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        <title>AdviserVoiceSai Srinivasan Archives - AdviserVoice</title>
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        <description>Financial planner information &#38; financial planner education/CPD - AdviserVoice</description>
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                <title>JANA partners with TasBuild as Implemented Consultant</title>
                <link>https://www.adviservoice.com.au/2026/02/jana-partners-with-tasbuild-as-implemented-consultant/</link>
                <comments>https://www.adviservoice.com.au/2026/02/jana-partners-with-tasbuild-as-implemented-consultant/#respond</comments>
                <pubDate>Sun, 15 Feb 2026 20:20:31 +0000</pubDate>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Mark Williams]]></category>
		<category><![CDATA[Sai Srinivasan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=109429</guid>
                                    <description><![CDATA[<div id="attachment_109433" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-109433" class="size-full wp-image-109433" src="https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-109433" class="wp-caption-text">Sai Srinivasan</p></div>
<h3 class="x_MsoNormalCxSpMiddle">JANA Investment Advisers (JANA) has been appointed as the Implemented Consultant for TasBuild, who is responsible for managing the portable long service leave entitlements on behalf of workers in the building and construction industry in Tasmania.</h3>
<p>TasBuild will benefit from JANA’s specialist liability-aware consulting capabilities, including actuarial expertise and asset-liability modelling to support investment decision making. This is particularly relevant for long service leave funds and redundancy trusts targeting specific funding ratios in an environment of market volatility and governance complexity.</p>
<p>JANA will provide holistic investment advice, portfolio construction and implementation services that support the long-term sustainability of the Fund.</p>
<p>The mandate underscores JANA’s continued growth, reflecting continued demand from statutory and purpose-led organisations for long-term, outcome-focused investment partnerships supported by deep institutional expertise and implementation capabilities.</p>
<p>Sai Srinivasan, Head of Client Development at JANA said: “We are delighted to be appointed as TasBuild’s investment consultant. TasBuild plays a critical role in supporting workers in the Tasmanian construction industry, and we are proud to partner with an organisation so deeply aligned to the wellbeing of workers across the state.”</p>
<p>JANA brings together advisory expertise and execution capability, helping liability-aware funds like TasBuild make confident investment decisions and deliver resilient, long-term outcomes for members.</p>
<p>Mark Williams, Chief Executive Officer of TasBuild said: “Our engagement with JANA has reinforced the strong cultural alignment between our organisations &#8211; particularly our shared commitment to disciplined governance, thoughtful investment strategy and long-term outcomes. We are confident JANA’s deep institutional experience will support TasBuild in continuing to deliver strong, resilient outcomes for our members.”</p>
<p>The appointment builds on JANA’s track record of supporting a range of clients across superannuation, endowments, insurers and statutory funds with strategic, long-term investment solutions.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_109433" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-109433" class="size-full wp-image-109433" src="https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/02/Srinivasan-Sai-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-109433" class="wp-caption-text">Sai Srinivasan</p></div>
<h3 class="x_MsoNormalCxSpMiddle">JANA Investment Advisers (JANA) has been appointed as the Implemented Consultant for TasBuild, who is responsible for managing the portable long service leave entitlements on behalf of workers in the building and construction industry in Tasmania.</h3>
<p>TasBuild will benefit from JANA’s specialist liability-aware consulting capabilities, including actuarial expertise and asset-liability modelling to support investment decision making. This is particularly relevant for long service leave funds and redundancy trusts targeting specific funding ratios in an environment of market volatility and governance complexity.</p>
<p>JANA will provide holistic investment advice, portfolio construction and implementation services that support the long-term sustainability of the Fund.</p>
<p>The mandate underscores JANA’s continued growth, reflecting continued demand from statutory and purpose-led organisations for long-term, outcome-focused investment partnerships supported by deep institutional expertise and implementation capabilities.</p>
