Team

Your Trusted advisers

“AAG Capital was founded by a passionate team of experts who are not only highly experienced investment specialists but have also owned and run financial planning practices and licensees”.

The wealth of experience that this alliance brings means we have a greater insight into what our advisers need in order to build better client strategies.

Having witnessed how inadequately mainstream investment products serve clients, we know that with our combined knowledge of investing and advising clients and the strength of our partnerships, we can work with financial advisers to deliver greater outcomes for all.

AAG Capital’s Investment Committee

AAG Members

Paul Betti

AFA Founder & AAG Capital Investment Committee Member

Angelo Maglieri – CFP

AAG Capital Investment Committee Member

Evidentia Investment Managers

Troy Swann

Investment Committee Chairman, Partner, AAG Capital

Greg Pease – CFA

Investment Committee Member, Partner, AAG Capital

Leigh Cronin

Investment Committee Member, Partner, AAG Capital

Troy Swann

Investment Committee Chairman, Partner, AAG Capital

An experienced and successful executive specialising in leading the growth of investment management businesses.   As CEO, Troy drove the development of one of New Zealand’s most successful independent Asset Management businesses.  He also led the build out of Nab’s Boutique asset management business which saw the acquisition of investment firms across a range of asset classes in Australia, the UK, the US, Canada and Asia.

With over 20 years experience in financial services, he has had a range of senior roles in Strategy, Operations  and Change Management and been a board director of numerous investment firms.  He also worked as an economist with the Reserve Bank of Australia and as a management consultant with Accenture.

Funds management board appointments have included Pengana Capital (Sydney), Fairview Equity Partners (Melbourne), Redpoint Investment Management (Sydney), Altrinsic Global Advisors (New York), Peridiem Global Investors (Los Angeles), Presima Inc (Montreal), Orchard Street Investment Management (London), and Intermede Investment Partners (London)

Troy has a Bachelor of Economics (Honours) and a Diploma of Finance.  He is also a member of the Australian Institute of Company Directors.

Greg Pease – CFA

Investment Committee Member, Partner, AAG Capital

Greg has over 18 years of experience in the finance industry. His experience spans institutional asset management, sales and distribution, practice development, at a corporate level, as well as accounting and financial planning having begun his career as an accountant in a leading Private Wealth and Accounting firm.

Greg has deep experience across capital markets and has specifically gained asset class experience across listed equities, property, fixed interest, and private equity. Greg has extensive experience in assisting businesses develop their investment philosophy and then implement their approach through establishing and running investment committees whether that be at a firm or UHNW client level.

Given Greg’s experience spans advice firm client strategy, as well as investment management and dealing with asset consultants at a portfolio level, he is uniquely placed to work with Principals of advice firms to design, construct, implement, and manage tailored client portfolios. These solutions have been proven to drive significant benefits for advice firms as well as achieve superior outcomes for clients.

Greg is a CFA Charter Holder, and has a Bachelor of Laws, and a Bachelor of Business (Accountancy) from Queensland University of Technology. Greg also holds a Graduate Diploma of Applied Finance and Investments from FINSIA.

Connect with Greg on LinkedIn

Leigh Cronin

Investment Committee Member, Partner, AAG Capital

Leigh has broad based experience within the financial services industry spanning almost 30 years, the past 15 years of which was spent in senior portfolio management roles within leading funds management businesses.

Most recently Leigh was the Co-Founder, Executive Director and Portfolio Manager at Fairview Equity Partners, a boutique Australian smaller companies fund founded in 2008. Prior to forming Fairview, he was a Senior Investment Manager at Goldman Sachs Asset Management for approximately 5 years, with broad based stock responsibility across a number of sectors.

This transition into funds management followed a successful career as a Senior Equities Research Analyst at JBWere & Son, specialising in the Banking & Finance sector, where the team was consistently highly rated amongst institutional and retail clients.

Prior to entering investment markets Leigh was a Chartered Accountant with PWC across both the Audit and Corporate Finance divisions.

Leigh holds a Bachelor of Business (Accounting) from Deakin University and a Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia).

Connect with Leigh on LinkedIn

Paul Betti

AFA & AAG Capital Founder

AAG Capital Founder Paul Betti is best described as a facilitator of change with a purpose to serve

His extensive background in the Financial Service sector coupled with his infectious passion for life has seen him consistently lead and inspire Advisers to think bigger, achieve their real potential and get the most out of their profession.

From humble beginnings in the Northern Territory back in 1986 to a nation wide company servicing thousands of city and regional clients, Paul and his Partners has taken the AAG Group from strength to strength.

Driven by a deep desire to enrich the lives of everyday Australians in more ways than just money, Paul has recognised the real need to empower educate and engage people in embracing the next steps in their journey to realising financial security and happiness.

Now the AAG Advice and Investment offer has evolved into a holistic business model encompassing a broad Bespoke Advice Solution package including a Self Licenced Advice Model created by Advisers for Advisers designed to allow advisers to do what they do best – Focusing on client relationship. Part of the AAG Value offer includes Risk advisory, Insurance, Mortgage Broking, Cashflow Management and Financial Planning.

For Paul Money is the means, not the end goal and he is passionate about helping everyone squeeze the most out of life.

Paul is a member of the Financial Planning Association of Australia

Connect with Paul on LinkedIn

Angelo Maglieri, CFP

AAG Capital Investment Committee Member, Partner

Angelo is a director and partner of Australian Financial Advisers Darwin.

A lifelong Territorian with over 25 years experience in the financial services Industry.

Angelo brings a unique approach to managing client relationships with strategic planning, portfolio construction and cashflow management his areas of specialty. His experience and understanding of how portfolio construction affects clients in practice makes him an ideal Chair for the AAG Capital investment advisory board.

Angelo is a Certified Financial Planner and is a member of the Financial Planning Association of Australia.

carefully crafted portfolios for you

At AAG Capital, we’re committed to helping everyday Australians achieve their financial objectives  – an ethos that has earned us the trust of thousands of clients.