Clime Team

Management
Investment Team
Investor Services
Corporate
Marketing and Communications
StockVal

Management

Roger Montgomery B.Comm. FSIA
Managing Director and Founder, Clime Asset Management
Chairman, Clime Capital Limited

Roger Montgomery is the Managing Director and founder of Clime Asset Management, a company that he incorporated in 2001. Clime Capital Ltd, a public investment company of which Roger is Chairman, listed on the Australian Securities Exchange in February 2004.

Roger takes a common sense, long-term approach to investing. His goal is to purchase, at a rational price, part shares of wonderful businesses. Roger is not a frequent trader of securities, and is therefore not concerned with the everyday emotional and irrational fluctuations of the market. He prefers to wait for opportunities and buy a meaningful amount of shares in just a handful of wonderful companies.

Roger is passionate about helping investors understand his common sense and successful approach to investing. He is one of only two individuals to be twice awarded as the Securities Institute of Australia’s Best Presenter. Roger is a regular crowd pleaser at ASX Investor Hours around Australia, and contributes to ABC regional radio from 5.30pm every Monday. Roger also features as an industry expert on the ABC’s 4 Corners, Lateline and Landline programs.

Roger’s 14 years experience in the Australian securities and derivative industry includes equities analysis, strategy, dealing and trading at some of the world’s largest financial institutions including the Jardine Fleming group, Bankers Trust and Merrill Lynch.

He has held qualifications as a Registered Representative of the Sydney Futures Exchange, a Licensed Securities Dealer and Licensed Futures Adviser and Level 1 and 2 Derivatives accreditation status with the Australian Stock Exchange. Roger holds a Bachelor of Commerce from the University of Melbourne and is a Senior Fellow of FINSIA, formerly the Securities Institute of Australia.

John Abernethy B.Comm (Econ) LL.B
Managing Director, Clime Investment Management (ASX: CIW)

John Abernethy was appointed Director of Clime Investment Management in July 2005. He is Managing Director of listed company Clime Investment Management, and Non Executive Director of Jasco Holdings Limited, HomeLeisure Limited, Wilson Investment Fund Limited and Wilson Leaders Limited.

John Abernethy has over twenty-four years experience in funds management and corporate advisory. He spent ten years at NRMA Investments as Head of Equities managing portfolios of approximately $2 billion.  In 1994 he joined Poynton Corporate Limited as an Executive Director before forming Clime (formerly Loftus Capital Partners) in 1996.

Cameron Fellows B. Comm, CA, ASIA
Chief Financial Officer
Company Secretary

Cameron Fellows is a Chartered Accountant with over 10 years experience working professionally in Australia. Cameron worked in the audit practices of Coopers & Lybrand and PriceWaterhouseCoopers for eight years, with a client portfolio including a number of major listed Australian corporations. Cameron then moved on to work with Village Roadshow Ltd as its Group Accounting Manager, being responsible for the company's financial reporting obligations to the ASX and ASIC. Cameron is responsible for Clime Group's accounting, company secretarial, corporate governance implementation and compliance functions.

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Investment Team

Roger Montgomery b.Comm. FSIA
Managing Director and Founder, Clime Asset Management
Chairman, Clime Capital Limited

John Abernethy B.Comm (Econ) LL.B
Managing Director, Clime Investment Management

Russell Muldoon, BComm, ADFS (FP)
Analyst

Russell joined Clime as an Analyst following 8 years financial services experience. He has worked for leading global financial services firm JP Morgan Investor Services, as an accountant for investment products and services provider Symetry Limited and as a senior technical consultant for leading financial planning firm Genesys Wealth Advisors. Russell has completed a Bachelor of Commerce from the University of South Australia and an Advanced Diploma in Financial Planning.

Daniel Sciberras, BCom, BEcon, MAppFin, SA Fin
Analyst

Daniel joined Clime as an Analyst in June 2006. He has over 5 years experience within the financial services industry working as an Analyst at APRA and Accountant in the Corporate Recovery Division of KPMG. Daniel has completed a Master in Applied Finance from Macquarie University, a dual degree in Bachelor of Commerce and Bachelor of Economics from the University of Queensland , and is currently completing the CFA Program. Daniel is a Senior Associate of the Financial Services Institute of Australasia.

