What We Do
Associate Global Partners (AGP) is a multi-boutique asset management firm. Our purpose is to provide Australian investors with access to unique, world-class investment strategies that help them achieve their financial objectives.
At AGP, we partner with leading investment managers to provide a contemporary marketing and distribution platform that offers access to the retail, wholesale, and institutional investment market in Australia.
With significant experience across business strategy, distribution, marketing, operations and compliance, our high-calibre team promotes and supports a range of strategies across multiple asset classes.
The word ‘Associate’ means partnership and our mission is to partner with investment managers and clients for the long term. We seek to build quality relationships, based on trust and the strength of our expertise, and always endeavour to deliver exceptional service and results for our clients.
Commitment to Our Partners
At AGP, we have an unwavering commitment to our partners.
Our Clients
Our mission is to provide our advisers and investors with access to unique, best-in-class investment solutions and strategies that will help them achieve their financial objectives.
Our Investment Managers
We endeavour to provide our investment managers with a contemporary marketing and distribution platform that will help promote their brand, grow their assets under management and build their business.
Our People
We seek to find people who thrive in a high-performing and collaborative culture with a promise that their contribution will be highly valued. You will have an opportunity to shape an outstanding investment management company and build a supportive culture focused on continuous personal development, diversity and inclusion. You will also play a critical role in helping our clients grow their wealth and achieve their financial objectives.
Our People
Nerida Campbell
Independent Non-executive Director
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Nerida Campbell
B.Bus, CA, FINSIA, GAICD.
Independent Non-executive Director
Nerida was appointed to the board on 17 August 2018 following a 25 year career in the financial services industry. Most recently she acted as the Chief Operating Officer of Magellan Financial Group Limited, having also held the roles of Chief Financial Officer and Company Secretary. Prior to this, Nerida was the CFO of UBS AG Australia, and had roles at ABN Amro Australia Limited, Bankers Trust Australia Limited and Ernst and Whinney. She was also a member of the ASX Disciplinary Tribunal Panel.
Martin Switzer
Chief Executive Officer and Managing Director
Read Bio
Martin Switzer
B.Ec (Hons)
Chief Executive Officer and Managing Director
Martin has held the positions of Managing Director and Chief Executive Officer of the company since 27 October 2017. Prior to that, he was a Director of the company since 26 August 2016. Marty has over 20 years’ experience in the financial services industry. Martin is currently a director of WCM Global Growth Limited and WCM Global Long Short Limited.
Before his appointment as Chief Executive Officer, Martin was previously the Chief Operating Officer of Switzer Financial Group, a content and financial services business. He has been a host on the Sky News Business channel, as well as a consultant to the Australian Defence Force Financial Services Consumer Centre.
Jason Billings
Independent Non-Executive Director
Read Bio
Jason Billings
Independent Non-Executive Director
Jason has over 25 years’ experience in the financial services industry, most recently focused on funds management at Fidelity International. Prior to this, he held roles with Goldman Sachs and UBS.
He has significant experience in global equity markets, being based in Hong Kong for around 20 years.
Jason currently serves on the Finance and Audit Committees of two large not-for-profit organisations.
Jason has a Bachelor in Law with Honours and a Bachelor in economics from the University of Sydney. He is also a member of CPA Australia. Jason has a Bachelor in Law with Honours and a Bachelor in Economics from the University of Sydney.
He is also a member of CPA Australia.
Ken Poutakidis
Independent Non-executive Director
Read Bio
Ken Poutakidis
Independent Non-executive Director
Ken Poutakidis is corporate adviser and corporate finance executive with 20 years of finance experience. He is the Managing Director and Founder of Avenue Advisory, a boutique advisory firm providing corporate finance and capital markets advice to emerging companies. Previously, Mr Poutakidis worked as a management consultant and a corporate finance executive with leading equity firms across Australia and Asia. His particular expertise includes capital raisings, mergers & acquisitions, corporate advisory, asset divestment and strategy development. He has previously served as Chairman of the Board and Non-Executive Director for numerous publicly listed ASX companies. He sits on the Advisory Board of a leading civil contractor, and is the founder and Chair of the Theofilos Foundation, a charity formed to support students improve their education outcomes. He has a Bachelor of Business degree from Monash University.
