Experts Behind The Vision | Trilogy Funds Australia

Meet the experts behind the vision

Trilogy leverages it’s group of forward-thinking professionals with the relevant experience to match. Get to know the experts behind Trilogy’s vision.

Rodger Bacon

Rodger Bacon

Executive Deputy Chairman

Rodger is an experienced financial services executive with a successful career, spanning over 40 years, establishing and growing high-performing businesses.

Before commencing at Trilogy, Rodger was an Executive Director at Challenger and worked on the establishment of ASX listed companies, development of a property portfolio worth more than $2.7 billion, and was instrumental in establishing and growing Challenger Annuities to capture 30% of annuities sales in Australia.

Prior to joining Challenger, Rodger worked with the Schroder Merchant Banking Group for 15 years where he gained experience in all aspects of funds management including domestic and foreign fixed interest and direct property portfolios, management of equities, research and analysis and corporate finance. He is a former member of the Schroder Merchant Bank Board in Australia. Rodger is a Senior Fellow and is a former National Board Member of the Financial Services Institute of Australasia and an Associate of the Australian Institute of Company Directors.

Today, Rodger is responsible for the overall management and oversight of Trilogy’s strategic goals.

Philip Ryan, Trilogy Funds Managing Director

Philip Ryan

Managing Director

Philip is the managing Director of Trilogy and is the Fund Manager for Trilogyʼs Trusts. He sits on
a number of committees including the Compliance Committee, Audit Compliance and Risk Management Committee, the Investment Committee, the Lending Committee and the Treasury Committee. He also acts as General Counsel for Trilogy.

Philip has been a solicitor for more than 30 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 is a Fellow of Finsia and has qualifications at a post graduate level in mortgage lending and financial services (through Finsia).

His experience in the financial services industry dates back to 1986 in both financial planning and 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, Trilogy Funds Executive Director

John Barry

Executive Director

John is a strategic thinker with nearly 40 years’ experience guiding the strategic product operations of several of Australia’s leading financial services providers. John helps businesses thrive by adding value for consumers from all walks of life and has championed transformational changes at Trilogy, while providing mentoring support to all team members.

Previously, John headed up ABN AMRO’s reverse mortgage and social infrastructure divisions. He was a board member and Head of Property for Challenger where he was instrumental in its growth as a broad-based financial services company. He was responsible for the establishment of the Endowment Warrants and the structure and establishment of Challenger’s long term annuities.

Prior to Challenger, John worked in the corporate finance area of Morgan Grenfell Australia and Rothschilds Australia and was a board member of Rothschilds Australia. John is also the Independent Non-Executive Chairman of Westpac RE Limited, wholly-owned subsidiary of Westpac Banking Corporation.

Robert Willcocks, Trilogy Funds Independent Non-Executive Chairman

Robert Willcocks

Independent Non-Executive Chairman

Robert was appointed to the Board and as Chairman in October 2009. Robert is and has been a director of several publicly listed companies. He is currently a director of the publicly listed companies Living Cell Technologies Limited, APAC Resources Limited and ARC Exploration Limited. Robert is a former senior partner of the law firm Mallesons Stephen Jaques (now King & Wood Mallesons). Since 1994 he has been a corporate adviser in a range of industry sectors.

Rohan Butcher, Trilogy Funds Non-Executive Director

Rohan Butcher

Non-Executive Director

Rohan is a Non-Executive Director of Trilogy and a member of the Lending Committee. With more than 20 years’ experience in construction and property development, Rohan brings to Trilogy his experience working in quantity surveying, estimating, project administration, development management, planning and project management. He has been involved in several 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 a member of the Urban Development Institute of Australia.