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Our Team

Organisational structure

Balanced Equity Management deliberately separates the research team (consisting of Lead Analysts / Investment Managers and Equities Analysts) from dealing and operations, in order to allow the research team to focus fully on in-house research. One key aspect that differentiates the firm from its competitors is the dual role of the Lead Analyst and Investment Manager, where the emphasis is on being the Lead Analyst first and the Investment Manager second. The Lead Analysts / Investment Managers are supported by a strong team of Equities Analysts with specialist sector coverage.

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Staff profiles


ANDREW SISSON B.Sc, SA Fin, FAICD
Managing Director
Chief Investment Officer

Andrew established Balanced Equity Management in 1988 and has over 40 years investment management experience. He is currently a member of the Australian Takeovers Panel, member of the Supreme Court of Victoria – Investments Review Panel to Senior Master (Funds in Court), trustee of the National Gallery of Victoria, and member of the Save the Children Australia Board.

Prior to establishing Balanced Equity Management, Andrew worked at National Mutual Life Association of Australasia as a Portfolio Manager, progressing through various roles. Andrew also completed a secondment to the UK with merchant bank Samuel Montagu as a Corporate Finance Manager.

Andrew holds a Bachelor of Science (Mathematics & Statistics) from The University of Melbourne, is a Senior Associate (SA Fin) of the Financial Services Institute of Australia (FINSIA) and a Fellow of the Australian Institute of Company Directors (FAICD).

Andrew Sisson

JOSEPH LIVERMORE BA, B.Sc, CA
General Industrials – Lead Analyst / Investment Manager

Joseph joined Balanced Equity Management in 2008 and has 9 years of industry experience. Prior to joining Balanced Equity Management, Joseph gained 3 years external audit experience and 4 years corporate finance and financial modelling experience working in Australia and the UK.

Joseph holds a Bachelor of Arts (Economics) from The University of Sheffield, Bachelor of Science (Mathematics & Computers) from Open University (UK) and is a Chartered Accountant (ICAS).

Joseph Livermore

ANDREW McGANN B.Eng(Hons), MBA, A Fin
Resources & Infrastructure – Lead Analyst / Investment Manager

Andrew joined Balanced Equity Management in 2002 and is currently the Lead Analyst / Investment Manager of the Resources & Infrastructure portfolio with over 25 years finance industry experience. Prior to his current role, Andrew worked at PricewaterhouseCoopers as a Director in Corporate Finance, Daiwa as a Senior Resources Analyst, and Merrill Lynch as a Senior Energy Analyst. Prior to completing his Master of Business Administration, Andrew worked for 4 years as a Chemical Engineer in Australia.

Andrew holds a Bachelor of Chemical Engineering (Honours) from The University of Queensland, a Master of Business Administration from the Melbourne Business School and is an Associate (A Fin) of the Financial Services Institute of Australia (FINSIA).

Andrew McGann

ALASTAIR HUNTER BCom/LLB
Financials – Lead Analyst / Investment Manager

Alastair Hunter joined Balanced Equity Management in 2014 and is the lead analyst and investment manager of the Financials portfolio.

Mr. Hunter has over 28 years of investment market experience, all of which have been gained in an investment research capacity and with a specialization on financial companies.

Prior to joining Balanced Equity Management, Mr. Hunter worked at Goldman Sachs Australia as head of investment research for 9 years. Prior to the Goldman Sachs acquisition of JBWere, Mr. Hunter worked for JBWere in London as a financials analyst for 3 years and in Melbourne as a bank analyst for 11 years.

Mr. Hunter holds a bachelor of commerce and a bachelor of laws from the University of Melbourne. He is an associate of the Financial Services Institute of Australia (FINSIA).

Alastair Hunter

DANIEL LUTH B.Comm(Hons), F Fin
General Industrials – Equities Analyst

Daniel joined Balanced Equity Management in 2001 and is currently an Equities Analyst of the General Industrials portfolio. Prior to his current role, Daniel gained 3 years property consulting experience and 2 years financial modelling experience working in Australia and the UK.

