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Meet our Board of Directors

Trilogy Funds leverages it’s group of forward-thinking professionals with the relevant experience to match. Get to know the experts behind our vision.

Philip Ryan, Trilogy Funds Managing Director

Philip Ryan

Managing Director

As co-founder and Managing Director of Trilogy Funds, Philip is responsible for leading a cohesive and high-performing team across Trilogy Funds’ three offices, overseeing business compliance, and developing product offerings. He sits on the Board’s Audit Committee, Property Investment, Lending and Treasury Committees.

Philip has over 40 years of experience in the financial services industry, across financial planning and funds management. Philip has been a solicitor of the Supreme Court of Queensland and the High Court of Australia for more than 40 years and was previously a partner in a Brisbane Law Firm for 19 years, with experience predominantly in the areas of commercial and corporate law.  For the past 25 years he has been the Managing Director for Trilogy Funds, including its predecessor responsible entity. In addition to qualifications in law, he is a fellow of Finsia and has qualifications at a post graduate level in financial services and mortgage lending through Finsia (and its predecessor the Securities Institute of Australia).

Philip leveraged his Legal and Financial Services qualifications as a founding director in 1998 of the funds management entity which evolved into Trilogy Funds. He is a key instigator of Trilogy Funds’ products, including the Trilogy Monthly Income Trust, Trilogy Enhanced Income Fund, Trilogy Industrial Property Trust and MDC Trilogy Wholesale Yield Fund I. Philip is passionate about creating financial products within the mortgage and property sectors that generate attractive income returns, as well as assisting younger generations to achieve their financial goals.

John Barry, Trilogy Funds Executive Director

John Barry

Executive Director

John has extensive experience guiding the strategic operations of some of Australia’s leading financial services companies.

As founder of Trilogy Funds and member of the Board’s Audit Committee, the Property Investment Committee, and Chairman of the Treasury Committee, John is a strategic thinker whose focus on identifying opportunities to add value for consumers and the business has seen him champion transformational change at Trilogy Funds. He is also a valued mentor for the Executive and other Trilogy Funds team members.

Previously, John was involved in the establishment and ultimate growth of Challenger into a broadly based financial services company which included the $3.5 billion Howard mortgage Trust and a $2.7 billion international property portfolio. John was an Executive Director at Challenger, Head of Property and responsible for the development of the Endowment Warrants-a precursor to Instalment Receipts and the structure and establishment of Challenger’s long term annuities. Prior to Challenger John worked in corporate finance at Morgan Grenfell Australia and Rothschilds Australia and was an Executive Director of Rothschilds Australia.

Prior to Trilogy Funds, John established ABN AMRO’s reverse mortgage product and headed up its PPP social infrastructure division.

John has also been the Independent Non-Executive Chairman of Westpac RE Limited, a wholly owned subsidiary of Westpac Banking Corporation.

Chief operating officer headshot

Justin Smart

Executive Director and Chief Operating Officer

Justin commenced with Trilogy Funds as its Chief Financial Officer in 2007 and was later promoted to Chief Operating Officer in 2011. Justin is a company director of Trilogy’s private company’s and is the public officer for the group. Justin has a comprehensive understanding of Trilogy Funds’ systems and processes. His responsibilities include but are not limited to management of the group’s operations, with a particular focus on process improvement and automation to provide quality services to stakeholders.

Justin is a Certified Practising Accountant, with extensive experience in financial services, technology, auditing, and strategic planning. Additionally, he attains strong financial knowledge and oversight of the Responsible Entities AFSL requirements, including Trilogy Funds’ managed investment schemes. Utilising his vast knowledge of the statutory financial reporting requirements of the group and its managed investment schemes, Justin has attributed to the ongoing growth and operational success of Trilogy Funds, by implementing critical business systems and improvements. In doing so, he has been instrumental in providing the insights necessary to drive the business forward.

As a long-standing member of the Lending Committee, Workout Committee, and Investment Committee, Justin is passionate about continual improvement, through facilitating a supportive and collaborative company culture and searching for ways to improve how we provide services to our stakeholders. Prior to joining Trilogy Funds, Justin held various senior management roles within the financial services sector.

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Clinton Arentz

Executive Director – Lending and Property Assets

Clinton commenced as Head of Lending and Property Assets with Trilogy Funds in 2017. Since embarking on this role, he has been instrumental in pioneering the growth and strategic development of two of our key products, the Trilogy Monthly Income Trust, and the Trilogy Industrial Property Trust.

