Joint Managing Director, Trilogy Funds Management Limited
Justin is Joint Managing Director of Trilogy Funds Management Limited and a Director of its parent company, Trilogy Funds Group. He joined Trilogy in 2007 as Chief Financial Officer and was appointed Chief Operating Officer in 2011, before moving into his current role as Joint Managing Director.
A Certified Practising Accountant, Justin has more than 30 years of experience in accounting and finance, including over 25 years in the financial services sector. He brings deep expertise in financial management, audit, technology, and strategic planning, and plays a key role in overseeing Trilogy Funds’ responsibilities under its Australian Financial Services License, including the operation of its managed investment schemes.
Justin’s strong command of statutory reporting requirements and governance frameworks has been central to the Group’s ongoing growth and operational performance. His leadership in implementing business-critical systems and process improvements continues to drive efficiency and support the long-term strategic direction of Trilogy Funds.
Joint Managing Director, Trilogy Funds Management Limited
Henry is Joint Managing Director of Trilogy Funds Management Limited and Trilogy Funds Group. Since joining the business, Henry has played a key role in shaping Trilogy’s strategic direction and governance framework, with a particular focus on regulatory oversight, risk management, and capital structuring.
Henry is responsible for overseeing the Group’s AFSL obligations and engagement with internal and external stakeholders. He works closely with internal teams to ensure that appropriate controls and governance measures are embedded across the business.
His work spans the origination and negotiation of a range of institutional-grade transactions and partnerships, both in Australia and internationally.
A core requirement of Henry’s role is to bridge risk, governance, and growth strategy to support Trilogy’s long-term success in managing retail investment products and fixed income assets.
Managing Director, Trilogy Finance Pty Ltd (“Trilogy Finance”)
Clinton is Managing Director of Trilogy Finance and a Director of the broader Trilogy Funds Group. Since joining the business in 2017 as Head of Lending and Property Assets, he has been instrumental in driving the growth and strategic direction of Trilogy’s property lending platform.
Clinton led the nationwide expansion of the Trilogy Monthly Income Trust, supporting the growth and management of a construction loan portfolio now exceeding $1 billion. He also played a central role in the creation and scale-up of the Trilogy Industrial Property Trust, which has grown to over $250 million in assets under management across five Australian states and territories.
With more than 35 years of experience in property development, project delivery, and asset management, Clinton’s expertise spans residential, commercial, and industrial sectors. Prior to Trilogy, he held senior roles with Jones Lang LaSalle and co-founded a business that reached the No. 1 ranking on the BRW Fastest Growing Private Companies list.
Clinton brings deep capability across the full development lifecycle—from risk assessment and funding strategy to project structuring, delivery, and asset realisation. He is also highly experienced in asset management, work-out projects, and disposal strategies.
Clinton holds an MBA from the Australian Institute of Business and has completed executive programs through the Securities Institute of Australia and the London School of Economics. He is committed to delivering practical, responsive finance solutions and long-term value for property developers across Australia.
Managing Director, Trilogy Finance Pty Ltd (“Trilogy Finance”)
Clinton is a Director of Trilogy Funds Group and Managing Director of Trilogy Finance. With over 35 years in the property industry, his experience includes senior roles at Jones Lang LaSalle and founding a business that achieved the No. 1 spot on the BRW Fastest Growing Private Companies list.
Clinton brings deep, hands-on expertise across the entire property development lifecycle—from strategy and structuring to financing, execution, and delivery. He has led projects spanning residential, commercial, and industrial sectors, and has substantial experience in asset management, work-out strategies, and disposals.
At Trilogy, Clinton is instrumental in managing lending operations, leading multidisciplinary teams, and driving business development. He plays an active role in building and maintaining strong relationships with clients and stakeholders across the lending and property markets.
Clinton holds an MBA from the Australian Institute of Business and has completed executive education programs with the Securities Institute of Australia and the London School of Economics. He is dedicated to delivering practical, responsive finance solutions that support the success of property developers.
Joint Managing Director, Trilogy Funds Group
Henry is the Joint Managing Director of Trilogy Funds Group and Trilogy Funds Management Limited. Since joining Trilogy, Henry has played a central role in shaping the company’s strategic direction, building and executing a number of successful capital transactions and strategic initiatives both in Australia and offshore.
