Advance Investment Team

The Advance Multi-Blend Funds are built and monitored by our investment team - experts with a total of over 100 years' experience in financial markets.

At Advance we hand-pick the best available investment managers in the market to create a unique suite of diversified and single sector multi-manager investment solutions that deliver the best risk/return balance for our investors.

Management team

Corrin Collocott, BSc (Hons), FIAA - Chief Investment Officer

Corrin joined BT Investment Solutions in November 2015 and was appointed Chief Investment Officer in September 2017. Corrin is responsible for the leadership of the BT Investment Solutions (BTIS) Investment Team and the investment management of all BTIS investment products and strategies spanning across Investment, Super, SMA, Model Portfolios and bespoke strategies. 

Prior to being appointed in his current role, Corrin was BTIS’ Head of Asset Allocation and was responsible for delivering on the investment objectives for all the BTIS diversified portfolios. His main focus was on the formulation and implementation of strategic asset allocations, along with overseeing the meeting of regulatory requirements, reporting and the preparation of the relevant Board papers containing investment recommendations.

In previous roles, Corrin was Manager - Investment Strategies at Sunsuper where he was responsible for the management of the strategy team and portfolio management of the multi-asset portfolios. He also held a number of roles across a variety of industries including Russell Investment Group, lnTech, MCA NZ Limited, and Watson Wyatt Worldwide.

Corrin has 22 years' industry experience, graduated from the University of Cape Town with a Bachelor of Science in Mechanical Engineering and is a Fellow of the Institute of Actuaries of Australia.

James Kerr, BAgEc – Head of Asset Allocation

James joined BT Investment Solutions/Advance Asset Management in 2007 and was appointed Head of Asset Allocation in December 2017. James is responsible for delivering on the investment objectives for all the BTIS diversified portfolios and leading the Diversified Portfolio Management Team.

Prior to this James was Portfolio Manager within the BTIS Investment Team and was responsible for the asset allocation strategy and exposure management for the Diversified portfolios and model portfolios. James also held a number of prior positions within BTIS and Advance Asset Management including the management and execution of Asset Allocation overlay and hedging strategies across Multi Asset portfolios, market research and strategy and manager research.  

Prior to joining Advance Asset Management James worked with St George Private Bank focusing on model equity portfolios, portfolio strategy and Advise support developing strategic portfolio review documents for Private Banking clients. James has 13 years’ investment experience and graduated from the University of Sydney with a Bachelor of Agricultural Economics in March 2006 and has passed Level II of the CFA exam.

James McSkimming, BSc, (Mathematics) - Head of Equities

James joined BT Investment Solutions in October 2016 in the role of Head of Equities. James’ responsibilities include leadership of the Equities Team along with sector strategy, portfolio construction and manager research of the BTIS domestic and international equity and REITs portfolios. 

Prior to joining BTIS, James was Head of Equities Research – Australia and NZ for Russell Investments where he had responsibility for researching and recommending investment managers in Australian and New Zealand equities and Australian small companies. He also worked with other senior Russell leaders to develop and enhance Russell’s research capabilities and was responsible for the design and development of the Russell Australian Responsible Investment ETF.

In other previous roles James was General Manager of Equities and a Director of Glebe Asset Management Limited from 1996-2004. Before moving into funds management in 1990, James had an extensive background in IT, working in a diverse range of financial and technical industries. James has 29 years’ industry experience and holds a Graduate Diploma in Finance and Investment from FINSIA and is a Fellow (F Fin). He also has a Graduate Diploma Business Administration from UTS, a Bachelor of Science (Mathematics) from Flinders University of South Australia and has completed a Certified Financial Planner (CFP) Certification.

Daniel Park, BComm, MAppFin, CFA - Head of Interest Rates

Daniel joined BT Investment Solutions in November 2015 as Portfolio Manager, and in April 2017 was appointed to Head of Interest Rates. Daniel’s responsibilities include leadership of the Interest Rates Team along with sector strategy, portfolio construction and manager research of the BTIS interest rate strategies. 

Prior to joining BTIS, Daniel spent over 5 years as a senior analyst in the Perpetual multi-manager team as the lead on fixed interest and alternative credit portfolios and was responsible for manager research and selection, portfolio construction and researching new opportunities across various asset classes. Daniel also spent 5 years first as a senior analyst then as the Investment Director for FuturePlus Financial Services where he was responsible for advising on manager selection, portfolio construction and asset allocation to the Energy Industry super fund.

