CSF Announces Appointment of Anna Shelley as Chief Investment Officer

Anna Shelley

Media release

CSF has announced the appointment of Anna Shelley as Chief Investment Officer.

Replacing retiring CIO Garrie Lette, Anna will now oversee all aspects of the investment arrangements of CSF’s $9 Billion MyLife MyMoney Superannuation Master Trust which operates both Catholic Super and MyLife MySuper as well as a financial planning company and a bank dedicated to the Master Trust’s super members.

She will be responsible in the areas of strategy, leadership, compliance and risk management, stakeholder management in addition to the management of external and internal relationships for CSF.  In her role Anna will commit a strong focus to asset allocation, equities and alternative assets.

Anna brings to the role many years of finance and investment expertise, having commenced her financial career in 1998 as a Principal Consultant for JANA Investment Advisers after completing a degrees in Arts and Science from Monash University. 

Following her time with JANA Investment Advisers, Anna was employed by MLC Investment Management in a number of positions and most recently by Perpetual Investments where she was General Manager, Product & Strategy.

“We are pleased to announce the appointment of Anna to the role of Chief Investment Officer.  Anna’s exceptional experience, investment expertise combined with her strategic and leadership qualities will ensure CSF retains its position as one of Australia’s leading investment performers.  Anna comes to us with a strong history of delivering for members and a socially conscientious approach to investment, making her a perfect fit for CSF,” said CSF Chief Executive Officer, Frank Pegan.

“I am thrilled to be joining the team at CSF as Chief Investment Officer.  CSF is widely recognised as an industry leader and has a long-history of performing strongly for its members whilst maintaining a solid responsible investment strategy.  Garrie and I will continue to work together to ensure a smooth transition for all our members, partners and the CSF team,” said CSF Chief Investment Officer, Anna Shelley.

CSF is widely recognised for its exceptional long term performance, its absolute focus on delivering service and benefits to members as well as its commitment to Responsible Investment. 

For further media information, contact:

Adele Feletto Publicity

M: 0413 489 292

E: adele@adelefelettopublicity.com.au