The Teaminvest Team
Collectively, we have over 10,000 years of knowledge and experience that members can draw on to make informed investment decisions for their own portfolios.
Board Members
John Price
John started his 40-year career as a research mathematician with positions in major universities around the world.
After publishing two books and over 60 papers in peer-reviewed journals in mathematics, physics, and finance, John set a research objective to understand the best investment methods of Benjamin Graham, Warren Buffett, John Burr Williams, Peter Lynch and other leading investors.
He personally programmed, tested, and compared over 30 different stock-valuation methods in his search for the best of the best. This led to the development of Conscious Investor®, which his company has sold around the world for the past eleven years and which is now part of Teaminvest.
It also provided the background and research for his acclaimed book The Conscious Investor® and the establishment of this Fund. Recently John teamed with Howard to publish Finding Wealth Winners® the Teaminvest Way.
To balance and help focus his number crunching, John swims in the ocean every day and practises Transcendental Meditation®.
John is a director of Teaminvest and a founding director of Conscious Capital.
Howard Coleman
For over 50 years Howard has started and built companies in the areas of consumer finance, education, language and mathematics in Australia, South Africa and the UK.
Howard’s extensive business background and experience means that he has the ability to hone in on the strengths and weaknesses of companies. This particularly applies to identifying their future risks, and the ability and strategies of the board and senior management to deal with them.
He has regularly presented strategic business and financial workshops with a focus on CEOs and senior management of medium sized companies.
Howard is a graduate of the Harvard Owner/President Management Program and completed the Australian Institute of Company Directors’ program for company directors. He is a director of a number of companies and has won many business awards including the prestigious Speaker of The Year Award from The Executive Connection.
Howard is a founding director of Teaminvest and of Conscious Capital.
Regan Passlow
Regan has worked as an executive director for 40 years for both national and multi-national companies. His focus has been primarily on strategic business development, administration and back office systems. He has over 40 years’ experience in senior management and governance roles in private organisations. He is the former co-founder of WebProfit.com.au, a business established in the 1990’s to provide executives of SMEs with strategic advice on the use of the Internet and e-commerce. He is also the co-founder of retail lender EM Finance Corporation and a founding director of Teaminvest, Teaminvest Private and EM Commercial Finance. He is Chairman of the Risk and Compliance committee.
Andrew Coleman
Andrew is a co-founder of Teaminvest Private Group (TIP Group) and is responsible for overall group leadership. Joining in 2012, Andrew has led the establishment of the TIP Group’s Equity and Wealth divisions before successfully recruiting and training his successors. Passionate about the role that education and mentorship plays, Andrew still takes time to facilitate education and advice workshops for major clients in addition to his group leadership role.
Previously, Andrew was an investment banker for a global bulge bracket firm. He holds a B. Econ (Joint Hons Class 1) from the University of Sydney, and is the co-author of ‘Relative Performance Incentives and Price Bubbles in Experimental Asset Markets’ published in the Southern Economic Journal and ‘Building a Wealth Winner by Transferring Knowledge’ available on Amazon.
Head of Funds Management and Education
Sanjee Narendran
Sanjee has over 20 years of Stockbroking and Management experience working for Tier-1 ASX participants. Prior to joining TIP Group he was Executive Director of State One Stockbroking, having direct oversight of 50+ staff including professional Day Traders and Advisors.
Sanjee holds a Bachelor of Business from UWS, Along with accreditations as; Responsible Executive, Equities and Derivatives DTR, Securities and Managed Investments, Accredited Derivatives Advisor levels 1 and 2, Foreign Exchange and Basic Deposit products.
Facilitators
Howard Coleman
For over 50 years Howard has started and built companies in the areas of consumer finance, education, language and mathematics in Australia, South Africa and the UK.
Howard’s extensive business background and experience means that he has the ability to hone in on the strengths and weaknesses of companies. This particularly applies to identifying their future risks, and the ability and strategies of the board and senior management to deal with them.
He has regularly presented strategic business and financial workshops with a focus on CEOs and senior management of medium sized companies.
Howard is a graduate of the Harvard Owner/President Management Program and completed the Australian Institute of Company Directors’ program for company directors. He is a director of a number of companies and has won many business awards including the prestigious Speaker of The Year Award from The Executive Connection.
Howard is a founding director of Teaminvest and of Conscious Capital.
Michael Stewart
Michael studied at the Royal Military College and the University of Queensland culminating in an MBA in economics and marketing. He credits his thirteen years in the Army with giving him a firm foundation in logical decision making for all areas of life.