Daniel has also held a number of other roles within investment management and structured finance including Senior Investment Analyst at AUSCOAL Super and Maritime Super and as an analyst in the structured finance sector with Moodys Investor Service and AMP Ltd. Daniel has over 16 years’ investment experience and holds a Bachelor of Commerce from the University of New South Wales. He is also a CFA Charterholder and member of the CFA society of Sydney. He has also completed a Master of Applied Finance degree with Macquarie University.

Kirsten Wymer, BAppFin (Econometrics/Maths), MSc (Applied Mathematics) - Head of Quantitative Analytics

Kirsten joined BT Investment Solutions in May 2016 as Head of Quantitative Analytics and is responsible for leading the quantitative research team who provide quantitative research and modelling to facilitate investment risk taking and portfolio construction. This includes asset allocation and forecasting methodologies, capital budgeting, risk analytics and operational optimisation.

Prior to this Kirsten was working within the BT Equities Derivative Trading team where she was mainly focused on modelling tail risk exposures, derivative pricing and risk modelling, interest rate risk and balance sheet management across structured products and Protect to Grow strategies. Kirsten has worked across most asset classes within Financial Markets; beginning as a Fixed Income research intern at Macquarie Bank, moving to Westpac Bank as a Graduate Trainee within Quantitative Risk and then transitioning to the Front Office in Electricity Derivatives trading, modelling and risk management before moving to her prior role within the BT Equities Derivative Trading team.

Kirsten has 18 years’ experience in sell side trading and quantitative modelling and has a Bachelor of Applied Finance (Econometrics/Applied Mathematics) and Masters of Science (Applied Mathematics by Research).

Gavin Mork, BBus(Fin), GrdDipFP, MAppFin, CIMA, CAIA – Head of Alternatives

Gavin Mork holds over 20 years’ industry experience. Gavin’s extensive expertise includes having specialised in funds management asset allocation, macro analysis and investment research. Gavin has held various senior investment positions with in-house investment teams responsible for advising multi-billion dollar, multi asset-class, multi manager, insurance / superannuation / investment funds, more recently specialising in Alternatives, covering Infrastructure, Real Assets, Private Equity and Hedge Funds.

As Head of Alternatives at BTIS, Gavin is responsible for the ongoing development of the BTIS Alternatives portfolios, specifically focused on initial design, implementation and oversight of the unlisted infrastructure and direct property sleeves, as well as responsible for manager research and portfolio construction within the sector and the on-going monitoring of these strategies.

Most recently Gavin held the role of Senior Portfolio Manager, Risk Assets Group Investments at QBE Insurance Group where he was responsible for managing various risk asset portfolios including infrastructure and real estate, hedge funds, private equity and developed and emerging market equities. Prior roles include that of Executive Manager, Manager Research & Strategy, Group Chief Investment Office at Suncorp Group and earlier as a Senior Investment Analyst/Investment Specialist at TCorp and FuturePlus Financial Services/Maritime Advisory Group. Gavin holds a Bachelor of Business (Finance), Graduate Diploma of Financial Planning, Master of Applied Finance and is a Certified Investment Management Analyst (CIMA) as well as a holder of the CAIA designation.

John Allmey, ANZIIF (Assoc) CIP, MBA – Head of Investment Specialists

John has been part of the BT Investment Solutions (BTIS) team since 2016, having previously spent 8 years as Head of Key Accounts for the Advance / BT distribution team’s sales initiatives. John’s role as Head of Investment Specialists reports directly to Corrin Collocott, CIO.

As Head of Investment Specialists at BTIS, John manages the team responsible for the strategic positioning and key messaging for the investment team, including key research house and consultant engagement, thought leadership and content delivery to both internal and external stakeholders, including support for the BTIS distribution efforts across various growth initiatives spanning advice and institutionally managed clients.

John will also be responsible for the ongoing development of strategies and projects aimed at achieving greater efficiencies in the delivery of both data and written investment related communication content and source material. Earlier in his career John was Key Account manager at Advance Asset Management when it was part of the St George bank, and prior to this was National Marketing and Product Manager for one of Australia’s largest independently owned Dealer Groups).

John holds an MBA (MGSM), an Associate CIP designation, ANZIIF (Assoc) with the Australian and New Zealand Institute of Insurance and Finance, and is RG146 compliant.

