National Council (Board of Directors)

The affairs of the AIA are managed by our National Council (ie. our Board of Directors).  The Council meets generally four to five times per year. 

Here are some details of your current Council:-

Jolyon Forsyth FCIS (Mackay, Qld) Treasurer and Secretary

forsyth jolyonJolyon qualified as a Company Secretary in 1953 and migrated from South Africa to Australia in 1959. His career has covered being an actuarial student, Company Secretary, Accountant, Management Consultant, Internal Auditor, and Business Manager. He has been an investor for the last 25 years. He left full time employment in 1995 to work as a consultant but is still not fully retired. Jolyon joined the AIA in 1999 and became a member of the Council in 2005. He was nominated President in October 2008

Graeme Bottrill (Sydney, NSW) National President and IT Committee Chair

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Graeme trained in building and quantity surveying and for the last 25 years has been involved in construction industry computer systems. He has worked mostly in Sydney, but also frequently travelled to work in Asia. Graeme retired from full-time work early in 2008, and is currently working as a consultant to many construction companies. He has been a member of AIA since 2006, and manages the family superannuation fund and other family investments. He has a keen interest in technical analysis. Graeme joined the Council in April 2009 and is currently Chair of the IT Committee and National President.

Brian Spies (Sydney, NSW) NSW Committee Chair and Director

spiesbrianBrian has been a member of the AIA since 2004 and is Chair of the NSW Committee. His professional career spans research in geology, nuclear physics, climate change and water policy. Brian has served in executive positions in a number of non-profit organisations in Australia and the USA. Recently retired, Brian takes an active role in managing his investments and is a passionate advocate for investor education

John Venn (Perth, WA) WA Committee Chair and Director

venn johnJohn was trained as an electrical/mechanical engineer in the UK and migrated to Australia in 1963 to take up position as design engineer for power generation systems. John has taken an active role in the community for over 30 years having volunteered in the local parish, WA soccer, Apex and the local tennis. John has been an active AIA member since 1997 and is responsible for coordinating the AIA activities in Perth. John joined the Board in 2001.

Russell Lees (Melbourne, VIC) VIC Director

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Russell has 25 years work experience working for large national and international business in the finance sector covering all facets of investing – from working with trusts and estates (ANZ Trustees), stockbroking (J B Were), funds management (ANZ) and international trading markets (Reuters). In 2004 Russell made the move into wealth management as a means to use all his financial knowledge and experience for the benefit of others. Russell has been a member of the AIA since 2010 and have been actively involved with the organisation regularly participating in activities, including contributing as a member of the Victoria committee, running the Blackburn discussion group since 2011, and presenting at AIA conferences etc.

Jon Kalkman (Brisbane, QLD) Vice President and QLD Committee Chair

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Jon trained as a teacher in Queensland and qualified as a psychologist in South Australia. He taught in primary, secondary and special schools in Queensland, South Australia and the Australian Capital Territory. He also held positions of guidance officer (school counsellor/psychologist) in schools and supervisory guidance positions within the Department of Education. He spent 10 years as principal of special schools which cater for children with severe and profound disabilities as well as complex behaviours. Jon joined the AIA in 2005 and has been an active member of the Queensland Committee for many years. He is currently Vice President and the Chair of the Brisbane Committee. Jon is married with three adult children and has a keen interest in retirement planning as well as estate planning, particularly for beneficiaries who lack the capacity to manage their own affairs.

Chris Soutter (Adelaide, SA) SA Committee Chair and Director

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Chris qualified with a B.Sc. and a B.E. in Electrical Engineering at the University of Adelaide.  He had migrated to Australia with his parents in 1962 from the UK.  After graduating he worked for the PMG Department, later to become Telstra.  In 1975 he gained a scholarship that enabled him to obtain a Master of Science Degree by Research at the University of Bradford.  He continued working at Telstra until 1982 when he joined Santos Ltd where he worked for five years managing the Telecommunications and IT services for the remote oil and gas facilities that Santos operated.  He then joined a consulting company and undertook Telecommunications and IT consulting services for a variety of organisations becoming State Manager of the company in 1995.  More recently he has been providing project management services on a contract basis to a number of organisations predominantly SA government organisations.  He is married and has two sons. He enjoys travel, driving his Mazda MX5, is a member of the Mt Osmond Golf Club and manages an SMSF with his wife.  He has been involved with the AIA in SA since 2002.

Elizabeth Moran (Brisbane, Qld) Director

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Elizabeth has worked in banking and finance for 25 years. She has a broad understanding of finance, investment, debt markets, credit analysis, corporate communications, media and marketing. Her combined technical, analytical and communication skills offer rare multi-disciplined strategic insight.  Elizabeth currently works for bond broker, FIIG Securities as Director of Education and Research. She is a nationally recognised expert in the fixed income asset class and is a regular contributor to The Australian.

Elizabeth is passionate about education and helping investors achieve their financial goals. She has edited/ authored a 280 page book, “The Australian Guide to Fixed Income”, an online course for financial advisors and delivered presentations at conferences across Australia.  Elizabeth holds a Bachelor of Business degree, a certificate in Governance and Risk Management and recently completed the Australian Institute of Company Directors course.

www.linkedin.com/in/elizabeth-moran-Aus

www.twitter.com/iamlizmoran