Roger Montgomery

Founder and Chairman

We share a disciplined investment philosophy with our investment managers, selecting them for their combination of long-term success, esteemed and established reputation and their ability to deliver on the fundamental investor needs of capital preservation and growth through all and economic market conditions. Above all we acknowledge our primary role is to deliver superior outcomes for multigenerational investors and their advisers.
Watch video
roger montgomery large

ABOUT Roger

Founder and Chairman

Bachelor of Commerce. Senior Fellow, Financial Services Institute of Australia.

Roger founded Montgomery Investment Management in 2010.

Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and financial advice.

Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

In 2010, Roger published his first book, the best-selling investment title Value.able. Buy it here.


Founder and Chairman
View Profile
Chief Executive Officer
View Profile
Head of Distribution
View Profile
Head of Operations
View Profile
National Account Manager
View Profile
National Account Manager
View Profile
National Account Manager
View Profile
National Account Manager
View Profile
Marketing and Communications Manager
View Profile
Portfolio Manager
View Profile
Portfolio Manager
View Profile
Head of Marketing and Communications
View Profile
Chief Investment Officer
View Profile
Senior Portfolio Manager
View Profile
Investment Analyst
View Profile
Senior Portfolio Risk Manager
View Profile
Account Manager – Private Clients
View Profile
Head of Institutional
View Profile

Have a question? Chat to one of our team members today.

02 8046 5000
David Buckland
Chief Executive Officer
david buckland
Toby Roberts
National Account Manager
Toby Roberts Thumbnail

Funds

View all funds