Simon Sallka

B.Bus, Dip SIA, Dip BA, ISFA

Executive Chairman, Chief Investment Officer

Simon is a co-founder and Director of First Guardian Capital, and is the Chief Investment Officer. Simon has over 30 years investment experience. He has specialised skills in equities research, ethical and socially responsible investment, and macroeconomic analysis.

Simon has developed the First Guardian Capital’s Multi-Strategy Investment Matrix model which we apply across all our investment strategies. Simon’s extensive experience as a portfolio manager was gained initially at Trust Company and Colonial Mutual. While at Colonial, Simon managed global equities portfolios for institutional clients. Simon was also an Investment Manager at one of Asia’s largest hedge funds, based in Tokyo, managing portfolios of over $7 billion across the Asia Pacific region.

David Anderson

B.Com (Melb), Dip SIA, M.App.Fin

CEO, Managing Director

David is a co-founder of First Guardian Capital. He brings over 15 years of Investment Management and commercial experience to the firm. He is jointly responsible for the management of First Guardian’s investment portfolios, and is responsible for implementing the Firm’s business strategy across Australia and Asia. As a fluent speaker of Mandarin Chinese and Indonesian, David has established strong business links across the Asian region, covering corporate advisory, capital raising and managing equity and direct asset portfolios for global investors.

Prior to establishing First Guardian Group, David gained extensive experience within top tier global investment managers. David managed equities at UBS Global Asset Management, where he worked for 7 years, holding roles focused on research and investment management. David also spent 5 years at Goldman Sachs JBWere Asset Management, working primarily as a Senior Investment Analyst.

Bradley Greer

Chief Operations Officer

Brad is the Chief Operations Officer of First Guardian Capital and brings over 15 years of deep industry expertise in managing the operations of asset managers and asset owners. He leads the Accounting & Finance, Governance, Risk & Compliance, Investor Solutions, and Technology functions, focusing on enhancing efficiency and fortifying governance and risk frameworks. Brad is committed to instilling a culture of operational excellence and continuous improvement across the organization.

Prior to joining our team, Brad dedicated a decade to AustralianSuper, where he played a pivotal role in strategy, implementation, and management of investment operations for the Fund's investment management capabilities. Before his tenure at AustralianSuper, Brad spent eight years at AllianceBernstein, where he managed various investment operations teams. His comprehensive background and leadership style make him a key asset to our firm, driving our operational strategies forward.

Tanisha Maugi

B.Com (Eco, Fin)

Investment Manager

Tanisha's responsibilities encompass research, analysis and project management, with advanced abilities in synthesising information and generating feasible solutions and financial models for a range of innovative investment idea’s. She is able to think of the big picture and effectively delegate, manage and work on various tasks with prodigious efficiency.

She holds a Bachelor of Commerce (Economics and Finance) with Distinction from Deakin University in Melbourne. She is able to approach the valuation of disparate investment projects from an entirely new perspective and promptly compartmentalize the task, delegate responsibilities if needed, and compound the information to the benefit of the entire team.

Mandy Fu

B.Eng (Indust. Design), M.Mgt (Accounting)

Investment Manager

Mandy's focus is on investment research and analysis, covering project feasibility and financial modelling. Before she joined First Guardian Capital, Mandy worked with PwC in Assurance Service, providing professional service to a range of clients from construction and property development industries.

Mandy has advanced skills in industrial design, which she applies when reviewing project plans for potential investment. She speaks fluent mandarin and has a Master of Management Accounting degree from the University of Melbourne. Mandy is an Affiliate Member of ACCA, a leading global body for professional accountants. Her additional skills include project management and financial reporting.

Martin Chen

Financial Accountant

Martin Chen is a seasoned Financial Accountant with a Master’s degree in Accounting & Finance from the University of South Australia and chartered certification. With over six years of experience at a mid-tier accounting firm, Martin has developed a robust expertise in financial management before joining First Guardian Capital.

At First Guardian Capital, Martin is integral to the financial team, responsible for preparing GST, payroll, and various tax returns, managing the general ledger, and overseeing monthly financial reconciliations. He supervises the Accounts Payable and Receivable teams and handles monthly accruals and cash flow reporting. His role also includes preparing year-end statutory accounts and liaising with external auditors and tax specialists to ensure adherence to accounting standards. Martin’s meticulous attention to detail and strategic approach make him a vital asset to First Guardian Capital.

Xi Li

Investment Analyst

With nearly five years of experience in the financial sector in Melbourne, this professional has demonstrated expertise in financial analysis, sales management, and office administration. Notable roles include Financial Analyst at First Guardian Capital and Sales Manager at CLSA Premium, where they significantly contributed to business growth and client relations. Educated in Banking and Finance at Monash University, their background equips them with solid analytical skills and a comprehensive understanding of corporate management. Proficient in English and Chinese, they excel in multicultural environments and leverage advanced software skills to enhance operational efficiency.

At First Guardian Capital, She is responsible for Unit Pricing administration, general performance report, transaction processing, financial reports and portfolio management. .