Zurich Australia Investments team
Kristine Brooks - Head of Distribution, Life & Investments
Kristine Brooks is the Head of Retail Distribution for Zurich Life & Investments and the key driver of broadening Zurich's distribution footprint, achieving significant success over the past few years, resulting in Zurich's continuous gain in market share.
In her current role, Kristine is also responsible for implementing and executing sales strategy for Zurich Life & Investments in the Australian Financial Intermediary market, managing retention and lapse rates, achieving sales budget for Retail Risk and Retail Wholesale investments, as well as mentoring the Strategic Accounts and National Sales Teams to achieve the very best outcomes for Zurich and its customers.
Kristine has held a number of senior roles, with significant success since joining the Zurich Life & Investments team in 2005, including Head of Sales, Life & Investments and Regional Manager for NSW and QLD, which she built to become the best performing region for the business.
previous roles held at Challenger Financial Services Group, Deutsche Financial Planning and at HSBC where she worked in financial planning.
Phone: +61 2 9995 1598
Linda Stangherlin - National Sales Manager
Linda Stangherlin is the National Sales Manager for Zurich’s Investments business in Australia. She joined Zurich’s Australian business in 2014 and has over 18 years of experience working in the finance industry.
Linda's role entails managing research, key accounts and sales functions into the advice industry. Linda manages a team who are responsible for distributing specialist multiple asset class solutions via leading Strategic Investment partners, both domestically and globally. Linda has held various roles in research, account management and sales leadership for the past 18 years and began her career as a financial adviser. Linda holds a Bachelor of Economics and a Diploma of Financial Planning and has a passion for making a difference to the financial health and wealth of Australians.
Phone: +61 2 9995 1160
Maggie Mills - NSW Account & Territory Manager
As Account & Territory Manager, Maggie is responsible for managing adviser alliances and implementing regional business development strategies in New South Wales and the Australian Capital Territory. She has worked in the financial services industry for nine years and prior to joining Zurich in 2006, Maggie has held roles at ING and Skandia. Maggie has completed a Bachelor of Commerce majoring in Accounting and Finance at Macquarie University.
Phone: +61 2 9995 1292
Mobile: +61 401 105 423
Jeff Bailey - WA/SA Account & Territory Manager
Jeff is responsible for managing adviser alliances and implementing regional business development strategies. He has over 15 years experience in the financial services industry, with the last 10 being in the Western Australian market.
Prior to joining Zurich in 2012, Jeff worked for Colonial First State as the State Manager for WA/SA & NT in the Core Equities and Colonial Geared Investments (CGI) business focusing on margin lending. Prior to this he has held roles with Perennial Investment Partners and Colonial First State as an Investment Specialist and Business Development Manager.
Phone: +61 8 9261 1379
Mobile: +61 401 105 495
Ray Killey - VIC Account & Territory Manager
As Account & Territory Manager, Ray is responsible for managing adviser alliances and implementing regional business development strategies. Ray has 15 years experience in the financial services industry. Prior to joining Zurich in 2008, he held roles at Westpac, BT Financial Group and ANZ. Ray has completed a Bachelor of Commerce majoring in Banking and Finance from Melbourne University and a Graduate Diploma in Financial Planning through the Securities Institute of Australia.
Phone: +61 3 9940 6417
Mobile: +61 401 105 541
Luke Murnane - QLD Account & Territory Manager
Luke joined Zurich Investments in 2015 after 12 years with Tyndall Investments. He is responsible for overseeing Zurich’s regional strategy for Queensland, with responsibility for adviser and dealer group relationships.
Luke has 20 years of experience in financial markets. Before moving to Brisbane in 2002, Luke had previously worked for the likes of BT Funds Management and Merrill Lynch in Sydney and London, respectively.
Luke holds a Bachelor of Business and a Graduate Diploma of Applied Finance & Investment from the Securities Institute of Australia. Luke is married with 3 children and enjoys the relative calm of working in financial markets when compared to the chaos of modern family life.
Phone: +61 7 3864 6125
Mobile: +61 418 518 852
Patrick Noble - Senior Investment Strategist
Patrick joined Zurich in September 2006 and has over 15 years experience in the financial services industry. He is responsible for Zurich’s diversified funds which includes manager selection, asset allocation and chairing the funds’ Tactical Asset Allocation Committee. As the Senior Investment Strategist for Zurich’s Investment products, he is further responsible for communicating Zurich’s investment management capabilities to the market and provides regular market commentary and investment outlooks through the media. Patrick has a Bachelor of Business degree from the University of Technology, Sydney.
Phone: +61 2 9995 1609
Mobile: +61 401 105 587