Martin Switzer
Chief Executive Officer and Managing Director
Read Bio
Martin Switzer
B.Ec (Hons)
Chief Executive Officer and Managing Director
Martin has held the positions of Managing Director and Chief Executive Officer of the company since 27 October 2017. Prior to that, he was a Director of the company since 26 August 2016. Marty has over 20 years’ experience in the financial services industry. Martin is currently a director of WCM Global Growth Limited and WCM Global Long Short Limited.
Before his appointment as Chief Executive Officer, Martin was previously the Chief Operating Officer of Switzer Financial Group, a content and financial services business. He has been a host on the Sky News Business channel, as well as a consultant to the Australian Defence Force Financial Services Consumer Centre.
Ben Meakin
Chief Financial Officer
Read Bio
Ben Meakin
BBus, CPA
Chief Financial Officer
Ben has over 20 years’ experience across finance and operations. Ben commenced his career within a chartered accounting firm before moving to Macquarie Asset Management within the Macquarie Group, in a variety of roles across finance and operations, most recently as Senior Manager of Fund & Portfolio Administration for Asia Pacific. He has extensive experience across operational, regulatory and taxation requirements for corporate entities as well as listed and unlisted funds, both Australian and global, across all asset classes. In addition, he has extensive experience across project management, transitions and operational design and implementation.
Ben holds a Bachelor of Business and is a member of CPA Australia.
Adam Camillo
Chief Operating Officer
Read Bio
Adam Camillo
Chief Operating Officer
Adam Camillo is the Head of Marketing, Digital and Investor Relations at Associate Global Partners and is responsible for setting the brand, marketing and investor relations strategies that support the growth and success of our business and products/funds. With close to 20 years of working in the financial services industry, Adam has extensive experience as a marketing leader across retail, wholesale, and institutional markets. Adam has held several senior roles in well-known financial services companies such as Macquarie, NAB, AMP Capital and mostly recently at Perpetual Limited, where he was Head of Corporate Marketing and Brand. Adam holds a Bachelor of Business and is currently a Master of Business Administration (MBA) candidate with AGSM.
Joshita Kumar
Financial Controller
Read Bio
Joshita Kumar
BCom, CA
Financial Controller
Joshita Kumar is a Financial Controller at Associate Global Partners Limited.
Joshita is an experienced Finance Professional and Business Partner with almost 30 years’ of broad management and finance experience gained with large listed, public, and private corporations across Australia, New Zealand and the Asia Pacific regions, across various industries and organisations specialising in Property and Property Funds Management/Accounting. Joshita has held several senior leadership roles across KPMG, CBA, Westfield, Scentre Group, GPT, Lendlease, Stockland, Charter Hall, KIPT (a subsidiary of CFSGAM) and most recently at Arkadia Property Services.
Joshita brings extensive experience from all facets of finance (including capital transaction, development and leasing), management, reporting & analysis, due diligence, strategy, compliance, investor relations, forecasting, budgeting and planning, stakeholder management/business partnering, change management, business & process improvement, people leadership, audit, advisory and tax. Joshita’s key strengths include leading, supporting senior executives, stakeholder engagement/partnership, collaboration, improvements, analytics/report design and project management.
Joshita holds a Bachelor of Commerce and is a Chartered Accountant with CAANZ.
Spencer White
Wholesale and Private Clients - NSW, ACT
Read Bio
Spencer White
Wholesale and Private Clients - NSW, ACT
Spencer has over 7 years’ experience in the Financial Services industry. During this time, he has held roles in Corporate Finance at Shaw and Partners and most recently Wealth and Capital Markets at Australian Unity. Spencer’s key focus is to promote Associate Global Partners’ suite of products to both retail and wholesale clients.
Spencer also holds a Bachelor of Commerce from The University of Notre Dame, and RG146 – Management Investments and Securities. Spencer also serves on the board of The Scots College – Old Boys Union.
Damian Casey
Wholesale and Private Clients - VIC, SA, WA
Read Bio
Damian Casey
Wholesale and Private Clients - VIC, SA, WA
Damian has over 15 years of commercial experience, the past 12 being in the financial services industry. He has a deep knowledge of investment markets and products having worked in a range of business development roles for Commsec, MLC and Fidante Partners. He has a Bachelor of Business and enjoys spending time with his young family outside of work.
