OUR PEOPLE

THE INNOVA RESEARCH TEAM

The Innova proprietary risk management framework is overseen by a team of experienced investment professionals. Our team of experts’ regular review and critique the outputs of our quantitative models and provide invaluable input into the portfolio construction framework.

Dan Miles

Managing Director & Co-Chief Investment Officer

Dan has led Innova since 2010 and is responsible for overall portfolio management of many of Innova’s managed account portfolios. He also oversees the design and refinement of the company’s quantitative modelling processes based on Innova’s unique approach to managing investment risk. Dan is a Responsible Manager for Innova Portfolio Management and Fortnum Private Wealth. Before being appointed to his current role, Dan was Chief Operating Officer at Fortnum Financial Advisers and, prior to that, held investment research positions with RI Advice Group and Genesys Wealth Advisers.

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.

Dinyar Irani

Chairman & Co-Chief Investment Officer

Dinyar specialises in domestic and international equities, domestic property and contributes to Innova’s house views of the economy and markets. Dinyar is a Responsible Manager for Innova Asset Management and Fortnum Private Wealth.

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.

Shane Wang

Head of Quantitative Research

Shane joined Innova in mid-2013 and focuses on fund management related operations and researching alternative risk management/ investment strategies.

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.

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Sam Chapman

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

Our Innova support team are on hand to answer any questions you may have about the Innova proposition and to ensure all investment related transactions are executed effectively.

Sophie Temperton

General Manager

Sophie commenced working with Innova in late 2013 and is responsible for implementing and managing the organisational strategy whilst ensuring operational and execution excellence across our Managed Accounts.

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.

THE INNOVA INVESTMENT COMITTEE

Innova has appointed three independent investment committee members to provide regular oversight and governance across the portfolio construction framework. In addition, there two internal members from the Innova team who also make up the investment committee – Dan Miles & Dinyar Irani

Michael Furey

Investment Chair, Independent Investment Commitee Member

Michael Furey is the principal of Delta Research & Advisory and a leader in the field of applying advanced quantitative methods to investment analysis. Michael consults with and chairs numerous investment committees across the industry, is a regular presenter at investment conferences, and is the creator of Delta Factors, a risk-factor-based managed fund analytics system. Michael has worked in financial services since 1999; is the former Head of Research at Suncorp and was also a financial adviser until 2008. He holds a Masters in Applied Finance, Graduate Diploma of Financial Planning, Bachelor of Mathematics (w Statistics), is a CFP®, Level 1 and 2 Accredited Derivatives Adviser, Senior Fellow of Financial Services Institute of Australasia, and a member of the American Finance Association.

David Lunn

Independent Investment Commitee Member

David has been a Financial Adviser since 2000. He has a Graduate Diploma in Financial Planning and he is SMSF specialist accredited by SPAA. David also has a Bachelor of Engineering (Electrical) with Honours and an MBA (sub Finance) from University of Technology Sydney. He is also co-chair of a non-aligned specialist adviser study group. David’s background in engineering and finance combined with a detailed understanding of macroeconomic and geopolitical issues, provides insights and experience in portfolio construction and investment markets.

INVESTMENT CONSULTANTS

Fred Vosveneiks

Senior Consultant, Milliman (London)

Jonathon Lim

Consultant, Milliman (London)

Jennifer Strickland

Consultant, Milliman (London)

Sophie Smith

Associate, Milliman (London)