<p>Sai Srinivasan, Head of Client Development at JANA said: “We are delighted to be appointed as TasBuild’s investment consultant. TasBuild plays a critical role in supporting workers in the Tasmanian construction industry, and we are proud to partner with an organisation so deeply aligned to the wellbeing of workers across the state.”</p>
<p>JANA brings together advisory expertise and execution capability, helping liability-aware funds like TasBuild make confident investment decisions and deliver resilient, long-term outcomes for members.</p>
<p>Mark Williams, Chief Executive Officer of TasBuild said: “Our engagement with JANA has reinforced the strong cultural alignment between our organisations &#8211; particularly our shared commitment to disciplined governance, thoughtful investment strategy and long-term outcomes. We are confident JANA’s deep institutional experience will support TasBuild in continuing to deliver strong, resilient outcomes for our members.”</p>
<p>The appointment builds on JANA’s track record of supporting a range of clients across superannuation, endowments, insurers and statutory funds with strategic, long-term investment solutions.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/02/jana-partners-with-tasbuild-as-implemented-consultant/">JANA partners with TasBuild as Implemented Consultant</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>JANA appoints Oscar Lonergan as Senior Client Development Director</title>
                <link>https://www.adviservoice.com.au/2026/01/jana-appoints-oscar-lonergan-as-senior-client-development-director/</link>
                <comments>https://www.adviservoice.com.au/2026/01/jana-appoints-oscar-lonergan-as-senior-client-development-director/#respond</comments>
                <pubDate>Wed, 28 Jan 2026 20:25:45 +0000</pubDate>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Oscar Lonergan]]></category>
		<category><![CDATA[Sai Srinivasan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=108907</guid>
                                    <description><![CDATA[<div id="attachment_108908" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-108908" class="size-full wp-image-108908" src="https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650-300x162.png 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650-400x215.png 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-108908" class="wp-caption-text">Oscar Lonergan</p></div>
<h3 class="x_MsoNormalCxSpMiddle">JANA Investment Advisers (‘JANA’) is pleased to announce the appointment of Oscar Lonergan as Senior Client Development Director.</h3>
<p class="x_MsoNormalCxSpMiddle">JANA supports a broad range of institutional clients across superannuation, wealth, not-for-profits, insurance and other sectors. Oscar’s appointment strengthens JANA’s support for not-for-profit (NFP) and liability-aware investors seeking an institutional-quality consultant or investment implementation partner.</p>
<p class="x_MsoNormalCxSpMiddle">Reporting to Sai Srinivasan, Head of Client Development, Oscar will focus on partnering with prospective clients across the NFP and liability-aware sectors, including general, life and private health insurers, as well as long service leave and redundancy trusts.</p>
<p class="x_MsoNormalCxSpMiddle">In this role, Oscar will engage with organisations, to help meet their investment goals aligning JANA’s investment, governance and responsible investments capabilities, as well as more integrated support across advice and implementation, where required.</p>
<p class="x_MsoNormalCxSpMiddle">Many institutions in the NFP and liability-aware segments operate with limited internal resources and therefore seek more integrated support to execute their investment strategy. Over the past five years, JANA’s implemented consulting platform has grown from $11 billion to over $18 billion, reflecting increasing client demand. This scale provides additional benefits for clients, including access to a broader range of fund managers and strategies.</p>
<p class="x_MsoNormalCxSpMiddle">Mr Lonergan joins JANA from Russell Investments, where he held senior institutional business development roles, most recently as Institutional Business Development Manager, working closely with NFP, Insurance and Government clients.</p>
<p class="x_MsoNormalCxSpMiddle">Oscar Lonergan said: “NFP and liability-aware investors are operating in an increasingly complex environment, and there is growing demand for advice that is both rigorous and practical. I’m excited to be joining JANA and working with clients to support their purpose and long-term objectives.”</p>
<p class="x_MsoNormalCxSpMiddle">Sai Srinivasan, Head of Client Development at JANA, said: “Oscar’s experience working with NFP and liability-aware investors will be instrumental as we continue to support clients navigating more complex investment, governance and implementation requirements.”</p>