From running his own company after the Army, Michael gained insight into looking at companies of all sizes from the perspective of an investor and business owner. He is an avid believer in the principles of finding the highest quality companies with the best management to invest for the long term.
Michael is known for his ‘uncommon-sense’, practical investing suggestions and thorough investigation into companies. He is very robust in following the proven philosophy and methodology of the Fund aimed at great returns while minimising risks. When discussing companies for the Fund, Michael brings great focus through his attention on companies he already owns or would be prepared to invest in at a fair price based on future earning’s growth.
When not mulling over investment opportunities, Michael can be found on the hockey field, tennis court and enjoying time his family.
Andrew Coleman
Andrew is a co-founder of Teaminvest Private Group (TIP Group) and is responsible for overall group leadership. Joining in 2012, Andrew has led the establishment of the TIP Group’s Equity and Wealth divisions before successfully recruiting and training his successors. Passionate about the role that education and mentorship plays, Andrew still takes time to facilitate education and advice workshops for major clients in addition to his group leadership role.
Previously, Andrew was an investment banker for a global bulge bracket firm. He holds a B. Econ (Joint Hons Class 1) from the University of Sydney, and is the co-author of ‘Relative Performance Incentives and Price Bubbles in Experimental Asset Markets’ published in the Southern Economic Journal and ‘Building a Wealth Winner by Transferring Knowledge’ available on Amazon.
Kevin Robinson
Kevin has had a career spanning several industries giving him a broad insight and perspective on business. He started out working in Oil and Gas exploration for an international company, moved to software development and implementation where he worked in Australia and Britain. Having gained a degree in business from RMIT University, Kevin then moved to the financial advice industry, first in life insurance, then as a financial advisor.
Having long had an interest in investing, Kevin found himself best suited to a fundamental, long-term investment style. Having decided that, he discovered Dr. Price’s software and, in 2009, joined Teaminvest and has been involved directly in investment since.
When not investing, Kevin can be found engaged in fitness activities, socialising with friends and family, reading, and engaged in a constant quest to learn. Kevin also currently has directorships in: Lusty Tip Trailers, East Coast Traffic Controllers, and a medical research charity.
Keith Foreman
Keith joined Teaminvest in June 2011 and is responsible for member support and, in particular, the on-board training for all new members. Keith has written a book called The Conscious Investor Method (available via Amazon) which outlines Teaminvest’s methodology and other fundamentals members look for to find great potential wealth winners
James Rosenberg
James is a Private Wealth Adviser at Ord Minnett in Sydney. He has worked in equity markets for over 30 years helping clients meet their investment goals within their tolerance for risk. James is a long-term, patient investor who believes that the income from assets funds living but the primary goal is to protect and grow those assets for future generations. Education of clients and their children and grandchildren is an integral part of his advice. He has been a TeamInvest facilitator since 2014.
Steven Mabb
Steven co-founded a successful footwear business that was subsequently sold to a listed US company in 2018. From there he has dedicated all his available time to Investing. He is the current volunteer Chair of the Australian Shareholders Association and has been working with Howard in recent times, on ways to align more of ASA positions on listed company governance with the views and successful principles of Teaminvest. He has working relationships with multiple Teaminvest companies management that have helped provide deeper insights for members and he is excited about helping more members moving forward as a new Facilitator.
Ed Coppe
Ed Coppe is an accomplished executive with extensive experience in global corporate strategy and regional development. Following a B.Com at Deakin University, Ed held senior leadership roles at Mars Incorporated across New Zealand, Asia, the USA, and Europe, specializing in finance, marketing, and strategy.
Upon returning to Geelong, he founded Ed Coppe Wealth Management and transitioned into impactful public service. Ed served as Mayor of the City of Greater Geelong and was a founding member of the Committee for Geelong. He has chaired the G21 Geelong Region Alliance and remains a dedicated board member of the Geelong Community Foundation.
Matt James
Matthew, a seasoned corporate consultant specialising in credit, brings over 15 years of banking expertise in credit analysis, commercial finance, and funds management. With extensive industry experience, he is a trusted advisor for businesses seeking strategic credit insights and solutions.
