Politis Investment Strategies is led by a team of experienced professionals, each with deep expertise in their own fields.
Together they provide a framework that ensures our advice delivers on client objectives.
A goal we have successfully achieved for over twenty years.
Gregory is the Managing Director and Chief Investment Officer of Politis Investment Strategies.
Gregory established Politis Investment Strategies in 2001 and has been providing financial planning advice to clients, and managing portfolios and investments since then.
Prior to joining Politis Investment Strategies, Gregory worked as an accountant in public practice.
Gregory's role as the Managing Director is to oversee the operational function of the business and lead the strategic growth of Politis Investment Strategies.
Gregory's role as Chief Investment Officer is to oversee the tactical asset allocation and stock selection within our investment mandates.
Stuart has been the Head of the Technical Services team since 2006. Prior to this, Stuart worked in business services at a highly regarded public practice accounting firm.
Stuart oversees the advice provided by all Employee Advisers and Authorised Representatives of Politis Investment Strategies, providing technical support and assistance in the delivery of advice. Stuart is also a member of the Politis Investment Committee, offering almost 20 years' experience managing client asset allocations.
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Jason is passionate about helping our Authorised Representatives grow their businesses and achieve their goals.
Politis welcomed Jason as Head of Business Development in September 2020.
Prior to this he spent 15 years at Financial Wisdom (a wholly owned subsidiary of the CBA) as State Manager for Queensland. He has also held senior management roles at NAB, AMP and Colonial. His qualifications include a master's degree in financial planning.
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Morgan joined the Politis Investment Team in early 2023, and works with Chief Investment Officer Gregory to conduct equity research, manage tactical asset allocations, and monitor risk in our investment mandates.
Prior to joining Politis Investment Strategies, Morgan’s career spans across portfolio management, buy-side equity research, and alternative investment analysis at companies offshore. He has spent the last three years specialising in Australasian equities.
Jackie has been with Politis Investment Strategies since 2005. Over her tenure, Jackie has held numerous operational roles and has developed much of our internal infrastructure. She now leads our back office team as Practice Manager.
Jackie is responsible for our Client Services, Administration, and Human Resource teams. Jackie works alongside her teams, and conducts staff training, business process enhancement, and ensures the smooth running of our office.
Prior to Politis, Jackie worked in operational roles across different service and manufacturing sectors.
Sophie joined the Politis Investment Strategies Compliance Team in 2023. She has a background in planning and an in-depth understanding of Financial platforms and processes.
Beau has been an adviser at Politis Investment Strategies since January 2020. Prior to this, Beau has worked in the Financial Planning industry for 10 years as an adviser.
Beau assists the strategy development and advice provided by Employee Advisers and Authorised Representatives of Politis Investment Strategies, providing technical support and assistance in the delivery of advice.
Renae has been with the Politis team since 2019. Prior to this Renae has worked as an accountant for 16 years with firms in the Newcastle and Lake Macquarie areas.
Renae assists with providing technical support as well as strategy development of advice for both Employee Advisers and Authorised Representatives of Politis Investment Strategies.
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David has been a Technical Services Supervisor at Politis since August 2022. Prior to this David has worked in a range of roles in the financial planning industry, including paraplanner, financial adviser and team leader for both family owned practices and larger financial institutions.
David reviews the advice prepared by a team of paraplanners and financial planners, and provides technical support to this team, and to Authorised Representatives.
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It starts with a conversation – about your goals.
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