About Us Our People
Adviser connections
An integral part of our DNA
We are 100% staff owned, with an advice-based heritage, so we understand not only portfolio construction but how important advice is when it comes to implementing an investment strategy.
We pride ourselves on the high quality of service we offer Advisers as a boutique portfolio manager. We are always listening and improving upon what we offer.
Our core leadership team has a long history of working together, with a deep knowledge of managed accounts and the complexities involved in running these kinds of portfolios.
Our Mission
To innovate and empower people to achieve their financial goals.
We do this through our unique approach to risk management and by shaping our solutions to better align with investor behaviour.
Our Investment Team
Dan Miles
Managing Director & Co-Chief Investment Officer
Years with Innova: 13
Dan co-founded Innova 2010 and currently services as our Managing Director and Co-Chief Investment Officer. Dan is across all aspects of the business, but he has a particular focus on portfolio construction techniques. His research over the years has focused on behavioural investing and managing client behaviour through goals-based advice and portfolio risk management.
Dinyar Irani
Chairman & Co-Chief Investment Officer
Years with Innova: 13
Dinyar co-founded Innova alongside Dan and currently serves as our Chairmen and Co-Chief Investment Officer. Dinyar has worked with Advisers for many years and truly understands the needs and challenges Advisers face when recommending investment solutions for clients. He has a wealth of knowledge about the different investment solutions available in Australia and specialises in Australian equities, international equities and real assets.
Shane Wang
Head of Research
Years with Innova: 11
Shane joined Innova in 2012 and currently serves as our Head of Research. Shane’s research over the years has focused on portfolio construction techniques and factor diversification. Currently pursuing his PHD, he has spent years learning through rigorous academic research and is regularly finding ways to refine and improve our own process through this research.
Sam Chapman
Investment Governance Analyst
Years with Innova: 6
Sam joined Innova in 2018 and currently serves as our Investment Governance Analyst. Sam’s main responsibility is to maintain the consistency of our portfolios across our different products and assess the viability of any suggested investment solution. Functioning in a dual role, Sam also provides quantitative and qualitative support to our investment team.
John Bilsel
Investment Analyst
Years with Innova: 2
John joined Innova in 2022 and currently serves as one of our Investment Analysts. John provides quantitative analysis and contributes ongoing research as part of our portfolio construction process. He has a significant role in our sustainable investing research, as well as our research on factor diversification and short-term return forecasting.
Rafio Khan
Investment Analyst
Years with Innova: 1
Rafio joined Innova in 2023 and currently serves as one of our Investment Analysts. Rafio provides ongoing research to the investment team as a component of our portfolio construction process. He has extensive knowledge on various fund managers, with prior investment experience in managed accounts and model portfolios. He also specialises in fixed income and alternatives research.
Our Adviser Relations Team
Sophie Temperton
Director & General Manager
Years with Innova: 10
Sophie joined Innova in 2012 and currently serves as a director and our general manager. Sophie’s focus has been on streamlining the Innova business operations, developing the goals-based advice framework and has strong relationships and a deep understanding of our platform providers. She also oversees the development and execution of our business strategy and plan.
Laurence Gamboa
Head of Distribution
Years with Innova: 1
Laurance joined Innova in 2023 and currently serves as our head of distribution. He is responsible for the promotion of Innova’s portfolios through a variety of channels, including financial advisers, wealth managers and platforms. He has extensive experience working with financial advisers and understands the challenges involved in creating efficiencies within advice business. He also oversees the development and execution of our distribution strategy.
John Li
Business Development Manager
Years with Innova: 1
John joined Innova in 2023 and currently serves as our business development manager. His focus is primarily on promoting Innova’s solutions to financial advisers. John is committed to understanding the requirements of financial advisers and finding investment options to solve their problems. He is also our in-house expert on large language model AI.
Laura Edwards
Training and Relationship Manager
Years with Innova: > 1
Laura joined Innova at the start of this year and currently serves as our training and relationship manager, a newly created role. Her focus is on maintaining the high quality of service that our clients appreciate from Innova and finding new ways to enhance our service delivery. She also takes care of the training and onboarding of new Advisers and their support staff, as they familiarise themselves with our products and advice framework.
