At The Motley Fool Australia, our purpose is to help Australians invest — better.
We do this through our free website, Fool.com.au, chock full of ‘Motley’ investing news and commentary, and through our free email newsletter, Take Stock, as well as our subscription-based Motley Fool Share Advisor, Motley Fool Dividend Investor, Motley Fool Hidden Gems, Million Dollar Portfolio and Motley Fool Pro services.
Our focus isn’t on the world’s billionaires… though we’re of course fans of Warren Buffett’s investment style and philosophy!
Instead, we’re entirely focussed on helping ‘Mum and Dad’ Australian investors — everyday people who are investing in shares to secure their long-term financial futures. We champion shareholder values and advocate tirelessly for the individual Australian investor.
Just like you, we are patient, business-focussed investors. Every day, we’re combing the ASX for the very best opportunities for individual investors – and helping them to build their wealth over time with great investment ideas.
Whether it’s fully franked dividend-paying shares, value investing plays, or fast growers we believe may be the market leaders of tomorrow, The Motley Fool Australia is on the lookout, and constantly sharing our unique stock market insights with you.
You can get to know our Foolish style and investment philosophy now with Take Stock, our free email newsletter. Every week, you’ll receive ASX ideas and high quality, share market commentary… all for FREE.
No matter whether you’re just getting started with ASX investing, or you’ve already retired with a sizable portfolio and are looking to protect your gains, we trust you’ll find Take Stock amusing and insightful.
The Motley Fool Australia offers four subscription-based stock investment services.
Motley Fool Share Advisor offers members one ‘best of the best’ ASX investment recommendations each month, as well as one U.S. stock idea. Since inception in December 2011, our Motley Fool Share Advisor picks have soundly outperformed the All Ords index. Interested in joining? You can sign up with a risk-free membership, including our 30-day full money-back guarantee.
Motley Fool Dividend Investor is a collection of investment ideas that specialises in ASX dividend paying stocks. Launched in October 2014, our Motley Fool Dividend Investor service focuses on selecting great businesses with regular, reliable, and rising dividend payments.
Motley Fool Hidden Gems is our ASX-only, small cap investment service. If you’re looking for growth – and don’t mind a little volatility – Motley Fool Hidden Gems could be right for you. This service is only periodically open to new members, and we maintain a strict membership cap. (Announcements are made as and when the service opens to new members.)
Motley Fool Million Dollar Portfolio is designed to integrate with our existing ideas services. It’s a real-money diversified portfolio comprised solely of ASX-only shares from Motley Fool Share Advisor, income stocks from Motley Fool Dividend Investor and growth stocks from our small cap service, Motley Fool Hidden Gems.
Motley Fool Pro is our ASX-only, real money portfolio. This service teaches you how to construct and build a diverse portfolio, from the very start. The Motley Fool will use $1 million of it’s own money to invest in the ASX. We don’t manage your money, you simply follow our guidance trade for trade, with funds in your own trading account.
Below, you’ll meet our Motley Fool Australia team. You may have already “met” investment advisor Scott Phillips through his frequent television appearances and articles in The Sydney Morning Herald and elsewhere.
Bruce Jackson is the General Manager of Motley Fool Australia Pty Ltd (ACN 146 988 052, ABN 83 146 988 052, AFSL 400691).
Way back in 1997, Bruce, a native Australian, co-founded The Motley Fool UK. From modest beginnings, firstly as Managing Editor and then as Managing Director, Bruce built up the business into one of the most successful recognised brand names in the UK financial sector.
After 18+ years living and working in London, at the end of 2006, Bruce decided to relocate back to Australia in a desperate attempt to reacquaint himself and introduce his young family to the concept of sunshine.
Bruce has a Bachelor of Business (Accounting) degree and a Diploma of Financial Services (Financial Markets), and before co-founding The Motley Fool UK, he was a Finance Manager at the British Broadcasting Corporation (BBC).
In his years with The Motley Fool, Bruce has written thousands of articles and pieces of content for the websites, and in 1999 also co-authored the best selling The Motley Fool UK Investment Workbook (if you’re looking at photo, he’s on the left. The goatee has now well and truly gone!).
In 2011, Bruce started The Motley Fool Australia. Despite all those years living in London, he still has an Aussie accent, and still supports Australia in The Ashes. You can find his Motley Fool profile here.
Scott Phillips is the Motley Fool’s Director of Research. He’s also the Lead Advisor of our flagship investment service, Motley Fool Share Advisor, and Portfolio Manager of Motley Fool Million Dollar Portfolio — investing $1,000,000 of The Motley Fool’s own money. He is passionate about investing, having managed his own portfolio for over 15 years. A dyed-in-the-wool Fool (in the best way), he has been a member of The Motley Fool since 1999. Scott holds a Bachelor of Commerce (Management) and a Graduate Diploma of Accounting.
Before joining the Fool, Scott worked in various sales and finance roles in industry, which has allowed him to see the good, bad and the ugly of corporate management close-up. Giving him a great understanding of the way businesses run – and what separates the business wheat from the chaff – Scott wholeheartedly agrees with Warren Buffett when he said he is a ‘better investor because I am a businessman and a better businessman because I am an investor’.
Scott left a successful career to follow his passion – investing and helping others invest better. It’s no surprise he ended up as Director of Research at The Motley Fool. You can find his Motley Fool profile here.
