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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Jodie is the CEO of Fitzpatricks Group and a Director of Atrium Investment Management. A passionate advocate for the transformative power of financial advice, Jodie has over 20 years’ experience in the industry, with focus on strategy and operational excellence. Jodie joined the Group from AUB group, an ASX 200 insurance broker, where she was Chief Financial Officer (CFO). Before AUB, she was CFO of The Trust Company. Jodie is a Chartered Accountant, a Fellow of the Financial Services Institute of Australasia (FINSIA) and a graduate of the Australian Institute of Company Directors.
Tony Edwards is the Chief Investment Officer and an Executive Director of Atrium Investment Management. Tony joined Atrium in 2012 and has over 20 years’ experience in financial markets. Prior to joining Atrium, Tony spent over six years at Queensland Investment Corporation (QIC), where he was a Senior Portfolio Manager with responsibility for the Core Australian Equities Fund and the Concentrated Australian Large Caps Fund during his tenure. Tony’s experience prior to this includes domestic and international equity research roles covering a diverse range of industries with Colonial First State Global Asset Management, BT Funds Management and Merrill Lynch.
David is the Chief Operating Officer and an Executive Director of Atrium Investment Management. A specialist in operations leadership, change management and corporate governance, David has over twenty years’ experience within the asset management industry. David has held directorship positions with GAM Investments Australia and four MAN Group plc entities, covering both distribution and investment capabilities across Asia Pacific. Prior to joining Atrium, David was Head of Product at Pendal Group and his diverse career has also included senior product positions with AMP Capital and NAB Asset Management. David has a Bachelor of Laws (LLB Hons) from Middlesex University London.
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