<p class="x_MsoNormalCxSpMiddle">Oscar officially commenced his role at JANA on Monday 19 January 2026.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_108908" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-108908" class="size-full wp-image-108908" src="https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650-300x162.png 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/01/Lonergan-Oscar-650-400x215.png 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-108908" class="wp-caption-text">Oscar Lonergan</p></div>
<h3 class="x_MsoNormalCxSpMiddle">JANA Investment Advisers (‘JANA’) is pleased to announce the appointment of Oscar Lonergan as Senior Client Development Director.</h3>
<p class="x_MsoNormalCxSpMiddle">JANA supports a broad range of institutional clients across superannuation, wealth, not-for-profits, insurance and other sectors. Oscar’s appointment strengthens JANA’s support for not-for-profit (NFP) and liability-aware investors seeking an institutional-quality consultant or investment implementation partner.</p>
<p class="x_MsoNormalCxSpMiddle">Reporting to Sai Srinivasan, Head of Client Development, Oscar will focus on partnering with prospective clients across the NFP and liability-aware sectors, including general, life and private health insurers, as well as long service leave and redundancy trusts.</p>
<p class="x_MsoNormalCxSpMiddle">In this role, Oscar will engage with organisations, to help meet their investment goals aligning JANA’s investment, governance and responsible investments capabilities, as well as more integrated support across advice and implementation, where required.</p>
<p class="x_MsoNormalCxSpMiddle">Many institutions in the NFP and liability-aware segments operate with limited internal resources and therefore seek more integrated support to execute their investment strategy. Over the past five years, JANA’s implemented consulting platform has grown from $11 billion to over $18 billion, reflecting increasing client demand. This scale provides additional benefits for clients, including access to a broader range of fund managers and strategies.</p>
<p class="x_MsoNormalCxSpMiddle">Mr Lonergan joins JANA from Russell Investments, where he held senior institutional business development roles, most recently as Institutional Business Development Manager, working closely with NFP, Insurance and Government clients.</p>
<p class="x_MsoNormalCxSpMiddle">Oscar Lonergan said: “NFP and liability-aware investors are operating in an increasingly complex environment, and there is growing demand for advice that is both rigorous and practical. I’m excited to be joining JANA and working with clients to support their purpose and long-term objectives.”</p>
<p class="x_MsoNormalCxSpMiddle">Sai Srinivasan, Head of Client Development at JANA, said: “Oscar’s experience working with NFP and liability-aware investors will be instrumental as we continue to support clients navigating more complex investment, governance and implementation requirements.”</p>
<p class="x_MsoNormalCxSpMiddle">Oscar officially commenced his role at JANA on Monday 19 January 2026.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/01/jana-appoints-oscar-lonergan-as-senior-client-development-director/">JANA appoints Oscar Lonergan as Senior Client Development Director</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>JANA announces new General Manager for Strategy and Innovation</title>
                <link>https://www.adviservoice.com.au/2022/11/jana-announces-new-general-manager-for-strategy-and-innovation/</link>
                <comments>https://www.adviservoice.com.au/2022/11/jana-announces-new-general-manager-for-strategy-and-innovation/#respond</comments>
                <pubDate>Mon, 28 Nov 2022 20:40:35 +0000</pubDate>
                <dc:creator>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Georgina Dudley]]></category>
		<category><![CDATA[Lauren O'Neill]]></category>
		<category><![CDATA[Sai Srinivasan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=86422</guid>
                                    <description><![CDATA[<div id="attachment_86423" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-86423" class="size-full wp-image-86423" src="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-86423" class="wp-caption-text">Lauren O&#8217;Neill</p></div>
<h3 dir="ltr">JANA has announced the appointment of Lauren O’Neill as the new General Manager, Strategy &amp; Innovation, replacing Georgina Dudley who takes on the Chief Executive Officer position on 1 December 2022.</h3>
<p dir="ltr">Ms O’Neill is currently the Head of Client Development, leading the team and cultivating client relationships at JANA. In this role, Ms O’Neill has facilitated a number of key strategic partnerships and change management projects which has driven the firm through a significant period of growth. Lauren has over 20 years’ experience in strategic growth and change roles, as well as managing client account, marketing and distribution teams in Europe and Australia. Ms O’Neill was also previously a Director at UK partnership firm LCP.</p>
