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This article is intended for licensed Financial Advisers only. We are pleased to announce that [...]
This article was written by Phil Bartsch, originally published by The Courier Mail on February [...]
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Senior Investor Relations Manager
As Senior Investor Relations Manager, Kerilee is committed to delivering exceptional service and innovative solutions to Trilogy Funds’ clients, enhancing their investment experience through process improvement and a client-first approach.
Equipped with over nine years of experience in investment management across Australia and South Africa, Kerilee’s background spans both frontline client engagement and back-office operations, giving her a well-rounded perspective on investor needs.
Kerilee holds a Bachelor of Commerce in Financial Management with distinction, has completed CFA Level I and is currently studying toward a Graduate Diploma of Financial Planning to deepen her expertise in the Australian financial landscape.
Lending Operations Leader
Geraldine is an accomplished finance professional with extensive experience across corporate and business finance and the banking sector, specializing in leadership, lending operations, risk management, compliance, and relationship management.
Since joining Trilogy Funds, Geraldine has played a pivotal role in building the lending team and implementing streamlined systems and processes that drive efficiency and support business growth. Her strategic approach and dedication to excellence have been key in enhancing both team performance and client outcomes at Trilogy.
Business Intelligence and Reporting Manager
Troy joined Trilogy in 2022, bringing with him four years of experience in data analytics and financial systems from his time at a Melbourne-based boutique tech consultancy firm. During this period, he worked closely with Trilogy to develop a bespoke forecasting and reporting tool for the Lending team.
Since moving inhouse, Troy has played a key role in expanding the tool’s application across the Finance and Distribution teams. In his current role as Business Intelligence and Reporting Manager, he supports multiple departments with their reporting and analytics needs and oversees the delivery of external reporting including investment reports, investor statements and regulatory disclosures. Troy also manages Trilogy’s relationship with research houses, ensuring they are provided with the necessary due diligence materials to assess each fund.
Troy holds a Bachelor of Commerce, majoring in Finance and Economics, from the University of Melbourne.
National Manager – Dealer Groups & Platforms
As National Manager – Dealer Groups and Platforms, Nicole is responsible for leading Trilogy’s engagement strategy with dealer groups and investment platforms across Australia.
A dynamic sales leader and communicator, Nicole brings over 20 years of experience in the financial services industry to her role. She has a strong track record in business development, team leadership and mentoring. Results-oriented, she has delivered and exceeded revenue, growth and retention targets, even in challenging market conditions.
Nicole is highly active within the financial services community. She serves on the FAAA Brisbane Metro Community Committee, is part of the Grants Committee for the Future2 Foundation and has previously held key roles within the Association of Financial Advisers (AFA), including Education Chair of the Queensland State Committee and QLD & NT Representative for the AFA National Mentoring Committee.
Head Property Economist – REA-Group
Anne Flaherty is a senior economist at REA Group, where she examines the macroeconomic and demographic trends that shape Australia’s residential and commercial property markets. Anne has worked in property economics for over a decade and regularly provides market commentary across media, as well as writing a fortnightly column in The Australian. Prior to joining REA Group, she was CBRE’s Research Manager. Anne holds a Bachelor of Commerce (Economics) and Master of Applied Econometrics.
CoreLogic Executive Research Director (Asia-Pacific)
With more than 20 years’ experience in analysing housing trends, Tim is recognised as a leading authority on residential property trends. He regularly provides expert commentary on real estate market conditions and the interplay between housing markets, demographic trends and economic factors. As one of Australia’s most popular property market analysts and commentators, Tim’s expertise is frequently sought by a diverse array of audiences from government bodies and policy makers through national and international corporate entities across the property, banking and financial sectors, insurance, valuations and consumers.
Dr Keith Suter is considered to be one of Australia’s most influential Global futurists and media commentators in national and foreign affairs. He has also held many strategic leadership roles. Dr Suter is an experienced, professional and awarded presenter renowned for explaining complex global and business issues in a way his audiences can digest and understand. He is also an active member of the Australian Institute of Company Directors. He frequently appears on radio and television discussing politics and international affairs. He has been for many years the Foreign Affairs Editor on Channel 7’s Sunrise Program.
