Ken Atchison - Managing Director
Ken has been involved in financial markets since the early 1970s. After gaining significant experience in the management of investment portfolios, he moved to providing investment advice to superannuation funds. In the years prior to establishing Atchison Consultants in 2001, he was a senior asset consultant with the global firm Towers Perrin (now part of the Russell Group).
Ken’s consultancy experience covers a broad range of areas within investment portfolio and business management. This includes advice on the setting up of investment management businesses, the choice of in-house or outsourced investment management arrangements, the setting of investment policy and structures for investment strategy, capital market analysis and investment manager research and selection. Ken holds a Bachelor of Commerce from Melbourne University.
Kevin Toohey - General Manager
Kevin has significant experience in providing advice regarding the management of investment portfolios with a range of financial institutions including superannuation/pension funds, non-profit groups, local government and insurance companies. In addition Kevin has been directly involved with the development of a number of investment management products for market.
Prior to joining Atchison Consultants, Kevin was a quantitative analyst with the Melbourne based index provider, Australian Indices. Kevin holds a Bachelor of Computer Science and a Masters of Applied Finance.
Jake Jodlowski - Principal
Jake joined Atchison Consultants in 2011 and has been directly involved with the investment management and superannuation industry for over 17 years in the UK and Australia. Jake commenced his career with a major firm of chartered accountants in London, specialising in taxation, transitioning to managing investment trust funds and HNW portfolios.
Jake joined Select Managed Funds Limited (SMF) in Australia in 1993 which subsequently through a number of acquisitions and mergers became IOOF Holdings Ltd (IOOF). Jake was part of the Senior Executive Team at IOOF and head of funds management responsible for funds under management in excess of $13 billion. Jake holds a Bachelor of Business Degree, Diploma and Graduate Diploma in Applied Finance and Investments, Master’s of Applied Finance and Investments and is a qualified accountant (ACCA).
Peter Williamson - Principal
Peter is an actuary with over 25 years experience in the superannuation and asset consulting industries. Peter established the asset consulting firm of Counterpoint in 2002, and joined Atchison Consultants in 2010. A former principal of Wm M Mercer, and head of asset consulting at PricewaterhouseCoopers, Peter also has served as chairman of the Government Employees’ Superannuation Board from 1990 to 1999.
He has broad experience with a range of financial institutions including superannuation funds, non-profit groups, local government and insurance companies. Peter has a B.Sc. from Sydney University, and is a fellow of the Institute of Actuaries of Australia, a Senior Associate of the Financial Services Institute of Australasia and a Fellow of the Australian Institute of Company Directors.
Binesh Seetanah - Investment Analyst
Binesh joined Atchison Consultants as an Analyst in 2011. Binesh holds a Masters of Professional Accounting and a Masters of Commerce from RMIT University and has recently obtained the CIMA certification. Prior to his current role, Binesh has been working as a lecturer in the School of Economics, Finance and Marketing at RMIT University and has been lecturing in the area of Financial Markets, Business Finance, Risk Management and Investments for four years.
Binesh has presented a series of research papers at academic and industrial conferences and seminars since 2009.
Lev Driker - Investment Analyst
Lev joined Atchison Consultants in 2012 as an Investment Analyst. Lev provides quantitative analysis, investment research and support functionality for the team. Lev holds a Bachelor of Business (Banking and Finance and International Trade) and a Master of Applied Finance from Monash University.
Marc Hollenstein - Investment Analyst
Marc joined Atchison Consultants as an Investment Analyst in 2014. Marc provides quantitative modelling and analytics support to the team. Marc holds a Master of Accounting and Business Finance and a Master of Research in Psychology from the University of Vienna.
Alex Wong - Investment Analyst
Alex Wong joined Atchison Consultants as an Analyst in 2016. Alex provides quantitative modelling and analytics support to the team. Alex holds a Masters of Banking and Finance from Monash University. Prior to this, Alex was an Aerospace Engineer with 9 years of aviation experience and also holds a Bachelor of Engineering (Aerospace).
Elaine Li - Investment Analyst
Elaine Li joined Atchison Consultants as an Analyst in 2016. Elaine provides quantitative modelling and analytics support to the team. Elaine holds a Master of Accounting (Management) from The University of Melbourne and a Bachelor of Business (Economics and Finance) from RMIT University. She has also passed Level I, CFA (Chartered Financial Analyst) Exam.
Terry Toohey - Senior Consultant
Terry has extensive experience in both the investment and capital markets over the past 40 years, holding senior positions with National Mutual, Citibank, National Discount and Westpac. Over the past 10 years he has been Managing Director of Australian Indices Pty Ltd.
Warren Sanft - Senior Consultant
Warren Sanft has 17 years experience in domestic and international capital markets. Much of this was with JB Were culminating in him establishing and being appointed Managing Director of JB Were Futures. He spent over 3 years in the treasury department of Elders Finance and Investment Co. Ltd. Subsequently Warren worked in real estate markets for 12 years involving commercial, agricultural and residential properties. Warren has a Bachelor of Economics from Monash University.
Roger Goldsmith - Senior Consultant
Roger has had considerable experience in both investment and capital markets over the last 30 years. He began his career in funds management, before moving into broking and principal dealing with BT Australia and Capel Court. Roger then worked for ten years with Deutsche Bank, where he was a Director in their Financial Markets Division. More recently, he was involved in interest rate portfolios and asset allocation at Invesco. At Atchison Consultants, Roger’s work includes credit risk analysis and property investment company research. Roger has undertaken investment process development and documentation for equity, property and fixed interest fund managers.
Robert Sansom - Senior Consultant
Robert has worked in the fixed interest and capital markets over the past 20 years. He has held senior positions with Credit Suisse First Boston, UBS Warburg and the National Australia Bank. He has a Bachelor of Science (Hon), majoring in Statistics, and has also completed a Diploma in Financial Planning. At Atchison Consultants, Robert advises on the fixed interest sector and superannuation investment strategy.