CONSULTANTS
Ken Atchison – Managing Director
Ken has been involved in financial markets since the early 1970s. After gaining significant experience in the management of investment portfolios, he moved to providing investment advice to superannuation funds. In the years prior to establishing Atchison Consultants in 2001, he was a senior asset consultant with the global firm Towers Perrin (now part of the Russell Group).
Ken's consultancy experience covers a broad range of areas within investment portfolio and business management. This includes advice on the setting up of investment management businesses, the choice of in-house or outsourced investment management arrangements, the setting of investment policy and structures for investment strategy, capital market analysis and investment manager research and selection.
Email: ken@atchison.com.au
Peter Williamson – Principal
Peter is an actuary with over 25 years experience in the superannuation and asset consulting industries. Peter established the asset consulting firm of Counterpoint in 2002, and joined Atchison Consultants in 2010. A former principal of Wm M Mercer, and head of asset consulting at PricewaterhouseCoopers, Peter also has served as chairman of the Government Employees' Superannuation Board from 1990 to 1999.
He has broad experience with a range of financial institutions including superannuation funds, non-profit groups, local government and insurance companies. Peter has a B.Sc. from Sydney University, and is a fellow of the Institute of Actuaries of Australia, a Senior Associate of the Financial Services Institute of Australasia and a Fellow of the Australian Institute of Company Directors.
Email: peter.williamson@atchison.com.au
Jake Jodlowski – Principal
Jake recently joined Atchison Consultants. Jake has been directly involved with the investment management and superannuation industry for over 17 years both in the UK and Australia. Jake holds a Bachelor of Business degree, is a qualified accountant (ACCA), has a Diploma in Financial Markets, Graduate Diploma and Masters in Applied Finance and Investments.
Email: jake.jodlowski@atchison.com.au
Robert Sansom – Senior Consultant
Robert has worked in the fixed interest and capital markets over the past 20 years. He has held senior positions with Credit Suisse First Boston, UBS Warburg and the National Australia Bank. He has a Bachelor of Science (Hon), majoring in Statistics, and has also completed a Diploma in Financial Planning. At Atchison Consultants, Robert advises on the fixed interest sector and superannuation investment strategy.
Email: robert.sansom@atchison.com.au
Roger Goldsmith – Senior Consultant
Roger has had considerable experience in both investment and capital markets over the last 30 years. He began his career in funds management, before moving into broking and principal dealing with BT Australia and Capel Court. Roger then worked for ten years with Deutsche Bank, where he was a Director in their Financial Markets Division. More recently, he was involved in interest rate portfolios and asset allocation at Invesco. At Atchison Consultants, Roger's work includes credit risk analysis and property investment company research. Roger has undertaken investment process development and documentation for equity, property and fixed interest fund managers.
Email: roger.goldsmith@atchison.com.au
Mark Wist – Senior Consultant
Mark over the past 20 years, has developed expertise in investment analysis and evaluation, investment consultancy, research, asset management, property valuation, risk assessment & governance, corporate advisory, strategy creation/implementation, fund manager appraisal, construction/project management and due diligence analysis specialising in real estate. He is a Chartered Surveyor and Registered Valuer and is currently a Doctoral student in real estate finance.
Email: mark.wist@atchison.com.au
We also have established links with professionals, whose expertise is drawn upon according to the specific requirements of projects.