Shanene Romano
Wholesale & Private Clients - QLD, NT
Read Bio
Shanene Romano
Wholesale & Private Clients - QLD, NT
Shanene has been in the Financial Services Industry for some decades in a variety of roles that has provided her with a diversity of connections. It has been a privilege for Shanene to work with many professional partners including Investment Managers, Superannuation, Financial Planning businesses, and Legal Advisers. Her skills span business development, account management, marketing and stakeholder engagement. Being a connector, she loves working to achieve great outcomes for all and making a difference.
Nerida Campbell
Independent Non-executive Director
Read Bio
Nerida Campbell
B.Bus, CA, FINSIA, GAICD.
Independent Non-executive Director
Nerida was appointed to the board on 17 August 2018 following a 25 year career in the financial services industry. Most recently she acted as the Chief Operating Officer of Magellan Financial Group Limited, having also held the roles of Chief Financial Officer and Company Secretary. Prior to this, Nerida was the CFO of UBS AG Australia, and had roles at ABN Amro Australia Limited, Bankers Trust Australia Limited and Ernst and Whinney. She was also a member of the ASX Disciplinary Tribunal Panel.
Martin Switzer
Chief Executive Officer and Managing Director
Read Bio
Martin Switzer
B.Ec (Hons)
Chief Executive Officer and Managing Director
Martin has held the positions of Managing Director and Chief Executive Officer of the company since 27 October 2017. Prior to that, he was a Director of the company since 26 August 2016. Marty has over 20 years’ experience in the financial services industry. Martin is currently a director of WCM Global Growth Limited and WCM Global Long Short Limited.
Before his appointment as Chief Executive Officer, Martin was previously the Chief Operating Officer of Switzer Financial Group, a content and financial services business. He has been a host on the Sky News Business channel, as well as a consultant to the Australian Defence Force Financial Services Consumer Centre.
Jason Billings
Independent Non-Executive Director
Read Bio
Jason Billings
Independent Non-Executive Director
Jason has over 25 years’ experience in the financial services industry, most recently focused on funds management at Fidelity International. Prior to this, he held roles with Goldman Sachs and UBS.
He has significant experience in global equity markets, being based in Hong Kong for around 20 years.
Jason currently serves on the Finance and Audit Committees of two large not-for-profit organisations.
Jason has a Bachelor in Law with Honours and a Bachelor in economics from the University of Sydney. He is also a member of CPA Australia. Jason has a Bachelor in Law with Honours and a Bachelor in Economics from the University of Sydney.
He is also a member of CPA Australia.
Ken Poutakidis
Independent Non-executive Director
Read Bio
Ken Poutakidis
Independent Non-executive Director
Ken Poutakidis is corporate adviser and corporate finance executive with 20 years of finance experience. He is the Managing Director and Founder of Avenue Advisory, a boutique advisory firm providing corporate finance and capital markets advice to emerging companies. Previously, Mr Poutakidis worked as a management consultant and a corporate finance executive with leading equity firms across Australia and Asia. His particular expertise includes capital raisings, mergers & acquisitions, corporate advisory, asset divestment and strategy development. He has previously served as Chairman of the Board and Non-Executive Director for numerous publicly listed ASX companies. He sits on the Advisory Board of a leading civil contractor, and is the founder and Chair of the Theofilos Foundation, a charity formed to support students improve their education outcomes. He has a Bachelor of Business degree from Monash University.
Martin Switzer
Chief Executive Officer and Managing Director
Read Bio
Martin Switzer
B.Ec (Hons)
Chief Executive Officer and Managing Director
Martin has held the positions of Managing Director and Chief Executive Officer of the company since 27 October 2017. Prior to that, he was a Director of the company since 26 August 2016. Marty has over 20 years’ experience in the financial services industry. Martin is currently a director of WCM Global Growth Limited and WCM Global Long Short Limited.
Before his appointment as Chief Executive Officer, Martin was previously the Chief Operating Officer of Switzer Financial Group, a content and financial services business. He has been a host on the Sky News Business channel, as well as a consultant to the Australian Defence Force Financial Services Consumer Centre.
