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Peta Tilse
Head of Retail Funds Management • Cromwell Funds Management
20followers
5wires
33kviewsContributor Since March 2022
About Peta
Bio
Peta is a Financial Services professional with over 25 years’ experience and a passion for helping Australian consumers make sense of investment markets and opportunities. As a top performing institutional portfolio manager and investment specialist, Peta’s unique ability to demystify the world of finance can be heard on ABC Radio's Drive program with Steve Austin. In her current role as Head of Retail Funds Management at Cromwell Property Group, Peta has been tasked with growing Cromwell’s retail funds management business. Peta’s career has spanned Retail and Wholesale Financial Markets, as well as Wealth Management. She was a top quartile Fund Manager for 8 years with Suncorp Investment Management, directly managing $5b in Cash and Fixed Interest Funds. She has worked with top firms NAB, Westpac, Suncorp, Dresdner Kleinwort Benson, Morgan Stanley Dean Witter, UBS, and GSJBW. Peta is a Director of investment management firm Levantine Wealth, and an investment consultant and researcher with asset consultant and technology firm Research IP. Her technology company Sophisticated Access now forms a part of this business. Peta's investment experience has been gained in all aspects of portfolio management including researching, designing, advising, and managing multi-asset portfolios which include ethical or ESG factor overlays. This has included mandate structuring and stress testing, and all aspects of investment management from governance, APL development, asset allocation, manager & security selection, models, implementation, and reporting to investment committees or external stakeholders. Peta is FASEA qualified, and a Senior Fellow of the Financial Services Institute of Australasia (FINSIA), where she serves the Financial Advice and Services Council, and represents the Queensland Regional Council. Peta is committed to her community interests and was a long serving member of the Griffith University Enactus Advisory Board, where she mentored students. She advocated for better policy in Queensland as the Deputy Chair of the Queensland Futures Institute’ Accessing Capital Committee. Peta is a current Board Member of the Somerville House Foundation and chairs the Finance and Risk Committee. Her community and charitable knowledge have helped her to co-found The Impact Suite. The Impact Suite is a platform used by Australia's 60,000 charitable institutions to continue to do business better. Peta is a winner of Westpac's Top 200 Businesses of Tomorrow, and Fintech Business Awards. She is a finalist in the Women in Financial Services Awards.
Company
Cromwell Funds Management
Position
Head of Retail Funds Management