Prior to launching Lakehouse, Joe served as the Portfolio Manager of Motley Fool Pro and the Director of Research at The Motley Fool Australia. During Joe’s tenure as the advisor of Motley Fool Pro, from the end of March 2014 through mid-August 2016, the portfolio returned a cumulative gross total return of 81.8% vs. 14.9% for its benchmark, the ASX All Ords. Prior to that, he headed up Motley Fool Inside Value, a service recognized by both Hulbert Financial Digest and The Wall Street Journal for its outstanding returns.
Joe writes a weekly column for The Australian Financial Review and makes regular appearances on the likes of CNBC and Sky Business. A CFA charterholder, Joe is a graduate of the University of Georgia (BBA Finance) and Georgia State University (MS Finance). You can see his Fool profile here.
Andrew Page is the Lead Advisor on Motley Fool Dividend Investor and contributes to Motley Fool Share Advisor and Motley Fool Hidden Gems.
He has worked in the financial markets for over 14 years, representing a number of high profile organisations. With a strong focus on investor education, Andrew has delivered hundreds of presentations in both Australia and the US. He is also a regular guest on the Sky Business channel, where he appears as a guest host on the “Your Money, Your Call” and “Lunch Money” programs.
In a former life, Andrew completed an Honours degree in Microbiology and also established and operated his own business. Both experiences helped him become a better investor: The former having nurtured a sceptical, evidenced-based approach, the latter helping to augment theory with practice.
Andrew champions a long-term, value-oriented approach to investing, and believes success is more about time in the market than timing the market. With the majority of his personal wealth in shares, Andrew is a firm believer in practicing what you preach and hopes to lead by example. You can find his Motley Fool profile here.
Matt Joass, CFA is the Lead Advisor for Motley Fool Pro. Matt regularly appears as an expert guest on CNBC Asia and Sky Business and contributes to the Sydney Morning Herald and the Australian Financial Review.
Matt’s ideal investment is a company that is just tipping past what he calls a ‘fundamental inflection point’. It might be a new product or service that is growing rapidly, or a new market that is gaining traction, or just an old-fashioned turnaround. Whatever the cause, he loves to find those spots where the company’s future is likely to be very different from its past. The markets are typically slow to adjust, allowing savvy investors to profit.
Originally from New Zealand, Matt first joined the Motley Fool Australia team from chilly Copenhagen, where he had been working as a financial analyst in the headquarters of an international shipping giant. Matt is a big supporter of investor education and during his time in Denmark he co-founded the Copenhagen Investment Club, a fortnightly meeting of like-minded value investors. He believes that the best asset of an individual investor is a long-term focus and he is always keen to take part in an open-minded investing discussion.
Matt has also worked for a fast-growing telecommunications company in New Zealand and has trained in New York and India. He is a holder of the Chartered Financial Analyst designation as well as an Honours degree in International Business from the University of Auckland. When not working or studying, Matt loves to get outdoors and is an avid sailor. Matt has mentioned his love of sailing in his bio for a few years now, and remains disappointed he has yet to be invited on to anyone’s yacht. You can find his Motley Fool profile here.
Mike King is a Fool.com.au Investment Analyst and Writer. He caught the investing bug more than a decade ago, at a time when the U.S. had invaded Iraq and fear reigned in the markets. His initial success as the markets took off encouraged his passion and thirst for knowledge.
With 13 years behind him at one of Australia’s largest domestic banks, Mike’s passion for stocks led him to join a boutique funds management firm, where he stayed for four years. A seven-year stint in the equity research unit at one of the largest investment banks in the world followed that, giving Mike a thirst to pursue his passion further.
Mike holds a Diploma in Applied Finance and Investment and a Graduate Certificate in Financial Planning. His passion is to help retail investors invest better, and that passion was one of his primary reasons for joining The Motley Fool Australia in late 2011. Mike has written thousands of articles since joining, including for Fairfax Media, Yahoo!7, Ninemsn and has also appeared on ABC’s The Business.
You can see Mike’s profile and all his current stock holdings here.
Claude Walker is the Investment Advisor at Motley Fool Hidden Gems. He joined The Motley Fool as a Research Analyst in October 2014, but that wasn’t the first time our members had heard from him — prior to joining the team, he was a freelance contributor to Fool.com.au for over a year.
Claude’s passion for understanding markets intersects with his interest in long term sociological trends to inform a thematic approach to investing. On a company specific level, Claude prefers companies that can already boast, or are currently developing a sustainable competitive advantage. He looks for management teams with the capital allocation skills to complement operational expertise.
Prior to joining the Motley Fool, Claude worked in the renewable energy industry and graduated from the Australian National University with a Bachelor of Arts/Law (First Class Honours). From 2013 he published a popular investing blog called Ethical Equities and assisted a boutique investment company with stock analysis.
While working under Scott Phillips at Share Advisor, and then Hidden Gems, Claude researched more than 25 recommendations, working with Scott to continue the market beating track record of both services. Most of that time was spent at Hidden Gems. Claude started in his current role as Investment Advisor at Motley Fool Hidden Gems in 2016.
Claude’s appreciation for culture and nature have lead him to travel around the world twice (in different directions), and continue to fuel an inclination to explore new places — but even when he is appreciating culture and nature, he can’t help thinking about the next great investment idea.
Founded in the U.S. in 1993 by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world’s greatest investment community. The company’s name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king — without getting their heads lopped off.
Despite our quirky name, we are a proper, grown-up company. Headed by CEO & Co-Chairman Tom Gardner and Co-Founder & Co-Chairman David Gardner, The Motley Fool has a deep and experienced executive management team, and board of directors.
Today, we at The Motley Fool Australia are proud to bring Foolishness to Australia.
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