Stephen Fletcher

Head of Retail Distribution

Stephen joined GSFM in 2008 and is responsible for leading the company’s retail distribution business.

Having worked in retail funds management distribution for the past 22 years, Stephen has in-depth product knowledge across traditional and alternative asset classes as well as broad experience working with research houses, retail asset consultants, platforms, private wealth and independent financial advisers.

Stephen has completed a Graduate Diploma in Commerce and an Advanced Diploma in Financial Services.

E: sfletcher@gsfm.com.au
M: 0400 559 118

Steven Taylor

National Distribution Manager

Steven’s appointment as state manager in 2013 signalled the expansion of GSFM to the Queensland capital. He was subsequently promoted to national distribution manager in 2022. Steven is responsible for the distribution of GSFM funds to a range of intermediaries that benefit from his extensive knowledge about financial markets, economics, portfolio construction and strategic financial planning.

Prior to joining GSFM, Steven held a number of senior roles including state manager at Challenger Ltd, vice president at Credit Suisse, state manager at Skandia Investment Group and business development manager at Macquarie Group.

Steven holds a Bachelor of Business, a Graduate Diploma of Finance and Investment and an MBA from the Queensland University of Technology. Steven is a CPA and a member of CPA Australia.

E: staylor@gsfm.com.au
M: 0404 092 635

Michael Angwin

Consultant & Wholesale Distribution

Michael joined GSFM in 2022 and is responsible for consultant and wholesale distribution.  He has extensive intermediary and institutional experience gained from a financial services career that spans more than 20 years.

Prior to joining GSFM, Michael worked as a director at BMO Global Asset Management where he was responsible for managing the Australian and New Zealand business.  Prior to this, he helped to establish AQR Capital Management’s Australian intermediary channel and also worked as head of distribution at van Eyk.

Michael holds a Bachelor of Commerce and Master of Applied Finance.  He also completed the Certified Investment Management (CIMA) certification at the Wharton School & Investments and Wealth Institute, and is a graduate of the company directors course (GAICD), at the Australian Institute of Company Directors.

E: mangwin@gsfm.com.au
M: 0411 300 555

Andrew Koolman

Key Account Manager (NSW)

Andrew joined GSFM in 2022 as a Key Account Manager for New South Wales, a role with responsibility for maintaining relationships with existing clients, as well as looking for new growth opportunities. In undertaking this role, Andrew draws on his extensive knowledge of funds management distribution, private wealth and equities trading, garnered over his career.

Prior to GSFM, Andrew was an investment specialist at Arnott Capital, and before that, an institutional account manager at Ellerston Capital. He has also held private client roles at Bell Potter Securities and Patersons Securities. He started his career at Morgan Stanley as an institutional equities trader.

Andrew holds a Bachelor of Business from Charles Sturt University.

E: akoolman@gsfm.com.au
M: 0417 697 106

Zane Leyden

Key Account Manager (VIC, SA & WA)

Zane joined GSFM in 2015 and now holds the role of key account manager; he is responsible for developing and strengthening adviser relationships throughout Victoria, South Australia and Western Australia.

Prior to GSFM, Zane worked for Leyden Martin & Associates, a select group of highly skilled and experienced financial and investment planners. He held a number of roles at this firm, primarily to provide support to the advisers.

Zane holds a double degree in Marketing and Management from Monash University, a Graduate Certificate of Applied Finance from Macquarie University, and a Graduate Certificate of Finance from Kaplan where is currently studying toward a Graduate Diploma of Applied Finance.

E: zleyden@gsfm.com.au
M: 0419 116 626

Simone Newman

Key Account Manager (VIC & TAS)

Simone joined GSFM in 2022 and, as a key account manager for Victoria and Tasmania, she is responsible for growing GSFM’s client portfolio and maintaining relationships with existing clients. Simone has a strong track record of building strong business relationships with financial advisers and other industry participants.

Simone’s previous role was head of group marketing and distribution at Dexus-owned APN Property Group, where earlier roles included senior manager, retail distribution and head of marketing and investor services. She commenced her career at ANZ in its business advisory services.

Simone holds a Bachelor of Laws (honours) and a Bachelor of Business (accountancy) from the Queensland University of Technology.

E: snewman@gsfm.com.au
M: 0416 166 033

Joshua Nissenbaum

Key Account Manager (NSW)

Josh joined GSFM in 2021 as a key account manager and is responsible for building and strengthening adviser relationships throughout New South Wales. In so doing, he’s able to draw on his extensive knowledge of portfolio construction strategies and investment philosophy design, which adds value to his adviser relationships.

Prior to GSFM, Josh worked at Fortune 500 and ASX-100 companies in the United States and Australia. His experience spans providing financial advice in the US, as well as business development roles with John Hancock in Boston, and Challenger and Vanguard in Sydney.

Josh holds a Bachelor of Economics from Brandeis University.

