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
Deputy Portfolio Manager, Asset Consultant, Actuary & Economist
Matthew Walker
Chairman of the Investment Committee
Rick Lu
Senior Analyst
Lynette Murray
Independent Investment Committee Member
Dr Jerome Lander is Portfolio Manager at Dynamic Asset Consulting and leads the firm’s investment function across DAC’s multi-asset portfolios. Working closely with the broader investment team and Investment Committee, Jerome is responsible for asset allocation, investment research, portfolio construction and portfolio management across DAC’s Goals Based Portfolios.
Jerome is well known in the institutional investment community and has 29 years of investment experience across diversified investment management, equities and multi-asset investing. Prior to joining DAC, Jerome served as Chief Investment Officer of the WorkCover insurance fund, where he managed a $12 billion institutional investment portfolio reporting to the Investment Board.
He has also held senior investment roles including Director of Investment Consulting at Russell Investments, Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research at van Eyk. Jerome has also worked as an investment and equities analyst for leading investment managers including Platinum Asset Management, JCB and Regal.
Initially qualifying in medicine and surgery with first class honours, Jerome later completed a Master of Business and Commerce specialising in Finance and the Certified Investment Management Analyst qualification.
Andrew Vallner has worked in investment management, research and consulting for more than 30 years. He is Deputy Portfolio Manager at Dynamic Asset Consulting and works closely with Dr Jerome Lander and the broader investment team in the ongoing management of DAC portfolios.
Andrew contributes to asset allocation, portfolio positioning, macroeconomic analysis, investment research and portfolio management across DAC’s multi-asset portfolios. He is also a member of the DAC Investment Committee, contributing specialist expertise across credit, alternatives, listed investment companies (LICs) and diversified investment strategy.
Andrew previously managed institutional money for a multinational insurer and pioneered a multi-manager listed investment company approach as an institutional investment strategy. He maintains an active interest in LIC research and broader multi-asset investment opportunities.
Andrew has a strong track record in identifying major market inflection points and defensive positioning opportunities across market cycles. He publicly highlighted risks associated with fixed interest defaults prior to the Global Financial Crisis before later identifying opportunities in credit securities and defensive asset positioning during the subsequent market dislocation period.
He is an economist and holds actuarial credentials. Andrew has also been an expert speaker at investment conferences in Australia and internationally on topics including credit investing, alternatives investing and diversified portfolio management.
Matthew Walker is the founder and a Director of Dynamic Asset Consulting. He established the firm to provide outcome-oriented investment solutions designed to better align with the long-term objectives and practical needs of financial advisers and their clients.
Matthew is Chairman of the DAC Investment Committee and is responsible for oversight of the firm’s investment governance framework, Investment Committee operations, implementation oversight, administration, reporting and compliance coordination. He works closely with the investment team and independent Investment Committee members to support disciplined governance and the ongoing management of DAC portfolios.
Prior to establishing Dynamic Asset Consulting, Matthew worked for many years as a Certified Financial Planner® professional using goals-based financial planning and investment approaches. This experience provides him with a strong understanding of adviser businesses, investor behaviour and the practical implementation of diversified investment solutions within advisory practices.
Matthew holds a Bachelor of Commerce with a double major in Economics and Finance from the University of New South Wales and a Diploma of Financial Planning from Deakin University.
Rick Lu is a Senior Analyst at Dynamic Asset Consulting and supports the ongoing management of DAC’s multi-asset portfolios through investment research, portfolio analysis and risk management.
Rick contributes to the development of strategic and tactical investment models, investment manager research, asset allocation analysis and portfolio construction across DAC portfolios. He works closely with the broader investment team in assessing portfolio risks, market developments and diversified investment opportunities across asset classes.
Rick has more than 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 contributes to DAC’s emphasis on capital preservation, downside resilience and risk-aware portfolio management.
Rick holds a bachelor’s degree in Mathematics, with postgraduate qualifications in Finance and Accounting. He has successfully completed Levels I and II of the CFA Program and continues his CFA studies.
Lynette Murray is an independent member of the Dynamic Asset Consulting Investment Committee and contributes governance oversight, financial planning expertise and independent perspective to the investment process.
Lynette is a Director of Acton Advice Group and has worked as a financial adviser since 1998. She is a Certified Financial Planner® professional, a Certified Financial Strategist, and holds a Master of Personal Financial Planning from the University of Southern Queensland.
In addition to her advisory experience, Lynette is a member of the investment committee for Sambe Investments and previously served for six years as a founding Board member of Canberra Glassworks through a ministerial appointment. Her experience across investment governance, financial advice and business oversight contributes valuable external perspective to DAC’s Investment Committee framework.
Lynette is a member of the Financial Advice Association Australia and the Association of Independently Owned Financial Professionals and is also a Commissioner for Declarations.