Clinton is our in-house project specialist, with expertise across risk management, structuring and financing, coordination and delivery, as well as work-out projects and disposals. Throughout his time at Trilogy Funds, Clinton has successfully championed many business operations. Specifically, Trilogy Funds’ nationwide expansion of its flagship mortgage fund, conducive to the growth and management of a $900 million construction loan book portfolio; as well as leading the acquisition strategy of the Industrial Property Trust from inception to an AUM of $250 million, across 5 Australian states and territories.

Further to his 30 years of proven experience in property development, project delivery and asset management across residential, commercial, and industrial projects, Clinton upholds a strong track record in team leadership, business development and direct client and media liaison across both lending and property divisions. He holds a Masters in Business Administration from the Australian Institute of Business, in addition to Certificate courses from the Securities Institute of Australia and London School of Economics. Above all, he is passionate about providing exceptional service to our developer clients.

Henry | Staff Headshot

Henry Elgood

Executive Director – Institutional Capital and Chief Risk Officer

As a key member of our respective Treasury and Compliance Committees, Henry holds a wealth of knowledge and experience across governance and risk management. From a client-focused point, Henry has engaged in product creation and innovation for a variety of investors. Further to this, he carries a lengthy, successful track record of originating and executing corporate transactions with onshore and offshore partners, combined with significant experience in fixed income asset management.  

Leveraging his experience in driving strategic initiatives across business units within the financial services sector, and separately as a company director of several private companies, his ability to align business risk appetite with strategic growth initiatives across the Trilogy Funds group is unparalleled. 

Henry provides oversight of Responsible Entities AFSL requirements and engagement with the regulators. This is achieved through the development and implementation of appropriate risk management measures, ensuring there are appropriate controls and governance across our internal business functions.  

Rodger Bacon

Rodger Bacon

Non-Executive Deputy Chairman

Rodger is an experienced financial services executive with a successful career establishing and growing high-performing businesses spanning more than 40 years.

A founder of Trilogy Funds and a member of the Board’s Audit Committee, Property Investment, Lending and Treasury Committees, Rodger uses his extensive experience to add value to the Board and Executive in all aspects of Trilogy Funds’ investment, financing, property development, marketing and customer focussed initiatives.

Prior to establishing Trilogy Funds, Rodger was an Executive Director at Challenger, where he helped establish multiple ASX listed financial services companies, developed a property portfolio worth more than $2.7 billion, and was instrumental in establishing and growing Challenger Annuities to capture 30% of annuities sales in Australia. He was also Chairman of the Credit Committee at Challenger.

Prior to joining Challenger, Rodger worked at the Schroder Merchant Banking Group for 15 years where he was involved in all aspects of fund management including domestic and foreign fixed interest, direct property portfolios, management of equities, research and analysis and corporate finance.

Rodger is a Senior Fellow and Member of the Financial Services Institute of Australasia and an Associate of the Australian Institute of Company Directors.

Robert Willcocks, Trilogy Funds Independent Non-Executive Chairman

Robert Willcocks

Independent Non-Executive Chairman

Robert was appointed as the independent non-executive chairman for Trilogy Funds in 2009. He is a corporate adviser with more than 30 years’ experience as a professional listed public company director and chairman. A former senior partner of the law firm Mallesons Stephen Jaques (now King & Wood Mallesons), Robert holds a Bachelor of Arts and Bachelor of Laws degrees from the Australian National University and a Master of Laws degree from the University of Sydney.

As an independent non-executive chairman of Trilogy Funds, Robert draws on his extensive experience as a corporate lawyer and combined experience as a public company director and chairman, where he was mostly involved as an independent director with non-executive roles.

Rohan Butcher, Trilogy Funds Non-Executive Director

Rohan Butcher

Non-Executive Director

Rohan is a Non-Executive Director of Trilogy Funds and a member of the Lending Committee. With more than 30 years’ experience in construction and property development, Rohan brings to Trilogy Funds his experience working in quantity surveying, estimating, project administration, development management, planning and project management. At Trilogy Funds, Rohan’s key area of focus is the management of risk in the delivery of projects.

Rohan has been involved in several major projects within the residential, retail and commercial property sectors while undertaking a variety of senior appointments with major public and private companies. He is also a member of the Urban Development Institute of Australia.

Patrice Sherrie

Independent Non-Executive Director

Patrice is an experienced company director and has over 35 years’ experience in chartered accounting and commerce. Patrice has significant senior experience in listed and unlisted organisations across multiple industries including property, infrastructure, finance and government organisations. Patrice’s current and previous appointments include QBANK, City of Brisbane Investment Corporation, Sunwater and Acumentis.

Joining the Trilogy Funds Board of Directors in February 2024, Patrice brings a wealth of expertise along with strong networks in property, finance and government. Patrice holds a Bachelor of Business – Accounting, is a Graduate Member of the Australian Institute of Company Directors and is a Fellow of the Institute of Chartered Accountants in Australia.

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