Henry has led the origination and negotiation of institutional-grade investment opportunities, and has been instrumental in expanding Trilogy’s reach into new markets. His work has included developing partnerships with a range of counterparties and sourcing transactions that align with the Group’s strategic goals and corporate objectives.
In addition to his work in investment origination and strategic growth, Henry provides oversight of the regulatory and compliance framework the Group and Trilogy Funds Management Limited operate within.
Joint Managing Director, Trilogy Funds Group
Justin is joint Managing Director of Trilogy Funds Group and Trilogy Funds Management Limited .
A Certified Practising Accountant, he brings over 30 years of experience to his roles at the Group, including more than 25 years in the financial services sector. This experience underpins his oversight of the managed investment schemes offered by Trilogy Funds , and its responsibilities as a holder of an Australian Financial Services License.
Justin has significant capabilities across financial management, technology, audit, and strategic planning. He has a strong understanding of the statutory financial reporting requirements of both Trilogy Funds Group and its entities. His leadership in implementing critical business systems and process improvements has contributed significantly to the Group’s growth and operational success. Through this work, he continues to provide the financial and strategic insight that supports Trilogy’s long-term direction.
We are proud to be the Official Finance and Investment Partner of Hawthorn Football Club (HFC). Boasting a fanbase of over 80,000 members, HFC is one of the oldest and most supported clubs in the Australian Football League.
This partnership emphasises inclusivity, supporting HFC’s commitment to gender equality with both male and female teams on the field. Through this sponsorship, we’re excited to engage with HFC’s passionate members and supporters while strengthening our presence in Victoria.
The Sydney University Football Club (SUFC) is the oldest rugby club in Australia, and as such has held a pivotal place in Australian sports history since 1863. At Trilogy Funds, our ties with SUFC run deep. Our Executive Director, John Barry, himself a former bearer of the gold and navy jersey, embodies the very essence of grassroots connection. The values and insights Mr. Barry gleaned during his time on the field continue to permeate through the core of Trilogy Funds, grounding us in the principles of dedication, resilience and excellence.
Since its inception in 2020, Pickleball Australia has nurtured and guided the development of pickleball nationwide. Stepping onto the court as the Official Presenting Partner for the 2024 and 2025 Trilogy Funds Australian Pickleball Championships, Trilogy Funds is eager to support the growing Australian pickleball footprint. We’re passionate about sports, and what resonates with us about pickleball is its inclusivity. As a sport rapidly gaining popularity across the nation, we also recognise its potential to be less physically demanding than other sports, making it accessible to a broader cross-section of the community.
The Vinnies CEO Sleepout is a one-night event held on one of the longest and coldest nights of the year. Hundreds of CEOs, business owners as well as community and government leaders sleep outdoors to support the many Australians who are experiencing homelessness and people at risk of homelessness.
Peggy’s Place seeks to provide a safe place that helps families who have experienced DFV and transitioned through the refuge system to rebuild their lives. They work collaboratively with the current service system, providing much-needed support, further strengthening our community’s many at-risk women and children.
Co-Managing Director, Trilogy Funds Group
Henry is the Co-Managing Director of Trilogy Funds Group and Trilogy Funds Management Limited. Since joining Trilogy, Henry has played a central role in shaping the company’s strategic direction, building and executing a number of successful capital transactions and strategic initiatives both in Australia and offshore.
Henry has led the origination and negotiation of institutional-grade investment opportunities, and has been instrumental in expanding Trilogy’s reach into new markets. His work has included developing partnerships with a range of counterparties and sourcing transactions that align with the Group’s strategic goals and corporate objectives.
In addition to his work in investment origination and strategic growth, Henry provides oversight of the regulatory and compliance framework the Group and Trilogy Funds Management Limited operate within.
Managing Director, Trilogy Finance Pty Ltd (“Trilogy Finance”)
Clinton is a Director of Trilogy Funds Group and Managing Director of Trilogy Finance. With over 35 years in the property industry, his experience includes senior roles at Jones Lang LaSalle and founding a business that achieved the No. 1 spot on the BRW Fastest Growing Private Companies list.
Clinton brings deep, hands-on expertise across the entire property development lifecycle—from strategy and structuring to financing, execution, and delivery. He has led projects spanning residential, commercial, and industrial sectors, and has substantial experience in asset management, work-out strategies, and disposals.
