Investment | PPW Investments

Investment Philosophy

Client Value Proposition

Investment Committee

At PPW Investments we are committed to a disciplined well governed investment process. To achieve this we have an Investment Committee comprised of specialists who provide valuable insight and direction on the investment decisions required. Our Investment Committee has the following representatives:

Cameron Whyte

Jamie Klason

Chantelle Montgomery

Sandi Tuddenham

Isaac Poole

Shane Hawke

John Lockton

PPW Director / Senior Adviser / Lead Portfolio Manager – Facilitator

PPW Director / Senior Adviser / Portfolio Manager – Client focus specialisation

PPW Director / Senior Adviser / Portfolio Manager – Compliance specialisation

Bell Potter Sharebrokers Private Client Adviser / Portfolio Manager – ASX specialisation

Ascalon Asset Management / Portfolio Manager – Economics specialisation

Ascalon Asset Management / Portfolio Manager – Portfolio Construction specialisation

Sandstone Insights - Head of Investment Stratergy - Investment specialist

Cameron Whyte

PPW Investments

Introducing the Founding Director of PPW Investments, Cameron Whyte. Since establishing the business in 2009, Cameron has desired to make PPW Investments a premier provider of investment advice to those wanting to be educated on markets and opportunities. Outside of work Cameron is a keen participant in a Masters Softball, loves being active with the family and barracks for the Hawthorn Football Club.

Jamie Klason

PPW Investments

Having been with PPW Investments since 2011, Jamie has made his mark within the business., striving himself on exceptional client service. Jamie has extensive knowledge having been involved in the Finance industry since 2002, working in Banking and Financial Planning positions. Outside the workplace, Jamie loves spending time with his family and coaching junior Cricket, Football and Basketball.

Chantelle Montgomery

PPW Investments

Chantelle has over 15 years’ experience in the Finance Industry having worked in Accounting and Financial Planning business during this time. Chantelle has worked with PPW Investments since 2018 with extensive experience across every part of the financial advice process. Chantelle is

currently undertaking her Professional Year and has met ASIC requirements to be authorised to provide

financial services.

Chantelle enjoys keeping active and spending time with family and friends.

Having two daughters also keeps her busy with their active social calendars.

Sandi Tuddenham

Bell Potter Securities

Sandi Tuddenham is a Stockbroker with Bell Potter Securities, a leading Australian stockbroking firm. Sandi has been in the finance industry for over 35 years, starting her career in 1984 and advising private clients since 1997. She has a Graduate Diploma in Stockbroking & Financial Advising and is a Master Practitioner Member (SIAA) of the Stockbrokers and Investment Advisers Association. Sandi has recently passed the FASEA National Financial Adviser Exam.

Shane Hawke

Ascalon Asset Management

Shane has extensive financial services experience including investment research, portfolio construction, governance, asset allocation, risk management, communications and financial planning. In particular, key areas of Shanes focus has been on managing model portfolios, approved products lists, and platform investment menus (super and IDPS).

Isaac Poole

Ascalon Asset Management

Currently, Isaac helps promote the School of Business and Economics through liaison with the financial planning and wealth management industry through Australia and Asia. Isaac holds a PhD in economics from the University of Sydney. He studied post-graduate economics at the University of Oxford and a Bachelor of Economics (1st Class Honours) at the University of Tasmania. Isaac is a Certified Investment Management Analyst ® certificant from the Investments and Wealth Institute™.

John Lockton

Sandstone Insights

John Lockton joined Sandstone Insights as Head of Investment Strategy in 2022 after spending 12 years at Wilsons Advisory as Head of Australian Equities. His primary areas of focus are equity strategy, security analysis, and portfolio management.

Whilst at Wilsons, John helped lead the management buyout of Wilsons in 2015.

Prior to working at Wilsons, John worked in Investment Strategy at Morgan Stanley, Citigroup and Credit Suisse.

John is a regular contributor to the Australian Financial Review, The Australian, Livewire Markets and ausbiz.

John holds a Masters of Applied Finance (Macquarie), Graduate Diploma in Applied Finance and Investment, and a Bachelor of Economics (Newcastle).