Team

Joseph Ziller

CIO & Founder

B.Bus, CFA, CA, PRM, CAIA

Joseph has over 20 years of experience as a portfolio manager, equity analyst and accountant. Prior to establishing Ziller Funds Management, Joseph spent 11 years at Maple-Brown Abbott where he held various roles within the investment team, including serving as deputy portfolio manager of $1b in client funds. Previously Joseph held roles with Deloitte Corporate Finance and KPMG Audit. He has completed the CFA, CA, PRM and CAIA programs and has been awarded the respective charters.

Wendy Herringer

B.Bus.Sci (Honours), CFA

Wendy has 19 years of investment experience. Prior to joining Ziller Funds Management, she held global equity portfolio management roles at Northcape and Baring Asset Management. Previously, Wendy worked as an emerging markets and fixed income analyst at ABN Amro Asset Management and HSBC Asset Management.

Kevin Najanurdin

B.Econ

Kevin has 2 years of investment and research experience. Prior to joining Ziller Funds Management, he worked at Selector Funds Management in portfolio research and reporting, focusing on high-quality Australian equities. Kevin also founded several entrepreneurial ventures in Indonesia and holds a Bachelor of Economics (Finance) from the University of Sydney.

Steven Yee

B.Com (Fin. and Comp. Sc.)

Steven joined Perennial Value in November 2009. He is responsible for equities trading across all Perennial Value’s Australian Shares, Smaller Companies and Shares for Income portfolios. Prior to joining Perennial, Steven was the dealer for Australian equities portfolios and worked in the Fixed Interest team at Perpetual Investments.

Prior to that, Steven was a Logistics Analyst at Nestlé, Australia. Steven has a Bachelor of Commerce (majors in Finance and Computer Science) from the University of Sydney and has completed level 1 of the CFA program.

Mark Pashley

Diploma in financial markets – FINSIA

Mark joined Perennial Value in September 2024. He is responsible for equities trading across all Perennial Value’s Australian Shares, Smaller Companies and Shares for Income portfolios. Mark has over 20 years’ experience in financial markets. He started his finance career with 8 years in funds management at Tyndall/Nikko Asset Management. Mark then moved into Broking with Deutsche Bank and then Equity Sales with Austock/Phillip Capital. For the last 6 years Mark was with PAC Partners, specialising in Equity Sales with a focus on small to mid cap ASX-listed stocks. Mark holds a Diploma in Financial Markets.

Anthony Patterson

SA FIN

Anthony Patterson has over thirty years experience in the investment management industry. He started with Perennial Investment Partners in April 2000 as Head of Sales and Marketing and was promoted to Managing Director/ Chief Executive Officer in May 2003. During his period as CEO, Perennial became Australia’s largest boutique investment management firm. In 2016, Anthony founded Perennial Partners with John Murray to own and operate investment boutiques with highly talented investment professionals.

Bill Anastasopoulos

BCOM, LLB

Bill Anastasopoulos is General Counsel and Company Secretary for the Perennial Partners Group. Bill has over 30 years experience in the finance industry, of which more than 20 years have been with Perennial. Prior to joining Perennial, Bill was the Head of Legal and Compliance at Colonial First State Investments. Bill joined Colonial from the State Bank of NSW where he was the Legal & Documentation Manager of the Treasury Division. Bill holds a Bachelor of Commerce (Accounting and Finance) from the University of NSW and Bachelor of Laws from the University of Technology Sydney and is a solicitor of the Supreme Court of New South Wales.