At Trilogy, Clinton is instrumental in managing lending operations, leading multidisciplinary teams, and driving business development. He plays an active role in building and maintaining strong relationships with clients and stakeholders across the lending and property markets.
Clinton holds an MBA from the Australian Institute of Business and has completed executive education programs with the Securities Institute of Australia and the London School of Economics. He is dedicated to delivering practical, responsive finance solutions that support the success of property developers.
Co-Managing Director, Trilogy Funds Group
Justin is Co-Managing Director of Trilogy Funds Group and Trilogy Funds Management Limited .
A Certified Practising Accountant, he brings over 30 years of experience to his roles at the Group, including more than 25 years in the financial services sector. This experience underpins his oversight of the managed investment schemes offered by Trilogy Funds , and its responsibilities as a holder of an Australian Financial Services License.
Justin has significant capabilities across financial management, technology, audit, and strategic planning. He has a strong understanding of the statutory financial reporting requirements of both Trilogy Funds Group and its entities. His leadership in implementing critical business systems and process improvements has contributed significantly to the Group’s growth and operational success. Through this work, he continues to provide the financial and strategic insight that supports Trilogy’s long-term direction.
Director
Rodger is an experienced financial services executive with a successful career establishing and growing high-performing businesses spanning more than 40 years.
A founder and director of Trilogy Funds Group, Rodger uses his extensive experience to add value to the Board in all aspects of investment, financing, property development marketing and customer focussed initiatives.
Previously, Rodger was an Executive Director at Challenger, where he helped establish multiple ASX listed financial services companies, developed a property portfolio worth more than $2.7 billion, and was instrumental in establishing and growing Challenger Annuities to capture 30% of annuities sales in Australia. He was also Chairman of the Credit Committee at Challenger.
Prior to joining Challenger, Rodger worked at the Schroder Merchant Banking Group for 15 years where he was involved in all aspects of fund management including domestic and foreign fixed interest, direct property portfolios, management of equities, research and analysis and corporate finance.
Rodger is a Senior Fellow and Member of the Financial Services Institute of Australasia and an Associate of the Australian Institute of Company Directors.
Director
John has extensive experience guiding the strategic operations of some of Australia’s leading financial services companies.
As founder and director of Trilogy Funds Group, John is a strategic thinker whose focus on identifying opportunities to add value for consumers and the business has seen him champion transformational change at Trilogy Funds Group. He is also a valued mentor for the Executive and other Trilogy Funds Group team members.
Previously, John was involved in the establishment and ultimate growth of Challenger into a broadly based financial services company which included the $3.5 billion Howard mortgage Trust and a $2.7 billion international property portfolio. John was an Executive Director at Challenger, Head of Property and responsible for the development of the Endowment Warrants-a precursor to Instalment Receipts and the structure and establishment of Challenger’s long term annuities. Prior to Challenger John worked in corporate finance at Morgan Grenfell Australia and Rothschilds Australia and was an Executive Director of Rothschilds Australia.
Prior to Trilogy Funds, John established ABN AMRO’s reverse mortgage product and headed up its PPP social infrastructure division.
John has also been the Independent Non-Executive Chairman of Westpac RE Limited, a wholly owned subsidiary of Westpac Banking Corporation.
Executive Chairman
Philip is a founder and Executive Chairman of Trilogy Funds Group.
He has over 40 years of experience in the financial services industry, across financial planning and funds management. Philip has been a solicitor of the Supreme Court of Queensland and the High Court of Australia for more than 40 years and was previously a partner in a Brisbane Law Firm for 19 years, with experience predominantly in the areas of commercial and corporate law. In addition to qualifications in law, he is a fellow of Finsia and has qualifications at a post graduate level in financial services and mortgage lending through Finsia (and its predecessor the Securities Institute of Australia).
Philip leveraged his Legal and Financial Services qualifications as founding managing director in 1998 of the funds management entity which evolved into Trilogy Funds. He is passionate about creating products in the financial sector and helping younger generations achieve their financial goals.
Independent Non-Executive Director
Patrice is an experienced company director and has over 35 years’ experience in chartered accounting and commerce. Patrice has significant senior experience in listed and unlisted organisations across multiple industries including property, infrastructure, finance and government organisations. Patrice’s current and previous appointments include QBANK, City of Brisbane Investment Corporation, Sunwater and Acumentis.
