THE INNOVA RESEARCH TEAM
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 Investment Management (AFSL 509578). 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.
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 Investment Management (AFSL 509578).
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
THE INNOVA INVESTMENT COMMITTEE
Innova has appointed two 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
Investment Chair, Independent Investment Commitee Member
Independent Investment Commitee Member
Senior Consultant, Milliman (London)
Consultant, Milliman (London)
Consultant, Milliman (London)
Associate, Milliman (London)