Meet the Trilogy Funds
Trilogy Funds leverages it’s group of forward-thinking professionals with the relevant experience to match. Get to know our executive team.
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.
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.
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, Compliance, Property Investment, Lending and Treasury Committees. He also acts as General Counsel for Trilogy Funds.
Philip has over 30 years of experience in the financial services industry, across financial planning and funds management. He was previously a partner in a Brisbane law firm, having been a solicitor admitted to the Supreme Court of Queensland and High Court of Australia for over 35 years. He is a Fellow of Finsia, with qualifications at a post graduate level in mortgage lending and financial services.
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 Wholesale Income Fund and various property trusts. 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.
Chief Operating Officer
As Chief Operating Officer for Trilogy Funds since 2007, Justin is responsible for managing the groups operations, focusing on process improvement and automation to provide quality services to stakeholders.
Justin is a Certified Practising Accountant who has extensive experience in financial services, technology, auditing, and strategic planning. He has utilised this expertise at Trilogy Funds by implementing critical business systems and improvements to provide the insights necessary to drive the business forward.
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.
Leading the Finance team, Tyler joined Trilogy Funds from KPMG and is a member of the Institute of Chartered Accountants. He is responsible for Trilogy Funds’ accounting and finance functions and oversees the financial reporting, tax compliance and key financial analysis.
Tyler has utilised his abilities in the financial modelling of new acquisitions and divestment of Trilogy Funds’ property portfolio. He also has strong financial industry experience from his career in chartered accounting firms, specialising in business advisory and corporate management.
Head of Lending and Property Assets
Clinton has over 25 years’ experience in asset and facilities management, property development, and project delivery. He is responsible for Trilogy Funds’ team of portfolio managers, overseeing the growth and management of the diverse construction loan portfolio, client and broker liaison and coordination, and new business development. Clinton also oversees the management of Trilogy Funds’ property assets, applying his experience in risk management, capital structuring, acquisitions and property syndications.
Prior to joining Trilogy Funds, Clinton provided project structuring and development delivery services on commercial, industrial and residential projects in multiple locations. Several of his projects have achieved industry recognition among organisations such as Master Builders Association, Urban Development Institute of Australia, and the Property Council of Australia.
Clinton has been instrumental in the vast growth of Trilogy Funds’ construction loan portfolio as well as coordinating and expanding our national lending focus since joining the business in 2017. He completed his MBA in 2019 and is passionate about providing exceptional service to our developer clients.
Chief Risk Officer & Head of Investments – Fixed Interest
Henry leverages his experience in the financial services sector, and separately as a company director of several private companies, to oversee the governance, compliance and risk framework implemented across the Trilogy Funds group.
He provides oversight between the business strategy and risk management strategy. This is achieved by developing and implementing appropriate risk management measures to ensure there are appropriate controls and governance across the internal business functions.
Head of Marketing
Paula is a successful Communication and Marketing leader with 25+ years’ experience in Public, Private and NFP sectors in Australia and globally across the engineering, finance, consulting and charitable sectors.
As Head of Marketing, Paula is responsible for customer focused marketing strategy and implementation, corporate communication and Trilogy Funds’ marketing channels.
She is known for her strong communication skills, ability to develop relationships and deliver valued advice and outcomes with C-Suites, Boards, senior management teams, strategic partners and external vendors.
Her marketing experience includes a multi-million dollar, global rebrand for Ausenco, leadership of regional and corporate marketing teams, management of social media and digital channels and delivery of a user-centric, industry-leading website for Ausenco.
With experience managing national and global budgets for a variety of businesses and projects and playing key roles in issues and crisis situations, Paula is commercially minded, risk aware and delivery focused.
Head of Investor Relations & Distribution
Alison has extensive experience in investments, financial services and investment banking. In her role as Head of Investor Relations and Distribution, Alison is responsible for the Investor Relations team who are the first port of call for Investors in any Trilogy Funds product.
She also manages the Distribution team at Trilogy Funds and develops the strategy for both direct and indirect investments including compliance, business planning and processes. Alison leads the operational performance of the department including risk management, stakeholder engagement and relationship management.
Manager – Property Funds
As Manager – Property Funds, Ryan plays a pivotal role in the growth and management of Trilogy Funds’ property investment trusts. He oversees the asset management team in the active and effective management of property assets to maximise investor returns.
Since joining Trilogy Funds in early 2021, Ryan has been instrumental in the generation of significant investment value, particularly within the Trilogy Industrial Property Trust.
Prior to joining Trilogy Funds, he worked as a director of a development and project management consultancy, focusing on assisting clients to unlock development potential through creative planning, design, and financial solutions.
Ryan is passionate about personal development, and the creation of value by facilitating an effective and collaborative team environment.
Human Resources Manager
Zoe joined Trilogy Funds in 2004 and brings to the team 17 years of experience in financial services, office administration and human resources.
Zoe is passionate about helping Trilogy Funds make the most of their resources and talent to deliver expert services to clients, through improving methods and technologies to better meet the ever evolving requirements of Trilogy Funds and it’s workforce and through developing company culture and employee relations.