Finance manager
Markus joined Trilogy Funds in February 2022 as the Fund Accountant for the Trilogy Monthly Income Trust, prior to moving into the Senior Fund Accountant role in July 2023. Markus was involved in all mergers and acquisitions for the MDC Trilogy Wholesale Yield Fund I since inception, and oversaw the Finance team’s role in the Eildon Asset Management portfolio acquisition and integration.
In January 2025, Markus was promoted to Finance Manager, where he plays a key role in determining Trilogy’s financial strategy, leveraging his strength of presenting financial data in a way all people can understand and utilise.
Markus has a Bachelor of Laws from Bond University and a Bachelor of Business (Accounting) from the Queensland University of Technology, and is a member of the Chartered Accountants Australia and New Zealand (CA ANZ).
Senior Manager – Legal, Compliance & Risk
Since joining Trilogy Funds Group in January 2022, Mason has progressed to the position of Senior Manager – Legal, Compliance and Risk, where his responsibilities include acting as the Group’s Compliance Officer, Privacy Officer, and Complaints Handling Officer.
Mason provides legal advice across a broad spectrum of areas including finance, funds management, employment, corporate governance, and regulatory compliance in addition to managing and supervising the compliance, risk management, and regulatory functions of the Group, including engaging with regulators such as ASIC and AUSTRAC.
Mason also contributes to the strategic development and implementation of the Group’s risk management framework and chairs the Executive Risk Committee, while also being a key contributor in the Audit & Risk Committee.
Mason holds a Bachelor of Laws (LLB) from Griffith University and a Graduate Diploma of Legal Practice from the College of Law.
Lending Manager
Joining Trilogy in 2022 as an Assistant Portfolio Manager, Hugh quickly advanced to become a Senior Assistant Portfolio Manager and by mid-2023 was promoted to Lending Manager.
In this role, Hugh draws on a strong foundation in economics and finance, backed by a Bachelor of Economics from the University of Sydney.
Before joining Trilogy, he gained valuable experience as a trading analyst, helping to hone his analytical skills and gaining insight into market trends and strategies.
Lending Operations Leader
Geraldine is an accomplished finance professional with extensive experience across corporate and business finance and the banking sector, specializing in leadership, lending operations, risk management, compliance, and relationship management.
Since joining Trilogy Funds, Geraldine has played a pivotal role in building the lending team and implementing streamlined systems and processes that drive efficiency and support business growth. Her strategic approach and dedication to excellence have been key in enhancing both team performance and client outcomes at Trilogy.
Investor Relations Manager
Jessica possesses an extensive and diverse professional background spanning the hospitality, real estate and financial services sectors. This blend of experience across multiple industries has equipped Jessica with a track record of excellence in client services and operational support.
Joining the Trilogy Funds Investor Relations team in October 2021 as an Investor Relations Officer, she advanced to Investor Relations Team Leader, prior to her most recent promotion to Investor Relations Manager in March 2025.
As Investor Relations Manager, Jessica leads a team dedicated to continually enhancing the customer experience and delivering the best possible outcomes for clients.
Marketing Manager
A highly effective and capable marketer with a broad range of skills and experience spanning both the public and private sector in Australia as well as internationally. Having worked successfully across a variety of industry types and sizes is testament to Monique’s ability to develop positive working relationships with both internal and external stakeholders, adapt working style to best suit the environment and importantly, to successfully deliver against business objectives.
Founder and Executive Chairman, Trilogy Funds Group
Philip is a founder of the Trilogy Funds Group of companies. He has over 40 years of experience in the financial services industry, across financial planning and funds management. He has been a solicitor of the Supreme Court of Queensland and the High Court of Australia for more than 40 years.
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).
This report has been prepared for financial adviser and wholesale client use only. By clicking on the download button below, you acknowledge that you are a licenced financial adviser or wholesale client, as defined in Section 761G of the Corporations Act.
I declare and acknowledge the above disclaimer by clicking the Accept button.
This report has been prepared for financial adviser and wholesale client use only. By clicking on the download button below, you acknowledge that you are a licenced financial adviser or wholesale client, as defined in Section 761G of the Corporations Act
I declare and acknowledge the above disclaimer by clicking the Accept button.
This report has been prepared for financial adviser and wholesale client use only. By clicking on the download button below, you acknowledge that you are a licenced financial adviser or wholesale client, as defined in Section 761G of the Corporations Act
I declare and acknowledge the above disclaimer by clicking the Accept button.