Leo Sek , B App Fin, B Comm
Trainee Analyst

Leo brings over five years of accounting experience to Clime’s Investment Team. Beginning as a cadet with Howarths in 2001, Leo commenced his Tax internship with KPMG in December 2005 before moving into the Corporate Tax team in January 2006. Leo has also supported Macquarie Group’s central tax division in the areas of tax accounting and tax compliance. Leo has recently completed the Charted Accountant qualification.

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Investor Services

Matt Perreau, Dip Fin Advising
Manager Investor Services

Matt has more than 17 years experience in financial services. He holds a Diploma in Financial Advising from the Financial Services Institute of Australasia and has previously worked in first tier stockbroking firms, large Financial Planning organisations and in corporate funds management firms. Matthew works with Clime's Discrete Share Portfolio Clients to ensure they receive the best possible service and investment experience.

Will Goodair, Adv Dip FS [FP]
Manager Investor Services

Will brings over 7 years experience in financial services and banking to Clime, including 5 years financial planning experience that included the accolade of Suncorp Financial Planner of the year 2003/4 and 2005/6. Joining the group in February 2008, Will’s speciality lies in the creation of strategies for SMSF’s and retirement planning. Will holds an Advanced Diploma of Financial Services from Tribeca.

Anna Taylor, BComm
Client Relationship Manager

Anna joined Clime in 2007 as a Client Relationship Manager. Anna has four years experience in the Financial Services industry, where she has worked in administration, customer relations, business development and sales management. Anna has completed a Bachelor of Commerce at the University of New South Wales.

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Corporate

Jennifer El-Sibai, BCom
Assistant Financial Controller

Jennifer joined Clime as Assistant Financial Controller in 2007 following over 4 years commercial accounting experience, including 2 years within a chartered accounting firm. Jennifer holds a Bachelor of Commerce from the University of Sydney and is currently completing the Chartered Accountants Program.

Suzanne Cairns
PA/Office Manager

Suzanne joined Clime in May 2008 as PA/Office Manager. She has sixteen years experience in various industries, the most recent working for a professional yacht racing team based predominantly in the USA, as well as Australia and New Zealand. Her time working in this position perfected her logistic skills and has given her exceptional time management experience.

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Marketing and Communications

Vanessa Dibben, BDes (Hons), Grad Dip Comm Mgt
Marketing and Product Manager

Vanessa joined Clime in 2007 following three years experience in the financial services industry, including two years working as a Marketing Co-ordinator for a well-known stock market publication. Vanessa has completed a Bachelor of Design and Graduate Diploma of Communication Management, both from the University of Technology, Sydney.

StockVal

Sally Dobrinski, BSc
StockVal Client Advisor

Sally is a consultant with Clime Investors Education. Before joining Clime in 2007, Sally worked as a professional photographer and travelled extensively overseas. Sally holds a Bachelor of Science from the University of Newcastle and is currently completing a Diploma in Financial Services from the Financial Services Institute of Australasia.

Michael Kodari
StockVal Client Advisor

Michael joined the StockVal Team as a consultant in January 2008. Michael previously worked in retail sales whilst undertaking university studies. Whilst commencing a degree in electrical engineering, Michael chose to pursue his passion for marketing and is currently completing a Bachelor of Business (Marketing) at the University of Western Sydney.

Bryce Davidson
StockVal Client Advisor

Bryce is a consultant with Clime Investors Education / StockVal. Before joining the Team in March 2008, Bryce worked in the personal fitness industry and as a consultant in the telecommunications sector. Bryce is currently completing a Business Medical Science degree at the University of Sydney.

Neil Conway
StockVal Client Advisor

Neil joined Clime’s Investor Services Team in February 2008 following more than 5 years in the financial services industry. Neil began his career in telling with the Commonwealth Bank of Australia, before being promoted to a customer service representative within their corporate banking division. Neil has also worked in Macquarie Bank’s advisor services area where he developed and refined his exceptional customer service skills.

Neil is currently studying for a Diploma of Financial Planning at Kaplan Professional.

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