Sophie brings more than 12 years of financial services experience spanning business development, sales and communications. She joins Ausbil from Antipodes, where she was responsible for intermediary sales across Victoria, Western Australia, South Australia and Tasmania.

In her new role at Ausbil, Sophie will be responsible for developing and servicing Ausbil’s relationships with financial advisers, licensees, dealer groups, private wealth firms and other wholesale clients throughout Victoria and Tasmania. She will report through to Fawaz Rashid, Head of Wholesale Sales, ex North America at Ausbil.

“Sophie brings a strong combination of adviser relationship management, commercial discipline and communication skills,” said Rashid. “Her business development experience will add significant depth to our team. We are very pleased to welcome Sophie as we continue to service our wholesale clients across the southern region of Australia.”

Before joining Antipodes, Sophie held roles with Schroder Investment Management and Fidelity International across Australia and the United Kingdom. Her experience includes wholesale distribution, adviser servicing, strategic account management, investment communications and the development of data-led sales and client-engagement strategies.

“Ausbil’s reputation for active investment management, investment expertise and long-standing client relationships was a strong attraction for me,” said Sophie Metcalfe. “I am excited to work alongside Marko Matosevic, Ausbil’s Southern Region Sales Manager, and the broader distribution team. I look forward to partnering closely with advisers across Victoria and Tasmania, helping them access investment solutions aligned to their clients’ needs and objectives.”

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Dimitri Giannaras and Marko Matosevic have both joined Ausbil in the role of Business Development Manager, Dimitri in New South Wales and Marko in Victoria. In addition, Ausbil has promoted Andrea McGarry to the role of Business Development Manager for Queensland and the Northern Territory.

“We are thrilled to welcome Dimitri Giannaras and Marko Matosevic as Business Development Managers in our wholesale team, and to promote Andrea McGarry to her new role,” said Chadirchi. “Andrea, Dimitri and Marko bring many years of industry experience in financial services, and are focused on expanding our wholesale business across the country,” he said.

Andrea joined Ausbil from Magellan and has over 21 years of experience in financial services. Prior to Magellan, Andrea was a Practice Manager and co-owner of a boutique financial advisory practice for over a decade and has previously held marketing and distribution roles at Perpetual, Fidelity and Perennial.

Both Dimitri and Marko worked at Zurich Investment Management and have extensive experience overseeing investment fund distribution across global equity, Australian equity and Australian Real Estate Investment Trust (AREIT) asset classes.

Consistent with overall growth plans, Fawaz Rashid, formerly Key Account and Research Manager has been promoted to the position of Research Manager and State Distribution Manager, NSW and will steer the research and business development effort in NSW.

“We are excited about our new sales colleagues, who will shore up Ausbil’s adviser and dealer group support across the nation, and this comes at an excellent time as our business experiences strong growth,” said Mr Chadirchi.

Celebrating 25 years since its inception in 1997, Ausbil now has more than 60 employees, including 33 investment professionals, a chief economist who directs Ausbil’s macro view, and a leading in- house ESG research team.

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[1] As at end May 2022.

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