DISTRIBUTION

Led by John Clothier, our team of highly experienced business development professionals has proven success building assets for our investment managers thanks to the strength and breadth of the team’s retail and institutional relationships.

DISTRIBUTION SERVICES

Retail

  • Strategic planning
  • Dealer groups
  • Financial advisers
  • Platforms / Wraps
  • White labels
  • Sponsorships
  • Industry events
  • Due diligence

Institutional

  • Strategic planning
  • Superannuation funds
  • Family office trusts
  • Industry events

Research

  • Ratings agencies
  • Asset consultants
  • Review preparation
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John Clothier

General Manager, Distribution

+61 408 488 549
jclothier@copiapartners.com.au

John joined Copia in 2014 as General Manager, Distribution. He brings extensive investment sales experience and is responsible for leading Copia’s distribution effort and building assets for our investment manager partners.

RETAIL

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Adam Tweedale

State Manager, Southern Region

+61 425 804 727
atweedale@copiapartners.com.au

Adam joined Copia in 2014 as State Manager, Southern Region, bringing with him over 20 years’ financial services experience. He is responsible for managing relationships with dealer groups and financial advisers in Victoria, South Australia, Western Australia and Tasmania to build assets for our investment manager partners.

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Angela Vincent

State Manager, Northern Region

+61 477 347 260
avincent@copiapartners.com.au

Angela joined Copia in 2016 as State Manager, Northern Region. She manages dealer group, platform and financial adviser relationships in New South Wales and Queensland to grow assets for our investment manager partners.

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Sean Paul McGoldrick

Account Manager, Northern Region

+61 421 050 370
spmcgoldrick@copiapartners.com.au

Sean Paul joined Copia in 2014 as Account Manager, Northern Region. He manages relationships across New South Wales, particularly regional areas, to build assets for our investment manager partners. He is also instrumental in managing platform and database reporting for the group.

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Jacinta King

Business Development Associate

+61 413 962 922
jking@copiapartners.com.au

Jacinta joined Copia in 2016 as a Business Development Associate. She works collaboratively with the Distribution and Marketing teams supporting their efforts to build our profile and those of our investment manager partners.

INSTITUTIONAL

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Iain Mason

Executive Director, Institutional Sales

+61 412 137 424
imason@copiapartners.com.au

Iain has over 40 years’ experience in the financial services industry. He joined Copia in 2011 and holds the position of Executive Director, Institutional Sales, where he is responsible for managing relationships with asset consultants and superannuation funds.

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Julian Sutton

Institutional Sales, Odey Asset Management

+61 427 717 210
jsutton@copiapartners.com.au

Julian began consulting to Copia in 2012. He markets the strategies of London-based hedge fund manager, Odey Asset Management, in Australia and is responsible for managing the partnership between Copia and Odey, as well as relationships with asset consultants and superannuation funds.