E: jnissenbaum@gsfm.com.au
M: 0403 367 618

Charlie Wood

Research Analyst

Charlie joined GSFM in September 2023 as a Research Analyst. He is a member of the research team and supports GSFM’s work with research houses and asset consultants.

Prior to GSFM, Charlie was an Equity Investment Analyst at Wellington Management in London, working with the European and Global Impact Investing teams.

Charlie holds a Bachelor of Commerce from Monash University.

Thomas McIntyre

Business Development Assistant

Charles Levinge

Head of Institutional Business

Charles joined GSFM in 2017 and is responsible for the development of the institutional business, which includes working with superannuation funds, insurers, government institutions and asset consultants. Throughout his career, Charles has developed comprehensive knowledge in both retail and institutional distribution, across multiple asset classes.

Before joining GSFM, Charles held the role of senior manager, institutional sales at Franklin Templeton Investments and, prior to that, he was the head of business development for MMC Asset Management in Sydney.

Charles has an MBA from the Macquarie Graduate School of Management and is a Senior Associate FINSIA.

E: clevinge@gsfm.com.au
M: 0418 562 612

Andrew McKinnon

Executive Chairman

Andrew is a founder of GSFM and after 10 years as CEO, was appointed executive chairman of the GSFM board in 2017. He is responsible for maintaining relationships with institutional clients, including superannuation funds, government institutions and asset consultants, and works with them to develop solutions to meet their investment requirements.

Prior to GSFM, Andrew was CEO of Credit Suisse Asset Management Australia (CSAM). During this time he helped grow the business from $2 billion to $20 billion. He was also involved in establishing a funds management Joint Venture with ICBC in China. Andrew has also worked as a portfolio manager at Wardley Investment Management (HSBC) and County NatWest Investment Management.

Andrew has a Bachelor of Economics from Monash University and is a member of The Chartered Institute for Securities and Investment in the UK.

E: amckinnon@gsfm.com.au
T: +61 2 9324 4351

Damien McIntyre

Executive Director & CEO

Damien is a founder of GSFM and in 2017 was appointed CEO after 10 years as head of distribution. In this role, he is responsible for the ongoing success and growth of the business. Damien draws on his extensive experience in the financial services industry, which spans stockbroking, financial planning and funds management. He has developed long-term relationships with key players in the retail ‘value chain’, including research houses, platforms, dealer groups and financial advisers.

Prior to GSFM, Damien was head of retail distribution at Merrill Lynch Investment Management (MLIM). The MLIM retail business grew from $4 billion to $12 billion during that time, and the overall business to $20 billion.

E: dmcintyre@gsfm.com.au
M: +61 407 266 999

Stephen Miller

Market Strategist

Stephen joined GSFM in 2018 in the newly created role of market strategist. His expertise in international economic and policy analysis, as well as domestic and global economic and financial market developments, has resulted in him becoming a regular media spokesperson.

In his role, Stephen assists the sales team to position GSFM portfolio offerings in the institutional and retail markets. He also assists CEO Damien McIntyre and executive chairman Andrew McKinnon as more investment partners and products are added to the GSFM line-up.

Prior to GSFM, Stephen was head of fixed income, managing director and fund manager at BlackRock Investment Management (Australia). He also worked as the executive vice president, head of fixed income at Bankers Trust in Sydney and New York and was a research officer with the Australian Treasury.

Stephen holds a Bachelor of Economics (First Class Honours) from the University of Western Australia and a Masters in Economics from the London School of Economics and Political Science.

E: smiller@gsfm.com.au

Natasja Liddell

Product Manager

Natasja joined GSFM in 2021 as a product manager and is responsible for the ongoing product management of GSFM’s stable of funds and the development of new investment options. She draws on broad product management experience that spans managed investment schemes, managed accounts, platforms and corporate super.

Prior to joining GSFM, Natasja was a senior product manager, investment funds at BT Financial Group. She has also worked as a product manager at Macquarie Group, AMP and ING IM, and as a compliance officer at Wilson HTM.

Natasja holds a Master of Economics and Finance from Maastricht University in The Netherlands and a Diploma of Financial Planning from Kaplan Professional.

E: nliddell@gsfm.com.au

Lisa Barp

Marketing Manager

Lisa joined GSFM in 2022 as marketing manager and is responsible for the planning and execution of marketing campaigns for GSFM and its investment partners. In performing her role, Lisa draws on extensive experience in strategic planning and execution, integrated marketing management and strategic communications.

Prior to joining GSFM, Lisa was a marketing and communications consultant for Employ and ProbityPeople, and she provided strategic advice on integrated marketing strategies to a wide range of clients as a consultant with The New Black. Earlier roles included head of marketing and communications at Contango Asset Management, executive general manager, marketing and communications at Equity Trustees Limited and several senior marketing roles in UBS’s international and domestic wealth management businesses.

Lisa holds a Bachelor of Arts (Psychology) from Flinders University.

E: lbarp@gsfm.com.au

Kit Donohue

Product & Marketing Associate

Kit joined GSFM in October 2023 as a Product & Marketing Associate. In this role, Kit is responsible for providing operational support to GSFM’s product management and marketing teams.

