Dynamic Asset was founded by financial planners who had seen firsthand the shortcomings of traditional, risk-based portfolio management. Too often, these approaches failed to consistently deliver and, more importantly, didn’t truly meet client needs. These flaws created unnecessary risks - for investors and for advisers
Determined to do better, the team set out to create a solution designed around real client and adviser needs. They wanted portfolios that could flex around real goals - whether that meant different timeframes, liquidity needs, return objectives, or risk management.
To achieve this, they assembled a group of highly experienced investment professionals to design, manage, and continuously monitor portfolios with one clear purpose: helping investors reach their goals with greater confidence and clarity.
Dr Jerome Lander
Portfolio Manager
Andrew Vallner
Asset Consultant, Actuary & Economist
Rick Lu
Senior Analyst
Matthew Walker
Chairman of the Investment Committee
Lynette Murray
Independent Member
Alex Cook
Independent Member
As Portfolio Manager, Dr Jerome Lander has responsibility for asset allocation, fund manager selection and portfolio construction of all the Goals Based Portfolios. His experience in asset management and investment strategy provides strong capabilities in multi-asset class investment management.
Dr Lander is well known in the institutional investment community and has 20 years of investment experience. He worked for many years as an institutional investor in Australia including Chief Investment Officer of the WorkCover insurance fund where he was responsible for managing a $12 billion institutional investment fund, reporting to the Investment Board. In that time the investment fund ranked as the best institutional investment fund of its kind in Australia and the best performing of all Mercer’s (nearly 100) institutional clients.
He has also been a Director of Investment Consulting for Russell Investments, a Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research for Van Eyk. Jerome has also served as a Board member for the Investment Management Consultants Association (IMCA).
Initially qualifying in both medicine and surgery with first class honours, Jerome has since received a Masters of Business and Commerce with a Finance specialisation and a Certified Investment Management Analyst qualification.
Andrew has worked in investment management, research and consulting for over 30 years. He is an Asset Consultant at Dynamic Asset and a Market Strategist on the Dynamic Asset Investment Committee. He also serves as Deputy Portfolio Manager, working closely with Dr Jerome Lander in the ongoing management of DAC portfolios.
Andrew previously managed institutional money for a multinational insurer and pioneered a multi-manager listed investment company (LIC) approach as an institutional investment strategy. He maintains an active interest in LIC research.
Andrew has a strong track record in making high conviction calls at key market inflection points. He publicly flagged the risk from various fixed interest defaults in Australia in May 2007, before recommending credit securities in late November 2008 and a model portfolio of defensive assets in February 2009. His clients have frequently topped national performance surveys.
Andrew is an economist and holds actuarial credentials. He has been an expert speaker at global events in Australia and overseas on topics including credit investing and alternatives investing. Andrew contributes LIC, credit, alternatives and his broad multi-asset expertise to the DAC Investment Committee.
As Senior Analyst, Rick Lu has responsibility for developing strategic and tactical investment models, conducting investment manager research, and supporting portfolio construction for risk-averse clients.
Rick has over 15 years of experience in investment strategy, with expertise in asset allocation, portfolio construction and risk management. He has a particular focus on fixed income and defensive investment strategies and specialises in helping clients implement practical solutions that prioritise capital preservation and downside resilience.
Rick holds a bachelor’s degree in mathematics, with postgraduate qualifications in Finance and Accounting. He has successfully passed Levels I and II of the CFA Program and is continuing his CFA Program journey.
Matthew is the founder and a Director of Dynamic Asset Consulting, which was established to provide better, more appropriate, investment solutions for clients of financial planning firms that are committed to looking after their client’s wealth as best able and working in the client’s best interests.
Matthew is the Chairman of the Investment Committee where his role is to provide oversight to the operations of the Investment Committee, coordination of independent members and the portfolio Manager, implementation, administration, reporting and compliance within the governance framework.
Matthew worked as a Certified Financial Planner® Professional for many years and has extensive experience operating as a financial adviser using Goals Based Advice and Investing solutions. He holds a deep understanding of the dynamics of the financial planning and wealth management industry and applies that to providing investment solutions that are fit-for-purpose within advisory businesses.
Matthew holds a Bachelor of Commerce with a double major in Economics and Finance from the University of NSW and a Diploma of Financial Planning from Deakin University.
Lynette Murray is a director of ActonAdviceGroup and is a Certified Financial Planner® Professional, a Certified Financial Strategist, and holds a Master of Personal Financial Planning from the University of Southern Queensland (MPFP). She has been working as a financial adviser since 1998.
