Our People
Trilogy Capital Group prides itself on the quality of its Directors, Senior Management and staff. We have a “people come first” philosophy. This applies to our staff, our clients and the various organisations in the community that we have dealings with. Maintaining our existing relationships and growing new ones are paramount to our success. Integrity, transparency in dealings, and team processing are the essential qualities that drive our business.
The key people are:-
Board of Directors
Robert Willcocks
Independent Non-Executive Chairman
Robert is a former partner with Mallesons Stephen Jaques and, since 1994, a corporate adviser. Robert has represented clients on a range of assignments including private equity, fund raising, mergers and acquisitions, contractual negotiations and special projects. Robert is also a former member of the Council of Bond University. In the late 1990's he was appointed by the Australian International Legal Advisory Committee for the term of its program. Robert is currently a Non-Executive Director of CBH Resources Limited (ASX listed), APAC Resources Limited (Hong King listed), ARC Exploration Limited (ASX listed) and an Alternate Director of Mt Gibson Iron Limited (ASX listed).
Rodger Bacon
Deputy Chairman and Chairman of the Executive Committee
Rodger is the Deputy Chairman of Trilogy Funds Management Limited. In the recent past he was an Executive Director of Challenger International Limited. Two of the most successful products operated and marketed by Challenger were the Howard Mortgage Trust ("HMT") and Challenger Annuities. Prior to this Rodger worked with the Schroder Merchant Banking Group for 15 years during which time he had extensive experience in all aspects of funds management. Rodger has also recently been appointed to the Board of Finsia.
Philip Ryan
Managing Director
Philip is the Managing Director of Trilogy Funds Management Limited and is the Fund Manager for the Trust. He sits on a number of committees including the Compliance Committee, Audit Compliance and Risk Management Committee, the Investment Committee for the Trust, the Lending Committee and the Treasury Committee. He also acts as General Counsel for Trilogy. Philip has been a solicitor for over 20 years and was a partner in a Brisbane law firm for 19 years. He has significant experience predominantly in the areas of commercial and corporate law. In addition to qualifications in law, he also is a Fellow of Finsia and has qualifications in mortgage lending and financial services (through Finsia). His experience in the financial services industry dates back to 1986 and originated firstly in financial planning and therafter in funds management. More recently, he was a founding director in 1998 of the funds management entity which evolved into Trilogy. His focus is the mortgage and property sectors which he sees as primary drivers for producing attractive income returns to Investors.
John Barry
Executive Director
In the past John was an Executive Director of Challenger International Limited. John was involved in all aspects of the group as it expanded through the acquisition and management of a broad range of financial investment and service businesses ranging from investment products, equity funds management, mortgage trusts, financial planning, annuities both long and short, master trusts and corporate superannuation. In particular John was directly responsible for the acquisition and initial ongoing management of the Howard Mortgage Trust. John has a background in Chartered Accountancy with Coopers & Lybrand both in Australian and the U.K. After this he worked with Morgan Grenfell Australia and was a Director of Rothschild Australia Limited.
Trevor Gibson
Executive Director
Trevor is an Executive Director of Trilogy Funds Management Limited and is Director of Distribution. He has over 20 years’ experience in the financial services profession, following on from an earlier career in engineering. He has held roles in financial planning, investment research, administration and marketing and has previously held state manager roles for several national and international fund management groups.
Rohan Butcher
Independent Non-Executive Director
Rohan is an Independent Non-Executive Director of Trilogy Funds Management Limited. Rohan brings over 19 years' experience to the board in the construction and property industry in a number of roles including Quantity Surveying, Estimating, Project Administration, Development Management, Planning and Project Management for both construction and development activities. Rohan has specialist expertise in the area of design management, cost planning and control together with project management, construction and planning. He has been involved in a number of major projects within the residential, retail and commercial property sectors, while undertaking a variety of senior appointments with major public and private companies. Rohan is also an independent member of the Lending Committee.
Nigel Chamier
Independent Non-Executive Director
Nigel is a non-executive independent Director of Trilogy Funds Management Limited and Chaiman of NAC Investments (Qld) Pty Ltd. Nigel is also a Director of Scimitar Marine Pty Ltd and is the Honorary Consul for Sweden. He was elected President of the Queensland Division of the property Council of Australia from 1985 to 1986 and was awarded a Medal in the Order of Australia for services to real estate and the property industry in 1994. In June 2008 Nigel was also awarded the Royal Order of the Polar Star for Services to Sweden. Nigel was with Jones Lang LaSalle from 1972 to 1992, latterly as joint Managaing Director in Queensland and proprietor of the firm in the Pacific region. In 2001 he retired after serving for nine years as Chairman of the Office of Economic Development for the City of Brisbane Limited. Nigel was also previously a Director of the City of Brisbane Airport Corporation.
Senior Management
David Hogan
Head of Property Assets
David has over 30 years experience in property related financial services and direct property. This experience encompasses the areas of risk management, debt and equity, acquisition planning and execution and property portfolio management. David was previously a Director of Challenger Property Capital Limited for nine years. During this period he played a significant role in the development of Challenger’s global commercial property portfolio which, at that time, had an estimated value approaching A$3.0 billion. His operational brief also included participating as a Senior Executive in the development and the strategic and transaction management of Challenger’s property syndication business and membership of the Credit Committee of the Howard Mortgage Trust.
Justin Smart
Head of Finance
Justin has over 14 year's experience in the financial services industry and oversees the accounting and operations team's from Trilogy's Head Office in Brisbane. Justin is responsible for improving processes and implementing change to Trilogy's practices. Justin’s experience lies in managing the financial operations and audit processes across Australia and New Zealand. Justin holds a Bachelor of Commerce from Deakin University and is a Certified Practicing Accountant.
Paul Wood
Business Development - Lending
Paul is responsible for the sourcing of new lending opportunities for Trilogy. This involves preparing and overseeing all loan submissions from brokers and direct borrowers, preparation of Letters of Offer, satisfaction of loan conditions, monthly construction draw-downs and the ongoing monitoring of the loans from inception to completion and repayment. Over his career, Paul has obtained a wealth of knowledge and experience working with some of the larger financial institutions in Australia and has been responsible for managing and maintaining substantial lending portfolios for a diverse range of projects and areas. Paul has a degree in Property Economics and a Graduate Certificate in Project Management from the Queensland University of Technology.
Joe Christie
Head of Distribution – New South Wales and ACT
Joe is responsible for developing and maintaining Trilogy’s distribution network via financial planning dealer groups in NSW & ACT. Joe originally commenced his career in the international tax division of KPMG in Sydney. Prior to Trilogy, Joe spent 4 years as the national sales manager of Oasis Asset Management and was responsible for servicing Oasis’ clients nationally. Joe also has extensive experience in IT in particular developing large IT projects for financial services participants. Joe is a CPA and is an associate of Finsia.
John Archer
Head of Distribution - Southern Region
John is a key member of Trilogy’s expansion into the Victorian market. As Head of Distribution – Southern Region, John is responsible for the continued development and maintenance of the dedicated relationships with key dealer groups and financial planners in Victoria, Tasmania and South Australia. With 19 years of experience in the funds management and financial planning industries, John brings with him strong leadership skills, extensive experience in property and mortgage trusts, as well as sound strategic marketing expertise. Prior to joining Trilogy Funds Management, John was the Senior Business Development Manager of the South Eastern Region for Zurich Investments. Prior to this role, he held State Manager roles with OFM Investment Group, Australian Unity Funds Management and Connelly Temple. John holds a Bachelor of Business from RMIT, a Diploma of Financial Planning from Deakin University and is an Associate of the Financial Planning Association.