Investment team

  • Sonia Bluzmanis, BComm, BA, CIMA – Portfolio Manager, Equities

    Sonia joined BT Investment Solutions in November 2015 as Portfolio Manager within the Equities Team. Sonia is responsible for the day to day management of the Equities and REITs portfolios and the development and maintenance of models as well as working with the Analysts to conduct Manager Research and the execution of the strategy for the team.

    Prior to BTIS, Sonia spent 8 years in the Colonial First State Investments team where she was a Senior Portfolio Manager responsible for undertaking research of investment managers and portfolio construction for the FirstChoice multi-manager product range. During her time at Colonial she covered a range of sectors including Australian Equity Large Cap, Small Cap and lower volatility strategies, Global Listed Infrastructure, Emerging Market Equity and Listed Property portfolios.

    Sonia joined the Colonial First State Investments team upon completion of a 2-year wealth management graduate program with the Commonwealth Bank where she completed rotations across Commonwealth & Colonial Products, Colonial First State Global Asset Management and Colonial First State. She has also worked for HSBC Bank Australia in retail sales and corporate banking.

    Sonia has over 15 years’ industry experience and has a Bachelor of Commerce/Bachelor of Arts (Asian Studies) from Curtin University of Technology, Perth, majoring in Finance and Chinese (Mandarin). She has also received the CIMA designation from the Investment Management Consultants Association Australia.

  • Adam Deering, BEc, CFA – Portfolio Analyst, Equities

    Adam joined the BT Investment Solutions team in June 2018 as a Portfolio Analyst within the Equities Team. Adam works closely supporting the Portfolio Manager and Head of Equities on the day-to-day management of the BTIS Australian Equities, Emerging Market Equities and A-REIT strategies including risk management, manager rebalancing and daily oversight of investment managers. He is responsible for contributing to manager research, portfolio construction and the on-going monitoring of these strategies.

    Prior to joining BTIS, Adam was a Senior Research Analyst at Commonwealth Bank of Australia where he focused on multiple asset classes and was the sector lead for Australian Equities and assisted in the construction and monitoring of the Model Portfolios and the Approved Product List. Earlier in his career Adam held roles including that of a Research Analyst at a boutique financial planning firm and an Economic Analyst at the ACT Treasury. Adam has a Bachelor of Economics (University of Sydney) and is a CFA Charter holder.

  • Eu Joe Chan, MAppFin, BComm, BE, MComm, CFA - Portfolio Manager, Interest Rates

    Eu Joe joined BT Investment Solutions in July 2017 as Portfolio Manager, Interest Rates reporting through to Dan Park, Head of Interest Rates. Eu Joe’s main responsibilities are the day-to-day management of the underlying portfolios including cash flow management, reviewing and ensuring managers are operating within their mandate constraints and resolving compliance/operational issues. He is also responsible for driving sector reviews, manager research, due diligence and portfolio construction analysis.

    Prior to joining BTIS, Eu Joe was a Senior Investment Analyst at Perpetual where he was directly responsible for the management of their in-house multi-manager products with a specific focus on both traditional fixed income and alternative assets. He also has a strong direct credit research background, in particular in hybrid securities.

    Prior to Perpetual, Eu Joe was an Investment Analyst and Portfolio Manager at van Eyk Research, a Manager within the Deloitte Corporate Finance Business, a Credit Analyst at Grange Securities and a Financials Analyst at MLC.

    Eu Joe has 16 years of investment experience and has a Masters of Applied Finance and Investments (FINSIA), Bachelor of Commerce, Bachelor of Engineering & Masters of Commerce (University of Sydney). He is also a CFA Charter holder and has completed the CPA program.

  • Luke Crane, MMath (Hons), MSc, FIA – Portfolio Manager, Asset Allocation

    Luke joined BT Investment Solutions/Advance Asset Management in May 2015 as an Investment Specialist and moved across into the Asset Allocation Team as a Portfolio Analyst at first before becoming Portfolio Manager in September 2018. Luke is responsible for the day-to-day management of BTIS’ multi-asset portfolios and development and maintenance of BT’s exposure monitoring and portfolio construction tools.

    Prior to joining BTIS Luke worked at Deloitte Australia in the Actuaries and Consulting team. He also previously worked at Aon Hewitt in the UK providing investment advice to both UK and international based defined benefit pension schemes. This role provided extensive experience in investment strategy, liability driven investing, asset allocation, risk modelling and investment implementation. Luke was also responsible for the review and monitoring of custodians, transition managers and securities lending arrangements.