In addition Lynette is a current member of the investment committee for Sambe Investments and also served for 6 years as a founding board member of the Canberra Glassworks (ministerial appointment) so brings business and governance acumen as well as extensive experience in sourcing suitable wealth management solutions.
Lynette is a member of the Financial Planning Association of Australia, and the Association of Independently Owned Financial Professionals, and is a Commissioner for Declarations.
Alex is the Founder of Livingstone Wealth Management a boutique advisory firm in Sydney. Alex has been providing financial advice to individuals and their families since 1998.
Before entering financial planning in 2002, Alex spent four years as a Stockbroker, providing advice on investments listed on the Australian Stock Market, working for Australia’s oldest stockbroking firm, Joseph Palmer & Sons, and the American firm, Merrill Lynch.
He has a Commerce Degree from the University of New South Wales, a Graduate Diploma in Finance and Investment from FINSIA and a Graduate Diploma in Self-Managed Superannuation Funds from Adelaide University.
Alex is passionate about teaching about money and has radio programs on a number of stations around Australia.
Matthew Walker
Managing Director
Dr Jerome Lander
Chief Investment Officer
Geoffrey Walker
Chief Financial Officer
Damen Purcell
Adviser Solutions Consultant
Matthew is the founder and a Director of Dynamic Asset Consulting, which was established to provide better, more appropriate, investment solutions for clients of financial planning firms that are committed to looking after their client’s wealth as best able and working in the client’s best interests.
Matthew is the Chairman of the Investment Committee where his role is to provide oversight to the operations of the Investment Committee, coordination of independent members and the portfolio Manager, implementation, administration, reporting and compliance within the governance framework.
Matthew worked as a Certified Financial Planner® Professional for many years and has extensive experience operating as a financial adviser using Goals Based Advice and Investing solutions. He holds a deep understanding of the dynamics of the financial planning and wealth management industry and applies that to providing investment solutions that are fit-for-purpose within advisory businesses.
Matthew holds a Bachelor of Commerce with a double major in Economics and Finance from the University of NSW and a Diploma of Financial Planning from Deakin University.
As Portfolio Manager, Dr Jerome Lander has responsibility for asset allocation, fund manager selection and portfolio construction of all the Goals Based Portfolios. His experience in asset management and investment strategy provides strong capabilities in multi-asset class investment management.
Dr Lander is well known in the institutional investment community and has 20 years of investment experience. He worked for many years as an institutional investor in Australia including Chief Investment Officer of the WorkCover insurance fund where he was responsible for managing a $12 billion institutional investment fund, reporting to the Investment Board. In that time the investment fund ranked as the best institutional investment fund of its kind in Australia and the best performing of all Mercer’s (nearly 100) institutional clients.
He has also been a Director of Investment Consulting for Russell Investments, a Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research for Van Eyk. Jerome has also served as a Board member for the Investment Management Consultants Association (IMCA).
Initially qualifying in both medicine and surgery with first-class honours, Jerome has since received a Masters of Business and Commerce with a Finance specialisation and a Certified Investment Management Analyst qualification.
Geoff Walker is Chief Financial Officer of Dynamic Asset and brings more than five decades of experience across accounting, auditing, taxation and financial governance.
Geoff was admitted as a Chartered Accountant in 1973 and gained experience as an Audit Manager with Binder Hamlyn in Australia, the UK, Canada and Papua New Guinea. He became a Partner of Ernst and Whinney (now Ernst and Young) in 1982. In 1990, he established his own accounting practice, delivering chartered accounting and audit services, taxation advice and business advisory support, including extensive work across superannuation and SMSFs.
Throughout his career, Geoff has developed deep practical expertise in audit, financial reporting, taxation, systems and controls. His experience includes overseeing complex business structures, supporting regulatory compliance frameworks, and providing financial oversight relevant to regulated investment and funds management businesses.
Geoff has worked alongside Matthew Walker as a business partner for more than 25 years. Although not related, they have maintained a long-standing professional partnership built on trust, complementary skills and shared commercial experience.
As Chief Financial Officer, Geoff is responsible for financial management, governance and compliance oversight, supporting the firm’s disciplined approach to risk management and long-term sustainability.
Damen Purcell has almost 30 years of experience in the financial services industry. His role at Dynamic Asset is to lead the distribution growth of the company's managed account solution.
Damen started his career at Colonial First State and has since held leadership roles in distribution at JANA, Australian Unity Investments, and RF Capital. He also served as the Chief Operating Officer of Australian Fund Monitors.
Damen has extensive experience in multiple asset classes through several market cycles. This experience has instilled a deep understanding of product positioning and strategy within financial services. He is passionate about looking at things differently, generating growth and making complex concepts easy to understand.