Peter Rodgers
Peter has spent two decades in engineering consulting and executive business management. During this time, he has shared his time with the pursuit of his primary wealth creator, value investing, and has enjoyed his ongoing transition into investing as his primary focus. He is a life long learner, with a Bachelor of Engineering, Masters of Business Administration and Masters of Mineral Economics (and no he doesn’t invest in mining companies). Peter has been a Brisbane TI member since 2021, and has used this platform to extend his value investing activities including a biennial pilgrimage to Omaha, Nebraska for the Genius of Buffett and Value Investor Conference and the Berkshire Hathaway AGM.
Daniel Wright (Global)
Daniel spent 22 years navigating the fast-paced world of global healthcare before deciding it was time for a new chapter. These days he channels his curiosity into researching companies and investment opportunities. And when he’s not analysing something, he’s on the water — sailing with his family or throwing himself into any sport that gets him wet.
Administration
Zaki Razi
Zaki is a Relationship Manager at Teaminvest, serving both current and prospective members. He assists with onboarding members into the Teaminvest ecosystem and provides support in managing their online services. Zaki works closely with Gianna, the Member Services Coordinator, to improve the member’s experience in-person and online.
Gianna Simonutti
Gianna is a Member Service Co-oridinate, where she ensures all the new members are set up on the Conscious Investor software and activated. She is responsible for updating and adding Mastercalss and Smart information and managing all member plans. She is also responsible for invoicing all members on their anniversary dates and processing and managing monthly direct debit and credit cards. Members payments have to be updated on the members financials in TIMM. She is also an event organiser and ensuring each venue has the correct setup to cater for the attendees. The Masterclass/Triage invites are prepared and sent out in each state. She prepares and manages all the Global members including monthly invites and updating CI with the SMaRT results. She is responsible for member surveys to be conducted and feedback request and any other updates for Teaminvest members.
Carol Ross Morley
Carol has been part of the TIP Group for over 15 years in a wide range of roles from Company/Divisional Accountant to CEO/COO. Prior to working at TIP Group, Carol worked as an external auditor with Price Waterhouse where she gained experience in a range of industries- manufacturing, service providers and local government.
Carol processes a Bachelor degree in Business with a major in accounting and is a member of the Institute of Chartered Accountants.
Carol prides herself on her ability to understand business operations and the importance of providing great customer service.
Natalie Buda
Natalie Buda is Sanjee’s executive assistant, responsible for managing his diary, meetings, and all travel arrangements, including flights and accommodation. She negotiates venue pricing for monthly meetings and oversees coordination and scheduling, ensuring facilitators and dates are consistently updated and aligned.
Information Technology
Khurram Zeeshan
Khurram is the Head of Software Development at TeamInvest, where he oversees the Conscious Investor application and drives new features and enhancements. With over 23 years of experience in software development across the financial services sector, he specialises in managing and modernising funds management and ASX applications to deliver secure, reliable, and scalable solutions.
Sales Team
Sherry Chan
Sherry is a Relationship Manager at Teaminvest, supporting both current and prospective members. She assists members with their enquiries and speaks with potential candidates to ensure they align with the calibre and values of the group. She also arranges introductory meetings to understand each candidate’s background and how they can contribute to the collective wisdom of the membership.
Bing Zheng Cheong
Bing is a Relationship Manager at Teaminvest, helping new and prospective members benefit from the value of Teaminvest’s membership services. He provides guidance to new members, addresses their enquiries, and builds meaningful relationships to support their long-term investment goals.
Luke Cormack
Luke is a casual member of the TIP Group team based in Brisbane. He supports a variety of operational and creative tasks, assisting with video production, marketing activities, and general project work.
Marketing Team
Kerry Fleming
Kerry is a results-driven Marketing and Communications leader with deep experience across wealth management and financial services. She has led high-performing teams, delivered integrated brand and growth campaigns, and managed premium client events and digital product initiatives. Kerry is currently Head of Marketing at Teaminvest overseeing both the marketing and the sales teams, focused on building trusted, education-led investor journeys.
Peter McDonnell
Peter is the Creative Director at Teaminvest, where he is the driving force behind the brand’s visual and auditory presence. He expertly manages the recording, editing, and distribution of the successful Teaminvest Wealth Builders Podcast. Peter also generates all corporate imagery, designs promotional collateral, signage, and creates impactful presentation decks for events, ensuring consistent and compelling marketing across all channels.
Claudia Goh
Claudia is a Member Services and Marketing Support at Teaminvest, where she plays a key role in branding, marketing, and member communication activities. She holds a degree in Media and Communication Studies and contributes to the development of Teaminvest’s social media presence through strategic content and engagement initiatives. In addition, she provides educational materials and resources to both members and the wider community.