    Luke has 9 years’ industry experience, is a Fellow of the Institute of Actuaries, has a Master of Mathematics degree (Honours) from the University of Manchester (UK) and a Master of Science from the Imperial College London (UK). Luke has been a member of the Institute of Actuaries since 2010 and a Fellow since 2015.

  • Joel Grosvenor, CFA - Portfolio Manager, Asset Allocation

    Joel Grosvenor, CFA joined the team in July 2018 as Portfolio Manager, within the Asset Allocation team. Joel’s key responsibilities include the daily management of BT’s separately managed account (SMA) portfolios and model portfolios as well as supporting the Asset Allocation Team’s research and development efforts across multi-asset portfolio strategy and capital market assumption processes.

    Before joining BTIS, Joel was Senior Investment Analyst for Morningstar Investment Management where he was responsible for the asset allocation and security selection recommendations for the multi-asset SMA portfolios. He was also responsible for security and manager selection for the global REIT and alternatives portfolios and was a member of the capital markets research team, specialising in the real estate investment trusts and infrastructure asset classes and a member of the global best practice group for Manager and Security Selection. 

    Prior to Morningstar, Joel worked for JANA as an Investment Analyst within JANA's fund of hedge fund product in addition to providing investment recommendations to industry super funds. Joel has also volunteered as part of the Australian Volunteers for International Development program working as an Investment Advisor to a Provincial Government in the Philippines. Joel holds a Graduate Diploma of Applied Finance and is a CFA Charterholder.

  • Bruce Zhao, BAppFin, MFin – Portfolio Analyst, Asset Allocation

    Bruce joined the Asset Allocation team in July 2019 having previously worked across the Portfolio Risk and Analytics team. Most recently Bruce had been responsible for securities analysis, fund manager due diligence processes, managing credit and market risk exposures and quantitative modelling and investment research to assist in product development and future policy direction for the BT margin lending business.

    Bruce also recently completed a 6 month secondment in the team where he assisted across the SAA review period focused on our database management, modelling outputs and other research tasks. Bruce has held a number of other roles in his time at BT, joining in 2012 as an intern in Risk moving into a number of risk analytics roles. Bruce has a Master of Finance from UNSW, a Bachelor of Applied Finance from Macquarie University and has passed level II of the CFA exam.

  • Edwin Lung, BE, MSc, MISc – Senior Quantitative Analyst

    Edwin joined the BT Investment Solutions team in January 2017 as a Senior Quantitative Analyst. Edwin’s responsibilities include enhancing the team’s systematic portfolio construction, optimisation and management models, risk analytics library and asset allocation modelling by integrating technical excellence from the sell and buy side.

    Edwin has extensive experience as a Quantitative Analyst and Developer across pricing, risk management and trading solutions for investment banks and financial institutions covering annuities, equities, counterparty credit risk, foreign exchange, commodities, credit derivatives, interest rate products and bonds. Edwin was previously Senior Quantitative Engineer at Challenger Limited. Prior to this Edwin held roles at JP Morgan Chase, Westpac and Barclays Capital. Edwin has over 16 years’ of industry experience and has a Master of Science in Financial Mathematics from King’s College London, a Master of Information Science and a Bachelor of Engineering with First Class Honours.

  • Gee-Ming Leung, BComm, BEc – Portfolio Manager, Cash
    Gee-Ming joined the BT Investment Solutions team in May 2018 as a Portfolio Manager, Cash. As a part of the Quantitative Analytics team, Gee-Ming is responsible for management of BT Platforms Operational Working Cash and BTIS enhanced cash along with Term Deposit pricing on Platforms.

    Prior to joining BTIS, Gee-Ming worked within the BT Equities Derivative Trading team, where his responsibilities as a derivatives trader included derivative pricing, risk modelling, warrant market making and management of the desk’s interest rate exposures. Gee-Ming initially joined as a graduate in the Westpac Institutional Bank’s Financial Markets Graduate Program, where he gained experience in a wide range of asset classes prior to specialising in derivatives trading. Gee-Ming has 8 years’ industry experience, and holds a Bachelor of Commerce and Bachelor of Economic.