Joining the Trilogy Funds Board of Directors in February 2024, Patrice brings a wealth of expertise along with strong networks in property, finance and government. Patrice holds a Bachelor of Business – Accounting, is a Graduate Member of the Australian Institute of Company Directors and is a Fellow of the Institute of Chartered Accountants in Australia.
Non-Executive Director
Rohan is a Non-Executive Director of Trilogy Funds and a member of the Lending Committee. With more than 30 years’ experience in construction and property development, Rohan brings to Trilogy Funds his experience working in quantity surveying, estimating, project administration, development management, planning and project management. At Trilogy Funds, Rohan’s key area of focus is the management of risk in the delivery of projects.
Rohan has been involved in several major projects within the residential, retail and commercial property sectors while undertaking a variety of senior appointments with major public and private companies. He is also a member of the Urban Development Institute of Australia.
Independent Non-Executive Chairman
Robert was appointed as the independent non-executive chairman for Trilogy Funds in 2009. He is a corporate adviser with more than 30 years’ experience as a professional listed public company director and chairman. A former senior partner of the law firm Mallesons Stephen Jaques (now King & Wood Mallesons), Robert holds a Bachelor of Arts and Bachelor of Laws degrees from the Australian National University and a Master of Laws degree from the University of Sydney.
As an independent non-executive chairman of Trilogy Funds, Robert draws on his extensive experience as a corporate lawyer and combined experience as a public company director and chairman, where he was mostly involved as an independent director with non-executive roles.
Non-Executive Deputy Chairman
Rodger is an experienced financial services executive with a successful career establishing and growing high-performing businesses spanning more than 40 years.
A founder of Trilogy Funds and a member of the Board’s Audit Committee, Property Investment, Lending and Treasury Committees, Rodger uses his extensive experience to add value to the Board and Executive in all aspects of Trilogy Funds’ investment, financing, property development, marketing and customer focussed initiatives.
Prior to establishing Trilogy Funds, Rodger was an Executive Director at Challenger, where he helped establish multiple ASX listed financial services companies, developed a property portfolio worth more than $2.7 billion, and was instrumental in establishing and growing Challenger Annuities to capture 30% of annuities sales in Australia. He was also Chairman of the Credit Committee at Challenger.
Prior to joining Challenger, Rodger worked at the Schroder Merchant Banking Group for 15 years where he was involved in all aspects of fund management including domestic and foreign fixed interest, direct property portfolios, management of equities, research and analysis and corporate finance.
Rodger is a Senior Fellow and Member of the Financial Services Institute of Australasia and an Associate of the Australian Institute of Company Directors.
Executive Director – Institutional Capital and Chief Risk Officer
As a key member of our respective Treasury and Compliance Committees, Henry holds a wealth of knowledge and experience across governance and risk management. From a client-focused point, Henry has engaged in product creation and innovation for a variety of investors. Further to this, he carries a lengthy, successful track record of originating and executing corporate transactions with onshore and offshore partners, combined with significant experience in fixed income asset management.
Leveraging his experience in driving strategic initiatives across business units within the financial services sector, and separately as a company director of several private companies, his ability to align business risk appetite with strategic growth initiatives across the Trilogy Funds group is unparalleled.
Henry provides oversight of Responsible Entities AFSL requirements and engagement with the regulators. This is achieved through the development and implementation of appropriate risk management measures, ensuring there are appropriate controls and governance across our internal business functions.
Executive Director – Lending and Property Assets
Clinton commenced as Head of Lending and Property Assets with Trilogy Funds in 2017. Since embarking on this role, he has been instrumental in pioneering the growth and strategic development of two of our key products, the Trilogy Monthly Income Trust, and the Trilogy Industrial Property Trust.
Clinton is our in-house project specialist, with expertise across risk management, structuring and financing, coordination and delivery, as well as work-out projects and disposals. Throughout his time at Trilogy Funds, Clinton has successfully championed many business operations. Specifically, Trilogy Funds’ nationwide expansion of its flagship mortgage fund, conducive to the growth and management of a $900 million construction loan book portfolio; as well as leading the acquisition strategy of the Industrial Property Trust from inception to an AUM of $250 million, across 5 Australian states and territories.
