Your Investment Team.
Our Investment Team brings over 90 years of combined investment management, strategy and advisory experience.
Director, Advisory Ventures Group
Tony is a senior business leader and executive with over 30 years’ experience in the Australian financial services sector and a proven ability to originate, build and grow businesses.
Tony was the founder and a director of the Accountable Financial Group, which also includes the financial services licence, Accountable Financial Solutions Pty Ltd. He was the Responsible Manager and Key Person on the financial services licence.
Tony brings a broad range of skills and core competencies across financial advisory, banking, wealth management, funds management, superannuation, life insurance and salary packaging administration. His functional management roles have included advice, distribution and channel management, account management, strategic alliances, marketing, product management and profit/cost centre management.
Tony’s qualifications include a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and a Bachelor of Business from Charles Sturt University.
Director & Chief Investment Manager, Clearwater Capital
Elton Doyle is the Investment Manager with overall responsibility for investment strategy and portfolio management. Before establishing Clearwater Capital, Mr Doyle created this investment strategy while serving as a Director at Private Portfolio Managers. Mr Doyle is a highly regarded investment manager with 20 years investment experience at both Perpetual and Private Portfolio Managers.
He has extensive experience in international shares where technology, industry structure, and thematic forces create opportunities. His ability to develop insights based on fundamental research and management assessments are the hallmarks of Mr Doyle’s success.
Mr Doyle has a BS in both Law and Commerce. He has a Graduate Diploma in Applied Finance and is a fellow of FINSIA.
Non-Executive Director, Advisory Ventures Group
Neil has extensive track record in business strategy and investment gained from over 25 years’ experience in New York, London, Switzerland, Asia and Australia.
He has served as CEO at Wilson HTM Investment Group and Souls Funds Management, as an executive at Citibank, CBA and UBS, and as an external director of The Investor Group, Valad Core Plus Property Management Ltd and the ABN Amro Social Infrastructure Fund.
Neil currently is a director of Clime Investment Management, London City Equities, Imperial Pacific Limited and the Catholic Development Fund, and serves on the Investment Committee for Aquasia Private Investment Fund.
Director & General Manager, Clearwater Capital
Mr Vogelsong is an investment management veteran with 26 years’ experience and is Clearwater Capital’s General Manager. Before establishing Clearwater Capital, his prior experience included both employment and consulting engagements with a variety of financial services organisations including, PPM, Westpac Private Bank, Treasury Group, ASX, Deutsche Bank, CMC Markets, and Salomon Smith Barney.
He has a breadth of asset management and investment banking experience including product development, research, operations, capital raising, marketing, strategy, and business management.
Mr Vogelsong is a founding director of two non-profit organisations. His education includes a BS in both Business and History, in addition to an MBA.