<p dir="ltr">As General Manager, Strategy &amp; Innovation, Ms O’Neill will explore and lead strategic initiatives that support JANA’s growth as well as delivering impactful change from vision through to delivery and execution.</p>
<p dir="ltr">Georgina Dudley, incoming JANA CEO, said, “Lauren is an integral part of the JANA team, her drive to deliver the best results whilst also pushing the boundaries when it comes to strategic and innovative thinking will ensure the delivery of enhanced outcomes for clients.”</p>
<p dir="ltr">Ms O’Neill’s current role will be filled on a permanent basis by Sai Srinivasan, who has been acting Head of Client Development Manager for the past 11 months. Mr Srinivasan is highly experienced in managing client relationships at a senior executive level, specifically superannuation &amp; liability driven investors. He has 14 years of industry experience and has held senior distribution roles at some of the largest superannuation funds in Australia.</p>
<p dir="ltr">Ms Dudley adds &#8220;As we continue to grow our practice, driving the best possible outcomes for our clients is front and centre. Both Lauren O’Neill and Sai Srinivasan have a wealth of experience initiating, developing and managing client relationships, and have been instrumental in developing growth strategies and culture to best support business growth”.</p>
<p dir="ltr">Speaking on her appointment, Ms O’Neill said, “I am delighted to be appointed to General Manager, Strategy &amp; Innovation at JANA, a firm with exceptionally strong foundations and exciting opportunities for growth and change &#8211; with the overarching focus of improving client outcomes”.</p>
<p dir="ltr">Ms O’Neill will report to the CEO Georgina Dudley and Mr Srinivasan will continue to report to Lauren O’Neill in her new capacity, both roles will take effect 1 December 2022.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_86423" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-86423" class="size-full wp-image-86423" src="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/11/ONeill-Lauren-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-86423" class="wp-caption-text">Lauren O&#8217;Neill</p></div>
<h3 dir="ltr">JANA has announced the appointment of Lauren O’Neill as the new General Manager, Strategy &amp; Innovation, replacing Georgina Dudley who takes on the Chief Executive Officer position on 1 December 2022.</h3>
<p dir="ltr">Ms O’Neill is currently the Head of Client Development, leading the team and cultivating client relationships at JANA. In this role, Ms O’Neill has facilitated a number of key strategic partnerships and change management projects which has driven the firm through a significant period of growth. Lauren has over 20 years’ experience in strategic growth and change roles, as well as managing client account, marketing and distribution teams in Europe and Australia. Ms O’Neill was also previously a Director at UK partnership firm LCP.</p>
<p dir="ltr">As General Manager, Strategy &amp; Innovation, Ms O’Neill will explore and lead strategic initiatives that support JANA’s growth as well as delivering impactful change from vision through to delivery and execution.</p>
<p dir="ltr">Georgina Dudley, incoming JANA CEO, said, “Lauren is an integral part of the JANA team, her drive to deliver the best results whilst also pushing the boundaries when it comes to strategic and innovative thinking will ensure the delivery of enhanced outcomes for clients.”</p>
<p dir="ltr">Ms O’Neill’s current role will be filled on a permanent basis by Sai Srinivasan, who has been acting Head of Client Development Manager for the past 11 months. Mr Srinivasan is highly experienced in managing client relationships at a senior executive level, specifically superannuation &amp; liability driven investors. He has 14 years of industry experience and has held senior distribution roles at some of the largest superannuation funds in Australia.</p>
<p dir="ltr">Ms Dudley adds &#8220;As we continue to grow our practice, driving the best possible outcomes for our clients is front and centre. Both Lauren O’Neill and Sai Srinivasan have a wealth of experience initiating, developing and managing client relationships, and have been instrumental in developing growth strategies and culture to best support business growth”.</p>
<p dir="ltr">Speaking on her appointment, Ms O’Neill said, “I am delighted to be appointed to General Manager, Strategy &amp; Innovation at JANA, a firm with exceptionally strong foundations and exciting opportunities for growth and change &#8211; with the overarching focus of improving client outcomes”.</p>
<p dir="ltr">Ms O’Neill will report to the CEO Georgina Dudley and Mr Srinivasan will continue to report to Lauren O’Neill in her new capacity, both roles will take effect 1 December 2022.</p>
<p>The post <a href="https://www.adviservoice.com.au/2022/11/jana-announces-new-general-manager-for-strategy-and-innovation/">JANA announces new General Manager for Strategy and Innovation</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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