This report has been prepared for financial adviser and wholesale client use only. By clicking on the download button below, you acknowledge that you are a licenced financial adviser or wholesale client, as defined in Section 761G of the Corporations Act
I declare and acknowledge the above disclaimer by clicking the Accept button.
This report has been prepared for financial adviser and wholesale client use only. By clicking on the download button below, you acknowledge that you are a licenced financial adviser or wholesale client, as defined in Section 761G of the Corporations Act
I declare and acknowledge the above disclaimer by clicking the Accept button.
This report has been prepared for financial adviser and wholesale client use only. By clicking on the download button below, you acknowledge that you are a licenced financial adviser or wholesale client, as defined in Section 761G of the Corporations Act
I declare and acknowledge the above disclaimer by clicking the Accept button.
Peggy’s Place seeks to provide a safe place that helps families who have experienced DFV and transitioned through the refuge system to rebuild their lives. They work collaboratively with the current service system, providing much-needed support, further strengthening our community’s many at-risk women and children.
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Since its inception in 2020, Pickleball Australia has nurtured and guided the development of pickleball nationwide. Stepping onto the court as the Official Presenting Partner for the 2024 and 2025 Trilogy Funds Australian Pickleball Championships, Trilogy Funds is eager to support the growing Australian pickleball footprint. We’re passionate about sports, and what resonates with us about pickleball is its inclusivity. As a sport rapidly gaining popularity across the nation, we also recognise its potential to be less physically demanding than other sports, making it accessible to a broader cross-section of the community.
The Sydney University Football Club (SUFC) is the oldest rugby club in Australia, and as such has held a pivotal place in Australian sports history since 1863. At Trilogy Funds, our ties with SUFC run deep. Our Executive Director, John Barry, himself a former bearer of the gold and navy jersey, embodies the very essence of grassroots connection. The values and insights Mr. Barry gleaned during his time on the field continue to permeate through the core of Trilogy Funds, grounding us in the principles of dedication, resilience and excellence.
Thinking of investing? Read about the new SUFC Housing Fund Initiative and see how your investment can help provide housing for young athletes.
We are proud to be the Official Finance and Investment Partner of Hawthorn Football Club (HFC). Boasting a fanbase of over 80,000 members, HFC is one of the oldest and most supported clubs in the Australian Football League.
This partnership emphasises inclusivity, supporting HFC’s commitment to gender equality with both male and female teams on the field. Through this sponsorship, we’re excited to engage with HFC’s passionate members and supporters while strengthening our presence in Victoria.
Co-Managing Director, Trilogy Funds Management Limited
Justin is a Certified Practising Accountant, with extensive experience in senior positions within financial services, information technology, insurance and auditing. Leveraging his detailed knowledge and understanding of Trilogy’s product, Justin has developed comprehensive back-office systems which manage the group’s day to day operations, as well as the Scheme’s expected credit loss model. He is a long-standing member of the Lending, Workout, and Investment Committees and is committed to continuous improvement, prioritising results-driven and mutually beneficially outcomes for our broker and borrower clients.
Founder and Director, Trilogy Funds Group
John is a founder of the Trilogy Funds Group of companies, and is Chairman of the Board’s Audit Committee, the Property Investment Committee, and the Treasury Committee.
Previously, John was involved in the establishment and ultimate growth of investment management firm, Challenger Limited (Challenger) which included the $3.5 billion Howard Mortgage Trust and a $2.7 billion international property portfolio. John was an Executive Director at Challenger on the lending committee and responsible for the Howard Mortgage Trust which grew to over $3 billion in FUM. As the former Head of Property, John was responsible for the structure and establishment of Challenger’s property backed long-term annuities.
Preceding Challenger, John worked in corporate finance at Morgan Grenfell Australia as well as serving as an Executive Director for Rothschilds Australia. Prior to Trilogy Funds, John established ABN AMRO’s reverse mortgage product and headed up its PPP social infrastructure division.
Founder and Executive Chairman, Trilogy Funds Group
Founder and Executive Chairman, Trilogy Funds Group, Philip has over 40 years of experience in the financial services industry, across financial planning and funds management. He has been a solicitor of the Supreme Court of Queensland and the High Court of Australia for more than 40 years.
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).
Trilogy Funds 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.
