Matthew Drennan is the Head of Savings and Investments for Zurich Australia. He joined the business in March 2018 and has over 25 years experience working in the finance industry.
In this role Matthew is responsible for overseeing the Group’s unit linked investments business comprising 10 funds. He is also a member of the Australian Executive Committee, the compliance committee and several investment committees within the group.
Matthew holds a B.Com in Economics, a Masters degree in Funds Management and is a graduate of the Australian Institute of Company Directors. His previous roles include senior positions at ANZ Bank, NSW Treasury, Deutsche Asset Management, Shadforth Financial Group and IOOF.
Matthew is also well known as an industry commentator.
Maggie Mills was appointed as National Sales Manager for the Investments Business in May 2018 after 12 years with Zurich, where she has held previous positions as Strategic Accounts Manager, Account and Territory manager and Regional Manager NSW.
As National Sales Manager, Maggie is responsible for overseeing the Investments Strategic Accounts and National Sales teams. She is responsible for executing the strategy and driving sales for Zurich Investment Funds from our National account partners and Advisers. Over Maggie's 12 year tenure with Zurich, she has contributed to the strategic direction and success of the Investments business. Maggie has worked in the financial services industry for over 17 years and prior to joining Zurich, Maggie has held roles at ING and Skandia. Maggie has completed a Bachelor of Commerce at Macquarie University.
Dimitri is responsible for overseeing Zurich’s regional strategy for New South Wales, managing alliances with advisers and dealer groups.
Prior to joining Zurich in 2018, Dimitri worked for Challenger as a Business Development Manager for NSW, developing a deep understanding of the retirement market and the importance of structuring investment portfolios to achieve required income objectives. Dimitri holds a Bachelor of Commerce, majoring in Finance from Bond University on the Gold Coast.
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.
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.
Marko is responsible for managing adviser partnerships and implementing regional development strategies for. Marko has over 5 years experience in the financial services industry.
Prior to joining Zurich in 2018, Marko worked for Finex Stockbroking as their national Business Development Manager providing a suite of solutions to financial planning businesses. Prior to this he worked at NAB as a Relationship Manager specialising in Investment Lending.
Marko has completed a Bachelor of Commerce majoring in Finance from Swinburne University of Technology and holds a Graduate Diploma of Financial Planning through the Investment Banking Institute.
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.
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.
Charles has worked in the financial services industry for over 18 years and joined Zurich Investments in 2015. He is responsible for providing support and investment commentary to financial advisers and investors of Zurich’s managed funds.
Most recently, Charles was an Investment Analyst at Five Oceans Asset Management, covering Asian equities and global telecom stocks. Prior to this, he was a Fund Manager for Pengana Capital’s Asian Equities Fund, with additional responsibility for the Telecom and Technology sectors across Asia including Japan. Charles has also held investment roles at Perennial Investment Partners and Murray Johnstone in Glasgow, covering global equities.
Charles has a Masters in Modern History from St Andrews Univeristy in the UK and is a CFA charterholder.