Who We Are
​Mission


To provide long term performance for the benefit of church, while investing in a manner consistent with our Catholic Values and delivering excellent service.



About Us


CCI Asset Management is a Church-owned company that existst to protect the Catholic Church, its assets and its people. As you'd expect, we understand the unique needs of the Church better than any investment company in Australia.

Only entities associated with the Catholic Church such as diocese, religious institutes and charitable institutions, are able to invest in CCI Asset Management Trusts and Individually Managed Accounts. While Individually Managed Accounts are tailored to specific client needs, the Investment Trusts are designed for medium to long-term investments of Church funds. This ensures capital is available for the care of clergy in advanced age and infirmity, as well as to support the Church's pastoral missions.



CCI Asset Management Board


CCI Asset Management has a team of highly experienced financial experts guiding the company. From the Board of Directors to our management team, you can be confident your funds are in sure hands.



Richard M Haddock
Richard M Haddock
Chairman

Richard Haddock joined the Board in July 2011. He bagan his professional life as a lawyer with Blake Dawson Waldron and went on to become Deputy General Manager at BNP...

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Jo Dawson
Jo Dawson
Board member

Ms Dawson was appointed to the Board in March 2010. She is a chartered accountant and certified financial planner. She spent 14 years with chartered accounting firm...

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Jane A Tongs
Jane A Tongs
Board member

Jane Tongs joined the Board in March 2010. She is currently Chairman of Net Wealth Group and the Warakirri Agricultural Trusts. She is a Director of Catholic Church...

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Joan Fitzpatrick
Joan Fitzpatrick
Board member

Joan Fitzpatrick has 20 years' experience as a non-executive director across a range of industry sectors. Qualified as a barrister, Joan has completed 16 years as CEO...

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​Investment Department


Ian Smith
Ian Smith
Chief Investment Officer

Ian joined Catholic Church Insurance in 1996 from National Australia Bank's Group Treasury Operations. Ian has in excess Of 25 years experience in the finance...

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Shali Lingaretnam
Shali Lingaretnam
Head of Investments

Shali joined CCI in 2008 and manages both the CCI and CCI Asset Management portfolios, along with the operational management Of the investment team...

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William Manuel
William Manuel
Head Of Asset Management

William joined CCI in 2016 bringing more than 30 years market experience across Banking and Insurance institutions, both in Australia and London, UK..

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David Smith
David Smith
Business Development Manager

With more than 15 years experience in finance, David is responsible for managing, developing and broadening CCI Asset Management's client relationships....

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Gareth Apsey
Gareth Apsey
Portfolio Manager 

Gareth joined CCI in 2017 and is a Portfolio Manager for both CCI and CCI Asset Management portfolios. Gareth has more than 15 years investment market...

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David Chen 
David Chen
Quantitative Analyst

David joined the CCI Asset Management team in August 2016 and performs quantitative analysis to identify potential investment buy and sell opportunities... 

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Bianca Lee 
Bianca Lee
Investment Assistant

Investment Analyst Bianca joined CCI in 2008 and provides administrative and investment support to assist with research at CCI Asset Management... 

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