  • Vernon Van Eck, BComm (Hons), CA - Investment Operations Manager

    Vernon joined BT Investment Solutions/Advance Asset Management in April 2015 as a consultant for the ADA MySuper Program.  In July 2017 Vernon was appointed permanently as Investment Operations Manager with responsibility for operational management and oversight of investment related functions such as portfolio transitions, portfolio overlays, data verification, administration relationships and custodial relationships.  

    Prior to joining BTIS, Vernon was the COO for Imperia Investment Group, an Asian Event Driven hedge fund. He has also held the COO position for Ellerston Capital and the Head of Operations position at Macquarie Bank’s Equity Markets Group. 

    Vernon held a numbers of roles prior to this in both boutique and large investment management companies.  Vernon has 22 years’ industry experience, graduated from the University of Johannesburg with a Bachelor of Commerce (Honours) degree and is a Chartered Accountant.

  • Tea Starr, BComm, BAppFin (Hons), MAppFin – Research Relationship Manager, Investment Specialist

    Tea joined BT Investment Solutions in May 2018 as Research Relationship Manager. Prior to joining BTIS, Tea was the Senior Investments Associate/Investment Specialist, covering Australian Equities and diversified funds at AMP Capital. Tea has extensive experience in managing stakeholder relationships and business development having worked with multi-asset and equities investment teams to communicate investment philosophy, performance, positioning and outlook of investment strategies across various domestic and international distribution channels, including superannuation, institutional clients, asset consultants and the intermediated segments.

    Further to this, Tea has experience across other disciplines including institutional buy-side equities trading, sales trading and research sales with earlier roles including, institutional equities dealer at Perennial Value and IAG Asset Management, and institutional equity sales at Ord Minnett.

    Tea has 16 years’ industry experience, and holds a Bachelor of Commerce (Economics & Finance), Bachelor of Applied Finance (First Class Honours) and a Masters of Applied Finance from Macquarie University.

  • William Leak, LLB - Analyst, Investment Specialist

    William joined the BT Investment Solutions Team in July 2019 as an Analyst, Investment Specialist. William supports the Investment Specialist team in the preparation, coordination and publishing of regular economic, performance and portfolio commentary, and provides quantitative and qualitative analysis for the BTIS Investment team across the BTIS investment processes and strategy.

    William also supports the BTIS Stewardship and the Sustainable investment strategy and processes. Prior to joining BT Investment Solutions, William spent time in the team on rotation and later secondment as a part of the BT Graduate program. William holds a Bachelor of Laws from the University of Technology Sydney, and has experience across banking and finance law, research and governance.

  • Madelaine Broad, BComm – Portfolio Analyst, Stewardship

    Madelaine joined the BT Investment Solutions Team as Portfolio Analyst, Stewardship in December 2016. Madelaine is responsible for investment stewardship and the delivery of the sustainable investment strategy. This includes the integration of ESG into the team’s investment process, company engagement, proxy voting and advocacy.

    Previously, Madelaine was an Analyst in the Risk & Governance team at BTIS and was responsible for mandate and SAA compliance and investment manager operational due diligence. Madelaine joined BTIS in 2015 as part of the BT Insurance and Investments Graduate Program.

    Madelaine holds a Bachelor of Commerce (International) (with Distinction) from the University of New South Wales, majoring in Economics. She has passed Level I and Level II of the CFA exam.

  • Kunal Kotwal, BSc, GradDipFP, CIMA  – Portfolio Analyst, Alternatives

    Kunal Kotwal joined BT Investment Solutions in July 2018 as Portfolio Analyst, Alternatives. Kunal’s main responsibilities are the day-to-day oversight and management of the underlying alternatives portfolios including cash flow management, reviewing and ensuring managers are operating within their mandate constraints and resolving compliance/operational issues. He is also responsible for driving sector reviews, manager research, due diligence and portfolio construction analysis.

    Prior to joining BTIS, Kunal was a Senior Research Analyst at Morningstar Australasia where he was directly responsible for conducting manager research and consulting work in the multi-asset and alternatives sectors. Prior to Perpetual, Kunal was a Senior Research Analyst within the wealth management business in the Commonwealth Bank of Australia, an Investment Advisor at Wealth partners Financial and Portfolio Manager within Perpetual Private. Kunal has 14 years of investment experience and has a Bachelor of Science, a diploma of Financial Planning and holds the Certified Investment Management Analyst (CIMA) designation.