Founded
Independently Owned
About Fidelis
We are a leading boutique investment consultant. We work with premier financial advisory groups as well as families, foundations and not-for-profits.
- Collaborative and tailored asset consulting
- Large highly experienced investment team
- Independent and objective asset allocation and manager research
- Cutting edge proprietary quantitative solutions
Team
Meet Team Fidelis
- All
- Investment
- Marketing and Technology
- Asset Allocation Committee
- External Advisers
Angela Ashton
Founder and DirectorAngela founded Fidelis in 2026 and is ultimately responsible for all investment activities at Fidelis
Angela has 30 years’ experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings at van Eyk Research and General Manager, Managed Funds Research at IWL Ltd (now CommSec). She has contributed to the industry through serving on a number of education committees with groups such as Kaplan and the Investment Management Consultants Association (IMCA).
Angela holds a Bachelor of Science, Bachelor of Economics, a Graduate Diploma in Applied Finance, Master of Commerce (Finance) and has completed the Certified Investment Management Analyst course. She is a Fellow of FINSIA
Steve James
DirectorSteve is a director of Fidelis and was previously a director of Evergreen Consultants. Steve has had a long, distinguished career in distribution in the Australian funds management industry.
Denis Carroll
DirectorDenis established Airservices Australia’s highly successful and innovative AvSuper Superannuation Fund in 1990 and led it for 15 years before entering the funds management industry in 2005. He was a director of IXIS Asset Management in Australia before joining Pengana Capital in 2007 where he was Head of Distribution.
Denis is now the Australian representative for CheckRisk, a global provider of risk and risk management services to institutional clients.
Mark Wist
ConsultantMark is a corporate property and funds investment strategist and adviser with 35 years of experience in asset allocation advisory, investment performance analysis and governance. He holds a Bachelor of Property (Valuation) and is a Fellow of the Royal Institution of Chartered Surveyors and a Fellow of the Applied Property Development Institute.
Dr. Kingsley Jones
ConsultantKingsley has over 20 years’ experience in financial markets. He was a Portfolio Manager for the Macquarie Global Thematic Fund, Global Head of Quantitative Trading Research, and a member of the Australian Value team at Alliance Bernstein LP and Head of Quantitative Research at CSFB. He is a Founding Partner of Jevons Global, a global investment firm.
Kingsley holds a PhD in Theoretical Physics, a CFA and is an affiliate member of the MTA.
Stephen Duchesne
ConsultantStephen has over 30 years’ experience in financial markets. He was formerly Managing Director and Head of Australasian Debt Markets with Merrill Lynch Australia and has held senior roles at Credit Suisse and Midland Bank PLC. He co-founded Endowment Bond Exchange. Stephen is currently commercializing his second fintech start-up and manages a valuation-based equity fund.
Stephen holds a Bachelor of Science in pure maths, a Masters in Applied Finance and is a Fellow of FINSIA.
Maximilian Mulholland-Licht
ConsultantMax’s core responsibilities at Fidelis have include working on client investment committees, manager research and general client support.
Over his time at Fidelis, Max has developed a strong understanding of the key elements of Fidelis’s services: portfolio construction, asset allocation and manager selection.
Max holds a Diploma of Business from UTS and is working towards his CFA certification.
Bridget Nguyen
Marketing AssociateBridget joined Fidelis in March 2026.
She is especially interested in the creative side of marketing, and she has experience in digital marketing, social media marketing and lead nurturing. She is responsible for creating collateral, copywriting and assists with the overall strategic direction of the Fidelis brand. Bridget has had exposure to the financial services sector as a client service associate in the Boardroom Australia ESS team, and she has also previously worked in digital marketing for an independent mortgage broker.
She graduated from the Australian National University College of Business and Economics in 2018, completing a Bachelor of International Business.
Dylan James
InternDylan has had three years experience working with Evergreen Consultants as an Intern. He is currently enrolled at the University of Western Sydney in a Bachelor of Business and anticipates graduating in 2028.
Michael Houlihan
Advisory Board -Michael has more than 30 years experience in superannuation and financial services. He is currently Director Head of Superannuation for Strategic Wealth Services, the Victorian Community Chair of the SMSF Association and the Chair of Eltham College. Michael has held roles including CEO of Mainstream Group subsidiary, Mainstream Superannuation Services (which incorporated the role of CEO of Combined Super) and Head of Product and Technical Services at both JBWere Investment Management and Vanguard Investments Australia.
Michael holds a Diploma of Superannuation Management and a Graduate Certificate of Business Administration. He is a Justice of the Peace.
Contact
Contact Us
Our Address
Level 510 Bridge Street
Sydney NSW 2000
Our Postal Address
PO Box 552Royal Exchange NSW 1225
AR, ABN and AFSL
AR 001323280ABN 41 698 456 594
AFSL 486275