Our People

Julia Forrest

Portfolio Manager
Australian Equities

About Julia

With over 25 years’ experience spanning equities research and advisory, initial public offerings and capital raisings, Julia has managed our property trust portfolios for over a decade. Before joining the company, she worked for the Attorney General’s Department and on the sell side for 10 years at broking houses now known as Citigroup and Merrill Lynch, where she was a highly rated analyst. Julia holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specialising in property and insolvency law.

Australian Equities Team

Sales Team

Rob Gjorgioski

Senior Key Account Manager QLD

Sales Team

Sonia Nazarian

Account Associate, Institutional Business

Sales Team

Jack Rector

Account Associate Wholesale Distribution

Sales Team

Rhiannon Komadina

Account Associate Strategic Accounts & Asset Consulting

Sales Team

Katie Motion

Key Account Manager NSW, ACT

Sales Team

Emalee Vidulin

Key Account Manager QLD

Income & Fixed Interest Team

Lachlan Fursman, CFA

Credit & Fixed Interest Analyst
Income & Fixed Interest

Sales Team

Dan Moore

Regional Manager VIC, TAS, SA, WA

About Alex

Alex is responsible for credit research coverage of Infrastructure, Utilities, and Financials.

Before joining the team, Alex spent seven years as a Primary Analyst at S&P Global Ratings, focusing on infrastructure, utilities, and general corporate issuers in Australia and New Zealand.

Prior to his role at S&P, Alex worked for three years as a Senior Analyst in the Audit Division at Deloitte Australia.

He holds a Master of Philosophy in Economic History from the University of Oxford and a Bachelor of Commerce from Monash University.

Alex is also a CFA Charterholder.

Income & Fixed Interest Team

Alex Dunn, CFA

Credit Analyst
Income & Fixed Interest