Independent Lending Committee Member
Mark brings more than 50 years of diverse property, construction and finance experience to the Lending Committee. His experience ranges from quantity surveying through to managing budget and cost control procedures for major infrastructure projects and identifying and negotiating complex commercial projects. Most recently, Mark has acted in an advisory capacity assisting with planning, construction, and property projects in both the public and private sectors. Mark is active in the New South Wales, Queensland, ACT, Victorian, South Australian and Tasmanian construction markets.
Independent Lending Committee Member
An experienced Company Director, Grant has a wealth of experience in delivering revenue and profitability targets in challenging environments. After 24 years working with Knight Frank, 14 as Managing Director – Qld. Grant went on to establish Whittaker Property Group in 2015. Through Whittaker Property Group, Grant provides a range of bespoke property advisory services including portfolio review and analysis, asset management, risk management, compliance and investment structuring. Grant is a qualified Valuer, a Licensed Real Estate Agent, and a Fellow of the Australian Institute of Company Directors.
Independent Lending Committee Chair
David is a co-founder and former Director of Trilogy Funds and has over 40 years’ experience in property related lending and funds management. He has been a lending committee member of one of Australia’s largest pooled mortgage funds and has managed the negotiations for the acquisition of numerous Australian and global commercial property assets. David is currently the independent non-executive Chair of the Trilogy Funds Lending Committee.
Senior Manager of Technology, Digital and Projects
Jordan has over a decade of Banking and Funds Management experience, across Operations, Finance, Project and Risk disciplines.
Since joining Trilogy Funds in 2019, Jordan has performed a number of key roles and has made significant accomplishments, including developing the Project Office and Operations Department, which she now leads.
Jordan is passionate about continuous improvement and optimising the experiences of internal and external customers. She has a particularly keen interest in delivering superior experiences and continous improvement through digital innovation and transformation and more broadly, technology and process improvement.
Jordan holds a Bachelors of Business (Finance) and Bachelor of Laws (Hons) from Queensland University of Technology (QUT).
Head of Marketing
Aaron was appointed Head of Marketing in November 2022. He has been in the wealth management industry for over 25 years. With experience in investment research, product development and marketing roles across funds management, platforms, superannuation and advice businesses, Aaron has a solid understanding of how wealth-building products are taken to market. He has worked with a broad range of financial brands including ING, Colonial first State, Retireinvest and Count Financial. Aaron is passionate about delivering quality investment solutions to market, and elevating the voice of the customer at Trilogy Funds.
Head of People and Culture
Zoe joined Trilogy Funds in 2004 and brings to the team 23 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.
Head of Distribution
Since joining Trilogy Funds in 2017, Wyatt has been an integral member of the Trilogy Funds team. Over the years, Wyatt has embarked on several roles within the company, each of which has contributed to his extensive knowledge and diverse skill set.
Starting in the Investor Relations team in 2017, Wyatt quickly advanced to Private Account Manager for Wholesale Investors before being promoted to Manager – Investor Relations & Wholesale Investments in 2021. Through his various roles, Wyatt has gained invaluable experience and a deep understanding of the finance industry, attributing to his success in his current position – Head of Distribution. His experience working across several roles has allowed him to develop a holistic perspective and approach to driving growth and ensuring a seamless customer experience for Trilogy Funds’ stakeholders.
As Head of Distribution, Wyatt leads a team of 10, responsible for driving growth in Trilogy’s investment solutions for both retail and adviser divisions. Wyatt’s academic background includes a Bachelor of Business, majoring in Finance, from Queensland University of Technology (QUT).
Wyatt’s exceptional career trajectory is a testament to his dedication and expertise in the finance industry. He continues to be a driving force in Trilogy Funds’ growth and success.
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.
Head of Property
Laurence has over 22 years’ experience in senior roles across the property investment industry, encompassing direct and listed real estate sectors.
Prior to joining Trilogy Funds, Laurence served as Chief Executive Officer of Eildon Capital Limited, an ASX-listed fund manager. Preceding this position, he was the Executive Director at Goldman Sachs and acted as Fund Manager of Industria REIT (ADI.ASX), focusing on commercial and industrial properties within the ASX-listed AREIT market. Further tenures include Credit Suisse and Citi, where he specialised in the AREIT sector; as well as APN’s Head of Private Funds, overseeing the management of four direct retail property funds and two wholesale direct property funds.
Laurence’s qualifications include a Diploma of Business Accounting, a Diploma of Financial Advising and a Graduate Diploma of Applied Finance and Investment.
