George Colman – Principal

Prior to establishing Optimal Australia, George Colman served as a Managing Director in the Equity Research Division of Citigroup Australia from 1998-2007. Colman was a career securities analyst, commencing in that role after a short stint in the bond market in 1984, and has had coverage across a wide variety of industry sectors. Colman served as Non-Executive Director of AP Eagers Limited (APE.ASX) for ten years to 1999, a period of substantial restructuring and growth for that company. Colman holds a B.Comm (First class Honours) Degree from the University of Melbourne, a DSIA, and NYSE/NASDAQ Series 7 qualifications.

 

 

Stephen Nicholls – Senior Investment Analyst

Prior to joining Optimal Australia, Stephen Nicholls served as a Director in the Equities Division of Citigroup Australia from 1998-2010, with functional responsibility for equity sales. Also a securities and investment veteran, Nicholls commenced his career in FX risk management with Rio Tinto, and then served as an investment analyst and PM with BHP and RACV Funds. Nicholls holds B.Comm and Masters (Applied Finance) Degrees from the University of Melbourne.

 

John Nicolis – Director

John has almost 20 years’ experience in equity sales with Salomon Brothers (Citigroup). He has spent a considerable portion of this time working in Tokyo. More recently he was based in Melbourne as Head of Equities for Japan, Asia and Australia. This involved overall responsibility for marketing of the company’s brokering services as well as operational activities including staff and compliance issues.

 

Peter Whiting – Principal

Prior to establishing Optimal Australia, Peter Whiting served as a Managing Director in the Equities Division of Citigroup Australia from 1998-2008, and as an Executive Committee member, with overall responsibility for Sales Trading. Whiting also advised leading Australian and international equity fund PM’s on portfolio construction and stock selection. Whiting Chaired the SDIA’s Equity Trading Advisory Group between 2001 and 2004. Whiting’s risk management and trading skills were originally developed as an operator on the ASX trading floor, and then in equities trading a number of roles. Whiting holds a Diploma of Financial Markets (SIA) and various professional qualifications: PS146 (SDIA)

 

Sook Fun Chan – Chief Administration Officer

Sook Fun Chan oversees all our internal Fund administration, accounting and reconciliation processes. Sook Fun joined Optimal in 2009, and has over twenty years relevant professional experience in Singapore and Australia. Prior to moving to Australia, she was COO, Elixir Financial, a hedge fund start-up in Singapore. Sook Fun previously worked with ABN AMRO Asia Securities, Singapore between 1992 and 2007, latterly as COO and a Director. She holds a B. Accountancy Degree, National University of Singapore, and is a CPA Member in Australia and Singapore.