Chief Operating Officer
Rob has been with Clime for more than 6 years, having previously held the position as Managing Director of Time Life Europe/Asia Pacific. A leading member within the marketing industry for more than 25 years, running direct marketing companies all over the world, he has set up and run businesses in Central and Eastern Europe, Asia and of course, Australia.
Rob has sat on the board of the Australian Direct Marketing Association, and was named Australian Direct Marketer of the Year in 2004.
Contact Number: 02 8917 2117
Maria Greensill BN DFP AFP®
Head of Clime Private Wealth
Maria has recently joined us to further enhance our Clime Private Wealth offering. Maria has worked in the financial services sector since 1998 and is a Financial Planner AFP® with the Financial Planning Association. She has a compelling skillset across the Financial Services Industry with broad experience in large corporate entities, not for profit, accounting and small business firms holding business management, practice management and client facing roles. She has provided and facilitated the delivery of high quality wealth creation advice to SME, Professional and Self-Funded Retiree markets making a purposeful difference to the financial wellbeing of many Australians.
Contact Number: 1300 199 693
Michael Kloeckner B COM LLB Dip Fin Super
Director, Private Clients (NSW, ACT)
Michael is responsible for the Clime Super business as well as being a senior member of Clime’s team of Private Client Directors who work with clients / potential clients on the Clime Discrete Share Portfolio service.
Contact Number: 02 8917 2134
Director, Private Clients (WA)
Paul is part of Clime’s team of Private Client Directors who work with clients / potential clients on the Clime Discrete Share Portfolio service. Paul is responsible for the Clime Western Australia Discrete Share Portfolio business.
Contact Number: 08 6316 4566
Director, Private Clients (VIC, TAS, SA)
Greg is part of Clime’s team of Private Client Directors who work with clients / potential clients on the Clime Discrete Share Portfolio service. Greg is responsible for the Clime Victorian and Tasmanian Discrete Share Portfolio business.
Contact Number: 03 8648 6414
Philip J. Lord
Philip J. Lord has more than 18 years varied experience in Investment and Wealth Management Banking and Portfolio Management.
Prior to joining Clime Philip has held a variety of Senior Relationship Management Roles with Citigroup with responsibility for a $2 billion Money Market Desk and a portfolio of high net worth wealth management clients.
Philip retired from Clime in 2014 to concentrate on running his SMSF and property and equity portfolios. Philip is currently assisting Clime on a part-time basis in the role of Client Relations.
Contact Number: 1300 788 568
Head of Client Services
Mark is an experienced member of the Clime team, having been responsible for management of our share valuation service business, Stocks In Value.
In his role Mark was also tasked with educating investors and industry groups on our methodology and value investing through presentations.
Mark’s experience includes managing a high performing teams within the financial services space..
In his endeavours to consistently up-skill, he is currently completing advanced diploma of financial planning which will hone his competency in the wealth management arena.
Contact Number: 02 8917 2128
Client Services Executive
Aidan is your first point of contact for clients interested in Clime’s managed funds, and a secondary point of contact for private clients with administration, investment and general enquiries.
Contact Number: 02 8917 2137
Client Services Executive
Jeff is your other point of contact for private clients, handling all administration, investment and general queries.
Contact Number: 02 8917 2148