Chief Financial Officer
As Chief Financial Officer, Tyler is responsible for Trilogy Funds’ accounting and finance functions and oversees the financial reporting, tax compliance and key financial analysis.
Prior to joining Trilogy Funds, he worked at KPMG’s business advisory division and is a member of the Institute of Chartered Accountants.
Tyler has led the innovation and management of Trilogy Funds’ financial strategy across all funds. He also has strong financial industry experience from his career in chartered accounting firms, specialising in business advisory and corporate management.
General Counsel
Andrew joined Trilogy Funds in 2023 as General Counsel. With more than 25 years of legal experience in international financial markets in roles across the Asia Pacific region, Andrew brings a wealth of experience and knowledge to the business.
Before joining Trilogy Funds, Andrew served as Head of Legal and General Counsel for global banking and financial institutions in Hong Kong and was General Counsel Treasury for the Treasury Corporation of Victoria. Prior to these roles, he honed his legal skills at top international law firms in New Zealand, Korea and Hong Kong.
In his role as General Counsel for Trilogy Funds, Andrew takes on the responsibility of managing Trilogy’s legal risks, while also providing crucial legal support to the company’s rapidly expanding operations.
Andrew is a qualified Australian lawyer as well as a barrister and solicitor of the High Court of New Zealand.
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.
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.
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.
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.
Co-Managing Director, Trilogy Funds Management Limited
Henry is Co-Managing Director of Trilogy Funds Management Limited and its parent company, Trilogy Funds Group. Since joining the business, Henry has played a key role in shaping Trilogy’s strategic direction and governance framework, with a particular focus on regulatory oversight, risk management, and capital structuring.
Henry is responsible for overseeing the Group’s AFSL obligations and engagement with internal and external stakeholders. He works closely with internal teams to ensure that appropriate controls and governance measures are embedded across the business.
His work spans the origination and negotiation of a range of institutional-grade transactions and partnerships, both in Australia and internationally.
A core requirement of Henry’s role is to bridge risk, governance, and growth strategy to support Trilogy’s long-term success in managing retail investment products and fixed income assets.
Head of Lending
Our Head of Lending Clinton Arentz is also Managing Director of Trilogy Finance and a Director of the broader Trilogy Funds Group. Since joining the business in 2017 as Head of Lending and Property Assets, he has been instrumental in driving the growth and strategic direction of Trilogy’s property lending platform.
Clinton led the nationwide expansion of the Trilogy Monthly Income Trust, supporting the growth and management of a construction loan portfolio now exceeding $1 billion. He also played a central role in the creation and scale-up of the Trilogy Industrial Property Trust, which has grown to over $250 million in assets under management across five Australian states and territories.
With more than 35 years of experience in property development, project delivery, and asset management, Clinton’s expertise spans residential, commercial, and industrial sectors. Prior to Trilogy, he held senior roles with Jones Lang LaSalle and co-founded a business that reached the No. 1 ranking on the BRW Fastest Growing Private Companies list.
Clinton brings deep capability across the full development lifecycle—from risk assessment and funding strategy to project structuring, delivery, and asset realisation. He is also highly experienced in asset management, work-out projects, and disposal strategies.
Clinton holds an MBA from the Australian Institute of Business and has completed executive programs through the Securities Institute of Australia and the London School of Economics. He is committed to delivering practical, responsive finance solutions and long-term value for property developers across Australia.
Co-Managing Director, Trilogy Funds Management Limited
Justin is Co-Managing Director of Trilogy Funds Management Limited and its parent company, Trilogy Funds Group. He joined Trilogy in 2007 as Chief Financial Officer and was appointed Chief Operating Officer in 2011, before moving into his current role as Co-Managing Director.
A Certified Practising Accountant, Justin has more than 30 years of experience in accounting and finance, including over 25 years in the financial services sector. He brings deep expertise in financial management, audit, technology, and strategic planning, and plays a key role in overseeing Trilogy Funds’ responsibilities under its Australian Financial Services License, including the operation of its managed investment schemes.
Justin’s strong command of statutory reporting requirements and governance frameworks has been central to the Group’s ongoing growth and operational performance. His leadership in implementing business-critical systems and process improvements continues to drive efficiency and support the long-term strategic direction of Trilogy Funds.
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.
Founder & Executive Chairman
As co-founder and Executive Chairman 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.