Prior to GSFM, Kit worked in a retail wealth management firm as an associate fund manager. This role entailed portfolio construction and review, accountant establishment and other operational functions within the investment team.

Kit completed a Double Major in Banking and Finance and Business (Law) at Monash University.

E: kdonohue@gsfm.com.au

Peter Nichols

Chief Operating Officer

Peter joined GSFM as chief operating officer in 2014 and is responsible for the firm’s operations, compliance, product, marketing and finance functions, including oversight of fund administration, custody and unit registry providers.

Prior to GSFM, Peter was a division director at Macquarie Group. He also worked as the head of operations for margin lending at Macquarie Bank, as well as chief operating officer at both AM Corporation and Perpetual Investments.

Peter holds a Bachelor of Business (Accounting) and an MBA from the Macquarie Graduate School of Management. He is a Fellow of CPA Australia and a member of the Australian Institute of Company Directors.

Bridget Grant

Company Secretary

Bridget is group counsel, company secretary and group compliance officer for the Grant Samuel Group. She joined Grant Samuel in 2009 after 15 years in legal practice in New Zealand, United Kingdom and Australia.

Previously, Bridget was a Director at corporate and commercial law firm Watson Mangioni, specialising in financial services law, capital market transactions, private and public mergers and acquisitions, general corporate advice and regulatory matters involving ASX and ASIC.

Bridget is a Solicitor of the High Court of New Zealand and Supreme Court of New South Wales. She holds a Bachelor of Laws, Bachelor of Arts (Hons) and Diploma in Applied Corporate Governance.

Stuart Osborne

Senior Manager – Operations and Risk

Stuart joined GSFM in March 2017 bringing extensive experience in operations, process improvements, risk management and compliance.

Prior to GSFM, Stuart was an associate director at Macquarie Bank where he worked across risk management, operations management and project management.

Stuart has completed an MBA, specialising in Corporate Governance, from Deakin University, a Master of Applied Finance and Investment from FINSIA and a Bachelor of Arts (Psychology) from The University of Melbourne.

Mark Houghton Boreham

Finance Manager

Mark joined GSFM in October 2021 as finance manager, with responsibility for distributions and statutory accounts for the funds. He also assists with custodial administration and compliance reporting.

Prior to joining GSFM, Mark was financial reporting manager at JP Morgan, with responsibility for providing financial statements and tax services for a variety of clients. Mark has over 15 years’ experience in the financial services industry.

Mark is a Fellow of the Association of Chartered Certified Accountants (ACCA) and holds a Bachelor of Arts from University College London.

Louisa Wyndham

Operations & Risk Manager

Louisa joined GSFM in 2016 and is responsible for the management of risk and compliance within the funds management business.

Prior to GSFM, Louisa worked at Macquarie Bank where she spent seven years in the Specialist Investment Solutions division as senior manager in Macquarie’s Risk Management Group. Prior to Macquarie, she worked at Nomura in both Sydney and London.

Louisa has a Bachelor of Economics from the University of Sydney, majoring in Finance, Economics, Industrial Relations and Human Resource Management.

Daniel Hull

Operations & Risk Manager

Daniel joined GSFM in February 2021 as an operations and risk executive, responsible for custodial oversight and operational reporting, as well as assisting with the management of risk and compliance processes.

His prior work experience includes senior middle office analyst at IAG Asset Management, operations associate at Principal Global Investors, investment reporting/accounting at National Custodial Services, unit trust administrator at Smith & Williamson and pricing analyst at both State Street and HSBC.

Taylor Tait

Operations & Risk Associate

Taylor joined GSFM in September 2022 in the role of operations and risk associate and is responsible for delivering fund performance and compliance reporting.

She previously worked for Treliant LLC in Belfast NI where she was part of the IBOR Transition Team responsible for adaption to alternative reference rates.

Taylor has a Bachelor of Law degree from the University of Liverpool and a Master of Law degree from Queen’s University Belfast.

Joseph Nguyen

Operations & Risk Analyst

Joseph joined GSFM in June 2022 as an operations and risk analyst with responsibility for delivering fund performance, compliance reporting and custodial administration.

Prior to joining GSFM, Joseph worked for AMP Capital as an investment data analyst, where his responsibilities included supporting front office in trade management, fund administration and business systems. He has also worked at Rainmaker Information Group overseeing its institutional data, including accounts, FUM data and mandates.

Joseph holds a Bachelor of Business and Commerce from the University of Western Sydney, majoring in Applied Finance.

Christina Sands

Executive Assistant

Christina joined GSFM in May 2023 as Office Administrator. In her role, she assists the finance and marketing teams and provides admin support to the COO.

Prior to GSFM, Christina has held several administrative and customer service roles at organisations including Finlease, Mapfre and Service NSW.

Christina holds a Diploma in Business and a Diploma in Business Administration from the Australian Business Academy.