About Us Our People
Adviser connections
An integral part of our DNA
We are 100% staff owned, with an advice-based heritage, so we understand not only portfolio construction but how important advice is when it comes to implementing an investment strategy.
We pride ourselves on the high quality of service we offer Advisers as a boutique portfolio manager. We are always listening and improving upon what we offer.
Our core leadership team has a long history of working together, with a deep knowledge of managed accounts and the complexities involved in running these kinds of portfolios.
Our Mission
To innovate and empower people to achieve their financial goals.
We do this through our unique approach to risk management and by shaping our solutions to better align with investor behaviour.
Our Investment Team
Dan Miles
Managing Director & Co-Chief Investment Officer
Years with Innova: 15
Dan co-founded Innova 2010 and currently services as our Managing Director and Co-Chief Investment Officer. Dan is across all aspects of the business, but he has a particular focus on portfolio construction techniques. His research over the years has focused on behavioural investing and managing client behaviour through goals-based advice and portfolio risk management.
Dinyar Irani
Chairman & Co-Chief Investment Officer
Years with Innova: 15
Dinyar co-founded Innova alongside Dan and currently serves as our Chairman and Co-Chief Investment Officer. Dinyar has worked with Advisers for many years and truly understands the needs and challenges Advisers face when recommending investment solutions for clients. He has a wealth of knowledge about the different investment solutions available in Australia and specialises in Australian equities, international equities and real assets.
Shane Wang
Head of Research
Years with Innova: 13
Shane joined Innova in 2012 and currently serves as our Head of Research. Shane’s research over the years has focused on portfolio construction techniques and factor diversification. Currently pursuing his PHD, he has spent years learning through rigorous academic research and is regularly finding ways to refine and improve our own process through this research.
Sam Chapman
Investment Governance Analyst
Years with Innova: 7
Sam joined Innova in 2018 and currently serves as our Investment Governance Analyst. Sam’s main responsibility is to maintain the consistency of our portfolios across our different products and assess the viability of any suggested investment solution. Functioning in a dual role, Sam also provides quantitative and qualitative support to our investment team.
John Bilsel
Quantitative Investment Analyst
Years with Innova: 3
John joined Innova in 2022 and currently serves as one of our Investment Analysts. He provides quantitative analysis and contributes ongoing research as part of our portfolio construction process. John also plays a key role in our sustainable investing research, as well as our work on factor diversification and short-term return forecasting. He is currently pursuing a PhD in Economics.
Rafio Khan
Deputy Portfolio Manager, Research Analyst
Years with Innova: 2
Rafio joined Innova in 2023 and currently serves as Deputy Portfolio Manager for the CFS FirstChoice and CFS Edge Accelerate portfolios. He also contributes ongoing research to the investment team as part of our portfolio construction process. Rafio brings deep knowledge of fund managers, with prior investment experience in managed accounts and model portfolios. He also specialises in fixed income and alternatives research.
Aashna Kotwani
Operations & Investment Analyst
Years with Innova: 1
Aashna joined Innova in 2024 and currently serves as our operations and investment analyst. Aashna supports investment operations, with a focus on portfolio trade execution and ensuring ongoing operational excellence across our product suite. She also provides investment analysis support to our investment team, as part of her dual role.
Our Adviser Relations Team
Sophie Temperton
Director & General Manager
Years with Innova: 13
Sophie joined Innova in 2012 and currently serves as a director and our general manager. Sophie’s focus has been on streamlining the Innova business operations, developing the goals-based advice framework and has strong relationships and a deep understanding of our platform providers. She also oversees the development and execution of our business strategy and plan.
Neil Pattinson
Strategic Account Manager
Years with Innova: 1
Neil joined Innova in 2024 as our Strategic Account Manager. His role is focused on building and strengthening key relationships within the industry, and supporting the distribution team in promoting our solutions to advisers aligned with our investment philosophy. With extensive experience in managed accounts and adviser engagement, Neil understands the practical and operational challenges advisers face and enjoys working closely with them to provide tailored solutions.
John Li
Business Development Manager
Years with Innova: 2
John joined Innova in 2023 and currently serves as our business development manager. His focus is primarily on promoting Innova’s solutions to financial advisers. John is committed to understanding the requirements of financial advisers and finding investment options to solve their problems. He is also our in-house expert on large language model AI.
Laura Edwards
Training and Relationship Manager
Years with Innova: 1
Laura joined Innova at the start of 2024 and currently serves as our Training and Relationship Manager, a newly created role. She is focused on maintaining the high standard of service our clients value and finding new ways to enhance how we support our partners. Laura also leads the training and onboarding of new advisers and support staff as they familiarise themselves with our products and advice framework.