Further to his 30 years of proven experience in property development, project delivery and asset management across residential, commercial, and industrial projects, Clinton upholds a strong track record in team leadership, business development and direct client and media liaison across both lending and property divisions. He holds a Masters in Business Administration from the Australian Institute of Business, in addition to Certificate courses from the Securities Institute of Australia and London School of Economics. Above all, he is passionate about providing exceptional service to our developer clients.
Executive Director and Chief Operating Officer
Justin commenced with Trilogy Funds as its Chief Financial Officer in 2007 and was later promoted to Chief Operating Officer in 2011. Justin is a company director of Trilogy’s private company’s and is the public officer for the group. Justin has a comprehensive understanding of Trilogy Funds’ systems and processes. His responsibilities include but are not limited to management of the group’s operations, with a particular focus on process improvement and automation to provide quality services to stakeholders.
Justin is a Certified Practising Accountant, with extensive experience in financial services, technology, auditing, and strategic planning. Additionally, he attains strong financial knowledge and oversight of the Responsible Entities AFSL requirements, including Trilogy Funds’ managed investment schemes. Utilising his vast knowledge of the statutory financial reporting requirements of the group and its managed investment schemes, Justin has attributed to the ongoing growth and operational success of Trilogy Funds, by implementing critical business systems and improvements. In doing so, he has been instrumental in providing the insights necessary to drive the business forward.
As a long-standing member of the Lending Committee, Workout Committee, and Investment Committee, Justin is passionate about continual improvement, through facilitating a supportive and collaborative company culture and searching for ways to improve how we provide services to our stakeholders. Prior to joining Trilogy Funds, Justin held various senior management roles within the financial services sector.
Executive Director
John has extensive experience guiding the strategic operations of some of Australia’s leading financial services companies.
As founder of Trilogy Funds and member of the Board’s Audit Committee, the Property Investment Committee, and Chairman of the Treasury Committee, John is a strategic thinker whose focus on identifying opportunities to add value for consumers and the business has seen him champion transformational change at Trilogy Funds. He is also a valued mentor for the Executive and other Trilogy Funds team members.
Previously, John was involved in the establishment and ultimate growth of Challenger into a broadly based financial services company which included the $3.5 billion Howard mortgage Trust and a $2.7 billion international property portfolio. John was an Executive Director at Challenger, Head of Property and responsible for the development of the Endowment Warrants-a precursor to Instalment Receipts and the structure and establishment of Challenger’s long term annuities. Prior to Challenger John worked in corporate finance at Morgan Grenfell Australia and Rothschilds Australia and was an Executive Director of Rothschilds Australia.
Prior to Trilogy Funds, John established ABN AMRO’s reverse mortgage product and headed up its PPP social infrastructure division.
John has also been the Independent Non-Executive Chairman of Westpac RE Limited, a wholly owned subsidiary of Westpac Banking Corporation.
Managing Director
As co-founder and Managing Director of Trilogy Funds, Philip is responsible for leading a cohesive and high-performing team across Trilogy Funds’ three offices, overseeing business compliance, and developing product offerings. He sits on the Board’s Audit Committee, Property Investment, Lending and Treasury Committees.
Philip has over 40 years of experience in the financial services industry, across financial planning and funds management. Philip has been a solicitor of the Supreme Court of Queensland and the High Court of Australia for more than 40 years and was previously a partner in a Brisbane Law Firm for 19 years, with experience predominantly in the areas of commercial and corporate law. For the past 25 years he has been the Managing Director for Trilogy Funds, including its predecessor responsible entity. In addition to qualifications in law, he is a fellow of Finsia and has qualifications at a post graduate level in financial services and mortgage lending through Finsia (and its predecessor the Securities Institute of Australia).
Philip leveraged his Legal and Financial Services qualifications as a founding director in 1998 of the funds management entity which evolved into Trilogy Funds. He is a key instigator of Trilogy Funds’ products, including the Trilogy Monthly Income Trust, Trilogy Enhanced Income Fund, Trilogy Industrial Property Trust and MDC Trilogy Wholesale Yield Fund I. Philip is passionate about creating financial products within the mortgage and property sectors that generate attractive income returns, as well as assisting younger generations to achieve their financial goals.