member
Independent Investment Commitee Member
Senior Consultant, Milliman (London)
Consultant, Milliman (London)
Consultant, Milliman (London)
Associate, Milliman (London)