Our experience

Activus Investment Advisors’ Investment Team members collectively have over 45 years of experience in funds management, investment consulting and operations management.

Our team

ROBERT TALEVSKI

FOUNDER & MANAGING DIRECTOR

In addition to his responsibilities of servicing Activus’s clients, Robert is also responsible for a wide range of investment activities that include asset allocation strategy, investment manager recommendations and the portfolio construction process. 

Robert is an accomplished investment executive with over 20 years experience in investment management and advisory activities across large Australian superannuation funds and institutional investors. 

Prior to establishing Activus, Robert founded Brightstone Capital Advisors, a firm that provided investment advisory services to Australian superannuation, institutional and high net worth investors. Before then, at Australia's largest corporate superannuation fund, he managed the $1 billion Global Private Markets and $2.5 billion Global Shares portfolios. 

Prior to that, Robert was an Investment Consultant at JANA Investment Advisors providing investment advice to large industry and corporate super funds, charities and private wealth clients totalling $20 billion. Prior to joining JANA, Robert worked in London with INVESCO, IMS (Investment Manager Selection), and Threadneedle Investments. 

Robert holds a Bachelor of Business (Accounting & Law) from Victoria University and has a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australia (FINSIA).

Steve merlicek

CHAIRMAN

Steve’s responsibilities include asset allocation strategy, investment manager recommendations and the portfolio construction process. Steve is also chair of the Activus Investment Committee. 

Steve is one of the longest serving Chief Investment Officers in Australia with more than 25 years of investment experience across large Australian superannuation funds and institutional investors. Steve was Chief Investment Officer at IOOF, where he was responsible for the funds management division, comprising $17 billion in investments. 

He was inducted into The Rainmaker Selecting Super Awards Hall of Fame for his 25 years of service in the Superannuation industry. He also received the prestigious Lonsec ‘Icon’ award and the top ranking from ratings agency Chant West. He won the Multi-Sector Fund of the Year 2016 at the Lonsec/Money Management Awards.

Steve is a member of the Investment Committee for the Baker Heart & Diabetes Institute and the Walter & Eliza Hall Institute of Medical Research. 

evelyn looi

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MARKETING MANAGER

Clara

Wang

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INVESTMENT ANALYST

EMILLIE CHANG

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INVESTMENT ASSOCIATE

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Activus Investment Advisors © 2021 

DISCLAIMER: Activus Investment Advisors PTY Limited ABN 70 612 295 280 AFS rep no. 001242380 has prepared the information in this note. This note has been prepared for the purposes of providing general information only and does not constitute an offer, solicitation or recommendation for investment in Activus does it constitute financial product or investment advice nor take into account your investment objectives, taxation situation, financial situation or needs. An investor must not act on the basis of any matter contained in this announcement in making an investment decision but must make its own assessment of Activus and conduct its own investigations and analysis. While we believe that this material is correct, no warranty of accuracy, reliability or completeness is given and, except for liability under statute which cannot be excluded, no liability for errors or omissions is accepted. This note may not be reproduced or used for any other purpose unless permission is granted by Activus.

contact us

LEVEL 8,

100 COLLINS STREET,

MELBOURNE,

VIC 3000,

AUSTRALIA.

 

Mail: activus@activusia.com.au

Hours of operation 

Mon-Fri: 8AM to 5.30PM

Sat-Sun: Closed