Heather Dawson

Heather joined Morningstar Investment Management in 2016 as Head of Sales and Distribution. She has more than 20 years’ experience in business leadership roles in the financial services industry in Australia and the United States. Most recently, she was a Consultant and Mentor in leadership and sales and a Co-Producer for the Inaugural Conscious Capitalism Australia Summit, a not-for-profit, member-based organisation, supporting and advancing the growth of the conscious capitalism movement.

From 2008 to 2013, she was a partner at Mercer where she served as Sales Leader and led business growth and management for the Mercer Super Trust and Mercer New Zealand KiwiSaver Scheme.

Heather also worked at Russell Investments in Sydney as Managing Director, leading the retirement services, product development, client services, and member services teams and also providing strategic leadership and management expertise for the Russell SuperSolution Master Trust’s Institutional Retirement Savings Solution. She has also worked as Director of National Sales Development, Retirement and Investor Services for the Principal Financial Group in the United States.

Regan van Berlo

Regan joined Morningstar Investment Management in 2012 as Business Development Associate and was promoted to National Manager – Adviser Distribution in July 2016. He plays a key role in growing our distribution business which serves over 1,000 financial advisers. 

Regan has over 10 years’ experience in investment advisory and business development roles across a range of industries. Prior to joining Morningstar, he was Property Investment Analyst and subsequently Investment Advisor at Dixon Advisory and Superannuation Services.

Peter Burns

Peter joined Morningstar Investment Management in January 2016. As Senior Relationship Manager, he is responsible for providing ongoing support to Morningstar’s advisory clients across Tasmania, Victoria, and South Australia.

Prior to joining Morningstar, Peter was the Head of Distribution at Midwinter Financial Services, responsible for formulating the sales and distribution strategies for one of Australia’s fastest growing financial planning software houses.

Brent Finneran

Brent joined Morningstar Investment Management in 2013 as Business Development Associate and was subsequently promoted to Relationship Manager. He is responsible for managing financial advisory clients across Queensland.

Brent has 10 years of experience in the finance industry. Prior to joining Morningstar, Brent worked in London as a Sales Associate with Bank of America Merrill Lynch where he provided investment products to Merrill Lynch advisers globally. Before moving to London, Brent worked in financial planning with NAB Private Wealth on the Gold Coast and NAB Financial Planning in Melbourne.  

Brent is currently studying towards the Bachelor of Economics at the University of Technology, Sydney.

Michael Lagudi

Michael joined Morningstar Investment Management in 2016 as Relationship Manager where he is responsible for providing support to Morningstar’s advisory clients across Northern New South Wales and Western Australia.

Following completion of his studies, Michael has had a variety of distribution experiences, both locally and abroad. Prior to joining Morningstar, Michael was Senior Business Development Manager at Midwinter Financial Services.

Samantha Woodham

Samantha joined Morningstar Investment Management in April 2017 as Relationship Manager. She is responsible for providing ongoing support to Morningstar’s advisory clients across Southern New South Wales and the Australian Capital Territory.

Prior to joining Morningstar, Samantha spent over 6 years with Suncorp, most recently as Business Development Manager for Suncorp Superannuation. While at Suncorp, she helped develop new offerings and strategies to grow the business.