Daniel holds a Bachelor of Commerce (Honours) from The University of Melbourne, Graduate Diploma in Applied Finance and Investment from The Securities Institute of Australia and is a Fellow (F Fin) of the Financial Services Institute of Australia (FINSIA).


DORIAN ZALKO B. Fin(Hons)
Resources & Infrastructure – Equities Analyst

Dorian Zalko joined Balanced Equity Management in 2017 and is currently an Equities Analyst in the Resources and Infrastructure Team.

Prior to his current role, Mr. Zalko worked as a Business Analyst within Rio Tinto's Copper division (3 years) based at the Nortparkes Mine, an Investment Banking Analyst at Nomura in the Natural Resources industry team, and most recently as a Manager at the professional services firm Deloitte (3 years) within the Business Modelling service line.

Mr. Zalko holds bachelor degrees in Finance (Honours) and Economics from the Australian National University.


JAMIE BRUNTON B.Comm
Senior Trader

Jamie joined Balanced Equity Management in 2003 as the Dealer. Prior to his current role, Jamie gained 1 year investment accounting experience and 4 years investment management dealing experience working in Australia.

Jamie holds a Bachelor of Commerce from Deakin University and successfully completed the Certified Practicing Accountant (CPA) program.


JAMES DOUGLAS B.Comm
Trader

James Douglas joined Balanced Equity Management in 2017 and is currently a trader for the Balanced Equity Management portfolios with over 5 years of industry experience.

Prior to this role, Mr. Douglas worked at JANA Investment Advisers as an Investment Analyst advising large institutional investors on asset allocation and portfolio construction and conducting broad investment market research for over 2 years.

Mr. Douglas holds a Bachelor of Commerce in Economics from Deakin University.


NÓIRÍN McKEON B.Comm, FCA
Chief Operations Officer

Nóirín joined Balanced Equity Management in 2010 as Chief Operations Officer. Nóirín has 8 years external audit and business advisory experience, 6 years compliance experience, and 10 years operations management experience in Ireland and Australia.

Nóirín holds a Bachelor of Commerce and a Post-graduate Diploma in Professional Accounting from University College Dublin and is a Fellow of the Institute of Chartered Accountants in Ireland (ICAI)


ANDREW PAK B.Comm​, M. Actl, FIAA, CERA
Financials – Equities Analyst​

Andrew Pak joined Balanced Equity Management in 2018 and is currently an Equities Analyst covering insurance and diversified financials.

Prior to his current role, Andrew worked for a year and a half in the insurance and diversified financials team at Citi Research. Andrew also gained approximately 5 years of actuarial consulting experience at PricewaterhouseCoopers where he was a manager.

Andrew holds a Bachelor of Commerce as well as a Master of Actuarial Studies from the University of New South Wales. He is a Fellow of the Institute of Actuaries of Australia (FIAA) and a Certified Enterprise Risk Actuary (CERA).


SCOTT MOLLOY B.Comm(Hons), B. Laws(Hons), CFA
General Industrials – Equities Analyst

Scott joined Balanced Equity Management in 2016 as an Equities Analyst of the General Industrials portfolio. Prior to his current role, Scott spent 5 years at J.P. Morgan as an equities research analyst covering the REIT sector.

Scott holds a Bachelor of Commerce (Honours) and a Bachelor of Laws (Honours) from The University of Western Australia, and is a CFA charterholder.


JULIA WANG B.Comm, CA
General Industrials – Equities Analyst

Julia Wang joined Balanced Equity Management in 2018 and is currently an Equities Analyst covering consumer services.

Prior to her current role, Julia worked for four and a half years in KPMG’s Audit, Assurance and Risk Consulting group, providing assurance services to clients predominantly in the Banking and Funds Management space.

Julia holds a Bachelor of Commerce (Accounting and Finance) from University of Melbourne and a Graduate Diploma in Chartered Accounting (ICAA).

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