Matthew Walker
Chief Executive Officer
Dr Jerome Lander
Chief Investment Officer
David Storm
Head of Distribution
Geoffrey Walker
Chief Financial Officer
Tom Power
Head of Adviser Relationships
Matthew Walker is the founder, Chief Executive Officer and a Director of Dynamic Asset Consulting. He established the firm to provide practical, outcome-oriented investment solutions designed to better align with the needs of financial advisers and their clients.
Matthew is responsible for the strategic leadership and growth of the business and works closely with the investment and distribution teams to ensure DAC’s investment capabilities, governance framework and client solutions remain aligned with adviser requirements and long-term client outcomes.
Prior to establishing Dynamic Asset Consulting, Matthew worked for many years as a Certified Financial Planner® professional using goals-based financial planning and investment approaches. This experience provides him with a strong understanding of adviser businesses, investor behaviour and the practical implementation of investment solutions within advisory practices.
Matthew also serves as Chairman of the Dynamic Asset Investment Committee.
He holds a Bachelor of Commerce with a double major in Economics and Finance from the University of New South Wales and a Diploma of Financial Planning from Deakin University.
Dr Jerome Lander is Chief Investment Officer at Dynamic Asset Consulting and leads the firm’s investment capability, investment strategy and portfolio management framework across Dynamic Asset’s multi-asset portfolios.
Jerome works closely with the investment team and Investment Committee in overseeing asset allocation, portfolio positioning, investment research, manager and security selection, portfolio construction and risk management across market cycles. His experience in diversified investment management and equities provides strong capabilities in multi-asset investing, dynamic asset allocation and direct securities investment.
Jerome is well known in the institutional investment community and has 29 years of investment experience. Prior to joining Dynamic Asset, he served as Chief Investment Officer of the WorkCover insurance fund, where he managed a $12 billion institutional investment portfolio reporting to the Investment Board.
He has also held senior investment roles including Director of Investment Consulting at Russell Investments, Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research at van Eyk. Jerome has also worked as an investment and equities analyst for leading investment managers including Platinum Asset Management, JCB and Regal.
Initially qualifying in medicine and surgery with first class honours, Jerome later completed a Master of Business and Commerce specialising in Finance and the Certified Investment Management Analyst qualification.
David Storm has more than 30 years of experience in the Australian financial services industry, spanning advice, investment products, platforms and asset management distribution. At Dynamic Asset Consulting, David leads the firm’s distribution strategy and adviser engagement activities across the Australian retail wealth management market.
David works closely with platforms, researchers, dealer groups and financial advisers to support the positioning, implementation and ongoing adoption of Dynamic Asset’s managed account and investment solutions. His breadth of experience across product, platform and adviser distribution provides strong insight into the operational and commercial requirements of advisory businesses.
David began his career in stockbroking at Ord Minnett before moving into senior distribution leadership roles. He spent close to eight years as Head of Distribution at AET Super Solutions, responsible for the development and distribution of the firm’s self-managed superannuation, small APRA fund, and trust and fiduciary services. He subsequently held senior distribution and platform roles at OneVue Group, Alpha Vista Financial Services and Apostle Funds Management.
David works closely with the broader Dynamic Asset team to support scalable, adviser-aligned investment solutions and long-term relationships across the advice industry.
He is a graduate of the Australian Institute of Company Directors (GAICD).
Geoff Walker is Chief Financial Officer of Dynamic Asset Consulting 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 United Kingdom, Canada and Papua New Guinea. He became a Partner of Ernst and Whinney (now Ernst & Young) in 1982 before establishing his own accounting practice in 1990.
Throughout his career, Geoff has developed extensive expertise in financial reporting, audit, taxation, systems and controls, including significant experience supporting complex business structures, superannuation arrangements and regulatory compliance frameworks.
As Chief Financial Officer, Geoff is responsible for financial management, governance and compliance oversight across Dynamic Asset Consulting. He works closely with the leadership team in supporting the firm’s disciplined approach to financial management, operational oversight and long-term business sustainability.
Geoff has also worked alongside Matthew Walker as a business partner for more than 25 years, contributing longstanding commercial and governance experience to the business.
Tom Power has more than 25 years of experience in the Australian financial services industry, with deep expertise across investment platforms, superannuation and self-managed superannuation solutions.
At Dynamic Asset Consulting, Tom leads adviser relationships and works closely with financial planners, dealer groups and advisory businesses to support the implementation and ongoing use of Dynamic Asset’s investment and managed account solutions. His practical understanding of adviser businesses and portfolio implementation assists advisers in integrating investment solutions within broader client strategies.
Tom began his career with Asgard Wealth Solutions, one of Australia’s pioneering wrap platforms, before later serving as Queensland State Manager for MLC Limited. He subsequently joined SuperIQ, the AMP-backed SMSF platform, where he was responsible for adviser and accountant engagement.
Across his career, Tom has built extensive relationships throughout the Australian advice industry and developed a strong understanding of adviser requirements, client engagement and practice operations. He works collaboratively with advisers to support long-term client outcomes and scalable investment implementation.
Tom holds a Master of Commerce from the University of New South Wales.