Ben Meakin
Chief Financial Officer
Read Bio
Ben Meakin
BBus, CPA
Chief Financial Officer
Ben has over 20 years’ experience across finance and operations. Ben commenced his career within a chartered accounting firm before moving to Macquarie Asset Management within the Macquarie Group, in a variety of roles across finance and operations, most recently as Senior Manager of Fund & Portfolio Administration for Asia Pacific. He has extensive experience across operational, regulatory and taxation requirements for corporate entities as well as listed and unlisted funds, both Australian and global, across all asset classes. In addition, he has extensive experience across project management, transitions and operational design and implementation.
Ben holds a Bachelor of Business and is a member of CPA Australia.
Adam Camillo
Chief Operating Officer
Read Bio
Adam Camillo
Chief Operating Officer
Adam Camillo is the Head of Marketing, Digital and Investor Relations at Associate Global Partners and is responsible for setting the brand, marketing and investor relations strategies that support the growth and success of our business and products/funds. With close to 20 years of working in the financial services industry, Adam has extensive experience as a marketing leader across retail, wholesale, and institutional markets. Adam has held several senior roles in well-known financial services companies such as Macquarie, NAB, AMP Capital and mostly recently at Perpetual Limited, where he was Head of Corporate Marketing and Brand. Adam holds a Bachelor of Business and is currently a Master of Business Administration (MBA) candidate with AGSM.
Joshita Kumar
Financial Controller
Read Bio
Joshita Kumar
BCom, CA
Financial Controller
Joshita Kumar is a Financial Controller at Associate Global Partners Limited.
Joshita is an experienced Finance Professional and Business Partner with almost 30 years’ of broad management and finance experience gained with large listed, public, and private corporations across Australia, New Zealand and the Asia Pacific regions, across various industries and organisations specialising in Property and Property Funds Management/Accounting. Joshita has held several senior leadership roles across KPMG, CBA, Westfield, Scentre Group, GPT, Lendlease, Stockland, Charter Hall, KIPT (a subsidiary of CFSGAM) and most recently at Arkadia Property Services.
Joshita brings extensive experience from all facets of finance (including capital transaction, development and leasing), management, reporting & analysis, due diligence, strategy, compliance, investor relations, forecasting, budgeting and planning, stakeholder management/business partnering, change management, business & process improvement, people leadership, audit, advisory and tax. Joshita’s key strengths include leading, supporting senior executives, stakeholder engagement/partnership, collaboration, improvements, analytics/report design and project management.
Joshita holds a Bachelor of Commerce and is a Chartered Accountant with CAANZ.
Spencer White
Wholesale and Private Clients - NSW, ACT
Read Bio
Spencer White
Wholesale and Private Clients - NSW, ACT
Spencer has over 7 years’ experience in the Financial Services industry. During this time, he has held roles in Corporate Finance at Shaw and Partners and most recently Wealth and Capital Markets at Australian Unity. Spencer’s key focus is to promote Associate Global Partners’ suite of products to both retail and wholesale clients.
Spencer also holds a Bachelor of Commerce from The University of Notre Dame, and RG146 – Management Investments and Securities. Spencer also serves on the board of The Scots College – Old Boys Union.
Damian Casey
Wholesale and Private Clients - VIC, SA, WA
Read Bio
Damian Casey
Wholesale and Private Clients - VIC, SA, WA
Damian has over 15 years of commercial experience, the past 12 being in the financial services industry. He has a deep knowledge of investment markets and products having worked in a range of business development roles for Commsec, MLC and Fidante Partners. He has a Bachelor of Business and enjoys spending time with his young family outside of work.
Shanene Romano
Wholesale & Private Clients - QLD, NT
Read Bio
Shanene Romano
Wholesale & Private Clients - QLD, NT
Shanene has been in the Financial Services Industry for some decades in a variety of roles that has provided her with a diversity of connections. It has been a privilege for Shanene to work with many professional partners including Investment Managers, Superannuation, Financial Planning businesses, and Legal Advisers. Her skills span business development, account management, marketing and stakeholder engagement. Being a connector, she loves working to achieve great outcomes for all and making a difference.